AI Audit & Strategy
Best when you need the full workflow map before choosing tools or making changes.
- Timeline
- 1 week
- Deliverable
- Written action plan
- Best fit
- Unclear priorities, privacy questions, or tool confusion
Services
Services Built Around the Workflow Slowing You Down
Choose the level of support that fits your business right now: a written roadmap, hands-on workflow implementation, or ongoing improvement for the AI systems your team already uses.
Which offer fits?
Clarity, implementation, or ongoing improvement
The free bottleneck review is a fit check around one task. Paid services go deeper and produce either a roadmap, a working setup, or continued support.
AI Quick-Start Setup
Best when you already know the bottlenecks and want useful workflows built.
- Timeline
- 2-4 weeks
- Deliverable
- 3-5 working workflows
- Best fit
- Lead response, admin, support, review, or content bottlenecks
AI Training & Retainer
Best when the team needs coaching, refinement, and measurement over time.
- Timeline
- Monthly
- Deliverable
- Training, reviews, and workflow improvements
- Best fit
- Teams using AI but needing consistency and guardrails
Service 1
AI Audit & Strategy
$297-$497
Best for owners who want clarity before choosing tools or changing workflows. Unlike the free bottleneck review, this is a paid written roadmap covering the full workflow sequence, tool fit, privacy considerations, and implementation order.
- Workflow map for the tasks, handoffs, and tools slowing the business down
- Prioritized AI opportunities across follow-up, admin, support, reviews, content, and website workflows
- Recommended tool approach with what to use now, what to skip, and what can wait
- Privacy, customer-data, and human-review considerations called out before implementation
- Written action plan with the sequence for your first useful workflow
Outcome: You know exactly where to start, which decisions can wait, and which workflow is worth improving first.
Start with a Free Bottleneck Review
Service 2
AI Quick-Start Setup
$1,500-$2,500
Best for businesses that want a done-for-you setup using the tools, website, and workflows they already have.
- Implementation of 3 to 5 practical AI workflows
- Prompt templates and process documentation for your team
- Example deliverables such as chatbot guidance, SEO assistance, or content automation
- Basic measurement setup for time savings and customer response improvements
- Training handoff so the system keeps working after launch
Outcome: You get a working implementation plus practical guidance for your team.
Start with a Free Bottleneck Review
Service 3
AI Training & Retainer
$800-$2,000/mo
Best for teams that want AI support to stay current, useful, and tied to real business results.
- Monthly workflow reviews and optimization
- New prompt and process refinement as your business changes
- Team training and office-hours style support
- Privacy and policy updates as tools evolve
- Monthly results review focused on ROI and usability
Outcome: AI becomes a reliable operating advantage your team can keep improving.
Start with a Free Bottleneck Review
Best fit
Built for owners who need useful AI without a big rollout
This work is designed for small businesses that have real customers, repeatable tasks, and limited time to test tools alone. If you need a practical first workflow before a larger AI plan, start here.
- Local service teams with estimates, dispatch notes, follow-up, and review responses
- Online stores that need product copy, support drafts, and abandoned-cart follow-up
- Restaurants, hospitality brands, consultants, and relationship-driven teams with recurring customer communication
Before and after
Manual workflow vs. AI-powered workflow
| Task | Manual way | AI way |
|---|---|---|
| Blog planning | Brainstorm from scratch each week | Use AI briefs and keyword clustering to build faster content calendars |
| Lead follow-up | Handwritten replies with uneven response time | Draft first-response templates and route leads by urgency |
| Customer support | Repeat the same answers over email or phone | Use guided FAQs and support automation for common questions |
| Product or service copy | Updates take time and vary by channel | Use AI-assisted drafts with human review and brand guardrails |
FAQ
Common questions
How is the free bottleneck review different from the paid audit?
The free review is a 15-minute triage around one bottleneck and one likely starting workflow. The paid audit is a deeper workflow map with tool recommendations, privacy notes, implementation sequence, and a written action plan.
How much does this cost?
Audits typically start at $297 and quick-start implementations usually range from $1,500 to $2,500. Retainers are scoped based on support needs, goals, and workflow depth.
How long does implementation take?
Most quick-start setups are completed in two to four weeks, depending on how many workflows are involved and how quickly approvals happen.
Do I need to be technical?
Not at all. The process is designed for non-technical owners and teams. I handle the technical pieces and translate them into plain-English decisions.
What about privacy?
Privacy, consent, and data handling are part of the planning process from the beginning.
When should I expect results?
Time savings often show up first. Revenue, conversion, and customer experience improvements depend on the workflow and your existing traffic or lead volume.
Can I cancel a retainer?
Yes. Retainers are month-to-month unless another term is agreed in writing.