A map of the work
How work flows today, including what already works, so you can see where the time goes.
Find out where AI is worth the money.
In one to two weeks, we look at how work gets done across your business and give you a ranked list: what to automate, what to change and what to leave alone. One quick win goes live before we're done.
What we look for
Most businesses lose more time and money between their systems than inside any one of them. Someone copies numbers from one tool to another. A weekly report gets rebuilt by hand. A customer doesn't get billed, a regular bill quietly doubles, and nobody notices for months.
There's usually a tool you already pay for that could do more, and a few jobs AI could take off someone's plate. The hard part is telling which ones are worth the money before you spend it.
The audit is for owners who are curious about AI, tired of sales pitches, or about to buy a tool and want a second opinion. You don't need a technical plan or a project in mind.
How it works
How the AI Audit works
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01 / Interviews
Talk with your team
We talk with the people who do the work, not just the owner, and agree which areas to look at.
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02 / Observe
Watch the work
We watch the work being done and put a number on where the time and money go.
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03 / Test
Test the options
We try the most promising fixes on your real data, including tools you could buy instead of build, and put one quick win into use.
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04 / Findings
Walk through the findings
We go through the ranked list together, and what each change would take.
What you get
What you take away
Sometimes the answer is a process change or a setting in a tool you already pay for. We'll say so.
A ranked list you own
Each change ranked by what it would save and what it would take, with your own numbers behind it. Use it with your own team, another provider or us.
Tools tested on your data
If a product you could buy might do the job, we run it on your real data and write down how much of the work it handles.
One quick win, live
Before the audit ends, one fix is already in use, so you see a result while you decide on the rest.
Example
What the roadmap looks like
Every change gets a plain estimate of what it saves, what it takes and what we'd do. Some of the best answers don't involve AI at all.
| Work | Time saved | Estimate | Recommendation |
|---|---|---|---|
| Use the scheduling features in the tool you already pay for | About 2 hours a week | An afternoon | Do now |
| Pull the weekly numbers into one report automatically | About 3 hours a week | 2 weeks | Do first |
| Read PDFs (invoices, orders, contracts) and enter the details in the right system automatically | About 4 hours a week | 3 to 4 weeks | Do next |
| Draft quotes from a past-job template with AI | About 3 hours a week | 2 to 3 weeks | Do next |
| Sort incoming service requests automatically | About 5 hours a week | 2 to 3 weeks | Do next |
| Answer common employee questions from the handbook with AI | About 1 hour a week | 2 weeks | Revisit later |
| Replace the CRM with a custom one | Little | Months | Leave alone |
Use the scheduling features in the tool you already pay for
Time saved: about 2 hours a week. Estimate: an afternoon.
Pull the weekly numbers into one report automatically
Time saved: about 3 hours a week. Estimate: 2 weeks.
Read PDFs (invoices, orders, contracts) and enter the details in the right system automatically
Time saved: about 4 hours a week. Estimate: 3 to 4 weeks.
Draft quotes from a past-job template with AI
Time saved: about 3 hours a week. Estimate: 2 to 3 weeks.
Sort incoming service requests automatically
Time saved: about 5 hours a week. Estimate: 2 to 3 weeks.
Answer common employee questions from the handbook with AI
Time saved: about 1 hour a week. Estimate: 2 weeks.
Replace the CRM with a custom one
Time saved: little. Estimate: months.
FAQ
Frequently asked questions.
Q·01 How long does it take?
One to two weeks, depending on how many areas we look at. One quick win goes live before the audit ends.
Q·02 Do we have to hire you to build anything?
No. The audit stands on its own. Use the roadmap with your own team or another provider, or ask us to quote the build.
Q·03 Do we need to know what we want first?
No. Most owners start with a hunch about where the time goes. The audit turns that hunch into a list you can act on.
Q·04 Will you recommend AI for everything?
No. If a process change or a setting in a tool you already pay for fixes the problem, that's what we'll recommend.
Related
Other ways to start
Business HQ
A homepage for your business that shows what needs attention today, built around the questions you need answered.
Workflow & Automation
Fix one task that eats your team's week. We build it, test it on your real cases and keep it running.
Next move
What would you like to know before you spend money on AI?
Tell us where you think the time goes. We'll tell you whether an audit makes sense, and what it would cover.