Not sure where to start with AI? In 60 minutes, we map your operation from front to back, score every task for automation potential, and hand you a written action plan — so you know precisely what to automate, what to skip, and what to do first.
AI is everywhere right now — every software salesperson, every podcast, every LinkedIn post tells you to use it. But "use AI" isn't a plan. Without a clear map of your workflows and an honest assessment of what automation can actually do, you either do nothing or spend money in the wrong places.
Not every task is worth automating. Some are too custom. Some aren't repeated often enough. Some are already efficient. The audit tells you which tasks are high-value automation targets, which are medium priority, and which to leave alone entirely — so your first move is your best move.
We work exclusively with home service businesses. This isn't a generic AI consultation — we're mapping your dispatch flow, your lead intake, your follow-up process, your post-job communication, and your admin overhead against solutions we've actually deployed in businesses like yours.
The audit runs in three phases: discovery, analysis, and delivery. No prep required on your end beyond filling out a short questionnaire before the session. We do the mapping and analysis — you just talk through how your business works.
We walk through your entire operation over Zoom — how leads come in, how jobs get scheduled, how your team communicates, what you do manually, and where you feel the most friction. We ask specific, structured questions designed to surface automation opportunities you might not even see yourself.
After the session, we map your workflows, score each task for automation feasibility and impact, and build your written action plan. We identify quick wins (implement in weeks), mid-term priorities (1–3 months), and longer-horizon opportunities.
You receive your full AI Operations Audit report within 48 hours — a practical, jargon-free document that tells you exactly what to automate, what tools to use, how to implement each item, and what order to do it in. The plan is yours to use however you want.
Your AI Operations Audit report isn't a slide deck or a vague summary. It's a specific, actionable document you can hand to any implementation partner — or use to evaluate whether to work with us.
A visual map of your current operation — how work enters, how it moves through your business, and where it exits. See exactly where manual handoffs and bottlenecks live.
Every identified task gets scored across three dimensions: automation feasibility, time savings potential, and implementation complexity. Numbers, not opinions.
Tasks ranked by combined score so you know exactly what to do first. High-impact, low-effort wins are surfaced to the top. The order matters — we sequence it so each step builds momentum.
For each priority item: what the automation is, how it works in plain English, what tool or system handles it, estimated setup time, and expected outcome. Implementation-ready from day one.
That's exactly who this audit is designed for. You don't need to know anything about AI or technology. We ask you questions about how your business works — what you do manually, where things fall through the cracks — and we handle the analysis. No jargon, no tech overwhelm.
A written action plan delivered within 48 hours of your session. It includes a workflow map, an automation score for each task, a priority ranking, and specific implementation recommendations — not vague suggestions about "exploring AI."
No. The audit is complete in itself. If you want to implement any of the recommendations, we can discuss next steps — but there is no obligation, and we don't use the audit as a bait-and-switch into a sales call. The plan is yours.
The discovery session runs 60 minutes over Zoom. You'll get a confirmation with a short prep questionnaire beforehand so the session time is used efficiently — we're ready to map the moment we start.
Perfect — the audit still applies. We'll map your current workflow around those tasks, score them for automation feasibility, and give you a specific recommendation for how to approach them. Narrow scope is absolutely fine.
We work exclusively with home service businesses. We're not presenting generic AI use cases — we're mapping your specific workflows, your specific pain points, and your specific team against solutions we've deployed in businesses exactly like yours.
Book your AI Operations Audit. In 60 minutes we map your entire operation, and within 48 hours you have a written action plan telling you precisely what to automate, in what order, and what to skip. No commitment, no sales pressure, no jargon.
60-min Zoom session · Written plan in 48 hrs · No obligation to continue