AI Workflow Audit
Starting at $1,000
A one-week audit that maps how work really runs in your business, and what to fix first.
We help identify the everyday work that quietly eats your week and create a concrete proposal on how to fix it. Many owners find 10 to 25 hours a week they could get back once the right fixes are in place.
Best for
Small and mid-sized businesses (roughly 5 to 50 people) — from trades to professional services.
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 Scattered communication. Quotes, questions, and vendor threads spread across inboxes and apps.
- event_busy Scheduling done by hand. Bookings, confirmations, and no-shows that cost real money.
- grid_on Data stuck in spreadsheets. Numbers nobody fully trusts, re-keyed again and again.
- receipt_long Follow-ups and billing that slip. Money left on the table because admin runs behind.
What’s included in every audit
- 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
- 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
- Confidence on what to skip. No shiny-object projects that won’t pay off.
- Your top three fixes ranked, not a vague “use AI everywhere” list
- 10 to 25 hours a week you could reclaim, based on your actual workflows
- A calmer week — your team spends its time on customers, not chasing admin.
- Dollars and hours per recommendation so you can get buy-in internally
- A clear roadmap: audit first, then a sprint or custom build if it makes sense
Who this is for
- target Owners who want a clear plan before spending on bigger AI work. Not “AI for AI’s sake.”
- explore Curious about AI but unsure where to start
- extension Teams who tried a couple SaaS tools that never quite stuck
- balance 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.
I’m slammed — how much of my time does this take?
Very little: about 3 hours of your team’s time total, mostly async, across a week. We work around your schedule, so you get a ranked plan without disrupting operations.
Will this work for my business?
Yes, if admin and handoffs eat your week. We work from the workflows you already have — no 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 move into an Automation Sprint to build the top fixes 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.