Audit · Your AI Portal

📋 Their current cost — fill in during audit meeting

Number of receptionists

Cash salary per agent (£/yr)

Sick days/yr per agent (UK avg ~5)

Holiday cover (£/yr per agent)

Recruitment cost per hire (£)

Avg tenure (years)

IT + desk + bonus + admin (£/yr per agent)

Loaded cost per agent—

Total client current cost (all agents)—

📞 Service configuration — what we're providing

Inbound calls/day

Avg inbound call duration (sec)

Outbound calls/day target

Avg outbound duration (sec)

Days per month operation

Number of stores

Number of inbound agents

Outbound capability

Live dashboard included

Inbound minutes / month—

Outbound minutes / month—

⚙️ Pricing model (ADMIN ONLY — bespoke per client)

Per inbound agent fee (£/mo)

Inbound minutes included per agent

Inbound overage (£/min)

Outbound capability fee (£/mo)

Outbound minutes included

Outbound overage (£/min)

Dashboard fee (£/mo)

Setup per store (£)

Custom adjustment (£/mo, +/-)

Multi-store discount (auto-applied)

💷 Quote — what client pays

Base monthly fees—

Overage charges—

Multi-store discount—

Custom adjustment—

MONTHLY TOTAL—

Setup fee (Year 1 only)—

💰 Client saving

Year 1 saving—

Year 2+ saving / yr—

5-year cumulative—

% saving Year 2+—