AI operations audit · small service businesses

Find what is wasting time before you buy another tool.

The SAGE Stack reviews how your business actually runs—your tools, workflows, handoffs, and recurring admin—then shows you what is worth fixing first.

What an AI operations audit is

A diagnosis of the work, not a software pitch.

Most businesses do not have a tool problem. They have a clarity problem: subscriptions they barely use, advice that did not stick, and a suspicion that AI might help without a clear place to start. This two-week engagement turns that ambiguity into a prioritized plan.

01 · TOOLS

What you have

Review the systems you pay for, what your team actually uses, and where duplicate or disconnected tools create work.

02 · WORKFLOWS

How work moves

Map the handoffs, repetitive admin, follow-ups, and manual steps that slow delivery or make work easy to lose.

03 · OPPORTUNITIES

What to fix first

Score practical automation and AI opportunities by payoff against effort, in plain language and in order.

What you receive

A diagnostic that does something in the first week.

01 · THE MAP

The 10-Hour Map

Your top 5–8 time-saving opportunities, scored by payoff and effort, plus a current-state summary and prioritized problem list.

02 · THE PROOF

One automation live in 7 days

One quick win is built inside your real workflow in the first week, so you see the approach work before deciding on a larger build.

03 · THE PLAN

A 90-day roadmap

A practical sequence for the remaining work, with honest scope and cost. You keep the map whether or not you continue.

Common workflows

Where the audit looks

  • Lead intake and follow-up
  • Client onboarding and document collection
  • CRM and project handoffs
  • Recurring reporting and status updates
  • Tool overlap and underused subscriptions
Straight pricing
$4,500

The 10-Hour Map is a flat fee. If you move into the $12,000 implementation Sprint within 30 days, the full Map fee is credited, leaving $7,500 net for the Sprint.

No vendor commissions. No obligation to continue. Implementation scope is decided after the audit.

Two weeks, start to clarity

How the audit works.

Start with a fit call

Twenty minutes to see whether the business and the problem are a fit. You leave with one automation idea either way.

Map the real work

An intake questionnaire and discovery call surface the tools, pain points, and workflow details that a generic assessment misses.

Put one quick win live

One automation is built inside your workflow within the first seven days.

Review the full roadmap

You receive the Map and walk through it live, including the recommended order, scope, and cost of what comes next.

Get a straight answer

Find out whether AI, automation, or a simpler system is the answer.

Book a free 20-minute fit call. No pitch, no slide deck.