An honest comparison

Why not just set it up yourselves?

You can. Anyone can buy a business plan and sign the team in by lunchtime. The question is what happens in the months after: who can see what, where your customers' data goes, and whether the assistant actually does the work. Here is the comparison, including the cases where you do not need us.

Three ways to get there

What has to happenDo it yourselvesThe vendor's onboardingTech Bureau setup
Choosing the plan and the termsYou compare plans and read the data terms yourselfTheir plan, their terms, their upsell
No training on your data, retention, sharing policiesDefaults, unless someone finds the settingsDefaults, with a help article
Who can see whatEveryone is an admin, or nobody isRoles explained; you set them
Email, calendar and files connectedEach person connects their own, or notBuilt-in connectors, if someone turns them on
Accounting, CRM, job systemsNot connectedNot their job
The assistant knowing how your business does thingsEach person writes their own prompts, differentlyGeneric templates
Rules for staffNone, or a memo nobody readsTheir acceptable-use terms
When it stops workingWhoever set it up, if they still work thereVendor support, about the product
CostLicences, plus the hours of whoever does itLicences; onboarding is usually free

When you do not need us

Do it yourselves if

  • You are one or two people and nothing you paste into an AI belongs to a customer
  • Someone in the business enjoys this, has a free afternoon a week, and will still be there next year
  • Your work does not touch email, files or business systems the assistant would need to read
  • You want to try it before you commit; our Claude vs ChatGPT guide is written for exactly that

When it is worth paying for

Get it set up if

The value of an assistant comes from the setup around it, not the licence. If any of these is true, the setup pays for itself within weeks, and the Privacy Act changes on 10 December 2026 make the data settings a matter of compliance, not preference.

  • Staff are already using personal AI accounts with customer details in them
  • Three or more people would use it, in different roles
  • The work lives in your email, files, accounting or job system
  • You want every quote, report and reply to come out the way the business does it, not the way each person does it
  • Nobody has time to own it, and you want it to keep working after the first month

Still not sure? Ask.

Book a free 30-minute call. If doing it yourselves is the right answer for you, we will say so and tell you how.

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