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Operating Automation
01 — Service

Foundation Audit

Two weeks. An honest look at where your foundation actually is — and what to do first.

02 — What you get
  • + Half-day on-site visit (or full async equivalent for remote teams)
  • + Knowledge audit — what lives in heads vs. systems, and what it's costing you
  • + Data audit — where information actually lives, what's clean, what's chaos
  • + Tool inventory — what you're paying for, what's used, what to cancel
  • + Ranked opportunity list — top 5 with effort/impact/risk scores
  • + One-page scope for the highest-value next move
  • + Plain-English summary you can hand to your team or your board
03 — Details

What you actually walk away with

The audit is short on theory and long on specifics. By the end of week two you’ll know:

  • Which of your existing tool licenses are paying for themselves, and which to cancel.
  • Where your team’s time is bleeding in ways AI and automation can compress — and where they can’t.
  • What’s still locked in your head that needs to come out before any of this works.
  • The one thing worth shipping next, with a real scope, a real timeline, and a real price tag.
  • What not to do — including which trendy AI moves would make things worse for your operation.

How the two weeks run

Week 1

  • Day 1 — On-site visit (or async equivalent). I shadow the team. I read your last 30 days of email and three months of operational activity. I look at your Drive, your spreadsheets, your tool stack.
  • Days 2–4 — Deep dive. Inventory the tools, map the data flows, find where work actually happens vs. where it’s supposed to.
  • Day 5 — Mid-point call. We talk through the gaps before I start writing.

Week 2

  • Days 6–8 — I draft the report and the recommended scope.
  • Day 9 — Working session. We refine the top three opportunities together.
  • Day 10 — Final delivery: ranked report, one-page scope, board-ready summary.

Who shows up

Me. Not a junior. Not a researcher. Not a templated report from a different industry. You’re paying for someone who’s been in the operator seat — and that’s who shows up, on day one and day ten.

04 — Honest fit check

✓ Best for

  • +Owners who suspect they're sitting on opportunity but aren't sure where to start
  • +Teams who tried something with AI, watched it stall, and want an honest second opinion
  • +Operators who want to de-risk a bigger AI investment before committing

✗ Not for

  • −Greenfield strategy work without an existing operation to look at
  • −Companies whose data or operational state you'd be uncomfortable letting an outsider see — fix that first
  • −Buyers who want a 50-slide deliverable. You'll get a 1-pager and a runbook.
05

Ready to talk specifics?

Book a 30-minute call. I'll ask you about your operation; you ask me anything you want.

Book a call →