Reviews & Audits
Reviews & AuditsAI integration audit
AI is in every pitch deck. Most of it would either not work for your business or quietly burn budget. You want to know specifically where it pays off in YOUR operation — the manual work, the repetitive lookups, the customer touches — without having to evaluate fifty tools yourself.
We map how your business actually runs — lead flow, customer follow-up, internal coordination, reporting — then identify the three to five places AI would realistically save the most time. You get a written audit with specific tool recommendations, time-savings estimates, and what it would take to wire each one in. No generic AI slideware.
Reach out with a short note about how your business runs day-to-day. We confirm scope and timing within one business day.
Specific AI tool picks, not generic strategy decks
Hours-saved estimates per workflow
Implement in-house or bring us in
Before you buy AI tools
AI audit when you want a focused look at where it fits in your operation. Operations review when the question is broader than AI.
Audits and reviews
If the operational problem is bigger than AI placement — for example, you need a full CRM and automation review — the operations and automation review is the right scope.
Targeted at where AI can save time in your operation: customer follow-up, internal manual work, content drafting, data lookups, reporting. Written audit with specific tool picks and estimated hours saved.
Request an AI integration auditBroader review of how your operation runs end-to-end — CRM, scheduling, billing, reporting, and AI as one piece. The right pick when the question is the system, not specifically AI.
See operations reviewOutcome
Ranked by what would save the most time first. Specific tools, costs, and effort to implement — not a generic "embrace AI" deck.
Three to five places in your operation where AI would realistically save the most time, ranked by impact and implementation cost. Specific tools named, specific workflows mapped.
Enough detail to start implementation in-house, hire us, or hand to a vendor.
The audit also flags work where AI would burn budget or hurt quality — sales calls, complex judgment calls, customer escalations — so you do not waste pilots on the wrong fits.
Stops "AI everywhere" thinking before it becomes a budget hole.
We name the actual tools — ChatGPT Team, Claude for Business, custom GPTs, n8n, Make, specific HubSpot/Zoho/CRM-native AI features — and what each one costs per month.
No "evaluate vendors" homework left for you.
The audit stands on its own. You can wire integrations in yourself using the tool picks and workflow notes, hand the document to your current ops person, or hire us to build under our operations and automation work.
Audit is yours either way — no lock-in, no required follow-on.
How it works
You should know what happens next before you reach out.
How your team spends a typical week, what tools you already pay for, where the manual work feels heaviest. We confirm scope and timing within one business day.
Usually one 45-minute call with whoever runs the day-to-day, plus a look at any existing tools and processes you can share. We score each candidate AI integration on hours saved and implementation cost.
Ranked opportunities, specific tool recommendations, estimated hours saved per week, and what each integration would take to wire in. Implement yourself or bring us in under operations and automation work.
Fit
AI is moving fast. The cost of being a year behind is real. The cost of buying the wrong tools is also real.
Related entry points
AI is one lens. If the problem is elsewhere — pages, lead flow, reporting — these are the right reviews instead.
Once the list is real, Solutions is where we build: workflows, integrations, and reporting across sales, operations, and finance, not only CRM.
See what we buildProof
AI integrations live inside operations work. The case studies show the broader operational rebuilds; AI is one tool in the toolkit.
7 → ~27 pages; IG ~50 → 1,000+ followersService Businesses
How MCC scaled its site, social presence, and enrollment machinery with managed Google and Meta ads before ownership changed hands.
Read case study
Over $50k tracked revenue (Google paid leads window)Local Services
How KAAR paired a redesigned site and drone creative with Google, Meta, and Yelp, then stood up Tekmetric and training for cleaner pipeline visibility.
Read case study
~4x ROAS on attributed spendLocal Services
How Glacier Grand Cleaners used paid local leads and site work to reach roughly 4x ROAS on attributed spend.
Read case studyWhat is included, how it ships, and how it differs from a general AI strategy session.
A written document covering: how your team currently spends time, three to five ranked AI integration opportunities specific to your operation, the tools we would use for each (with monthly cost), estimated hours saved per week, implementation effort, and which ones to do first. Usually 6 to 10 pages.
We reply within one business day with scope and a kickoff time. From kickoff call to delivered document is typically 7 to 10 business days, depending on how complex your operation is.
Most AI strategy work is a slideware exercise — frameworks, future-of-work language, generic recommendations. This audit is specific to your business: named tools, named workflows, estimated hours saved per week. No abstractions. If we cannot find three to five real opportunities, we tell you and refund the scope.
Optionally. The audit is a standalone deliverable — you can implement in-house using the document. If you decide you want us to wire the integrations in, that falls under our operations and automation work, scoped separately.
Whatever actually fits the specific workflow. ChatGPT Team, Claude for Business, custom GPTs, Anthropic API, n8n, Make.com, Zapier, native CRM AI features, voice AI for inbound calls, AI inside the tools you already pay for. We are not locked into one vendor and we do not get kickbacks. The recommendation is whichever tool produces the best result for your specific job.
They are different problems. AI search visibility (getting cited in ChatGPT, Perplexity, Google AI Overviews) is part of SEO work — covered under the SEO service. AI integration is about wiring AI into your internal operation to save your team time. Some clients do both; you do not have to.
Often yes. Most companies pay for an AI tool and use 5% of what it can do. The audit looks at your specific operation and identifies where the tools you already have could absorb hours of manual work you have not connected yet. If the answer is 'you are already maximizing it,' we say so.
Before you buy AI tools
Specific tool picks, specific time-savings, ranked by impact. No generic strategy decks. Implement in-house or with us — your call after you have the document.
