We Map Your Operations.
You Get a Roadmap.
A structured audit that identifies every inefficiency, automation opportunity, and AI tool your business needs — delivered as a clear, actionable implementation plan.
How to Get Started
Three steps — no cold pitches, no wasted calls, no guesswork.
Complete the Intake Form
Tell us about your business, operations, current tools, and goals. Takes 5–10 minutes. This is how we arrive prepared — not starting from zero.
Start hereBook Your Discovery Call
Once your form is submitted, you'll receive a link to schedule your 45–60 minute discovery call via Calendly at a time that works for you.
Via Calendly (link in confirmation)Receive Your Audit Report
We analyze everything, build your deliverables, and walk you through the full report on a presentation call. Invoice sent before report delivery.
Your roadmap, deliveredWhat the Audit Covers
We go deep into how your business actually runs — then tell you exactly what to change.
We Analyze
You Get
Pricing
Choose the audit that fits where your business is right now.
AI Workflow Audit
One flat price for the full multi-step audit — intake form, discovery call, written report, and presentation call.
- Solo founders
- Small businesses
- Coaches & educators
- Teams & agencies
- Academic departments
- Nonprofits
Not sure yet?
Book a free 20-minute discovery call first. We'll identify your pain points and tell you whether an audit is the right next step.
- No commitment required
- No sales pressure
- Honest recommendation
- 20–30 minutes
Ready to build?
Already know what you need? AI Workforce Implementation takes your audit roadmap and builds everything for you.
- Requires completed audit
- AI employee buildout
- End-to-end automation
- Team training & handoff
Not sure which tier is right for you? Send us a message and we'll recommend the right fit.
How the Audit Works
Five structured phases from intake to implementation plan — no vague consulting, no generic advice.
Lead Capture & Intake
Before the first callYou complete a structured intake form covering your business, operations, current tools, and goals. This lets us arrive at the discovery call already understanding your context — not starting from zero.
- Business information & industry
- Team size & current software stack
- Biggest bottlenecks & time drains
- Current AI & automation usage
- Goals: save time, reduce costs, scale
Discovery Call
45–60 minutesA structured conversation designed to understand how your business actually operates — not just what you think it does. We map the real flow of work, not the idealized version.
- Business overview: how does it operate day-to-day?
- Time analysis: what tasks consume the most weekly?
- Repetition analysis: what feels like groundhog day?
- Communication analysis: what gets forgotten or delayed?
- Growth analysis: what breaks first when you get busy?
Internal Audit Analysis
Where the real work happensWe use our own AI systems to analyze your intake data and discovery notes, identifying patterns, gaps, and opportunities that are easy to miss when you're inside the business.
- Workflow map of your current operations
- Bottleneck report: where time and money are lost
- AI employee recommendations for your specific gaps
- Tool recommendations (Zapier, Make, Notion, HubSpot, OpenAI)
- Priority matrix: what to automate first
Final Audit Report
Your premium deliverableA full written report structured as an executive briefing — clear, actionable, and built to be shared with your team or used immediately.
- Executive Summary
- Current Workflow Analysis
- Bottlenecks & Risks
- Recommended AI Employees
- Recommended Automations
- Estimated Time Savings
- 30/60/90-Day Implementation Roadmap
Presentation Call
Walk-through + next stepsWe walk you through every finding in the report and answer questions. This is where most clients decide how they want to move forward — from DIY to fully done-for-you.
- Option A: DIY implementation (you handle it with the roadmap)
- Option B: Done-with-you (we guide you through each step)
- Option C: Done-for-you AI workforce setup (we build it)
Who This Is For
We specialize in organizations where the work is mission-driven, the team is lean, and the operational load is disproportionate.
❌ We don't just “automate businesses.”
✅ We design customized AI workforce systems that reduce repetitive work, improve operational clarity, and help businesses scale efficiently.
The Audit Is Just the Beginning
Most clients move through a natural progression as their AI systems mature.
Free Discovery Call
FreeA 20-minute call to identify pain points and assess whether an audit is the right fit.
AI Strategy Session
$197Focused 60–90 min advisory session for a specific challenge or decision.
AI Workflow Audit
$497Full operational analysis with workflow map, bottleneck report, and 30/60/90-day roadmap.
AI Workforce Implementation
From $1,500We build everything identified in your audit — AI employees, automations, and integrations.
Ready to See What's Possible?
Book your AI Workflow Audit and walk away with a clear picture of your operational gaps and a concrete plan to close them.
Start with the Intake FormQuestions first? Send us a message
Find Out Where AI Could
Save Your Organization Time
Start with a free 20-minute discovery call — no pitch, no pressure. We'll identify your biggest operational bottlenecks and tell you exactly where AI can help.