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AI Productivity & Integration Audit

Practical AI.
For the work humans
shouldn't have to do anymore.

We help small and medium businesses find where AI can take tedium off your team's plate — without replacing roles, without dumping everything into a chatbot, and without the AI-bro theater. Just real workflows that free up real people for the work only they can do.

$5,000 introductory ~40 hours of work Money-back guarantee
Our Take

We don't replace humans.
We clear the runway.

Most AI advice for small businesses falls into two camps: "dump everything into a chatbot and ask it questions" or "replace half your team with agents." Both miss the point.

The real wins are quieter — and more practical. A content brief that drafts itself before your writer touches it. An intake form that pre-fills, routes, and summarizes before a person opens the ticket. A proposal that knows your boilerplate. A meeting summary that actually gets read because it's about outcomes, not transcripts.

Your people get back to the work only humans do well — strategy, judgment, taste, relationships, nuance. The audit's job is to find where that math works.

"If AI just makes the grind less grindy, your best people stop grinding and start thinking again."

What gets returned

Hours, not
headlines.

Strategy & planning time

The work humans are uniquely good at

Repetitive busywork

Drafting, formatting, copy-pasting, status reports

Decision quality

More context, more time to think, less rushing

Your Audit Deliverables

Everything you
walk away with.

Concrete, written, and yours to keep — whether you hire us for the implementation or not.

01

Workflow & Tool Audit

A map of where your team actually spends time today — including the tools, handoffs, and context-switches that quietly eat the day.

02

AI Opportunity Matrix

Every candidate workflow plotted by effort × impact × risk. So you can see at a glance what's worth doing, what's not, and what to stop arguing about.

03

Prioritized Recommendations

Specific workflows, specific tools, specific reasons — ranked so you know exactly what to do next, who owns it, and what "done" looks like.

04

90-Day Roadmap

A sequenced plan with realistic milestones — including what to not automate and where to pause if early wins don't land.

05

ROI Projection

Hours-back-per-month estimates by role and workflow. So when you decide whether to ship, you're deciding on numbers, not vibes.

06

Quick-Win Pilot Scope

One concrete workflow you could ship in 2 weeks — fully scoped, with success criteria and a kill switch. The audit pays itself back faster.

How It Works

Four phases.
One clear plan.

Roughly four weeks end-to-end. We work async whenever we can and grab time on your calendar when we have to.

01

Discover

Short interviews with you and 3–5 key team members. We learn what your day actually looks like — not the polished version.

02

Map

We diagram current workflows — where time, attention, and context get lost. Then we find the high-leverage seams worth touching.

03

Match

For each opportunity, the right tool for the job — and just as importantly, where AI isn't the answer. Not every nail wants this hammer.

04

Roadmap

A written, prioritized plan with ROI math and a scoped pilot. Yours to keep — implement with us, with someone else, or in-house.

End-to-end

Roughly 4 weeks.

Kickoff to roadmap delivery. Most of your team's time will be 60–90 minutes total across interviews. We do the rest.

Where We Usually Start

Where this saves your team
time fastest.

These are the corners where the audit consistently finds quick wins. Yours may differ — that's the point of the audit.

Marketing

Content briefs that draft themselves, repurposing across channels, audience research, social scheduling, polished copy from rough notes. Your strategist stays the strategist.

Operations

Proposals from boilerplate, intake forms that pre-fill and route, scheduling friction, weekly reporting, internal SOPs that stay current. The admin tax goes down.

Customer-Facing

First-line response drafting, inbound triage, FAQ deflection, follow-up nudges, CRM hygiene. Humans still own the relationship — they just stop spending the day formatting it.

Internal Knowledge

Onboarding that doesn't depend on one senior person's memory, internal search that actually works, meeting summaries you'd actually read. Tribal knowledge becomes searchable.

Anti-Hype Guardrails

Things we promise
NOT to do.

Most AI advice these days is selling fear or selling fairy dust. This is what we won't do, in writing.

Won't recommend tools that replace people.

If a "win" requires firing someone, it's not a win. We optimize for capacity, not headcount.

Won't dump everything into one chatbot.

"Upload your docs to NotebookLM and ask it questions" isn't a strategy. We build role-specific workflows that fit how people actually work.

Won't ship workflows your team can't maintain.

If keeping it running requires us forever, we built it wrong. Everything we recommend should be ownable by your team after a reasonable handoff.

Won't sell you what you don't need.

On the intro call we might say "you don't need an audit — here's the 90-minute fix." That's a fine outcome. We'd rather have your trust than your money.

Fixed Pricing, Fair Terms

What it costs.
What you're guaranteed.

Introductory

$5,000

Fixed fee. No hourly creep, no surprise change orders.

Scope

~40 hrs

Discovery, mapping, opportunity analysis, and a written, sequenced roadmap.

Timeline

~4 wks

From kickoff to roadmap delivery. Faster if you're moving quickly.

The Guarantee

If we don't find meaningful time-saving wins, you get your money back.

No clawbacks, no fine print, no "well actually" — if the audit doesn't surface concrete workflows where AI saves your team real hours per month, we refund the engagement.

Implementation is separate and quoted only if you want it. The audit alone is yours to keep.

Let's Start Small

Start with a
free intro call.

30 minutes. No pitch deck. We'll talk about what's actually slowing your team down, and figure out together whether the audit is the right fit.

Honest answers

If the audit's not right for you, we'll say so.

No follow-up pressure

No drip campaigns, no "just checking in" emails.

Useful either way

Even if we don't work together, you'll leave with at least one concrete idea to try.

We'll reply within one business day to confirm the call window. Your info stays with us — we don't share, sell, or add you to a list.