Entry Offer

The AI Time Back Audit

Find where slow follow-up, manual handoffs, reporting, documentation, or customer communication are limiting growth or execution — then choose the first workflow worth improving. The goal is a measurable business result.

In short

An AI Time Back Audit maps your bottlenecks, scores workflow candidates, flags readiness gaps, and recommends a safe first 30-day implementation path — so your first AI investment has a clear business case.

What we look at

The recurring work most likely to improve business performance.

01
Admin & documentation
Status updates, notes, SOPs, recurring reports.
02
Intake & follow-up
Lead capture, qualification, and timely follow-through.
03
Customer communication
Drafts, summaries, routing, and response speed.
04
Proposals & estimates
Repeatable documents that slow down revenue.
05
Reporting & analysis
Pulling numbers together for owners and clients.
06
Tool & readiness fit
Whether your data, team, and process are ready.
How the audit works

Four steps from time drain to a clear first move.

01

Map the work

Map where leads, customers, delivery work, and management decisions slow down or break.

02

Score candidates

Rank workflows by revenue or customer impact, capacity, margin, execution value, and risk.

03

Flag readiness

Identify data, access, and process gaps before any build.

04

Recommend a sprint

Hand you a shortlist and a safe first 30-day path.

What you walk away with
  • A prioritized shortlist of workflows worth improving first
  • Readiness gaps flagged before you spend on any tooling
  • A recommended first 30-Day AI Workflow Sprint with scope
  • Clear human approval rules so AI stays safe in daily use
Who it's for

We specialize in stable, process-driven businesses where the work is repeatable and the automation opportunity is clear.

HVAC & home services Dental & healthcare Construction & property Legal & professional Accounting & insurance Restaurants & fitness
Common questions

What to know before booking an audit.

What does the audit deliver?

A prioritized workflow shortlist, expected business outcome, readiness gaps, a recommended first sprint, and the human approval requirements needed for safe daily use.

Who should book one?

Businesses losing time to recurring admin, intake, follow-up, reporting, documentation, proposals, or customer communication.

What happens next?

When a workflow is ready, the next step is a scoped 30-Day AI Workflow Sprint.

What does it cost?

The AI Time Back Audit is $2,500. Sprint and ongoing operations pricing depend on the confirmed workflow scope.

Want to prepare first? Read how to start using AI in a small business or use the free AI Time Back tools.

Start with the constraint worth solving first.

Book an AI Time Back Audit and leave with a prioritized business case, readiness gaps, and a clear first sprint.

Book the audit