The Problem
You hear AI everywhere.
None of it tells you what to do.
Most consultants either pitch you an enterprise platform you don't need or hand you a strategy deck with no implementation plan. The tooling vendors hype capability without showing what it's actually worth in your business.
The audit is the opposite. It's a structured, opinionated diagnostic done by someone who has actually built and shipped these systems for 20+ years — and walks away with a written, prioritized plan that has the ROI math attached. No mystery. No theory. Just what to do, in what order, and what it's worth.
What it isn't
- —A pitch for a platform we resell
- —A 60-page strategy deck nobody reads
- —A junior consultant Zoom-and-survey exercise
- —A required gateway to implementation — the audit is fully standalone
What You Walk Away With
Four deliverables.
All yours.
Everything from the audit is yours to keep, share, and act on — whether you implement with us, with someone else, or in-house.
01
Branded PDF audit report
A written report you can share internally — current state of your operations, top 5 prioritized opportunities, ROI math for each, and a phased implementation roadmap.
02
15-minute Loom walkthrough
I record a personal video walking through every finding so the report doesn't sit unread. You and your team can replay it whenever, share with partners, and reference the math.
03
Implementation roadmap
Each opportunity is sequenced by ROI, complexity, and dependencies. You walk away knowing exactly what to build first, second, and third — whether you implement with us or anyone else.
04
30-minute debrief call
We get on a live call, walk through the findings together, and answer every question. You leave with a clear plan and zero ambiguity about what's worth doing.
How It Works
From kickoff to roadmap
in 5 days.
Tight, structured, and respectful of your time. The whole engagement is designed to fit around running your business — not interrupt it.
Kickoff call
30 minutesWe align on what your business does, the systems you already run, and the operational pain you feel most. I leave with a focused list of workflows to investigate.
Workflow walkthroughs
60–90 minutesI sit with you (or your ops lead) and trace 3–5 of your highest-volume workflows end to end — leads, scheduling, invoicing, reporting, customer communication. Where the time goes is where the opportunities live.
Analysis + report
3–5 business daysI take what we found, map it against AI capabilities I know work in production today, do the ROI math on each, and write the report. No theoretical bets — only opportunities I'd build myself.
Debrief + roadmap
30 minutesWe meet, walk through the findings, prioritize together, and decide what's next. If implementation makes sense, we scope it on the spot. If not, the report is yours to use however you want.
What We Typically Find
Five patterns that show up
in nearly every audit
Every business is different — but operational drag isn't. These are the patterns that surface in almost every audit, with rough ranges of impact our clients see.
Lead follow-up
AI-drafted personalized response within 5 minutes; sequenced touches at days 1, 3, 7
Typical impact
3–5 hrs/week reclaimed · 20–40% conversion lift on inbound leads
Appointment scheduling
Confirmations, 24-hour reminders, 1-hour SMS nudges; review request after the job
Typical impact
30–50% reduction in no-shows · automated review collection
Invoice & payment follow-up
Automatic, professional reminders at 3, 7, and 14 days past due; flagged when human attention is needed
Typical impact
5–10 day reduction in average days-to-payment · 2–4 hrs/week reclaimed
Customer message routing
Inbound emails categorized and routed (support, billing, scheduling, complaint, new inquiry) with suggested replies
Typical impact
Hours-to-minutes response time · nothing falls through
Weekly operations report
Monday-morning plain-English summary pulled from scheduling, invoicing, and CRM — wins, concerns, what needs attention
Typical impact
Owner visibility without manual reports · problems surface before they compound
Most clients identify $4,000–$12,000/month in recoverable time and revenue.
Even the founding-rate audit pays for itself with the first automation — typically inside 30 days of implementation.
Phase B — What Comes Next
The Implementation Sprint.
Optional. Always.
The audit is fully standalone — you walk away with the report and the roadmap, free to implement with us, with someone else, or in-house. About 70% of audit clients choose to keep going with us into Phase B because the diagnostic work is already done. Here's what that looks like.
