Service
Automation Readiness Audit
$1,950 · One week · A scoped roadmap, whether or not you build with me.
In one week, I map your highest-cost manual workflow end to end, identify exactly what can be automated with current AI and OCR tooling, and hand you a scoped roadmap with ROI estimates — whether or not you build with me.
What's included
- Workflow map of your current process, with time and cost per step
- Automation feasibility assessment — what AI handles reliably vs. what stays human
- Scoped build roadmap with cost, timeline, and projected annual savings
- 60-minute walkthrough call
Who It's For
Best fit
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Firms burning staff hours on intake
Document intake, data entry, or repetitive ops eating hours every week that nobody has time to fix properly.
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Considering automation, unsure where to start
You suspect AI could help but don't know which workflow to tackle first or what it would actually cost to build.
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Need a second opinion before a big build
You want an honest, engineering-led assessment before committing budget to a platform or a vendor.
The Process
How it works
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Workflow deep-dive
I sit with your team (or your process docs) and map the manual workflow step by step — time, cost, and where it breaks.
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Feasibility assessment
I test the workflow against current AI and OCR tooling to see what actually holds up versus what still needs a human.
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Roadmap & walkthrough
You get a scoped build roadmap with cost, timeline, and projected savings, plus a 60-minute call to walk through it.
Common Questions
FAQ
- What if you conclude automation isn't worth it?
- Then that's the finding. The audit is priced to be honest, not to sell you a build you don't need.
- Do I have to build with you afterward?
- No. The roadmap is yours to take anywhere. Most clients continue with me because the scoping is already done, but there's no obligation.
- What do you need from me?
- Access to a sample of the documents or process in question, and about an hour of your team's time for the walkthrough.
Next step