Automation Audit, Zoho Audit & AI Implementation Services
Start wherever you are.
We'll figure out the rest.
You don't need to walk in knowing what to automate, what's broken, or what it would cost to fix. That's the whole point of starting with an audit. Tell me where it hurts — I'll map the rest.
All three start with a report you own. No retainer. No obligation to continue.
Automation Audit
You don't need to know what to automate. That's exactly what the audit is for.
Most business owners come to me saying some version of the same thing: "I know something isn't working but I don't know where to start." That is not a problem — that's the starting point. You walk me through how your business actually runs. I find every place where a system should be doing the work instead of a person. You get a plain-English report: what to fix, in what order, what each item is worth, and clear next steps.
The report is yours. Take it anywhere — implement it yourself, hand it to your team, or have us build it. No lock-in. No retainer. The plan is yours either way.
- Complete workflow and process map — every tool, every handoff, every gap where data moves manually
- Automation opportunity analysis with a projected dollar value on each item
- Prioritized build list: what to fix first and what it's actually worth
- Platform recommendations based on your actual setup — not what we're partnered with
- Step-by-step implementation guide to build it yourself, or we build it for you
Starts at $500 · Report is yours · No obligation to continue
Zoho Audit
You're paying for Zoho One. Is it actually working?
Most Zoho setups use about 30% of what the platform can do. The rest is misconfigured, sitting idle, or quietly broken — and your team has started building workarounds because they stopped trusting the system. The Zoho Audit goes through your entire setup and tells you exactly what's wrong, what's being wasted, and what to fix first.
- Full module review — what's configured vs. what's available and idle
- Automation and workflow health check — broken flows, wrong triggers, stuck records
- CRM ↔ Books ↔ Flow integration audit and sync accuracy
- Subscription overlap — what Zoho One already replaces that you're paying for twice
- Prioritized fix list with specific, actionable recommendations — no vague suggestions
Starts at $500 · You own the report · No lock-in
Acquisition Intelligence Report
What's the business worth operationally — not just financially?
Your advisors tell you what the business earned. We tell you what it could earn — with the right automation, integrations, and technology in place. We analyze the full operational stack before close and deliver a plain-English report mapping every opportunity, with conservative and realistic projections for each one.
Built for buyers who want the full picture, and brokers who want to add something their competitors can't offer.
- Full operational technology and workflow review
- Automation opportunity map — every gap, every dollar left on the table
- Due diligence question bank — the hard questions to ask before you sign
- Phased implementation roadmap starting on Day 1 post-acquisition
- Processing cost, key-person risk, and systems continuity analysis
Priced per engagement · Delivered in 5–7 days · You own the deliverable
The audit shows you
exactly what to build.
We build it.
Some clients take the report and run with it themselves — genuinely great. Others hand it straight back: "go." For those who want us to build: project-based, no retainer, no ongoing commitment. We build what the report identified, hand it over with a full walkthrough, and that's it. You own everything.
Products We've Built
Not client servicesThese are tools we built because the problem kept coming up and nothing existing solved it well enough. They show the range — and what it looks like when the same instinct that drives the audits gets pointed at a product.
HomeschoolDesk.AI
AI-powered curriculum management. Built by a homeschool family, for homeschool families.
Homeschool families needed more than a planner — they needed the planning to happen for them. HomeschoolDesk.AI auto-generates weekly lesson plans from your curriculum, includes eight built-in AI tools, and handles multi-student tracking. No subscription stack. No monthly platform fees.
FESible
Florida FES-UA scholarship families were drowning in PDFs. Now it's 3 clicks.
A Chrome extension and companion app that scrapes purchase data, generates AI-written purpose statements, and auto-fills the FES submission portal. Turned a full day of manual data entry into a 3-click process. First 50 families get free access.
Proposal IQ
Stop writing proposals for jobs that were never the right fit.
A Chrome extension for Upwork freelancers and agencies. Scans job posts, scores each one against your profile and focus, and drafts a custom proposal in seconds. Built because we were spending too much time reading postings to find the three worth applying to.
Not sure where to start?
That's what the audit is for.
You don't need a plan or a problem statement or a list of requirements. Just tell me what's eating your time, where things fall through the cracks, or what you keep working around. I'll take it from there.