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Team Workflow Audit

Map the workflow before we automate it.

Twelve months of up to five inboxes and the map, credited in full to the AI Sherpa retainer if it starts within 30 days.$1,500, five business days, credited toward the build.
A route drawn out with its steps, owners, and exceptions marked
How the work runs

Audit. Build. Run.

1

Audit

$1,500. Twelve months of up to five inboxes and the map, credited in full to the AI Sherpa retainer if it starts within 30 days.
2

Build

$5,000+, quoted from what the audit found. Built around the tools the team already uses.
3

Run

From $2,500 a month. The AI Sherpa retainer. Three-month minimum, then 30 days' notice.
The AI Sherpa retainer has a three-month minimum, then 30 days' notice.Start my Team Workflow Audit
What the audit produces

Four things, in writing.

One arrival surface examined before anything is built
01A written map of the workflow as it runs today
02A supported baseline of what it costs and how long it takes
03Three ranked improvements, worst first
04A fixed-price build brief when the evidence supports one
Before you book

If the economics are weak, we say no.

Worth auditing

Reporting, intake, follow-up, onboarding, AP or compliance work already costs real money
The team has a stack it uses, even a messy one
One person can approve the next step

Not worth auditing

There are no operations yet, only an idea
The team wants to learn to build it themselves
Nothing ships without committee approval
A running system kept in service after release

Show us the machine room.

$1,500, five business days, credited toward the build that follows.
A running system kept in service after release

Show us the machine room.

$1,500, five business days.Book the free 20-minute callStart with an Inbox Audit