Implementation Sprint
$5K–$12K2–4 weeks · Scoped from your audit · Fixed price before kickoff
We take the top 2–3 opportunities from your audit and build them — fully deployed, production-ready automations running in your actual systems before we close the engagement. Your sprint price is defined by your audit findings, so you know the exact scope and cost before committing.
- ✓2–3 working automations deployed in production
- ✓Built on tools you already run (n8n, Airtable, your CRM, your platforms)
- ✓Full technical documentation + Loom training video
- ✓30 days of post-launch support and refinement included
- ✓Live walkthrough handoff so your team owns it from day one
Combined package value
$7,500–$15,500
Audit + Sprint, scoped together
Most clients recover the full combined cost from the first automation within 30–60 days of launch.
No lock-in
The audit is fully self-contained. You can stop after Phase A, hand the report to your in-house team, or take it to another vendor. Phase B happens only if it's the right move for you.
Zero-Risk Guarantee
If we don't find at least
three viable opportunities,
the audit is free.
Three opportunities with positive ROI, written into the report, or you don't pay. I've never had to apply this — but I'm putting it in writing because I'm confident in what's out there in nearly every operation we walk through.
You also keep the report either way. If we don't find what we need, you walk away with the diagnostic and zero cost. The risk is on me, not you.
Founding rate · 2 of 2 remaining
$1,500
vs. $2,500 standard rate
In exchange for a published case study from your engagement. After the first two founding clients, the rate returns to $2,500 and stays there.
Apply for Founding Rate →Who's Doing the Audit
Twenty years of building.
You talk to the builder.
I'm Ken Jackson. The audit is mine — start to finish. No account managers, no junior consultants, no offshored analysis. The person who walks your operation is the person who writes your report and the person you call when you have questions.
As VP of Engineering at Camp Gladiator, I led the team that launched a virtual fitness product in under 60 days — expanding from 12 states to all 50 and 15 countries during COVID. As VP of Product at Volusion, I owned the roadmap for a $4B GMV ecommerce platform serving 50,000+ merchants. LvlUp is where that experience meets the businesses that need it most.
Track record
- ▸
VP of Engineering
Camp Gladiator — virtual product launched in 60 days; expanded to 50 states + 15 countries
- ▸
VP of Product
Volusion — $4B GMV ecommerce platform serving 50,000+ merchants
- ▸
Co-Founder & CPO
Inventive Group — 30-engineer consultancy, TWC-certified coding academy, 5 products to market in year one
- ▸
20+ years
Product, engineering, AI architecture, and operations design
FAQ
Common questions
01Who is this audit really for?
Owner-led businesses doing roughly $1M–$20M in revenue with real operational complexity — repeat clients, recurring workflows, and a team that's stretched. If your day is dominated by manual follow-ups, scheduling, invoicing, or coordination, this is built for you. Industries we've worked across: real estate brokerages, property management, home services, professional services, and field service operations.
02How much of my time does it actually take?
8–12 hours over the 5–7 business days of the audit. The kickoff call is 30 minutes. Workflow walkthroughs are 60–90 minutes each (I do 3–5 of them, and you can delegate most of these to your ops lead). The debrief is 30 minutes. Everything else happens on my side.
03What if I already use some AI tools or automation?
Better. The audit looks at the whole operation, not just the gaps. We'll find where what you already use is underleveraged, where it's misconfigured, and where the next layer of opportunity sits. Half of the value of an audit is fixing what's almost-working but isn't quite shipping.
04Am I locked into implementation after the audit?
No. The audit is fully standalone — you own the report and the roadmap and can take it to anyone, including your in-house team. About 70% of clients move into an Implementation Sprint with us afterward because we've already done the diagnostic work, but it's never required.
05What if you don't find anything worth building?
If we don't identify at least three viable AI opportunities with positive ROI in your operation, the audit is free. I've never had to apply this — but I'm willing to put it in writing because I'm confident in what's out there.
06When can we start?
Usually within a week of booking a discovery call. The audit itself runs 5–7 business days from kickoff to deliverable. If you want to be moving by next week, book a call now.