You know your operations could run better. You just need someone to show you where.
The AI Workflow Audit is a 60 to 90-minute expert review of your business workflows. Fixed price. Written deliverables. A real quote for the first build.
This audit is for you if:
- You know something is broken but can't name exactly where the money is going
- You have multiple tools that don't talk to each other
- Your team is doing the same manual tasks every week
- You've tried automating things before and they broke or got abandoned
- You want AI but don't know what to actually build first
- You've gotten quotes that were vague on scope and heavy on retainers
What you walk away with
A written workflow map
Every key process in your business documented in plain language. You own it after the session.
A prioritized action list
The 3 workflows with the highest ROI identified and ranked by impact and effort.
A tool stack recommendation
Which AI tools fit your existing stack and which ones are not worth paying for.
A fixed-price build quote
A specific scope and price for the first automation project, so you know exactly what you are committing to.
A no-surprises handoff
If you choose to build with us, the audit cost applies toward your first project.
What happens in the session
- Walk through your current workflow from lead to delivery
- Identify the 3 most expensive manual bottlenecks
- Map which ones are automatable with current AI tools
- Score each one by ROI: time saved, revenue protected, error rate reduced
- Recommend a build sequence and tool stack
- Deliver a written summary and fixed-price quote within 48 hours
Fixed price
$500
Audit fee applies toward your first build project if you choose to move forward.
How much is a slow follow-up costing you?
Calculate Missed Lead CostQuestions about the audit
We walk through your business together — from how leads come in, to how jobs get scheduled, to how you follow up and collect payment. We ask specific questions about where time gets wasted and where revenue leaks. You don't need to prepare anything. Just show up ready to talk through your week.
No. Most clients come in with a mix of basic tools: a CRM they barely use, a form that emails a spreadsheet, and a lot of manual follow-up. The audit starts from where you are, not where you think you should be.
The quote covers the first automation project we identify as the highest priority. It includes the build, testing, and a documented handoff so your team can use it. No vague scope. No hourly billing. You see the price before any work starts.
Yes. If you move forward with a build, the $500 audit fee is credited toward your first project. The audit is not a sales call. It is a real work session. But if you decide to continue, you don't pay twice.
You get a written workflow map, prioritized action list, tool stack recommendation, and fixed-price quote within 48 hours of the session.
Service businesses with 1 to 50 employees: contractors, agencies, professional services, health and wellness, trades, home services, and B2B services. If your business runs on leads, estimates, scheduling, and follow-up, the audit is for you.
Then we say that. If the audit reveals that your workflows are already tight and automation won't move the needle, we tell you. You still walk away with a documented workflow map and the peace of mind of knowing you are not leaving money on the table.
Yes. The written summary is yours. You can share it internally, use it to brief other vendors, or just file it. We don't watermark it or hold it hostage to get you to move forward with a build.
Current availability is usually within 1 to 2 weeks. Sessions are held over video call. After you book, you'll get a short intake form that takes 5 minutes to fill out so we can review your business before the session.
That's fine. You paid $500 for an expert review of your operations. A lot of clients use the audit to clarify their own priorities even if they decide not to automate anything right now. There is no pressure and no follow-up sales cycle.