Before You Spend Another Dollar on AI…
Find the three places it could actually make or save your business money.
The 5-Day AI Audit shows owner-led B2B companies which workflows are worth improving, what the likely return could be and what to prioritise over the next 90 days.
But the audit is not the first step.
We begin with a free 25-minute pre-audit call to discuss your business, answer your questions and determine whether the audit is likely to produce enough value to justify the $1,000 investment.
No obligation. No hard sell. No payment required to book the call.
What Happens on the Free Pre-Audit Call?
The pre-audit call is a short conversation designed to answer one question: Is a full AI Audit likely to be worthwhile for your business?
During the call, we will discuss:
You will not be asked to make a decision before the call. At the end, we will decide together whether the audit is the right next move.
The Most Expensive AI Project Is Often the One That Never Should Have Been Built
It usually begins with a convincing demonstration.
Someone shows you an AI assistant answering customer questions.
An automation that completes hours of work in seconds.
An agent that apparently runs an entire department while everyone sleeps.
So you buy the software.
Or hire someone to build the system.
Or ask an employee to “figure out how we can use AI.”
Then reality arrives.
The tool does not fit the way your team works.
The automation depends on inconsistent data.
Employees quietly return to the old process.
The system saves time in one place and creates extra work somewhere else.
And the business ends up with another subscription, another login and the same bottleneck.
Not because AI cannot help. Because the technology was chosen before the problem was properly understood.
Your Business Does Not Need More AI Ideas
It needs three clear answers.
Where are you currently losing time or money?
Which repeated tasks, delays, handoffs and manual processes are quietly limiting capacity?
Which problems are genuinely suitable for AI?
Which opportunities have consistent inputs, predictable outputs, usable data and enough repetition to justify changing the process?
What should you do first?
Which improvement offers the strongest combination of value, speed, affordability and manageable risk?
The 5-Day AI Audit is built to answer those questions.
Here Is What Happens During the Audit
We do not begin with tools. We begin with the work.
These are the places where value is often hiding.
During the audit, I examine up to three important workflows and trace what happens from beginning to end.
For each workflow, we identify:
Only then do we consider a solution.
The 5-Day Audit Method
We do not begin with tools. We begin with the work. We trace three important workflows from beginning to end.
Define the Result
We identify the business outcome that matters. Not “use more AI.” A real, measurable result. Because when the desired result is vague, almost any AI project can appear successful.
Follow the Work
I interview the people who understand the selected workflows. We examine a recent real example to uncover steps, delays and workarounds that never appear in official process maps.
Measure the Cost
A bottleneck becomes much easier to prioritise when its cost is visible. You receive a practical estimate showing the assumptions, likely addressable value and confidence behind the calculation.
Test the Opportunity
Not every repetitive task should be automated. Each opportunity is assessed according to data availability, consistency, business value, implementation difficulty and employee adoption risk. This is where attractive ideas are separated from sensible investments.
Rank the Best Moves
Every opportunity is evaluated according to business value, ease of implementation, data readiness, time to value, technical risk, adoption risk and confidence in the expected result. You receive a clear distinction between quick wins, strategic projects, nice-to-haves and opportunities that are not worth pursuing.
What You Receive
A Review of Three Important Workflows
We focus on the processes most connected to revenue, capacity, delivery or customer experience. Common examples include lead capture and follow-up, sales administration, proposal creation, client onboarding, service delivery, customer support, reporting, document preparation and internal knowledge retrieval.
An AI Opportunity Scorecard
You receive five to seven potential opportunities, scored according to their value, feasibility, risk and likely speed of return. This gives you a record of what was considered—not merely what was recommended.
Three Prioritised Recommendations
Every priority includes the current problem, the proposed improvement, why it is worth considering, what AI or automation would actually do, the estimated business benefit, the likely implementation cost, the expected payback range, the principal risks and the metric that should be tracked.
A 90-Day Roadmap
You receive a clear sequence for the next three months. Month 1: capture the Quick Win. Month 2: build the foundation. Month 3: test and scale. No twelve-month fantasy plan. Just the next three sensible moves.
