AI Opportunity Audit

Stop guessing which AI tools your business actually needs.

Powerful AI tools already exist. The hard part is knowing which ones solve your specific problems. This audit turns one recorded conversation into a clear plan: 3 to 7 specific recommendations, a 4 day quick start plan, and the numbers behind every one.

Start my AI audit
$997One time
5 plus hours back per week, or your money back Credited to AI Concierge Plan in hand within 5 business days
The Translation Gap

The tools already exist. The clarity doesn't.

There is a widening gap between what AI can do and what busy owners have time to figure out. You do not need another list of tools. You need someone to translate AI into your specific business.

What exists today
  • AI that drafts, analyzes, and summarizes hours of work in seconds
  • Meeting tools that record and action every call automatically
  • Automation platforms that connect thousands of apps without code
  • New tools launching every single week
What you actually need
  • Clarity on which tools fit your business, and which to ignore
  • Specific workflows, not generic tool lists
  • Fast time savings with low friction
  • A clear path from confusion to action
What You Receive

One audit. Everything you need to act.

Every audit follows the same proven framework, built around a single goal: give you back hours every week.

Discovery interview
A 60 minute recorded call where we dig into how your business actually runs: where time goes, what you dread, and where work piles up.
AI powered analysis
We analyze every word of the conversation to surface 5 to 7 time saving opportunities, each scored for hours saved and ease of implementation.
Custom report
3 to 7 specific tool recommendations with implementation steps. Tools we have tested and trust, never a generic list.
Priority matrix
The single most valuable page: what to start first, what comes next, and what to skip. Sequence, not more options.
4 day quick start plan
A day by day plan to land your first win this week, sized for a busy owner, not an IT department.
Report walkthrough
A 30 minute screen share where we explain every recommendation, answer your questions, and help you choose your starting point.
The Framework

Four phases. Five business days.

01
Discovery
60 min recorded call
We are not pitching solutions. We are pulling problems, the real ones that eat your week.
02
Analysis
AI plus human judgment
AI surfaces the opportunities. Our experience turns them into advice worth acting on.
03
Report
Delivered within 5 days
Your findings packaged into a clean, prioritized report with the numbers behind every recommendation.
04
Review
30 min report walkthrough
We walk through it together. You leave knowing exactly what to do first, and what it returns.
The kind of questions we ask
"Where did your time actually go yesterday?" "What do you dread but cannot hand off?" "What would change your week if it ran itself?"
Inside The Report

Built for decisions, not shelf space.

Most audits end in a document nobody opens twice. Yours is built around one principle: you need sequence, not more options. Every recommendation comes with the hours it saves, the effort it takes, and the exact steps to put it to work.

  • Yours to keep, whether you build with us or not.
  • Every recommended tool is one we have tested ourselves.
  • Reviewed by a real person before it ever reaches you.

The priority matrix is the most valuable page. Business owners need sequence, not more options. It tells you exactly what to start first.

Report structure
1
Executive summaryYour top 3 opportunities and total hours saved per week.
2
Priority matrixWhat to start first, scored by impact and effort.
3
Tool recommendations3 to 7 specific tools with step by step implementation.
4
4 day quick start planYour first win, scheduled day by day.
5
Financial impact breakdownWhat each recommendation costs and what it returns.
6
Recommended next stepsA clear path forward, with or without us.
6+ hrs
The average client frees up 6 plus hours every single week.
~$40/mo
Typical combined cost of the tools we end up recommending.
25x
The monthly return your one time investment can create in recovered time.
Claim Your Audit

One audit. Total clarity.

Secure your AI Opportunity Audit today. Backed by the strongest guarantee we can write.

AI Opportunity Audit
Everything included
  • 60 minute recorded discovery interview
  • AI powered analysis of your entire conversation
  • Custom report with 3 to 7 specific tool recommendations
  • Priority matrix showing exactly what to start first
  • 4 day quick start plan for your first win
  • Financial impact breakdown for every recommendation
  • 30 minute report walkthrough to review it all together< /li>
$997
One time payment

Risk free. Credited in full toward your first month of AI Concierge when you join within 30 days.

Pay $997 and start
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5 plus hours back per week, or your money back
If your audit does not identify at least 5 hours per week your business can get back, we refund your $997 in full. You keep the report either way. The only thing you risk is staying where you are.
After The Audit

The audit opens the door. You choose what comes next.

Most clients keep going, and AI Concierge is where they go: we build your roadmap together, session by session. Join within 30 days and the full $997 is credited to your first month. Prefer we just build it for you? Those options are below.

We build it with you, twice a month, in your accounts. Your $997 credits toward month one
$1,750/mo
Lead follow-up, email flows, and reporting that run themselves.
$2,500 to $5,000
Your expertise, captured and searchable for your whole team.
From $3,000
Your tools connected so work moves without you touching it.
$1,000 to $3,000
Larger engagements start at $5,000 and are scoped on a call. The $997 credit applies to AI Concierge.
Questions

Everything you might be wondering.

What exactly do I get for $997?
A 60 minute recorded discovery interview, an AI powered analysis of the conversation, and a custom report with 3 to 7 specific tool recommendations, a priority matrix, a 4 day quick start plan, and a financial impact breakdown. We present it all on a 30 minute report walkthrough so you can choose what to act on first.
How long does it take?
After your discovery interview, your finished report is delivered within five business days. We present it on a report walkthrough as soon as it is ready , and the quick start plan is built so you can land your first win the same week.
Will the recommendations be generic?
No. We deliberately keep recommendations in the 3 to 7 range, and every tool is one we have tested and use ourselves. Each comes with specific implementation steps for your business, never a list of links. Anything we cannot confidently explain does not make the report.
What happens right after I pay?
You will be taken to a scheduling page to book your discovery interview, along with a few quick questions about your business so we come to the call prepared. There is no long onboarding and no back and forth required.
Do I have to build anything with you?
No. The report is yours to keep and act on however you like. If you join AI Concierge within 30 days of your audit, the full $997 is credited toward your first month. The credit applies to Concierge only. Builds are priced on their own scope.
What if it is not useful?
If your audit does not identify at least 5 hours per week your business can get back, we refund your $997 in full and you keep the report. We are confident in the value, so we carry the risk, not you.

You are not buying more software. You are buying clarity.

From discovery to scale