AI Workflow Audit
A focused assessment of how your business actually operates — and where practical AI and automation can reduce friction, save time, and improve consistency.
No hype. No overhaul. Just clarity.
What this audit is
The AI Workflow Audit is a structured, hands-on review of your day-to-day operations.
We look at how work moves through your business, from intake to delivery to follow-up, and identify where small, well-designed systems can replace manual effort, reduce errors, and free up time.
This is not a theoretical exercise. It’s grounded in how your team actually works today.
What this audit is not
Not a generic “AI overview”
Not a software sales pitch
Not a one-size-fits-all framework
Not a commitment to a larger engagement
The goal is insight and direction, not pressure.
Who this is for
This audit is a good fit if:
Important work lives in inboxes, spreadsheets, and people’s heads
Follow-ups slip, handoffs are inconsistent, or processes feel fragile
You’re using multiple tools but still doing too much manual work
You want practical automation that supports human judgment — not replaces it
It’s not a good fit if you’re looking for a free consultation or a buzzword-driven AI presentation.
What you’ll receive
After the audit, you’ll receive:
A clear map of your core workflows and handoffs
Identification of 3–5 high-impact automation opportunities
Platform-agnostic recommendations (no tool lock-in)
A prioritized, realistic implementation roadmap
Optional next steps, whether that’s a build sprint, internal tools, or nothing at all
Everything is documented and delivered in plain language.
How it works
Preparation
You’ll answer a short intake questionnaire so we understand your tools, team, and context.Working session
A 60–90 minute working session focused on how your business actually runs.Synthesis
We translate what we learn into a clear set of findings and recommendations.
Pricing & format
Fixed fee: $1,250
(no subscriptions, no upsell pressure. If you move forward with a build sprint, the audit fee is credited toward the project)
Format:
One live working session
Written summary and roadmap delivered afterward
Payment is required to book.
A focused, paid assessment of how your business actually operates — and where practical AI and automation can reduce friction, save time, and improve consistency.
This audit reviews your core workflows (intake, handoffs, follow-ups, tools) to identify high-leverage opportunities for automation and system improvement. You’ll receive a clear, prioritized roadmap grounded in how your team works today — not generic AI advice.
This is not a sales call or a software pitch.
It’s a structured working session designed to provide clarity and direction.
Fixed fee. One session. No obligation beyond the audit.