AI training and automation for small teams in London and the South East
It drafts. You decide.
I run hands-on AI workshops for recruitment, customer success and property teams of 5 to 100. Your team learns to use the AI you already pay for on the admin that eats their week. Then I build the tools that find what you'd have missed, like this one.
Hannah Okafor
Possible fee £6,120Her team is hiring. A Payroll Officer role went up on their careers page on 14 Oct and wasn't briefed to you.Job alert in your inbox, 14 Oct
On her 3-month call she called the Sage migration "a nightmare". Their newsletter says it went live in September.Call transcript, 12 Feb, and client email, 30 Sep
Her first anniversary is 3 Nov, and your rebate period ended in February.Placement record
Not in the record: whether she's happy in the role. Ask, don't assume.
Northgate Clinics
Renewal £42,000 in 100 daysRachel's email signature changed to Head of Operations on 1 Oct. She now signs off the renewal.Email thread, 2 Oct
On the July QBR she asked for single sign-on for the new sites. It shipped on 9 Oct.QBR recording, 17 Jul
Logins are down 38% against their own eight-week normal, mostly at the two newest clinics.Product usage and support, this week
Not in the record: who else is in the renewal decision now. Ask, don't assume.
Graham Pike
Management fee at risk £2,088 a yearThe tenants at 14 Elm Road gave two months' notice on 2 Oct, so the flat is empty from 1 Dec.Tenant's notice email and call note, 2 Oct
In March Graham asked what a portfolio valuation would cost. Nobody followed up.Email, 11 Mar
Two similar two-beds on Elm Road let in under 10 days this month at £1,450.Your own lets, October
Not in the record: whether he's thinking of selling. Ask, don't assume.
Sound familiar?
You've paid for the AI. Nobody has shown the team how to use it on their own work.
- You pay for Copilot or Gemini and nobody uses it for more than tidying emails.
- Half the team uses ChatGPT on personal accounts and there is no policy.
- Clients go quiet because nobody had time to follow up.
- You tried an online AI course. It was generic and out of date within a month.
UK recruiters report 17.7 hours of admin for every vacancy (Totaljobs, via People Management). Most of it is writing things up, chasing and reformatting: exactly the work an assistant does well, with a person checking it.
Three steps. You can stop after any of them.
- Step 1
Find the hours.
A 20-minute call with you and a three-minute survey for the team. We see where the week really goes before anyone opens a laptop.
- Step 2
Train on your real work.
Half a day at your office. Each person leaves with four workflows they can run the next morning, a prompt pack in your voice and a one-page AI policy. I refresh the prompt pack for 90 days as the tools change.
From £900 for up to 12 people
What happens on the day - Step 3
Prove it, then automate.
At day 30 we compare minutes per task with the baseline. If one workflow has stuck, the audit costs out running it properly and the build wires it in.
Audit £950, credited against a build
How the audit works
Your tools already talk to each other. Nobody has shown your team how.
The workshop shows your team which of these can feed the assistant today and which link to make first. Then I build the rest, on your accounts and your keys, with a person approving every step.
Hi Hannah, Sam here. Nearly a year at Harbourline already, and I hear the Sage move finally went live...
Read: placement record, job alert email, February call, calendar Approved by SamLogos show tools Warm Desk works with. Warm Desk is not affiliated with or endorsed by any of these companies.
What runs on your desk
The workshop puts the first four on everyone's desk the next morning, with a prompt pack in your team's own voice. The rest are built after the audit, on your accounts, with a person approving each step.
Call notes to the CRM
A call transcript becomes a note in your CRM fields, with a list of anything the person did not actually say.
Get your tools talking
What connectors are, in plain English, and a map of which of your tools can already talk to the assistant: the CRM, the inbox, the calendar, the phone system. The team leaves knowing which link to make first.
The Monday client report
Every client gets a Monday update in their account manager's own voice, built from the live pipeline: what was done, what moved, what happens next. Nothing is typed twice and no client has to chase on a Tuesday.
Your prompt pack and the one-page policy
The prompts your team wrote on the day, in your voice, saved in the tool you already pay for, and the usage policy that says what the assistant never touches.
Gone quiet
Every client, account or candidate ranked by how long since you last spoke, across email, calls and the CRM. The opener is drafted from the record, the follow-ups are tracked in the same place, and nothing goes out until a person says so.
The quiet-client alert
Each client compared with its own normal pattern, not a company average. You hear the week it goes quiet, not the quarter.