A Live Findings Presentation
I present the findings to you during a 45-minute call. We examine the recommendations, calculations, assumptions and risks together. You can challenge the numbers, question the priorities and clarify how each recommendation would work. You receive the complete report after the presentation.
The Recommendation May Not Be AI
Sometimes the quickest improvement is a simple automation.
Sometimes it is better use of software you already own.
Sometimes it is a searchable internal knowledge system.
Sometimes the workflow must be simplified before technology is added.
Sometimes the team needs clearer documentation or training.
And sometimes the process should not be changed at all.
That is not a disappointing result. It may save you from spending thousands of dollars fixing the wrong problem.
Is the Audit Right for Your Business?
The audit is designed for owner-led B2B businesses that:
- Have approximately 5–25 employees
- Perform recurring operational or administrative work
- Are experiencing bottlenecks as they grow
- Want to improve capacity without immediately hiring
- Are considering AI but do not know where to begin
- Are willing to involve the people who perform the work
- Want evidence before committing to implementation
It is particularly relevant to:
- Agencies
- Consultancies
- Recruitment firms
- Property businesses
- Professional service companies
- Training providers
- Business intermediaries
- Other service-based B2B businesses
Not sure whether your company qualifies? That is exactly what the free pre-audit call is for.
The Audit Is Probably Not for You If…
- You only want a list of fashionable AI tools
- You want a complex system built before the problem is investigated
- Your business has no established processes yet
- You are unwilling to provide operational information
- You expect AI to replace every manual task
- You are looking for guaranteed financial results
- You are not prepared to change the way work is currently performed
The Investment
5-Day AI Audit
$1,000 fixed fee
The audit includes:
Additional departments, interviews or workflows can be scoped separately.
You do not pay anything to book the pre-audit call.
The first step is simply a free 25-minute conversation to discuss your situation, explain the audit and determine whether it is a sensible investment for your business.
What Happens After the Audit?
You remain in control.
You may use the roadmap with your internal team. You may ask me to help implement one or two quick wins. Or, if the project requires specialist development, I can help define the scope and introduce an appropriate implementation partner.
There is no obligation to purchase another service. The audit must be valuable even if it is the only work we ever do together.
Frequently Asked Questions
Is the 25-minute pre-audit call free?
Yes. The call is completely free and there is no obligation to purchase the audit. Its purpose is to discuss your business, explain the process, answer your questions and determine whether the audit is likely to be worthwhile.
Will I receive recommendations during the free call?
The pre-audit call is designed to understand your broad situation and determine whether there is a fit. Detailed workflow investigation, opportunity analysis and recommendations happen during the paid audit.
Do I need to decide about the audit during the call?
No. The call is there to give both of us enough information to make a sensible decision. If the audit appears suitable, I will explain the next steps and you can decide whether you want to proceed.
Why pay for an audit when other consultants offer free discovery calls?
A normal introductory call determines whether there is a fit. It does not include detailed workflow investigation, financial analysis, opportunity scoring or an implementation roadmap. The diagnosis is the work. And it is the part most likely to prevent an expensive mistake.
Will you recommend specific tools?
Where appropriate. But the recommendation begins with the required outcome and workflow—not with whichever software happens to be fashionable that week.
Can you implement the recommendations?
Straightforward projects may be delivered directly through a separate fixed-scope engagement. More technical work can be completed with a specialist implementation partner.
How reliable are the financial estimates?
Every estimate is based on the information available, current workflow timings, labour costs and stated assumptions. The figures are designed to support a decision. They are not guarantees. Where confidence is low, the report will say so.
How quickly will I receive the findings?
The findings are normally presented within five business days after the main discovery interview and receipt of the necessary information.
What information will you need?
Typically your main business objectives, broad operational and financial information, your current software stack, access to the relevant decision-maker, access to one person who performs the selected workflow, and approximate time, volume and cost information.
Your Next Step Is Not to Buy an Audit
It is to find out whether the audit is worth buying.
Book a free 25-minute pre-audit call. We will discuss your business, the friction slowing it down and whether there is enough potential value to justify moving forward with the $1,000 AI Audit.
You can ask questions. I will explain the complete process. And if the audit does not appear to be the right fit, I will tell you.
No payment. No obligation. Just a practical first conversation.