AI Opportunity Audit

Find the AI work worth doing.

In one focused week, I look at how your business runs, find where AI or automation could help, and give you a clear next step before you pay to build anything.

01One focused week
02The work you do now
03A written action plan
01 / THE PROBLEM

Not every AI idea is worth your time or money.

01

Too many promises

Every vendor says AI can help. It is hard to tell which ideas fit your business.

02

Unclear payoff

We connect each idea to time saved, better service, revenue supported, or risk reduced.

03

Important details get missed

The tools, information, security, and people involved can make a good idea harder than it looks.

04

Pressure to buy or build

Some ideas should wait. Others are not worth the money.

02 / WHAT YOU GET

Clear answers you can act on.

Everything is built around your business. You can use the results whether you ask me to help with the next step or take them elsewhere.

DELIVERABLE 01

What is worth improving

A short, ranked list based on business value, effort, and risk.

DELIVERABLE 02

What it would take

The information, access, staff time, and software each option needs before you commit.

DELIVERABLE 03

What not to spend money on

Ideas that add cost, complexity, or risk without enough benefit.

DELIVERABLE 04

A clear next step

The first useful step, what can wait, and any questions to answer before work starts.

DELIVERABLE 05

A live walkthrough

Time to ask questions, understand the tradeoffs, and decide what to do next.

03 / THE WEEK

One week, focused on one part of the business.

We agree on a narrow area to study so the work is useful and the schedule stays realistic.

DAY 1

Choose the problem

We agree on the business problem, the people involved, and the work to review.

DAYS 1 TO 2

See how work happens

I talk with the people who do the work and review the tools, messages, or documents they use.

DAYS 3 TO 4

Compare practical options

I compare the expected benefit, effort, information needed, security, and upkeep.

DAY 5

Choose the path

You get the written review and a live walkthrough with time for questions.

04 / FIT

For businesses that know something should improve, but not what to do first.

Start with slow orders, unanswered customer questions, or messy handoffs between staff.

The audit fits when...

  • The same information gets copied between several tools.
  • Customer messages, orders, appointments, or follow-up keep slipping through.
  • You are considering an AI tool or vendor proposal and want an independent opinion.
  • You want to know whether an idea is worth the cost before you build it.

Another first step may fit when...

  • You already have a clear, tested requirement ready to build.
  • Your immediate problem is software that needs an urgent repair.
  • The information the project needs is unavailable or cannot be used safely.
  • You or your staff cannot make time to show me how the work is done.

The outcome

A practical decision you can act on.

  • 01One problem worth solving first
  • 02The expected benefit and effort
  • 03What to test before spending more
  • 04What to leave alone
05 / FAQ

Good questions, straight answers.

How much does the audit cost?

The price depends on the part of the business we review and the people involved. We agree on what is included and what it costs before work starts.

Does it really take one week?

Yes, when we keep the scope focused and the people who do the work can make time for a few conversations. We agree on what I need before the week begins.

What access do you need?

Usually a few conversations with you and the staff who do the work, plus examples of the tools, messages, documents, or information involved. Access stays limited to what the review needs.

Do we need to know exactly what we want to build?

No. The audit is for businesses that see a problem or opportunity but need help choosing the most useful first move.

Can you build the recommended solution afterward?

Yes, when the work is a good fit. The written plan belongs to you, so you can also take it to another provider.

Can you work with a remote or Tampa-area business?

Yes. I work remotely and can also meet with Tampa-area owners and staff when the work benefits from it.

Start with what is slowing you down

Tell me what keeps taking too much time.

Bring one repeated task, missed handoff, or AI idea you are unsure about. We will talk through whether an audit, a direct fix, or no project at all makes sense.