The 5-Day AI Audit, Day by Day

When I tell prospects the AI Operations Audit takes 5–7 business days, the common follow-up is: *"What actually happens during those days?"* Fair question. Here's the literal calendar, with no marketing fluff.

Day 1 (Monday): Kickoff call + workflow walkthrough kickoff

Morning (30 min): Kickoff call.

We get on a call. You walk me through what your business does, who your customers are, how you currently operate, and where you feel the most pain. I'm asking targeted questions about workflows, tools, and team. Not selling, not pitching — diagnosing.

I leave the call with a focused list of 3–5 workflows worth tracing in detail. Usually some combination of: lead intake, scheduling, invoicing, customer communication, and reporting.

Afternoon (your team, ~30 min total over the week): Brief data access setup.

You give me read-only access to whatever systems we'll need to look at. Usually CRM, scheduling tool, invoicing platform. Sometimes that's a screen-share walkthrough; sometimes it's a temporary login. We agree on what touches privileged data and what doesn't.

Day 2 (Tuesday): Workflow walkthroughs — first pass

60–90 min each, spread across 1–2 days, with you or your ops lead:

We walk through each workflow end-to-end. *"Lead comes in via the website form. What happens? Who sees it? When? What do they do? Where does the information go?"* I'm looking for time leaks, breakage points, and inconsistency.

You can usually delegate most of this to whoever runs the day-to-day. It's a structured conversation, not a working session — your ops lead can cover what's normally invisible to you.

I take heavy notes during these calls. Most of the audit's findings come out of these conversations.

Day 3 (Wednesday): Independent analysis

My time, no calls required.

I take everything from the walkthroughs and start mapping it against AI capability patterns I've shipped in production. For each candidate workflow, I'm running structured analysis:

• →What's the time leak (hours/week × loaded cost)?
• →What's the revenue leak (lost leads, lost jobs, missed opportunities)?
• →What's the technical complexity to fix?
• →What's the adoption risk?
• →What's the dependency order?

This is the AI-amplified part. Pattern matching across what I've seen in dozens of similar businesses, ROI math, opportunity scoring — done at velocity by leveraging Claude and Anthropic API for the analytical surface area, with my judgment on the synthesis.

By end of Day 3 I have a draft opportunity table — typically 5–8 candidate opportunities ranked by ROI.

Day 4 (Thursday): Report drafting + ROI math

My time, no calls required.

I write the report. Each opportunity gets:

• →A plain-English description of what it is and what it does
• →The current-state pain (with hours/dollars quantified)
• →The proposed automation pattern
• →Build complexity range
• →Estimated annual value range
• →Dependency order
• →Adoption risk score

Plus a phased implementation roadmap (which to build first, second, third) and a recommended Phase B sprint scope if the math supports it.

By end of Day 4 the report is in draft form. I sleep on it, re-read it Friday morning, refine.

Day 5 (Friday): Loom walkthrough + delivery

My time, ~1–2 hours.

I record a 15-minute Loom walking through the entire deliverable. This is for you, your ops lead, your spouse, your business partner — anyone who needs to understand the findings without reading 30 pages.

I send the PDF, the Loom, and the calendar link for the debrief. End of Day 5 — deliverable is in your inbox.

Day 6–7 (the following Monday or Tuesday): Debrief call

30 minutes, with you.

We get on a call. I walk through the findings live, answer questions, and we prioritize together. If implementation makes sense, we scope Phase B on the spot. If not, the report is yours to use with your team or another vendor.

This is the end of the audit. Total elapsed time: 5–7 business days. Total of your time: 8–12 hours.

What it doesn't include

A few things deliberately left out:

• →No 60-page strategy deck. The deliverable is tight, scannable, and actionable. Nothing for the sake of pages.
• →No vendor pitches. I don't sell tools and don't take referral fees. Recommendations are about what works, not what pays me.
• →No implementation surprises. Every opportunity in the report has a clear scope and price *range*. Phase B (if you choose it) is fixed-price scoped from the audit findings — you know what you're paying before you commit.

What you get out of it

If you do nothing else, you have:

• →A written, prioritized view of where AI saves you time and money
• →ROI math on each opportunity
• →A roadmap your in-house team or another vendor could implement against
• →A 15-minute Loom you can share with co-owners or partners
• →A clear answer the next time someone tries to sell you something

If you keep going with us into a sprint, you have all that *plus* working production automations 2–4 weeks later.

That's the calendar. Five days, fixed price, ROI math on every opportunity, audit is free if we don't find at least three viable ones.