iAn audit for owners

A 60-minute audit of where your week is leaking, and a written plan back in 48 hours.

For small-business owners figuring out which AI tools are worth the trouble and which ones aren’t. Call and plan available in English or Spanish.

Book a 30-minute intro call

Audit is $500, credited toward implementation if we work together after. The intro call is free.

Vendor-agnostic. Fixed price. A prescription, not a survey. You don’t pay if you wouldn’t act on it.

iiWhere I've been
  • Adobe
  • Dartmouth College, undergraduate
  • University of Chicago, MBA
iiiAbout
Portrait of Jorge PelaezLinkedIn

Curious about AI but would rather spend your time running your business?

Hi, I’m Jorge.

Adobe Marketing Strategy Leader by day. AI audit guide for SMB owners by night. Dartmouth and Chicago in between.

Why this work

Every owner I’ve worked with is building toward the same thing: something that outlasts them. A business their kids could take over. A reputation that travels. Real wealth, not a paycheck. The audit exists for owners who care about that.

I bring a specific lens to the work. First-gen Colombian-American. Grew up in communities where small businesses were the backbone, and where my family worked in and around them. AI can change the math for businesses like yours. Most owners are too busy running them day to day to keep up with which tools matter and which don’t. The audit fills that gap, for any owner trying to build something that lasts.

What you get

A written plan you can act on. Same shape for every owner. Zero vendor bias, because I don’t take affiliate dollars.

See what’s in the plan →
ivHow the audit works

How the audit works.

60 minutes. One plan. Vendor-agnostic recommendations ranked by effort and impact. No upsell to a tool I sell, because I don’t sell one.

  1. 1

    60-minute call

    We talk about how your business actually runs and where time goes. EN or ES.

  2. 2

    Recommendations plan

    Within 48 hours: 3 to 5 ranked tools, a 30-day quick-wins plan, and a financial impact estimate.

  3. 3

    Bilingual deliverable

    The plan reads in English or Spanish. Same quality, no translation drift.

Read more about the audit, including FAQOr read about implementation work after the audit

Implementation is scoped separately. Custom scope. We talk about it on the call if it fits your situation.

vFit check

Who this is built for.

Restaurants. Trades and field crews. Clinics with front-desk work. Gyms and studios. Retail with hourly staff. Family-run multi-location operations. The wrong fit can opt out below before we both spend 30 minutes finding out.

Built for

  • Owner-led service businesses, $500K–$5M in revenue.
  • Teams of 3 to 50, in office or in the field.
  • Brick-and-mortar, multi-location, family-run, or hybrid (some online, some in person).
  • Spanish- or English-led operations. Often both.
  • Owners who tried tools before and got burned.

Probably not for

  • Pure DTC at scale already running a full AI marketing stack. You’d outrun me.
  • PHI-touching healthcare work without a signed BAA in place. Front-office workflow (scheduling, recall, insurance follow-up) that doesn’t expose patient records, happy to scope.
  • Pre-revenue or pre-launch. Recommendations are for businesses already operating.
  • Hourly billing arrangements. I quote fixed scope.
  • Looking for marketing creative or content production. Different practice.
viNext step

Ready to see where AI actually fits in your business?

One call. One plan. English or Spanish. No mandatory retainer, no nurture sequence, no affiliate links.

Book a 30-minute intro call

Audit is $500. Credited toward implementation if we work together after. The intro call is free.