Trigger, steps, owners, systems, handoffs and visible failure points.
Fixed-scope workflow decision audit
Find the 3 AI workflows worth automating before you buy another tool.
We map the current workflow, expose time and revenue leaks, rank automation opportunities by ROI and risk, and return a reversible 30-day action plan.
$499
No call required3-business-day target after complete intakeSecure Stripe checkout
What you receive
Decision artifacts, not a generic AI ideas list.
Where repetitive time, delays or revenue capture can be exposed.
5–10 candidates scored by impact, effort, reversibility and risk.
Transparent planning assumptions instead of invented precision.
What should remain human and where automation failures must surface.
A measurable sequence to test, validate, scale, redesign or stop.
How it works
Three steps. Asynchronous by default.
01 · CHECKOUT
Buy the fixed scope
Pay through Stripe. No discovery call is required before purchase.
02 · INTAKE
Describe one real workflow
Complete a short intake using redacted or synthetic examples where needed.
03 · DELIVERY
Receive the written audit
Target delivery is within three business days after the complete intake is received.
A useful result
Automation starts from the bottleneck, not from the chatbot.
Illustrative example: A bookkeeping team may find that the first useful automation is repeated detection, drafting, follow-up and status-sync around missing client documents. The audit would define the baseline, human exception path, first-year planning assumptions and a reversible pilot.
Illustrative only. Not a client result and not a guarantee of savings.
Best fit / boundaries
Best fit
- Small service businesses and agencies
- Bookkeeping and accounting operations
- Recruiting and professional-service teams
- Teams reviewing AI/SaaS cost against workflow value
- Repetitive follow-up, reporting, document chasing or routing
Not included
- Software implementation
- Legal, regulatory, accounting or financial advice
- Cybersecurity certification
- Guaranteed savings, revenue or performance
Lower-support path
Need the framework, not the audit?
If the $499 audit is more support than you need, use the self-implementation route instead.
Ready to identify the first workflow?
Buy clarity before buying more automation.
Scope is fixed. Tool suitability, privacy/security controls and production performance still need independent validation before implementation.
Data safety: do not send passwords, API keys, authentication tokens, payment-card data, raw customer PII, medical records, government IDs or regulated data. Redacted or synthetic examples are enough. Refund requests are handled in accordance with applicable law and Stripe rules, with personalized-work status taken into account.