An AI workflow audit that names the hours, puts a price on them, and hands you one place to start.
Most founders think they're either too early for AI or already behind on it. Neither is true. If your team isn't using AI effectively yet, it's rarely a motivation problem. AI adoption for small businesses is slow by design, and that's not a flaw. The first step is a conversation: a discovery call before anything else.
From there we start with one workflow. That's how it stays real instead of becoming a slide deck nobody opens again. Somewhere before 2030, calling yourself AI-first will stop being a differentiator and start being table stakes. Getting there took us three years ourselves, and this is what we do for a living.
Research. We review what's already documented about how your business runs, before we ask you anything.
Session 1. 90 minutes with your team and a Claude-certified architect, mapping how work reaches you and how it moves through the business.
Analysis. We score every workflow found so far: hours, complexity, and priority. The scorecard gets built here, not just tallied.
Session 2. 90 minutes covering delivery, and the gaps that didn't come up Tuesday.
The Readout. 30 minutes, plain language. You leave with your top three, ready to start Monday.
What we need from you: 3.5 hours of dedicated time, from you and the one person who'd actually run this. Two sessions, one readout. That's the whole ask.
Not a 50-page report. One list: every recurring workflow in your business, ranked by what it's costing you and how ready it is to hand off. Short enough to read once and use for the rest of the year.
Real businesses use this to automate proposal writing, invoice chasing, and whatever else is eating a week.
The AI Bottleneck Teardown is $497. Two 90-minute sessions and a 30-minute readout, done inside a week.
If we find fewer than 500 hours, the $497 comes straight back.
Book a Free Discovery Call →The number one thing is being more efficient with my time. The workflows that were put into play are decreasing the time it takes me to do this by 70 to 80%. It's also doubled the number of clients I can serve, and opened up a new revenue stream I couldn't run before.
Anthony PerezHarvest Wealth StrategiesOne client record now feeds five documents. The system prepares. The advisor decides.
Manual entry on order processing. Gone. For good.
Probably. Most founders do. What you don't know is which of them Claude actually handles well. That's where people get it wrong. The one that annoys you most is rarely the one with the best return. We rank by what works, not by what irritates you.
No. It's a paid deliverable that stands on its own. Plenty of people take the list and run with it themselves. Want us to build it after? We're your AI implementation partner for that. We'll quote for it. No obligation either way.
You, and the one person who'd actually run this. Not your most senior hire. The one who'll use it. You're on the call with a business process consultant who does this daily, not a chatbot. Having them hear it first-hand is half the point.
That's the most common reason people book. Setup without context never sticks. The tool had nothing to work from. This finds what has to be captured, and in what order.
Then you don't pay. See the guarantee above.
2–3 minutes, no pitch. Think of it as a quick AI readiness assessment before you spend a dollar.
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