Who this is for
Founders, operators, and individuals who want a sober plan before buying a build.
AI Workflow Audit · $1,250
AI Workflow Audit: what to automate first, what to leave alone.
A sober written plan for what to automate first, what to leave alone, and what a Business build would cost. 5 business days.
- Fixed scope
- Human approval
- Documentation you keep
Who this isn’t
Teams wanting a full ops overhaul. Anyone who wants AI to run unsupervised. HIPAA / compliance-heavy work I will not pretend to certify.
$1,250
5 business days
The first step when you want a plan, a quote, and a 100% credit toward Business if you start within 60 days.
Unused Audits can be refunded if the call has not happened and written work has not started. If the Audit does not surface at least one workflow worth automating, I refund it in full. If you start a Business setup within 60 days, the $1,250 Audit is 100% credited. Review the refund policy.
What you get
- Current workflow map
- Time-leak / bottleneck notes (ranges and assumptions, not fake exact hours)
- 3–5 automation opportunities
- Opportunity score: Value × Difficulty × Risk
- Rough weekly hours currently consumed (range)
- Estimated implementation cost range
- Recommended first build
- Integration / access diagram
- Approval / risk plan
- 60–90 day automation roadmap
- Written Business proposal
- 30-minute delivery / debrief
- Full $1,250 credit toward Business within 60 days
What is not included
- No build work in this package
- No live system access required
- No commitment to buy a Business setup after
Guarantees
Unused refund, findings guarantee, 100% credit.
Straight answers. No theater.
Unused refund
If the call has not happened and written work has not started, I refund the Audit in full.
Findings guarantee
If the Audit does not surface at least one workflow worth automating, I refund it in full.
100% credit
If you start Business within 60 days, the $1,250 is credited to the total. 50% to start is on the remaining balance.
Audit credit math
| Line | Amount |
|---|---|
| Workflow Audit | $1,250 |
| Typical Business build | $3,750–$7,500 total |
| Audit credit | −$1,250 |
| Typical remaining | $2,500–$6,250 |
The $1,250 credit applies to the total. 50% to start is calculated on the remaining balance after credit — not on the pre-credit total.
Example invoice
A $5,000 Business build after a completed Audit. Credit −$1,250. Remaining balance $3,750. 50% to start is $1,875. The other $1,875 is due at handoff.
Custom AI engagements commonly run well beyond this range. Effortless Agents is intentionally scoped around one practical workflow at a time.
Before I start
What you should have ready.
A paragraph and the tool names are enough to begin.
Prep
- A short description of the workflows you want reviewed
- Names of the tools currently involved
- One person available for the 60-minute call
Boundaries
Output is reviewed. Results depend on access, data quality, and the tools you already use. You review the output before anything is sent or saved. I show the work: a sample Audit, the method, and a refund if I cannot find one worthwhile workflow. See the sample Audit.
Not sure yet?
Get a written yes or no first.
If you are unsure whether the Audit fits, get a $199 written fit review — credited toward this Audit — or tell me your workflow. I reply within one business day.