One desk for everything
The assistant reads your CRM, inbox, calendar and call notes together, tells each person what needs them today, drafts it, and sends nothing without their say-so. The biggest thing I have built, and the one teams ask about once the first three are running.
You get me, not a team of trainers
I'm Conor. I spent three years on an agency desk, then moved in-house as a Talent Partner, buying from agencies. So I've sat on both sides of the Monday call. After that I worked in customer success at a B2B software company, where I ran AI training for sales and CS teams across several countries and built the tools below.
Every desk I've worked on had the same problem: good people losing their best hours to writing things up, while an AI tool sat unused because nobody had shown them how to use it on their own work. Big AI training firms sell programmes to large companies. Small teams need someone who has done the job, can come in for a morning and charges a price the owner can sign off.
I run every session myself, and anything I build, I build.
Or email conor@warmdesk.co.uk. I reply within one working day.
Proof so far
Three tools I designed and built in my last role, at a B2B software company. Each one keeps a person in charge of what goes out.
One desk for an account team
The problemAccount managers started each day hunting across five tools for what needed them.
What I builtA co-pilot that tells each person what needs them today and drafts the work, sending nothing without their say-so.
What happenedPicked up for rollout across a global team.
Gone quiet, for an account team
The problemNobody could see which customers were overdue a conversation.
What I builtA ranking of every account by time since the last real contact, with the opener drafted from the account's history.
What happenedReached customers who had been quiet for nine months or more, and booked two meetings the day it was built.
A quiet-account alert and weekly health dashboard
The problemCustomers drifted away before anyone noticed.
What I builtA daily alert comparing each account with its own normal pattern, and a weekly dashboard of account health.
What happenedCaught two customers quietly leaving in the alert's first two months, and the dashboard saved each CSM 2 to 3 hours a week.
Warm Desk is new. The first three agencies get founding terms in return for a short written case study. Ask on the call.
Why not just buy a course?
| What you get | Online AI course | Large AI training firm | Warm Desk |
|---|---|---|---|
| Built around your work | No, generic examples | Yes, after scoping | Yes, your systems and your voice |
| Uses the tools you already pay for | Usually one tool | Often | Always |
| Price before you call | Yes | Rarely | Yes, from £900 |
| Run by someone who has done the job | No | Sometimes | Yes, three years in agency recruitment |
| Keeps up when the tools change | No | Sometimes | Prompt pack refreshed for 90 days |
| Hours saved, measured | No | Sometimes | Yes, baseline and day 30 |
| Can build it in afterwards | No | Yes, at enterprise prices | Yes, fixed price |
The rules I work to
- A person approves everything the assistant writes before it reaches a client, a customer or a candidate.
- No person is screened, ranked or rejected by AI. In recruitment the ICO treats that as the highest-risk use, and I don't teach it anywhere.
- We use the tools you already pay for. If you only have free or personal accounts, the day runs on made-up data and choosing a business plan goes into your policy.
- All the data on the day is synthetic. Nobody has to think about GDPR during the exercises.
- Anything I build runs on your accounts and your keys, and you own it.
Which desk is yours?
The recruitment desk
UK recruiters report 17.7 hours of admin for every vacancy (Totaljobs, via People Management). Call notes to the CRM, the scheduling chase, and Gone quiet for candidates and clients.
Read the pageThe customer success desk
Renewals, quiet accounts and the Monday update, built from the CRM and the inbox you already have. Nothing goes to a customer unsigned.
Email Conor about a customer success deskThe property desk
Applicants, landlords and vendors who have gone quiet, chased in the office's own voice, with every viewing, notice and follow-up in one place.
Email Conor about a property deskQuestions owners ask
How much does it cost?
£900 for up to 12 people, £1,200 for 13 to 30. Travel in London and Kent is included. The audit is £950 and comes off any build in full.
Is this generic AI training?
No. We shape the workflows to your systems and your team's voice on the pre-work call, and the exercises use material that looks like your work.
Does any client or candidate data get used?
Not on the day. Everything is made-up data I bring. Your team uses real data afterwards, inside the business tool your policy names.
What if nobody keeps it up?
That's what the day-30 call is for. Each person commits to one workflow for 30 days and we measure it against the baseline.
Do we need to buy new software?
No. We use Copilot, Gemini, or a business plan of ChatGPT or Claude, whichever you already have.
Not sure where AI fits on your desk? Book 20 minutes.
Tell me your team size and the job that eats the most time. I'll tell you honestly whether the morning is worth it, and if not, what I'd try first. I reply within one working day.