Service · half day · remote
AI Workflow Audit
One business workflow, examined properly. You get a written report ranking what's worth automating by effort and impact — and you keep the report whether or not we ever work together again.
This retired service is unavailable and has no checkout.
Most small businesses suspect they're losing hours to work a machine could do, but can't tell the real opportunities from the hype. This audit answers that for one workflow: client intake, invoicing, reporting, scheduling — whichever one eats your week.
It's a half-day remote engagement: a structured interview, a look at the actual tools and steps involved, and then I write the report. Every candidate automation is ranked on two honest axes — effort to build and impact if built — so you can act on it with me, with someone else, or by yourself.
What's included
- Half-day remote audit of one business workflow, scheduled after checkout
- Structured interview plus review of the actual tools, steps, and handoffs
- Written report: every automation opportunity ranked by effort and impact
- Plain-language notes on what to leave alone — not everything should be automated
- You keep the report either way. No obligation to hire me for the build
How the half day runs
- Hour 1 — The interview. We walk the workflow step by step: what triggers it, who touches it, where it breaks, what it costs you.
- Hours 2–3 — I examine the actual artifacts — the inboxes, spreadsheets, forms, and tools involved — and map where the hours go.
- Hour 4 — I write. You receive the report within one business day of the session: ranked opportunities, effort estimates, and honest don't-bother notes.
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