AI Audit for Charleston business owners
A one-week look at how your business runs, and a written roadmap showing what to hand off to AI agents first and how to set it up yourself.
I work with owners who know AI could save them time but don't know where to start, which tools to trust, or how to get their team using them. You don't need a technical background. Every engagement starts with a free 30-minute call.
The problem
Most owners I talk to already pay for software, and many have already tried a chatbot. The work that still eats the day is the repeat office work: quotes, follow-ups, customer updates, paperwork, scheduling, and the inbox.
The hard part is knowing which tasks are safe to hand off, which tools fit the way you already work, and what a person still has to check before anything goes to a customer or moves money. I look at those workflows and hand you a written plan you can follow on your own. I do not take over your accounts, and I do not resell tools.
What's included
- A discovery interview and a review of your workflows and the tools you already pay for
- A written roadmap: which AI agent tools fit, 3 to 5 ranked tasks to hand off, the order to set them up, and simple data and privacy rules
- A 30/60/90-day plan you can follow on your own
- A 60-minute walkthrough of the roadmap
- The full fee is credited toward a Guided Setup Sprint or your first advisory month if you sign within 30 days
You own every account. The roadmap is written in plain language, including simple rules for what information goes into AI tools and what stays out.
How it works
1. Book a free 30-minute call. Tell me how your business runs and where the time goes. If I don't think AI will help, I'll tell you.
2. Discovery and review, over one week. I interview you about the work that repeats, the tools you already use, and any rules we should respect. I only see what you choose to share. An NDA is available on request, before we look at anything in your business. Please don't send passwords, customer records, or other sensitive files.
3. A written roadmap, then a 60-minute walkthrough. You get the ranked tasks, the 30/60/90-day plan, and a live walkthrough. From there you can follow it on your own, book Guided Setup, or bring me on as an advisor.
I work with clients remotely anywhere, and I'm glad to visit your office or job site in person. I'm based in Charleston, SC.
Who it's for
I work with owners of small and mid-sized businesses. My first focus is Charleston-area general contractors, builders, and remodelers, because that's the world I work in. The same problems — quotes, follow-ups, customer updates, paperwork — show up in almost every owner-run business.
For a general contractor, that might mean takeoff and scope drafts, bid follow-ups, daily logs, client updates, and permit checklists, alongside Procore, Buildertrend, JobTread, or QuickBooks. You don't need a technical background.
Pricing
$1,500
Founding-client price: $995 for my first 3 clients, in exchange for letting me write up the results. All 3 founding-client spots are still open. The scope is agreed in writing up front. The full audit fee is credited toward a Guided Setup Sprint or your first advisory month if you sign within 30 days.
FAQ
Do I have to hire you after the audit? No. You get a written roadmap you can follow on your own. If you want help setting it up, you can book guided sessions or a sprint, or bring me on as an advisor. If you sign up within 30 days, the full audit fee is credited.
What's the difference between $1,500 and $995? The audit is $1,500. The founding-client price is $995 for my first 3 clients, in exchange for letting me write up the results. All 3 founding-client spots are still open.
How long does the audit take? The audit takes one week. It starts with a discovery interview and ends with a written roadmap and a 60-minute walkthrough.
Will you need access to my accounts or my customer data? No. Everything runs on accounts you own and control. I only see what you choose to share. An NDA is available on request, before we look at anything in your business.
What if you don't think AI will help? I'll tell you on the free 30-minute call. I would rather send you away than sell you an audit that will not do you any good.
CTA
Ready to see what to hand off first?
Or fill out the short intake first, so I can recommend the right fit