Experiments, not a system
A ChatGPT tab open, two or three prompts that work well. Then you close the laptop and nothing keeps running.
AI audit · 90 minutes · written plan within 48 h
AI audit: 90 minutes and you know where to start
I look at your week as it actually runs, not as it should. Within 48 hours you get a written plan: the three automations to start with, what they cost, what they give back.
Who it is for
AI can give you time back. The question is where to point it.
The problem is almost never a lack of tools. It is a lack of priorities.
Sorting tools is a job
Comparing Claude, n8n, Make and hundreds of others takes weeks. That is not your job, and it never will be.
Before committing a budget
How many hours saved, at what cost, over how many weeks. Three answers, in writing, before you spend anything.
How it works
What happens during an audit
01 · Before the call
You list what comes back every week
Twenty minutes is enough: quotes, invoices, follow-ups, meeting notes, reporting. Anything that repeats.
02 · 90 minutes on a call
We open your real tools together
Inbox, invoicing, spreadsheets, CRM. We follow one task from start to finish, and the lost time becomes visible.
03 · Within 48 hours
The plan arrives in writing
Prioritised, costed, with the order to work through. Executable by me, by you, or by someone else.
Deliverable
Three things you hold at the end
The map of where your time goes
- every recurring task, with the hours it takes each week
- the ones that already follow clear rules, so they can be automated now
- the ones waiting on a decision from you first
The three projects to start with
- ranked by hours saved and by risk
- for each: the tool, the setup budget, the monthly cost, the timeline
- what stays reviewed by a human, and exactly when
What is better left alone
- cases where a mistake would cost more than the time saved
- processes still too vague to hand to a machine
- topics to define first, not to tool up
Scope
Three things this is not
Not this 01
A course on AI
No theory about models.
No tour of the market.
We look at your business, nothing else.
Not this 02
A tool demo
The tool comes after the problem.
Sometimes the answer is not even AI.
A well-built spreadsheet wins more often than you would think.
Not this 03
A quote in disguise
The plan stands on its own.
You can have it executed elsewhere.
No commitment afterwards.
What comes next
With the plan in hand, two paths open
Depending on whether you would rather learn to build it, or have it built.
Private AI training
When you want the skill to stay in house. Four two-hour sessions on your real cases, and you build it yourself.
Custom systems and agents
When you do not have the evenings to spare. I design, I install, and I train your team to run the result.
Or nothing at all
Some owners leave with the plan and run it alone. That is a planned outcome, not a failed sale.
FAQ
Common questions about the audit
How long does the AI audit take?
90 minutes on a video call, plus about twenty minutes of prep on your side to list the tasks that keep coming back. The written plan lands within 48 hours.
Do I need to be technical?
No. We talk about your quotes, your invoices and your meetings. Being able to share your screen is enough.
Do I have to give you access to my tools?
No. Everything happens through screen sharing. No passwords, no access requested at this stage.
Can I use the plan without you?
Yes, that is the point. You, your team or another provider can run it as written.
How much does it cost?
Quoted after the free discovery call. The scope depends on how many processes we review.
Getting started
Book a free call
Bring one task that comes back every week. In thirty minutes I tell you whether a full audit makes sense for you. No commitment.
Book a free callOr in writing: theo@my-agent.io