Find where your time and customers are leaking.
A hands-on audit that shows what AI should fix first, with the math in your own numbers. Run by people, delivered in person.
$850 for most local businesses. The size is settled at the end of your free discovery call.
The work that eats your day
The phone rings while you're on a ladder.
Staff answer the same five questions all day.
Quotes go out and nobody follows up.
A donor waits a week for a thank-you.
Visitors call at 9 PM and get voicemail.
Your nights go to invoices and reports.
A clear look at how work flows, and where AI helps first
Most AI advice is hype or a software pitch. Ours starts with how your business actually runs. We look first, then recommend. Nothing gets bought on day one.
A map
How customers find you, how the work gets done, and how you keep people coming back, with the time drains marked.
A ranked list
Every opportunity placed by impact and effort, with the reasons, so the quick wins come first and the money pits get named.
The math
What each fix is worth in your numbers: calls missed, jobs lost, hours spent. Assumptions written down. No borrowed industry stats.
Three phases, 7 to 10 days for most local businesses
Discover
- Online scan and call test
- Kickoff at your place
- Conversations with you and your staff
Design
- Map how work flows
- Rank every opportunity
- Check the plan with you
Deliver
- Findings, presented in person
- A 90-day roadmap
- A check-in to confirm it's working
Larger teams or several locations take about two weeks.
A written plan you keep, whether or not you hire us after
Process map
How work flows today, with time drains and error risks marked.
Ranked opportunities
Every idea placed by impact and effort, with the reasons for its ranking.
Top 3 opportunity briefs
Today vs. with AI, in hours and dollars.
Impact estimate
Time or money at stake, with every assumption stated.
90-day roadmap
Quick wins first, bigger builds after, with an outline of costs.
In-person walkthrough
We present it at your table, not by email.
Two sizes, one method
At the end of our discovery call, we'll both know which size fits. Most local businesses are $850.
- Most local businesses
- You plus one or two staff interviewed
- About 7 to 10 days
- Written plan and in-person walkthrough
- Bigger staff or several locations
- Leaders and staff interviewed
- About two weeks
- Written plan and in-person walkthrough
After the audit, most local businesses invest around $600 a month to put the plan to work. Entry point: Voice Mail Extended, our AI receptionist, from $145 a month. Month to month. Nonprofits: see nonprofit pricing. Prices as of September 2026.
Four promises
People run your audit
Every conversation is with a person. We don't send a bot to interview you.
Your numbers only
No borrowed industry stats. If the math doesn't work, we say so.
Nothing goes live without you
Drafts come to you first. You approve before anything changes.
We're local
Based on the Emerald Coast, 20 minutes away, not a call center.
Not ready for a call? Start with the guide.
- The 2-minute, 10-question self-check
- 16 things AI can take off your plate
- What the payoff can look like, in hours
What owners ask us
Are you going to sell me software?
Not on day one. The audit is about how your business runs. If a tool makes sense, you'll see why in your own numbers, and you decide.
Do I need to be good with technology?
No. We set things up, train your people, and stay 20 minutes away. The audit also tells us how your team usually takes to new tools, so we pace it right.
How much of my time does it take?
For most local businesses: the 20-minute discovery call, about 90 minutes with us on site, a 30-minute check-in on the plan, and the findings meeting.
We're a nonprofit. Is this for us?
Yes. Donor thank-yous, volunteer shifts and grant reports are some of the best places for AI to help. Our nonprofit audit adds a custom AI use policy, a board brief and a free-software plan.
What happens to what we tell you?
It stays with us and you. Client and case details never go into consumer AI tools. If we record a conversation, we ask first.
Do I have to buy anything after the audit?
No. The plan is yours to keep. Anything we build afterward is month to month.
Start with the free 20-minute call.
- One problem, how you handle it today, and a first direction
- If an audit fits, you'll know the size and price before you decide
- No obligation
Prefer email? [email protected]