THE AI AUDIT

The way your business runs was designed for a smaller version of it.

Find out what to change first and where AI fits.

WHAT THIS IS

A 7-business-day AI and workflow deep dive.

Over seven business days, we look at how work actually moves through your business, where it slows down, and where AI or automation would make a real difference.

You leave with a prioritized roadmap: what to automate, what to redesign, what to leave alone, and what to do first.

WHO IT’S FOR

You’re a founder or owner doing $500K+ a year, with a team that’s capable but stretched.

You:

  • Still get pulled into day-to-day operations, even after hiring
  • Pay for tools that don’t talk to each other
  • Are growing revenue, but not getting your time back
  • Know AI could help, but aren’t sure where to start

If too much still runs through you, this is where to start.

WHAT YOU GET

Three deliverables.

→AI and Workflow Audit

  • Live review of your systems, tools and workflows
  • Where time is lost, work is duplicated, or tasks are done by hand
  • Quick wins you can act on straight away

→Custom Roadmap (3–9 months)

  • Priority actions: what to automate, redesign, delegate or eliminate
  • Tool review and recommendations: what to keep, combine, add or cancel
  • Suggested processes and AI workflows
  • Estimated budgets, timelines and recommended ownership

→What changes for you

  • Time back from work that shouldn’t need you
  • Fewer decisions and tasks routed through you
  • More attention on growth, less on keeping things running
AFTER THE ROADMAP

Implement it with your own team, bring in a specialist, or keep us involved.

THE 7-DAY PROCESS

Seven business days.

DAY1

Kickoff and intake

→30-minute founder interview, a map of who does what, and a walkthrough of your tools
DAYS2–4

Deep dive

→Short interviews with key team members, backend analysis of workflows, tools and handoffs
DAY5

Quick wins report

→Practical improvements you can act on without a major implementation project
DAYS6–7

Roadmap development and delivery

→Visual roadmap, team impact analysis, tech recommendations, and a plan to take you out of the middle
WHAT HAPPENS NEXT
  1. Complete the 2-minute AI Opportunity Scorecard
  2. Book a conversation
  3. Confirm the agreement
  4. Pick your start date. Your roadmap arrives within 7 business days

You leave knowing what to change first, with a phased plan to bring in AI and automation where it will make the biggest difference.

WHY IT WORKS

A custom plan for your business, built by someone who has spent her career on how people and work are organized, and has built AI systems herself.

Seven business days to see clearly where your time and money are going.

No more patching tools together. No more guessing where to start.

The answer usually starts with how the work is designed.

READY for less friction?

Start with the 2-minute AI Opportunity Scorecard. Tell us a little about your business, where work is getting stuck, and what you’re hoping to improve.

Take the AI Scorecard