Richmond, VA · Fixed Price · 5 Business Days

Find the workflow
quietly costing 5–20 hours a week.

A 5-day audit that finds it, sizes it, and shows you what to fix first.

Intake handoffs, inbox triage, document review, policy lookup, recurring report cycles — one of these is a steady tax on your team. The AI Workflow Audit maps three bottlenecks, picks the one with the clearest ROI, and hands you a 14-day pilot plan. $1,500 flat. No slide deck. No retainer commitment.

Book the Audit — $1,500 See What You Get
What the Audit Looks For

Three places work slows down.

Every audit maps friction in exactly three places. We name them, measure them, and rank them by ROI. One of them becomes your first pilot.

I.

Workflow Friction

Recurring processes that slow down when information enters the business — intake, approvals, document prep, report cycles. The drag isn't dramatic; it's a steady tax on the week.

  • Client intake taking 3 days instead of 1
  • Approval chains that wait on one person
  • Report assembly redone every cycle
II.

Communication Drag

Dropped handoffs, manual email triage, slow client follow-up. The cost is invisible until you measure response time and the requests that quietly fall through the cracks.

  • Inbox triage eating senior time
  • Forwarding chains losing context
  • Follow-ups dependent on memory
III.

Knowledge Gaps

Staff hunting for SOPs, policies, or prior answers that should be findable instantly. The same questions get re-answered every week by the people whose time is most expensive.

  • Policy answers buried in email threads
  • SOPs scattered across drives
  • Prior work redone from scratch
The Deliverable

What you walk away with.

A written audit, not a slide deck. Specific, signed, and dated. You own it whether you hire me for the pilot or not.

Front Door
AI Workflow Audit
$1,500
Fixed price · 5 business days
  • Discovery interview (60–90 min)
  • 3 workflows mapped, 1 pilot selected
  • Written deliverable (Word + PDF)
  • 30-min readout call
  • Right to walk away after — no retainer obligation
Book the Audit ↗ See a real sample audit
Math, Not Marketing

How we size the value.

Every audit produces a number. Here's the formula behind it. No hand-waving — these are the four inputs we'll measure together during discovery.

# Monthly Value monthly_value = hours_saved_per_week × loaded_hourly_rate × 4.33 + reduced_rework_cost + reduced_delay_cost + throughput_gain # Worked example 10 × $65 × 4.33 = $2,815/month labor + $800 rework saved + $1,200 faster client turnaround = ~$4,800/month total value

Estimates are conservative and written with the assumptions visible. We don't sell inflated savings — they get re-baselined during the pilot, and the real number replaces the estimate. If the math doesn't pencil, we don't recommend the pilot.

Where This Goes

Audit first. Then maybe more.

The audit stands alone. If the numbers warrant it, you can step into a pilot. If the pilot proves out, you can step into a retainer. Each step is a separate decision.

01 · Diagnose
AI Workflow Audit
$1,500 · 5 business days

Find the drag, size it, pick the first pilot. Written deliverable. No commitment beyond this.

02 · Pilot
Controlled Workflow Pilot
$7,500–$12,500 · 14–30 days

One workflow built, deployed, and measured. Documented process, staff handoff, governance boundaries, and the dashboard that proves it.

03 · Sustain
Fractional Workflow Lead
$4,500–$8,500/mo · 3-mo min

Ongoing roadmap, governance, and implementation leadership. New workflows shipped each month. ROI tracked against the dashboard you already trust.

Learn more →
Plain Talk

What this is. And isn't.

What you get

  • A senior practitioner doing the work — no junior handoff
  • Plain-English findings written for an operator, not an engineer
  • Numbers with their assumptions visible
  • One clear recommendation, not five
  • A pilot plan that fits your stack (Microsoft 365 or Google Workspace)

What you won't get

  • A 60-page strategy deck
  • "AI transformation" framing
  • Five workflows recommended at once
  • A retainer pitch on day one
  • Vendor-driven tooling — your stack first, third-party only when it earns its keep
Common Questions

Before you decide.

We're not ready for AI. +
The audit comes first — there is no build commitment. It identifies whether one workflow is worth piloting, what risks apply, and whether the value justifies moving forward. Most firms that feel "not ready" are actually ready for one narrowly scoped workflow. The audit is the instrument to determine that.
We already use Microsoft Copilot or Gemini. +
The audit looks at the workflow layer, not the tool layer — where handoffs break, what data is involved, who approves outputs, how success is measured. Most Copilot and Gemini deployments are seat licenses with minimal process change. The audit identifies whether those tools are actually being used on the right workflows, and what's still costing time.
Can you just train our team instead? +
Training sticks only when it's attached to a real workflow. Generic AI training has a short half-life — people learn the tool, then return to the process that was always the bottleneck. The audit identifies the right workflow first. If you move to a pilot, staff handoff and adoption are built in.
What does $1,500 actually buy? +
A written deliverable you own — whether or not you hire me for anything else. Three bottlenecks mapped, one pilot recommended, risks and controls documented, ROI estimated with assumptions visible, and a 14-day implementation plan attached. You get it in Word and PDF. It stands alone as a decision document.
Book the Audit

Five days. One workflow on the table.

A 30-minute discovery call directly with me. We confirm fit, scope the audit, and lock the start date. If the audit doesn't make sense, I'll say so on the call.

Currently scheduling audits 2–3 weeks out

Or email jason@nycolai.com