AI Workflow Audit: find where AI fits in your operations
Find out which part of your business should start working with AI first.
In 3 sessions, I analyze how your business runs, prioritize the highest-impact opportunities, and hand you a clear map of what to implement, how, and in what order.
It starts with a free 20-minute conversation.
Sound familiar?
Your business is growing, but your processes can't keep up.
Your team repeats the same tasks
Quotes, reports, and answers that eat up hours every week.
Your customers wait too long
Answers and estimates depend on someone being available.
Opportunities fall through the cracks
No one knows for sure what happened with each prospect.
You've already invested in technology
And the business still runs the same way.
The Audit finds the bottleneck in your operations and which part AI can solve, before you invest in a single tool.
How it works
3 sessions with you. The analysis, on my end.
Your time goes into 3 conversations. Between sessions, I do the heavy lifting. Tap each stage to see what you do and what I do.
What you do
You walk me through how your business runs: your goals, where time is lost, which tasks repeat, and what should stay in your team's hands.
What I do
I organize everything into 9 areas of analysis and prepare the hypotheses we'll explore in the next session.
What you get
Your AI Workflow Opportunity Map™
A consulting document with 9 sections, in business language, with no technical jargon. In English or Spanish, your choice.
01
Executive summary
The essentials on one page: where the opportunity is and what to do first.
02
Opportunity map
Every process evaluated, in a single view.
03
Recommended workflow
The process worth transforming first, and why.
04
Today vs. recommended
How that process works today and how it would work with AI.
05
AI, systems, and people
What AI does, what the system does, and what stays with your team.
06
Impact and measurement
What results to expect and how to know it worked.
07
Implementation
What it takes and the concrete next step.
08
Additional opportunities
What comes next, already prioritized.
09
Close and scope
What the map covers and what it doesn't, spelled out clearly.
Why it works
A method, not an opinion
Priorities with objective scoring
Every process is evaluated with a weighted scoring system. The recommendation comes from your business's data, not from hype.
AI where it helps, people where they matter
The map defines what AI does, what the system does, and what stays in your team's hands.
Results you can measure
Every recommendation includes how to measure its impact, so you know whether it worked.
It's for you if…
- You run an established business with repeatable processes.
- You want to use AI but aren't sure where to start.
- You want measurable results, not trendy tools.
- You're willing to change how things get done.
It's not for you if…
- You're looking for a course on how to use AI tools.
- You expect a magic fix without changing any process.
- Your business isn't up and running yet.
FAQ
What people usually ask me
It's 3 sessions with you. The total time depends on your schedule; I handle the analysis between sessions. To keep things moving, we schedule all 3 sessions up front.
Start here
Request your initial conversation
20 minutes, free. We'll see together whether the Audit makes sense for your business.
What happens next?
- 1I receive your request and review the challenge you share.
- 2I get back to you within one business day to set a date.
- 3We talk for 20 minutes. If there's no clear opportunity, I'll tell you.