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Our IT provider gave us an AI answer we're not sure about.

Keep your IT provider. AI inside Microsoft 365 is a new job, and most providers are being asked about it for the first time too. A second opinion in writing costs less than a wrong licence order.

A closed dark laptop with a single printed page beside it, on a light oak desk.

What you should have in your hand afterwards.

Whatever the answer was (Copilot for everyone, a quote for twenty seats, “we’ll just switch it on”), the test is the same: is it written down, does it name actual files and named people, and does it say what happens next month?

This is the page I send on the 1st of every month. Your IT provider gets the same page, if you want them to.

Monthly report · November 2026
Example Firm LLP

November, in one page: two new sharing links to 'Everyone' (removed), one new app asked for access to your mailboxes (a note-taker; I've said no until you decide), and Microsoft changed a Copilot setting I've turned back. Nothing to do on your side this month.

What changed

  • Two new sharing links to “Everyone”Removed
  • A note-taker app asked to read every mailboxWaiting for you
  • A Copilot setting changed by MicrosoftTurned back

Checked on the 1st

Accounts with MFA
22 of 22
Leavers switched off
1 of 1
Copilot seats in use
4 of 4
Files open to everyone
0
Checked and written on 1 December 2026. Questions: reply to this email; a written answer by the next business day.
Example data · a monthly report for a made-up firm

What a good answer covers.

Four parts. You can check any answer against them yourself.

  • What’s safe

    What each person can already open, checked before Copilot is switched on, not after.

  • What’s risky

    The named file, folder or app that’s open today, and the fix for each one.

  • What’s worth paying for

    Who needs a paid seat, who is cheaper on pay-as-you-go, and who is fine on what’s already included. (Microsoft Learn)

  • What to skip

    What you don’t need to buy. If four seats will do the job, the answer should say four.

You don't have to fire anyone.

Most firms I work with already have an IT provider, and that's fine. They keep your devices, your help desk and your backups. I keep AI safe inside your Microsoft 365 and tell you both what changed each month. If you don't have anyone, I'll say so and we can talk about it.

Your IT provider keeps

  • Laptops, phones and printers
  • Day-to-day fixes for your staff
  • Backups, servers and the Wi-Fi
  • Anything after hours

I keep

  • What AI tools can see in your Microsoft 365
  • The one-page AI-use policy
  • The model decision inside Copilot
  • The monthly check that nothing drifted

One page on the 1st of every month, to you both

It starts with two weeks of looking.

The AI Exposure Check is read-only and in writing, and nothing in your Microsoft 365 is changed. Your IT provider is welcome on the read-out call, and can see exactly what access I was given.

The AI Exposure Check

$750
Up to 25 staff
$1,200
26–50 staff
  • Two weeks, read-only, in writing
  • Credited in full against the set-up within 90 days
  • If I can't show you at least three specific things worth fixing (a named file, setting or tool), you don't pay.

See a sample report · Every price

Rather read first?

All of it is free, with no email asked.

Questions owners ask.

Yours isn't here? Email me and you get a written answer by the next business day.

We already have an IT provider.

Good, keep them. Most firms I work with already have an IT provider, and that's fine. They keep your devices, your help desk and your backups. I keep AI safe inside your Microsoft 365 and tell you both what changed each month. If you don't have anyone, I'll say so and we can talk about it.

Will you tell our IT provider they got it wrong?

No. I’ll tell you both what I found, in writing, and what I’d do about it. If something is theirs to fix, I’ll say so and leave it with them.

Is this a way of replacing them?

No. I won’t pitch you on replacing your IT provider, and I don’t quote for their work. Laptops, servers, backups and networks are theirs.

Start with 20 minutes.

No slides, no demo. I'll tell you whether I can help, and what the Check would cost for a firm your size.

Start with a free 20-minute callor email me

DanielI do the work, and I'm who answers.

What happens after you book

  1. Pick a timeA 20-minute slot, straight from the calendar.
  2. We talkNo slides, no demo. I’ll tell you whether I can help, and what the Check would cost for a firm your size.
  3. If it fits, the CheckTwo weeks, read-only, in writing. The price is fixed before any work starts.
Start with a free 20-minute call