We map your workflows, strip out the waste, and hand you a blueprint showing exactly what to eliminate, automate, and keep human.
See Pricing →Independent research shows where the money actually goes — and why mapping the leaks comes before buying any tool.
is the average business response time to a new lead — while responding within one hour makes you nearly 7x more likely to qualify it.
Source: Harvard Business Review, "The Short Life of Online Sales Leads"
more likely to connect with a web lead when you respond within 5 minutes instead of 30. Speed-to-lead is the cheapest revenue lever most businesses never pull.
Source: MIT Sloan / InsideSales Lead Response Management Study
more expensive to acquire a new customer than to retain an existing one — which is why the audit maps your follow-up and retention gaps before recommending a single tool.
Source: Harvard Business Review / Bain & Company customer economics research
The AI Operations Audit identifies exactly where these leaks exist in your business — missed calls, slow follow-up, dropped rebookings — and delivers a prioritized blueprint to close them.
No vague recommendations. You walk away with a step-by-step plan built from your actual workflows.
Fill out a structured questionnaire about your business, tools, and the processes causing the most friction. Takes about 15 minutes.
We walk through your target process step by step — every trigger, handoff, and bottleneck. Standard tier includes a 60-minute Zoom session.
A detailed report showing what to eliminate, what to automate, and what stays human — with recommended tools, timelines, and projected savings.
Every recommendation references your tools, your team, and your numbers.
Every step, handoff, and wait state in your workflow — made visible so you can see exactly where time and money leak.
A four-pass audit of every step. What can be cut entirely, merged, simplified, or resequenced — before any technology is introduced.
Every surviving task assigned to AI, automation, or human — with the specific tool and reasoning for each decision.
Quick Wins in week one, automation in weeks two through four, AI layer in weeks five and six. Results within weeks, not months.
Every tier delivers actionable recommendations — not a slide deck of platitudes.
Any business with recurring workflows — service businesses, agencies, professional practices, real estate, e-commerce, consulting firms. If you have processes that repeat and feel heavier than they should, this is for you.
Entry is fully async — you fill out the intake form and receive an audit report within 3 days. No call needed. Standard adds a 60-minute live session where we walk through your process step by step, producing a deeper blueprint with full actor assignments and implementation roadmap.
No. The blueprint is yours to run with. If your business happens to be in HVAC, chiropractic, or medical aesthetics, we offer done-for-you automation systems built specifically for those industries — and your audit fee applies toward the setup. Zero obligation.
Most assessments hand you a PowerPoint that says "consider AI in customer service." We produce a step-by-step, actor-assigned blueprint built from your actual workflows, tools, and team — not a template.
Yes. Your $497 Entry fee applies toward the Standard tier. You only pay the difference.
Most clients recoup the audit investment in the first month by implementing the Quick Wins alone.
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