Who this audit is for
- Owner-led service businesses with one workflow that is clearly leaking time, money, or owner attention
- Commercial contractors and larger home-service operators with follow-through problems between the office and the field
- Teams that already know ChatGPT is useful but have not turned that into a repeatable operating system
What happens in 48 hours
1. Intake and examples
I review one workflow, a few recent examples, the current tools involved, and what must stay approval-gated.
2. Current-state map
I map where the workflow is supposed to move, where it actually stalls, and where context or ownership leaks.
3. Guardrails and sample outputs
I define what the first agent should read, classify, draft, and brief, and what still stays behind human approval.
4. Implementation quote
I return a concrete recommendation for the first install, not a vague AI strategy memo.
What you get back
- A current-state workflow map for one real bottleneck
- Failure analysis tied to time, money, or owner attention
- An approval and risk matrix for the first agent workflow
- Example outputs like a morning brief, follow-up draft, or internal handoff note
- An implementation quote for the first approval-gated AI system
What I need from you
- One workflow to review first
- One recent example of the breakdown
- The current tools or inboxes involved in that workflow
- Clear rules for what must stay approval-gated
- One operator, owner, or manager who can confirm the workflow reality
What stays approval-gated
By default, external sending, calendar changes, commitments, system-of-record changes, and money-moving actions stay behind human approval. The audit is meant to make the safe first install obvious, not to push autonomy before the business trusts it.
Not a fit if...
- You want a broad AI brainstorm without naming one broken workflow
- You want autonomous customer or vendor communication on day one
- You are looking for a rip-and-replace software project instead of a workflow fix
- There is no real operator or owner available to confirm how the workflow actually breaks