AI & Automation Audits

Ready to optimize your business with AI in your pocket?

Ready to save time, cut costs & boost your bottom line? Stop losing hours to repetitive tasks and discover the AI and automation opportunities that actually move the needle.

A 1:1 breakthrough VIP Day with a

certified AI & Automation consultant trained for your business.

Skip the trial and error. Get a comprehensive AI audit that reveals exactly where AI can transform your operations, boost efficiency, and accelerate growth.

This is a done-with-you experience where we dig into your marketing, lead generation, onboarding, and operations to build an AI-powered roadmap that fits your business — no cookie-cutter templates.

  • Live audit session to map current systems.

  • Custom action plan with quick wins and tech recommendations.

  • Written report delivered within 48 hours.

Outcomes you can expect

  • Hours saved each week

  • More reliable lead-to-client conversion

  • Smoother onboarding & happier clients

Who this is for

Local business owners, service pros, and solopreneurs ready to save hours each week and scale with systems, not stress.

  • Solopreneurs wanting better margins

  • Small teams wanting consistent onboarding

  • Local service businesses ready to scale without hiring a big team

How it works

A focused session + a tailored report. Here’s the simple three-step structure we follow.

01

Audit & Assess

We review your current marketing, lead gen, onboarding, and ops to find where time and revenue leak.

02

Identify Automation Quick Wins

Pinpoint quick wins and longer-term automation strategies tailored to your tools and team level.

03

Action Blueprint

You get a clear action plan, tech recommendations, and implementation options to scale smarter.

How it works

Day one, or one day?

Clear AI Strategy

Comprehensive roadmap showing exactly which AI tools and workflows will transform your business.

Efficiency Gains

Identify automation opportunities that can save 10-20 hours per week and reduce operational costs.

Risk Mitigation

Understand potential pitfalls and get a foolproof implementation plan that minimizes disruption.

Team Alignment

Get your entire team on board with clear communication strategies and training recommendations.

Quick Wins

Immediate actions you can take today to start seeing AI benefits within the first week.

Competitive Edge

Stay ahead of competitors with cutting-edge AI implementations tailored to your industry.

What you'll achieve in just 1 day

  • Clarity on hidden gaps costing time & money

  • A custom AI strategy roadmap for your business

  • Automation opportunities across marketing, sales, onboarding & support

  • Tool recommendations that match your tech comfort

  • Quick-win fixes you can implement immediately

Before

  • Manual processes

  • Leads slipping through the cracks

  • Scaling feels impossible

After

  • Streamlined systems doing the heavy lifting

  • Automated follow-up that converts

  • Freedom to focus on growth

What my clients say

"This session gave me so much clarity!"

"I didn't realize how much time I was wasting until we mapped it all out. Now my business runs smoother and I have time to grow."

Victoria White-Hazel (Business Credit & Funding Consultant)

"Simple automation tweaks saved hours."

"The audit uncovered easy changes that are already saving my team hours each week. Not to mention the time I personally save onboarding new clients"

Alicia Smith (Business Coach)

Why a VIP Audit?

You don't need another course. You need a tailored, expert-led session that looks at your business and gives you a clear roadmap. Unlock Hidden Profits, Save Time, & Scale Your Business!

AI & Automation Audit

End confusion, walk away with a custom AI & Automation game plan focused on the ROI, not the tech.

Systemization Audit

Streamline operations and free up time for growth.

Scalability Audit

The ultimate audit to transform your business for growth.

$498

Strategic assessment and recommendations

  • Select one of 3 audits

    • Marketing & Lead Gen

    • Pipeline Accelerator

    • Client Onboarding & Support

  • Clarity on hidden gaps costing time & money

  • A custom AI strategy roadmap for your business

  • Automation opportunities across marketing, sales, onboarding & support

  • Quick-win fixes you can implement immediately

  • Tool recommendations that match your tech comfort

$2986

  • Includes 2 audits (Business Systemization + 1)

  • Assess internal workflows, SOPs, and operational efficiency

  • Identify bottlenecks and automation opportunities

  • Recommendations for process optimization and systemization

  • Customized quick wins roadmap for AI integration and system automation.

Let's Talk

  • Includes all 4 audits

    • Marketing & Lead Gen

    • Pipeline Accelerator

    • Client Onboarding & Support

    • Business Systemization

  • Comprehensive roadmap for marketing, lead gen, client systems, and operations

  • AI & automation strategies prioritized for scalable, sustainable growth

Not sure we're a good fit yet? Let's Chat!

Schedule Your AI Readiness Call

How long are the audit sessions?

The live audit session is about 2 hours. A full written report with your roadmap and recommendations is delivered within 48 hours.

What if I don't know anything about AI?

Perfect! That's exactly who this is designed for. We start with the basics and build a strategy that matches your current knowledge level and business needs.

What are the audit deliverables?

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How quickly will I see results?

You'll have immediate quick wins identified during the session that you can implement within days. The full transformation typically shows measurable results within 30-90 days.

Do I need to be tech savvy?

No. Recommendations are explained in plain language, and I suggest beginner-friendly tools when appropriate.

How many of my team members need to attend?

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FAQ image

What if my team member's time zones don't align?

No problem — we record the session and deliver the full report. We also offer flexible scheduling to find a slot that works for you.

Can my VA join the session?

Yes — you’re welcome to include your VA or team member in the session so they can begin implementation with you.

Do I need to purchase specific AI tools?

Not necessarily. Many AI solutions are free or low-cost. We'll recommend the most cost-effective options that align with your budget and needs.

Do you do the implementation?

I deliver the audit, detailed recommendations, and tech-stack plan. Implementation support is available as an optional add-on.

What if AI doesn't work for my industry?

AI has applications in virtually every industry. We'll identify the specific use cases that make sense for your business model and industry requirements.

What is the difference between an AI Consultant and an AI Strategy Consultant?

The Simple Analogy

AI Strategy Consultant: The Architect.

- They design the blueprint based on your vision, goals, and the landscape.

- They figure out what to build, why you should build it, and where it should go.

AI Implementation Consultant: The Builder/Engineer.

- They take the architect's blueprint and physically construct the house.

- They are the hands-on experts who work with the tools and materials to make the vision a reality.

AI Consultant (General): The General Contractor.

- This term can refer to an individual or firm that oversees the entire project, from blueprint to final build.

- They manage both the strategy and implementation phases to ensure a seamless process.

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