A 5-day audit that finds it, sizes it, and shows you what to fix first.
Most service firms have one workflow that quietly costs them 5–20 hours a week — intake handoffs, inbox triage, document review, policy lookup, recurring report cycles. The AI Workflow Audit maps three of your bottlenecks, picks the one with the clearest ROI, and hands you a 14-day pilot plan. Fixed price. No slide deck. No retainer commitment.
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.
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.
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.
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.
A written audit, not a slide deck. Specific, signed, and dated. You own it whether you hire me for the pilot or not.
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.
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.
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.
Find the drag, size it, pick the first pilot. Written deliverable. No commitment beyond this.
One workflow built, deployed, and measured. Documented process, staff handoff, governance boundaries, and the dashboard that proves it.
Ongoing roadmap, governance, and implementation leadership. New workflows shipped each month. ROI tracked against the dashboard you already trust.
Learn more →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