Service Offering · 1–2 Weeks · Starts at $3,500
AI Workflow Audit
For Businesses Buried in Repetitive Admin Work
The AI Workflow Audit is a focused, low-risk entry engagement for owner-led businesses dealing with high volumes of emails, PDFs, photos, forms, spreadsheets, quotes, reports, customer intake, or repeated follow-up.
We map your current process, identify automation opportunities, rank them by ROI and risk, and deliver a clear 30-day implementation plan. Typical engagements run one to two weeks; an optional implementation sprint is available after the audit.
Direct Procurement Contact
Aaron Newbloom, Operations Manager
Best Fit
- Owner-led businesses with document-, photo-, email-, or report-heavy workflows
- Teams repeating the same manual process every week
- Operators who want practical automation with humans in the loop
- Leaders evaluating AI before committing to a larger build
- Businesses separating realistic automation from AI hype
Industries We Serve
- Auction, estate sale, and liquidation businesses
- Insurance agencies
- Property management and restoration
- Accounting and bookkeeping firms
- Home care and healthcare admin
- Staffing, recruiting, and professional services
- PE and search-fund operators evaluating targets
Ready to talk?
Direct line to Aaron Newbloom. No forms to fill out — call or email and you'll hear back within one business day.

