Starting at $1,000
AI Workflow Audit
A one-week audit that maps how work really runs in your business, and what to fix first.
Email, scheduling, inventory, invoicing, follow-ups. Most owners find 10 to 25 hours a week they could get back once the right fixes are in place.
5 to 7 minutes. No credit card. You see three likely priorities before we talk.
Best for
Retail shops, trades, and service companies with 5 to 50 people. When admin work eats the day and nobody has a clear picture of what to fix first.
Timeline
About a week, mostly async. Your team spends about 3 hours total.
Investment
Starting at $1,000. Fixed scope, fixed price.
Where SMBs typically lose hours
Small tasks pile up in the background while you’re running the business. Nobody owns them. Nothing breaks loudly enough to fix.
- mail Email and inbox chaos. Quotes, complaints, and vendor threads mixed together.
- calendar_month Manual scheduling and reminders. Double bookings and no-shows cost real money.
- inventory_2 Inventory and job costing. Stuck in spreadsheets nobody fully trusts.
- receipt_long Slow follow-ups and invoicing. Money left on the table because admin runs behind.
What’s included in every project
- Kickoff call with you and anyone who actually runs the work day to day
- A clear map of how work moves today: tools, handoffs, repeat tasks, and where things break
- Ranked quick wins with effort, cost band, and hours you could save
- Written report (PDF) plus a walkthrough deck you can share with your team
- Findings call to agree on what to do first, and what to skip
How it works
- Free prep (5 to 7 min) Short online questionnaire. You see three likely priorities before we talk. Start anytime. No credit card.
- Kickoff call Walk through your workflows, tools, and where time really goes. About 45 to 60 minutes. We schedule around you.
- We map and analyze Mostly on our side. You answer quick clarifiers by email. No extra meetings unless we hit a blocker.
- Findings call Report, ranked quick wins, and clear next steps. About 60 minutes. Recording available if helpful.
Starting at $1,000
About a week. Mostly async. Fixed scope, fixed price.
What you get
- block Confidence on what to skip. No shiny-object projects that won’t pay off.
- check_circle Your top three fixes ranked, not a vague “use AI everywhere” list
- schedule 10 to 25 hours a week you could reclaim, based on your actual workflows
- trending_down 15 to 30% less repetitive busywork on the tasks we target together
- payments Dollars and hours per recommendation so you can get buy-in internally
- route A clear roadmap: audit first, then sprint or training if it makes sense
Who this is for
Owners who want a clear plan before spending on bigger AI work. Not “AI for AI’s sake.”
- lightbulb Owners looking at AI and wondering where to start
- extension Teams who tried a couple SaaS tools that never quite stuck
- route Anyone weighing a sprint or custom build and wanting an ROI map first
Common questions
How long does the audit take?
About a week, mostly async. Your team spends about 3 hours total across prep, kickoff, and findings.
Do I need to be technical?
No. You explain how the business runs. We translate that into a plain-English plan. If you can use email and your current tools, you’re set.
What if I don’t have time this month?
No rush. The audit can wait until you’re ready — reach out whenever you have a gap.
Will this work for my business: retail, trades, or services?
Yes, if admin and handoffs eat your week. We focus on workflows you already have. We don’t force a one-size-fits-all tech stack.
Is $1,000 the full cost?
For the audit, yes. Fixed scope, fixed price. Follow-on work like building automations or custom tools is quoted separately if you want it.
What happens after the audit?
You leave with a ranked plan. Many teams add an Automation Sprint or Team Training once they see what pays off first.
Do you build the automations for me?
Not during the audit week. We pinpoint one to three quick wins and can quote an Automation Sprint to implement them. You’re never locked in.