Start with a free 20-minute call. If we're a fit, we run a 90-minute AI-guided interview through your entire operation and deliver a prioritized Automation Blueprint — every opportunity ranked by ROI, with tools, costs, and next steps. In 48 hours.
Average audit result: $23,000/year in recoverable time and cost — across businesses with 4–12 employees. Most owners had no idea it was sitting there.
From 100+ small business owners audited across 30+ industries
Each Blueprint requires 3+ hrs of human analysis — we cap weekly capacity to protect quality.
What our audits find, on average
0
avg automation opportunities found per audit
0 hrs
avg weekly time savings identified
$0K
avg annual value of savings found
0%
implement ≥1 finding within 90 days
Based on 100+ audits across agencies, professional services, property management, retail, and more
Why most businesses don't automate
Most business owners know they should be using AI. They just don't know which parts of their business it applies to — or where the biggest wins are hiding.
There are hundreds of AI tools. Which ones actually apply to your business? Without a clear map, most owners either do nothing or buy tools that never get used.
Scheduling, data entry, follow-ups, reporting — most teams spend 8–12 hours a week on tasks that AI can handle in minutes. That's $20K–$40K in labor doing the wrong things.
Businesses that figured out AI in the last 18 months are now operating with smaller teams and higher margins. The gap is compounding every month you wait.
The process
One conversation. A complete picture of your business. A prioritized roadmap to act on it.
01
We talk through your business, your current workflows, and where you feel the most friction. If the full audit makes sense for your situation, we'll explain exactly what happens next. No pitch, no pressure.
02
If you move forward ($499), you join a structured AI conversation that maps your entire operation — sales, marketing, admin, operations. No prep needed. The AI asks follow-up questions so nothing gets missed.
03
Within 48 hours of your interview, you receive your personalized report: every opportunity found, estimated savings, specific tool recommendations, and a prioritized action plan. Yours to keep, forever.
$499 fee credited toward implementation if you hire us
What you receive
Not a generic report. A document built entirely from your business — specific to how you operate, your team size, and your current tools.
01
A complete, searchable record of your entire interview. Every workflow you described, documented and yours to keep.
02
Every automatable task in your business, identified by name, department, and estimated weekly time cost.
03
Each opportunity comes with an estimated time savings, dollar value, and implementation difficulty rating — so you know exactly what to do first.
04
Not generic advice. Exact tools, integrations, and workflows recommended for each opportunity based on your tech stack and team size.
05
A ranked implementation roadmap: what to automate first, second, and third — sequenced by speed of ROI and ease of implementation.
06
A live call with our team to walk through your report, answer questions, and help you decide which opportunities to tackle first.
Real result: Harper & Associates (11-person marketing agency) found 14 hours of automatable admin work per week across their team. Within 60 days of implementation, they reduced operations cost by $2,200/month — from work that was already happening, just done manually.
From their Automation Blueprint
Automation Blueprint
Harper & Associates
Seattle, WA · Marketing Agency · 11 employees
$34K/year identified
14
Automatable tasks
14.5
Hrs/week recoverable
$34K
Est. annual value
Top opportunities by ROI
Client onboarding (4 manual steps)
HubSpot + Zapier · Easy
2.5 hrs/wk
+$6,500/yr
Monthly reporting & data consolidation
Google Sheets + Make.com · Easy
3 hrs/wk
+$7,800/yr
AI finding: Your team spends ~3 hrs/week manually formatting client reports that could be fully templated and auto-populated — your highest single time-leak
Opportunity #7: ████████ process (████ hrs/wk → saves $████/yr with ██████)
Every opportunity includes: task name, time cost, dollar value, recommended tools, and implementation steps
Real results
“I almost didn't do it — I figured I already knew my business. But the AI asked follow-up questions I never would have thought to ask myself, and it surfaced a client onboarding process we'd been doing manually for six years. We automated it in two days. I had no idea that was sitting there.”
Rachel Huang
Northgate Creative · Seattle, WA
Marketing agency · 11 employees · 7 years in business
14 hrs/week recovered across the team
$34K in annual labor savings identified
“My skepticism was about the price — why pay $499 for a list of suggestions I could Google? The difference is the interview. It pulled out things specific to how we actually run the business, not generic advice. The credit toward implementation meant the audit effectively cost me nothing.”
David Osei
Osei Financial Planning · Atlanta, GA
Financial advisory · 4 employees · 9 years in business
Eliminated 8 manual workflows
$499 fee covered in week one
“I was on the fence for two weeks. We're a 9-person company — I didn't think there would be enough to justify $499. And I'd already bought three AI tools that went nowhere, so I was skeptical about spending more. What I actually got was a 14-page Blueprint showing exactly where each of those tools had been set up wrong, plus eight things we hadn't considered. The ops transcript alone is something I still reference. I wish I'd done it a year earlier.”
Monica Castillo
Mesa Verde Property Management · Phoenix, AZ
Property management · 9 employees · 5 years in business
Reduced admin headcount by 1 FTE
$58K in identified savings — $12K implemented so far
If you decide to proceed
After your free discovery call, if the audit is the right move, here's exactly what you get.
AI Automation Audit
$499
flat fee
Everything you need to find and act on every automation opportunity in your business.
90-minute AI-guided interview
Full operations transcript (yours to keep)
Automation Opportunity Map
ROI analysis per opportunity
Specific tool recommendations
Prioritized 90-day action plan
30-minute debrief call
$499 credited toward implementation
Implementation credit: Your $499 audit fee comes off your first implementation invoice — dollar for dollar.
If you go forward with implementation, the audit effectively costs you nothing. Most clients do — the Blueprint shows them exactly what's worth building first.
Nathan Webster
Founder, AutomationlyI spent years watching small business owners pay $10,000–$15,000 for consultants who wrote lengthy recommendations and then disappeared. The operations map was always the most valuable part — but nobody offered just that, affordably, with someone who'd actually built the automations on the other side. So I built this: a 90-minute interview that captures everything, analyzed by a team that knows what's worth building first. I personally sign off on every Blueprint before it goes out — because I've seen what happens when the wrong opportunity gets prioritized. Your $499 is buying that judgment.
Free · No commitment
A 20-minute conversation to map your biggest opportunities and see if the full audit makes sense for your business. Enter your name and email — we'll send a scheduling link.
Common questions
Start with a free 20-minute call. No cost, no commitment. If the full audit makes sense, we'll walk you through it — and the $499 is credited toward implementation if you hire us to build it out.
Book My Free Discovery CallFree · 20 minutes · No commitment · No credit card
$499 audit only if we both agree it's a fit