AI & Automation Audit

A focused audit for work that feels too manual.

A 60-minute working session for owners and operators who know something is inefficient and want a clearer read before deciding what to change.This is a 60-minute working session for owners and operators who know something is inefficient but want a clearer read before deciding what to change. We look at handoffs, reporting, repetitive admin work, follow-through, and where automation or AI may actually help.

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Audit at a glance

$199

Flat price

60 min

Working session

24 hrs

Written scorecard

A real 60-minute working session, not a generic consultation call.

A written scorecard with key findings and recommended next steps.

A simple booking step after submission to meet your busy schedule.

Good fit

Best for businesses that want to improve efficiency without guessing at the fix

The audit is built for owners and operators who can feel the friction but have not had the time or outside perspective to map it clearly.The audit is designed for owners and operators who can feel the friction but have not had the time or outside perspective to map it clearly. That is often especially true in service businesses where scheduling, follow-up, and admin work all start piling onto the same people.

Repetitive admin work that keeps landing on the same people

Scheduling, routing, or handoff issues between the office and the team doing the work

Customer follow-up that depends too much on memory or manual reminders

Intake processes that create incomplete requests, missing details, or back-and-forth before work can begin

Reporting or status visibility that takes too long to assemble or trust

A desire to use AI practically without turning the business into a science project

This intake should take about five minutes. After you submit, the next step is to book a time that fits your calendar.

Audit intake

Tell us where the work gets slow or messy

Enough detail to make the audit useful, without turning this into a long prep exercise.

What happens next

A simple process once the intake is in

1. Submit the intake

Tell us where the work gets slow or messy.Tell us where things feel slow, repetitive, or harder to manage than they should.

2. Book a time

Choose a time that fits your calendar.After submitting, choose a time that fits your calendar.

3. Run the audit

We review the workflow and friction points.We review the workflow, the friction points, and where practical improvement may be worth it.

4. Get the scorecard

You receive findings and next steps.Within 24 hours, you receive the key findings and recommended next steps.

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