Know where AI pays off before you spend a cent on tools.
You suspect a competitor is already quietly faster, and every vendor swears their product is the answer. In two weeks we replace that anxiety with a ranked list: what to automate, what it returns, what to skip.
One flat fee, shown at checkout, credited toward your first retainer month if we build together within 30 days. About three hours of your team's time, total.
worth roughly $0 in payroll going to work a machine should draft first.
Assumes about 40% of repeatable work can be automated with human review, at 46 working weeks a year. The audit replaces this assumption with your measured number.
Five lenses over your business, one at a time
We do not ask what tools you want. We watch where hours leak, then work backwards.
How fast does a new inquiry hear back?
We time your real response speed, count inquiries that never get a reply, and trace what happens to leads who said "not yet." The telltale: a web form that routes to one person's inbox.
How often do you answer the same question?
We sample your recent tickets and emails to find the questions that repeat, the answers already written somewhere nobody looks, and the requests that eat the most goodwill when they sit.
Where does data get retyped by hand?
Invoices keyed into books, CRM fields copied from email, onboarding checklists run from memory. Every retype is an error waiting and an hour billed. We list them all with a frequency count.
What knowledge lives only in someone's head?
Quotes, proposals, contracts, SOPs: we check what gets written from scratch each time, what gets reviewed, and what would break if your most experienced person took a month off.
How long does "how are we doing" take to answer?
If assembling last month's numbers takes days of copy-paste, decisions wait on the paste. We measure the lag between a question being asked and a trustworthy answer existing.
Three documents that add up to a decision
Opportunity map
Every hour-leak we found, tied to the workflow it lives in and the person it burdens.
Payback ranking
Each opportunity scored by hours returned, cost to implement, and risk. No vendor names until the math works.
90-day roadmap
What to do first, second, and not at all, written so any competent operator could run it without us.
A plan you can defend
To your team, your partner, or your board. Every line traces back to observed hours, not vendor promises.
Light on your calendar, heavy on ours
Kickoff, 45 minutes
Your goals, your systems, your no-go zones. We agree on the workflows worth watching and sign the confidentiality agreement before anything else.
Workflow walkthroughs
Two or three short screen-shares where your team shows us how work actually happens, not how the manual says it does.
Analysis and scoring
We quantify each leak, test feasibility against your current systems, and price implementation honestly, including the do-nothing option.
The readout
A one-hour session walking the map, the ranking, and the roadmap. You keep everything, whatever you decide next.
Two ways the roadmap becomes habit
Before you book, the honest answers
What does the audit cost?
How much time does the audit take from my team?
What if the audit finds nothing worth automating?
Do we have to buy anything else afterward?
Which systems do you need access to?
Two weeks from now, you could know for certain.
Or you could still be wondering which vendor to believe. The audit includes:
- The opportunity map, payback ranking, and 90-day roadmap, yours to keep.
- One flat fee, agreed before day one and shown at checkout. No surprise scope, no upsell mid-audit.
- A written "not worth it" verdict on anything that does not clear the bar.
Checkout takes a minute; you book the kickoff right after. Credited toward your first retainer month within 30 days. If we cannot deliver the stated scope, you do not pay.