72h
from kickoff to deliverable
25+
automation opportunities identified
90-day
prioritized execution roadmap
You know AI can transform your operations. You just don't know where to start, what to prioritize, or how much it'll actually save you.
Data entry, report generation, email triage, scheduling, approvals — all automatable. But you don't know which ones to tackle first.
ChatGPT, Copilot, Zapier, custom agents — the options are overwhelming. You need a map, not more tools.
Your competitors are automating. The gap compounds. A clear audit now saves you months of guessing later.
A complete operational analysis with scored opportunities and a clear execution plan. Not a slide deck — an actionable roadmap.
Complete visual mapping of your core workflows — where data flows, where humans are bottlenecked, where AI fits.
Every automation opportunity scored by: time saved, cost impact, implementation complexity, and ROI timeline.
Prioritized implementation plan — what to automate first, what to phase in, what to skip. No guessing.
Specific AI tools, platforms, and vendors for each opportunity. No generic advice — real recommendations.
Dollar-and-hours impact projection for each opportunity and the full portfolio. Take this to your board.
A pre-populated interactive canvas to explore your opportunities, drill into details, and track progress.
$2,500
One-time. Full audit + 30-min walkthrough. 72-hour delivery.
Teams use this audit to prioritize high-impact automation first, then turn roadmap into measurable outcomes.
“We found 17 automations in one workshop and cut Monday reporting from 6 hours to 55 minutes in week one.”
COO
40-person B2B services firm
“The roadmap ended internal AI debates immediately. We had priorities, owners, and measurable targets by day three.”
Operations Director
Regional healthcare group
“Best part was the ROI model. It made budget approval straightforward because every automation had an expected payback.”
Founder
Multi-location home services business
Automate proposal generation, client reporting, project status updates
Predictive maintenance, inventory optimization, quality inspection
Document analysis, client intake, compliance checking, billing
Patient scheduling, prior auth, documentation, follow-up
Product descriptions, customer support, inventory forecasting
Lead qualification, listing descriptions, market analysis, CMA generation
One-time $2,500 payment. No contracts, no subscriptions.
20-minute questionnaire about your processes, team, and tools. We handle the rest.
Our AI pipeline analyzes your operations and identifies every automation opportunity.
72 hours later: branded PDF + live 30-min walkthrough call to discuss priorities.
Don't just get the roadmap — get it done. Monthly advisory support to execute on your audit findings with expert guidance.