"Everything still comes through me"
The founder is the approval bottleneck on work that should not need them.
AI ROI Audit
Find the number before you build anything.
A 1-2 week engagement that maps your workflows, prices the manual cost in hours and dollars, and hands you a ranked plan for what to fix first. It works whether or not you ever build a system with us.
Right fit if you already know something is slow and want the number, not a guess.
Ranked roadmap
Five workflows priced from your own numbers, ranked by return and feasibility
Quote preparation from pricing rules$17,280 / yrAutomate
Lead follow-up + CRM updates$23,040 / yrAutomate
Job data moving between tools$14,400 / yrAdopt
Weekly reporting assembly$11,520 / yrBuild
Invoice chasing + reminders$8,640 / yrAutomate
Manual hours / week
Manual tax / year
Recoverable value found
90-day plan
Wk 1–2Quick wins: templates, reminders, two tool settingsDone
Wk 3–6Quote preparation system liveBuild
Wk 7–12Lead follow-up automation, then measureNext
What it does
A priced, ranked plan for your operations
The audit turns a feeling that "this is slow" into a number, a sequence, and a decision you can act on.
Maps the workflows that actually eat time
We interview the people doing the work and document how it moves today, including handoffs and exceptions.
Prices the manual cost
Every mapped workflow gets a dollar figure from hours times loaded cost, not a guess.
Ranks what to fix first
Every item on the roadmap is tagged Adopt, Automate, Build, or Refer, and ordered by return.
Does not commit you to a build
The audit is a decision tool. You can take the roadmap and do nothing, do it yourself, or build it with us.
When this fits
You know the work is slow. You don't know what it's costing.
The audit fits before any decision to build. These are the signals we hear most.
"We've tried AI but nobody uses it"
Tools got bought. Nothing got adopted. There is no map of where the time actually goes.
"I can't tell you what it's costing us"
You can feel the drag in follow-up, proposals, and reporting, but no one has put a number on it.
What you receive
Seven deliverables. One implementation order.
Everything below is yours to keep, whether or not you build anything with us.
Process map
How the work moves today: people, tools, handoffs, approvals, and common exceptions.
Manual-work cost report
Every reviewed workflow priced from hours times loaded cost, so the number is defensible, not estimated.
Quick-wins prescription
Practical fixes your team can make before any larger system is built.
Ranked roadmap
Every opportunity tagged Adopt, Automate, Build, or Refer, and ordered by return.
Business case per system
Conservative value, implementation logic, dependencies, and the case for acting or not.
90-day plan
The sequence for fixing foundations, shipping useful systems, and measuring what changes.
07 · Recorded walkthrough
A clear recorded explanation of the findings, trade-offs, and next steps your team can revisit and share internally.
Modeled example
A 24-person construction subcontractor
Numbers built from hours times loaded cost. Not a client result.
Modeled example · not client proof
Five workflows, priced at $74,880 a year. Quote preparation ranked first, tagged Automate.
The audit mapped five workflows: lead follow-up ($23,040/yr), proposals ($17,280/yr), job data moving between tools ($14,400/yr), invoice chasing ($8,640/yr), and weekly reporting ($11,520/yr). Ranked by return and feasibility, quote preparation came out first, tagged Automate: the highest-return, most feasible place to start.
Start with the audit
Get the number before you commit to anything.
Book a free 30-minute strategy call. You leave with the leaks named, whether or not we work together. If the audit is the right next step, pricing is discussed on the call, and it comes with a guarantee: if we do not identify at least $30K a year in recoverable value, full refund.
Book a free strategy call