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Operations and Automation Audit

Find where it hurts. Fix that first.

Every owner has one workflow that eats more time than it should. The audit finds it, maps it from trigger to outcome, and gives you the best first move, AI or not.

USD 300flat, invoiced after a free call
90 minutesone working session, one workflow
2 daysbusiness days until your action map
AI or notthe best fix, whatever it is
A hand placing a custom glass piece into a precise mechanism, a warm glint where they meet

Who it's for

Owner-led businesses where the same friction keeps coming back: inquiries that slip, quotes that take too long, invoices chased by hand, a team that waits on you before anything moves. You don't need to know anything about AI or automation. You only need to know where it hurts.

How it works

  1. A free 15-minute call. We see whether I can actually help. It isn't advice yet, and if I think you don't need me, I'll say so.
  2. The booking. If it's a fit, we book the session on the call and I send you the USD 300 invoice.
  3. A 90-minute working session. We map one high-friction workflow from the trigger to the outcome: who does what, in which tool, where it waits and where it breaks.
  4. Your action map, within two business days.

What the action map gives you

  • The recommended first move.
  • Its impact on your time, your money or both.
  • How complex it is to do.
  • The risks, and what could go wrong.
  • Whether AI or automation belongs in it at all.

What this looks like in practice

  • JWoo Entertainment: three inquiry forms wired into the CRM the owner already used, and a payout standard from a financial and CRM audit.
  • Luna & Stein: a family property company's administration, run on one system.
  • Shiba San: the management work behind the shows, with a daily watch on the show sheet.

Questions

Do I need to use AI?

No. AI and automation are tools I use when they help. If the best fix is a clearer handoff or a simpler checklist, that's what you'll get.

What if I don't need the audit?

I'll tell you on the free call. That's what the call is for.

Which workflow do we pick?

The one that costs you the most time, money or patience. If you're not sure, we choose it together on the call.

What happens after the audit?

The action map is yours. Use it yourself, hand it to your team, or have me build the fix with you. A build is scoped and priced separately, after the audit.

Start with the free call.

Work with me