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AI Audits
A structured look at how your business actually runs, ending in a written list of what is worth automating, what is not, and what each one would cost.
Most AI advice starts with a tool and works backward to find a problem for it. An audit goes the other direction. I spend time on how your business actually works — the forms, the spreadsheets, the emails somebody retypes every Monday — and come back with a written assessment of where AI or automation would pay for itself, and where it would not.
Problem
You keep hearing AI could help your business, but nobody will tell you specifically where.
Who it serves
Small business owners who want a straight answer before spending money.
Typical outcome
A written report ranking each opportunity by hours saved, cost to build, and how much would change for your staff.
What this can include
- A walkthrough of how work moves through your business
- Time estimates on the tasks that repeat
- A ranked list of automation opportunities
- An honest list of what to leave alone
- Tool recommendations with real pricing
- What each build would cost and how long it would take
- A written report you keep, whether or not you hire me
Practical outcomes
- You know which two or three things are worth doing first
- You stop paying for tools that do not fit
- You can budget from real numbers instead of guesses
- You can hand the report to someone else to build
Process
How the work typically moves forward
The process stays practical: understand the goal, clarify the workflow, build what is useful, and support the people who will use it.
- 01
Talk through what the business does and where time goes
- 02
Watch the recurring work happen
- 03
Map where information gets rekeyed or lost
- 04
Estimate the hours each task actually costs
- 05
Price out what a fix would take
- 06
Write it up and walk you through it
Examples
Practical ways this can show up
A contractor spending six hours a week on quote paperwork
A clinic retyping intake forms into two systems
A shop answering the same twelve customer questions by email
An office building the same monthly report by hand
Related pages
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Ready to discuss ai audits?
Bring the workflow, learning need, training goal, or project idea. PotentELL will help identify a realistic next step.