Service detail
AI Audit & Strategy
Find out what's worth automating first.
Overview
What this engagement looks like
I review how your practice runs day to day: calls, bookings, intake, marketing and admin. Then I tell you where AI will save real time and where it won't. You get a written roadmap ranked by effort and payoff, whether or not you hire me to build it.
Every engagement is scoped and priced before work starts, and I do the work myself. You get regular check-ins and written documentation for everything I set up.
Deliverables
What you get
- Workflow review with you and your front desk
- Current tools and subscriptions inventory
- Ranked list of automation opportunities
- Privacy and data-handling review of proposed tools
- Written 90-day roadmap
- Walkthrough call to go over the findings
Outcomes
What you can expect
- You work with me directly
- Clear scopes & honest timelines
- Built in tools you already use
- Your team can run it without me
The Process
Audit
It starts with a call and a look at how your practice runs today. I map where time goes and give you a clear scope, cost and timeline before any work starts.
Build
I set up the automations and systems in the tools you already use, test them with real bookings and forms, and check in with you as each piece goes live.
Train
I train your team on what was built and hand over written SOPs, so nobody depends on me to keep things running.
Support
After launch I stay available to fix issues and adjust workflows as your practice changes. Ongoing support is available as a monthly retainer.
Let's talk about
your practice.
Tell me about your practice. I'll reply with a few first ideas and whether I'm the right fit.