Find the work an agent should take first.
We follow how work moves through your business, find where it stalls or waits on a person, and write down the first job worth handing to an agent.
Works with HubSpot, Gmail, Google Sheets, Slack.
Slow follow-up, manual admin and disconnected tools usually show up at handoffs. We find where work waits, who it waits on, and what that delay costs.
Today
- A lead comes in
- It waits for someone to notice
- It is handed off without context
- Follow-up happens late, or never
After
- Every step of the path mapped
- Where it stalls, with evidence
- Who decides, and when
- The first agent to fix it
A plan your team can act on, not a generic slide deck. The roadmap is yours to keep.
A workflow map
We trace the path from first touch to closed and delivered: lead intake, follow-up, scheduling, support, handoffs, reporting, and the places work quietly stalls or gets dropped. Includes revenue operations, customer operations, tool and CRM review and handoff and approval gaps.
Notes on where work waits
We show where work waits, who it waits on, and what the delay costs, with the evidence behind each finding. Includes handoff review, response-time evidence, data access constraints and reporting gaps.
A ranked roadmap and first build
A ranked roadmap and one recommended first build: who owns it, which data it needs, what it may do on its own and where a person signs off. The next step is written down before any build begins. Includes ranked roadmap, recommended first build, where a person signs off and written scope and estimate.
No lock-in
The roadmap is yours whether or not we build it. It holds what you need to decide the next step.
Each finding points to a place where work stalls, with the evidence behind it and the fix it suggests.
Three findings are pinned on a roofing website: a long quote form, a hidden call button on phones, and leads with no owner.
Kickoff and access
A working session to understand goals, then read-only access to the tools and data we need to see the real workflow.
Initial review
Map and measure
We follow the priority workflow and note where it waits, who decides, which data it needs and what slows it down.
The diagnostic
Prioritize the build
We rank the candidates by value, risk and how easy the data is to reach, then pick the first job worth handing to an agent.
Ranked roadmap
Present and decide
You get the workflow map, the notes behind it, the roadmap and a written plan for the first build. Continue with us or use it to guide your own next step.
Your decision
- Timeline
- Set by how many workflows we map, and agreed in writing before we start.
- Price
- Priced to the job and quoted in writing before any work starts.
- Ownership
- The roadmap is yours whether or not we continue.
Related services
A good fit
- You have a manual process you want gone, or a role you cannot justify hiring for.
- You can give read-only access to the tools and data the work runs on.
- You can make time for a kickoff working session about your goals.
- You are ready to act on the plan, with us or on your own.
Not a fit yet
- You want AI because it is trendy, with no process in mind.
- You are not ready to change how the work gets done.
- An off-the-shelf tool already does the job. If so, we will tell you.
How much does the AI Operations Audit cost?
It is priced to the job, mostly by how many workflows we map. The quote is in writing before we start, and the number holds unless the scope changes.
Who is the audit for?
Teams with a manual process they want gone, or a role they cannot justify a full salary for, and no internal AI team to fix it. That can be a startup or a department inside a larger company. The defining trait is intent and budget, not size.
Do I have to build with you after the audit?
No. The roadmap and recommendations are yours to keep. There is no obligation to continue into implementation after the diagnostic.
What do I receive?
A map of the workflow, a review of your tools and data, notes on where work waits and who decides, a ranked roadmap, and a written plan for the first agent, including who owns it and where a person signs off.
How long does it take?
It depends on how many workflows we map and how quickly we get read-only access to your tools. The timeline is in the written scope before we start.
We map the work, show where it stalls, and name the first agent worth building and where a person still signs off. The roadmap is yours to keep.