The five steps.

  • 1
    Map the workflows — how revenue actually gets made today.
  • 2
    Inspect the data — what's clean, what's lying, what's missing.
  • 3
    Score the opportunities — value vs effort for each candidate workflow.
  • 4
    Pick the first climb — the one worth operationalizing first.
  • 5
    Deliver the plan — a prioritized, fixed roadmap you own.

Why fixed-fee, and why you keep it.

Fixed-fee keeps the diagnostic honest — no incentive to inflate scope — and the deliverable is yours to keep and act on with anyone. No lock-in; the audit stands on its own.

What happens after.

You can run the plan yourself, hand it to your team, or have it operationalized in an eight-week sprint. The audit is the map; the sprint is the climb. Either way, it sits on a clean revenue system underneath.

Most AI spend is backwards.

The common path is buy the shiny tool, then look for a problem it solves — which is how you end up with seats nobody opens. Audit first, automate second. It's slower for exactly one week and faster for every week after.