iAI Audit

One 60-minute call. One plan.

Vendor-agnostic recommendations ranked by effort and impact. Available in English or Spanish. No upsell to a tool I sell, because I don’t sell one.

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

Book a 30-minute intro call

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

iiHow the audit works

How the audit works.

The intro call is 30 minutes and free. If we both want to move forward, the audit itself is a separate 60-minute call, then the written plan back to you within 48 hours.

  1. 1

    The audit call (60 min, EN or ES)

    We walk through how your business actually runs. Where the week goes. What you've tried. What's working and what's leaking time. I take notes, you do most of the talking.

  2. 2

    The written plan, back in 48 hours

    Your 3 to 5 highest-leverage gaps, each with a ranked recommendation. One example:

    Quote turnaround takes 5 days.

    • Fix: automate the email-to-CRM intake with Tool X.
    • Setup: 2 hours. Cost: ~$45/mo.
    • Time back: 4 hours per week.
    • That's about $15,600 a year at a $75/hour owner rate.

    Plus the 30-day quick-wins ordering and the ROI math against your actual hourly rate.

  3. 3

    You decide what's next

    Take the plan and run it yourself. Or scope implementation together if you'd rather not. The plan is built so you can act on it without me. The audit call is just the audit.

The guarantee

If you don’t leave with at least one recommendation you’d act on this week, you don’t pay.

The bar is simple: at least one recommendation specific enough that you could start on it this week. If you finish reading the plan and nothing clears that bar, no invoice goes out.

We shake hands and you go back to your week. No refund process, no cancellation calendar. That’s the whole mechanic.

iiiWhat it costs

What you get

  • A written plan you can act on.
  • Your top workflow gaps, ranked by impact.
  • Specific tool recommendations with costs and setup times.
  • An ROI calculator showing what each fix is worth at your actual hourly rate against the tool cost.
  • Same shape for every owner. Zero vendor bias.

Audit conversations and transcripts are kept private, deleted after delivery, and never used to train AI models.

What it costs
$50060-minute call + report
  • Credited toward implementation if we work together after the audit.
  • Implementation after the audit runs as either a monthly retainer (done-with-you) or a fixed-price project (done-for-you). Quoted post-call.
  • Intro call is free. We decide on fit first, then book the audit.
ivTools in the catalog

The tools I actually evaluate.

The audit pulls from a working catalog of about 40 tools. A sample of what’s in scope, by category. These aren’t endorsements. What gets recommended depends on your operation.

Operations & automation

Make.com, Zapier, n8n

Client comms & CRM

Front, Gorgias, Help Scout, HubSpot

Scheduling & booking

Calendly, Acuity, Square Appointments

Restaurants

Toast, 7shifts, OpenTable

Trades & field services

Jobber, Housecall Pro, ServiceTitan

AI-first

Claude, ChatGPT Team, Glean

Don’t see your industry? The catalog covers more than this sample. The audit names the tools that fit your operation, not a fixed list.

vFrequently asked

Frequently asked questions.

The questions warm contacts ask before they book. If yours isn’t here, ask on the call.

  • Are you affiliated with any of the tools you recommend?

    No. I don't take affiliate dollars from any vendor. The tools in my catalog get evaluated on whether they fit your operation, period. If a free tool is the right answer, I'll say so.

  • Will I be working with you directly, or with someone on your team?

    Directly with me. I run the audit, write the plan, and deliver it. No team page because there's no team.

  • Do I need to hire someone to actually deploy the recommendations?

    Depends on the recommendation. Some clients run the rollout themselves with the plan and save the cost. Others want help, and I'll scope implementation work separately if it fits.

  • Will this replace my staff?

    No. The audit looks for AI that gives your existing team time back. If a recommendation would change headcount, I'll flag it explicitly during the call. Your call to make, not mine.

  • Where does my audit transcript go?

    Stays private. Processed only by tools I control, deleted after I deliver the plan. Never shared with vendors, never used to train AI models. If you have a stricter data handling requirement (a BAA, an NDA, an industry-specific policy), tell me on the intro call.

  • How much of the plan is AI-written?

    Every recommendation in the plan is mine. I built a tool that takes the audit transcript and produces a first draft of the writeup, so I'm not retyping the same structure for every client. I edit every line before it goes to you. The judgment is mine; the formatting is faster.

If the plan needs hands to execute, see how implementation works →

viNext step

Ready to book the audit?

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.