Done-for-you · fixed price · 7-day turnaround
AI Operations Audit
Exactly where AI and automation fit YOUR business — priced, prioritized, and sequenced. Not hype. A map.
Built for owner-run service businesses — scheduling, intake, billing, and client communication are where the hours leak. That's exactly where we look.
- Fixed price, paid up front
- 7 business days
- Money-back guarantee
- No sales call
- Audit fee credited toward your first build
The guarantee
If the map isn't worth the fee, you don't pay for it.
If within 14 days of your readout you don't believe the roadmap is worth your fee, email hello@iterategy.com — full refund within 5 business days, no questions, you keep the report. Every finding in your report carries a number — hours, dollars, or a count — and every number shows its calculation.
What lands in your inbox
A 15–25 page report, a 90-day roadmap, a recorded video walkthrough, and a live readout call.
- Written audit report — 15–25 pages, every finding with a number attached
- Recorded video walkthrough of your full audit report
- Live 30-minute readout call to walk through findings and answer questions
- Two weeks of email Q&A
Here's the report, section by section.
Executive summary
Three headline findings, total opportunity in hours/week and $/year, and the one thing to do first.
Your business as a system
Your operation mapped as-is: inquiry → cash, where data gets re-entered by hand, where things stall.
Where the hours leak
The 5–10 automatable tasks, each with its current cost in hours × loaded rate, and a confidence level.
What you already own but don't use
Unused AI/automation features inside the paid tools you already have, tool by tool, with activation steps.
Quick wins
3–5 things implementable inside a week each — exact tool, exact monthly cost, hours saved. Vendor-neutral.
Build projects
The bigger automations, each with three costed paths: DIY, hire anyone, or a fixed-price build. Payback period stated.
The 90-day roadmap
Everything sequenced by ROI, month by month — total cost vs. total return, plus an "if you only do three things" cut.
See it before you buy
Download a full sample audit.
A complete audit for a fictionalized business — real structure, real numbers, produced through the exact pipeline yours would go through. No client names, ever: our proof is artifacts, not references.
The sample audit is being produced through the pipeline (WO-2) and will be downloadable here before launch.
Step 1 — tell us how your service business runs
Start the intake form.
About 20–30 minutes, save-and-resume enabled. We'll ask how your scheduling, intake, billing, and client communication actually work today — the tools, the manual steps, and the parts everyone hates. Every question feeds a specific section of your report. Payment comes after.
The intake form is being wired to Tally (WO-0). Once live it embeds here directly.
Prefer to start now? Email hello@iterategy.com and we'll send the form link.
What comes next
The audit is the map. Implementation work orders are the build.
Once you have your 90-day roadmap, the natural next step is implementation. Iterategy delivers automation builds as fixed-price work orders — scoped, priced, and sequenced directly from your audit findings. Your $1,500 audit fee applies in full toward your first work order if you proceed to build.
Ready when you are.
Fill the form, pay the fixed price, and your map arrives in 7 business days. That's the whole process.