CW Audit → Clear plan → Fast build

AI automation that makes your data work better — and gives you your time back.

CW Data installs practical automation systems for UK small businesses: lead capture, quoting, reporting, reminders, compliance logs and dashboards — connected end‑to‑end, built for real life.

No hype. No jargon. Just systems that work.

Start with the CW Audit

A short call where we map your fastest route to ROI. If automation isn’t the answer, we’ll tell you.

15 minutes 3 quick wins Plan + timeline Rough ROI

Typical quick wins

Examples we can implement fast (depending on your stack):

  • Website / socials → leads captured → auto follow‑up → booked call
  • Inbox triage, quotes and reminders (less chasing, fewer missed jobs)
  • Weekly reporting dashboard from spreadsheets / CRM / forms
  • Compliance checklists with evidence logging and audit trail

What we build

Automation first. Everything else supports the system.

AI Automation (Primary)

Connect your tools and data so work happens automatically — with clear ownership and visibility.

  • Lead capture + follow‑up
  • Quoting + reminders
  • Ops reporting + dashboards
  • Internal admin automation

Digital Twin dashboards

A simple “single source of truth” for tasks, evidence, assets and operational status.

  • Checklists + evidence upload
  • Overdue tracking + audit trail
  • Exports and reporting

Websites that convert

Mobile‑first sites built around lead capture and follow‑up, not “pretty pages that do nothing”.

  • Clear offer + CTA
  • Forms, booking and tracking
  • SEO basics + speed

Tools & training

We recommend tools we’ve tested and train your team to use them properly. (Some links may be affiliate.)

  • Setup + templates
  • Best practice training
  • “Done‑with‑you” installs

How we work

Simple. Measurable. No chaos.

  1. CW Audit: find the 3 highest‑impact wins.
  2. Build sprint: we implement, test and document.
  3. Handover: training + support so your team can run it.
Want a dashboard like this for your business? The audit tells you what’s realistic and what’s a waste of time.

FAQ

Do you only work with certain industries?

We work best with service businesses and operators with repeatable admin: leads, quotes, bookings, reporting or compliance. The CW Audit confirms fit quickly.

Do we need new software?

Not always. We can improve what you already use. If a tool change is worth it, we’ll explain why and train you on it.

Is this “AI magic” or actual automation?

Actual automation. Where AI helps (summaries, classification, drafting, routing), we use it — but the backbone is reliable workflows and clean data.

How fast can we see results?

Most quick wins land within 7–14 days once we agree the scope. The audit sets the timeline.

Ready to stop wrestling with admin?

Book the CW Audit and we’ll map the quickest route to ROI.

Book CW Audit