The Operations Self-Audit
Ready for AI and automation but don’t know where to start?
Start by finding the bottlenecks costing your business time and money. This is the exact 4-step audit I run with every client, free: the video walkthrough, a fillable worksheet, and a Claude skill that prices every bottleneck you find in dollars per year.
The video walkthrough.
The full audit process, taught step by step, with the real story of the $40k a month drain and how it got fixed with automation and AI.
The fillable worksheet.
Three pages that walk you through what eats your week, the tools you pay for, and your bottleneck list, with every one priced in dollars per year.
The leak-research Claude skill.
Attach your finished worksheet in Claude, type /leak-research, and it prices every bottleneck honestly, ranks them from biggest to lowest-hanging fruit, and researches fixes with you. Free, takes two minutes to install.
Where this leads
One client had a $40,000 a month recruiting bill. We replaced it with an in-house automation their own team runs. That invoice is gone. Another bottleneck in the same company had no invoice at all: an office admin retyping the same deals between four systems that did not talk to each other. Nobody had ever written it down. That is the kind of constraint this audit is built to find.