Update, September 2026: this post used to describe the free discovery session I sold until August 2026. That session is gone. The first step now is the AI Audit, and this is what happens in it.
Most owners I talk to know AI could take work off them and have no idea which work. The audit answers that in ninety minutes, on your real week, and you leave holding the answer in writing.
Before the Audit: What to Bring
You do not need to prepare a document. Two things help.
The jobs you do by hand
The work you or your team repeat every week: moving data from emails into a spreadsheet, chasing invoices, answering the same client questions, scheduling back and forth, following up with quotes that went quiet. A rough list is enough. I time them with you on the call.
The tools you already pay for
Your email, calendar, payment system, notes, and a CRM if you have one. Part of the audit is what those tools could already be doing for you, so knowing what you have matters more than knowing what you want.
If you know your hourly rate, or what an hour of your time is worth to the business, bring that too. It is how the hours get priced.
During the Audit: Ninety Minutes on Your Week
It is a video call. I ask, you talk. I want to know how the business runs on a Tuesday. What comes in, what you do with it, who touches it, where it stalls.
For each job you do by hand I am after two facts: how long it takes and how often it happens, plus the tool it lives in. Those numbers become the audit. A twenty-minute task you do twelve times a week is four hours a week, and at your rate that is a dollar figure most owners have never seen written down.
I also flag what I would leave alone. Some jobs are too rare, too messy, or too important to hand to software, and hearing that on the call is cheaper than hearing it after a build.
Want Your Own Week on Paper?
Ninety minutes, and you leave with the hours you would get back, priced at your own rate, and the first things to fix, ranked.
Book the AI AuditAfter the Audit: The Written Document
The audit lands in your inbox as a short PDF. Five pages.
Your hours a week, added up. Each job we timed, totalled into one number.
The dollars. Those hours a year at your rate, what it would cost to get them back, and the month the cost pays for itself.
Your tools and the map. What you pay for today, what each tool could take off you, and what to do first.
The list. Each job, what it becomes once AI runs it, and what it saves.
Where to start. The first fix, the price of the Setup that builds it, and a note that the audit is yours either way.
You can hand the PDF to your IT person, another consultant, or the family member who keeps asking what AI would do for you. It is written to stay useful without me.
What It Costs, and What Comes Back
The audit is $497, charged after the call. You save a card when you book. Whenever you join a plan, $200 of it comes off your first payment. If you feel it was not worth it, tell me and I refund it in full, and you keep the PDF.
I charge for it because a paid hour ends in a written document and a free call ends in a conversation. The refund is there so the price is not the reason you skip it.
Who Gets the Most From It
Owners with a team of one to twenty who spend at least a few hours a week on repeat work by hand. Solo experts, coaches, consultants, small service businesses. If you already know which job to automate first and want it built, skip the audit and book the Setup. If you want to try ChatGPT for twenty dollars a month first, do that, and come back when you have a job you want gone.
Common Questions
"Do I need to be technical?" No. You describe your week in your own words and I translate.
"Can I bring my team?" Yes. Whoever does the day-to-day work knows the details I need.
"Is it over Zoom?" A video call, yes. If you are in Northeast Ohio and prefer to meet in person, that works too.
"What if AI is not right for my business?" The audit will say so, with the numbers that show it, and the refund is yours if you want it.
"What happens if I want to go ahead?" You book the two-hour Setup, $200 of your audit comes off that first payment, and the first fix on your list gets built on your own business while you watch.
Book the Audit
Pick a time here. You pay the $497 after your audit, card saved when you book, and the audit is in your inbox after the call. If you would rather talk before paying anything, there is a free 30-minute call as well.
