Stop guessing where AI fits in your business.
Get a clear, prioritized roadmap showing exactly where AI can save you time and money—built around how your business actually operates.
Quick questionnaire, then we'll book a call
Sound familiar?
Overwhelmed by options
ChatGPT, Claude, Zapier, Make, custom AI—everyone's selling something. You don't know what's hype and what actually works for a business like yours.
Burned by bad implementations
Maybe you've tried tools that didn't stick, hired someone who built something nobody uses, or spent money on AI that created more problems than it solved.
No time to figure it out
You're running a business. You don't have weeks to research, experiment, and learn the AI landscape. You need someone who already knows what works.
The AI Audit
A focused 30-day engagement to diagnose your operations, identify high-impact AI opportunities, and give you a clear roadmap forward.
AI Audit
30-Day Strategic Engagement
one-time investment
What's Included
- 3 Working Sessions (60 min each)Deep-dive into operations, opportunity mapping, and roadmap review
- Dedicated Slack ChannelAsync access throughout the 30 days for questions and context sharing
- AI Opportunity ReportRanked use cases, recommended tools, ROI projections, and implementation briefs
- 30-Day Quick-Win RoadmapThe 2-3 things you can implement immediately for fastest impact
How it works
Discovery Call
Free 30-minute call to understand your business and see if we're a fit. No pressure, no pitch.
Deep-Dive Sessions
Three working sessions over 30 days. I'll map your operations, identify opportunities, and prioritize ruthlessly.
Your Roadmap
Walk away with a clear, actionable plan—whether we work together on implementation or not.
Ready to implement? I'll build it for you.
Most audit clients continue into a monthly partnership where I build the systems from your roadmap. No project quotes. No scope negotiations. Just steady progress, month after month.
Momentum
~10 hours/month • 3-month minimum
- 1-2 builds per month
- Monthly strategy call (60 min)
- 48hr Slack response
- Maintenance of existing systems
Velocity
~18 hours/month • 3-month minimum
- 2-3 builds per month
- Bi-weekly strategy calls
- 24hr Slack response
- Proactive optimization
- Light team training
Transformation
~30 hours/month • 6-month minimum
- Multi-phase system builds
- Weekly strategy calls
- Same-day Slack response
- Full team training sessions
- Quarterly roadmap planning
What People Say
“David didn't just build what we asked for — he helped us rethink what was possible. Our AI intake system now handles 80% of leads without human intervention.”
Marcus C.
CEO, Apex Home Services
“Finally, someone who speaks both tech and business. David understood our operations and built tools that actually fit how we work.”
Sarah M.
Operations Director, Precision Plumbing
“We went from 'AI sounds cool' to having a working system in weeks. David's approach is refreshingly practical.”
James R.
Founder, NextUp
“The difference between David and other developers? He cares about outcomes, not just deliverables. Our customer response time dropped from hours to minutes.”
Emily F.
Owner, Foster Electric
“David helped us see AI as a strategic investment, not just another software project. That perspective changed everything.”
Michael T.
Managing Partner, Torres & Associates
“David didn't just build what we asked for — he helped us rethink what was possible. Our AI intake system now handles 80% of leads without human intervention.”
Marcus C.
CEO, Apex Home Services
“Finally, someone who speaks both tech and business. David understood our operations and built tools that actually fit how we work.”
Sarah M.
Operations Director, Precision Plumbing
“We went from 'AI sounds cool' to having a working system in weeks. David's approach is refreshingly practical.”
James R.
Founder, NextUp
“The difference between David and other developers? He cares about outcomes, not just deliverables. Our customer response time dropped from hours to minutes.”
Emily F.
Owner, Foster Electric
“David helped us see AI as a strategic investment, not just another software project. That perspective changed everything.”
Michael T.
Managing Partner, Torres & Associates
Common questions
What if I just want the audit and nothing else?+
That's completely fine. The audit is designed to be valuable on its own. You'll walk away with a clear roadmap you can implement yourself, hand to your team, or bring to another vendor. No pressure to continue.
What kinds of AI do you actually build?+
Practical stuff that saves time and money: lead intake automation, AI-assisted customer communication, internal tools and dashboards, document processing, CRM integrations, reporting automation, and custom workflows using tools like n8n, Make, and Claude. I don't build chatbots for the sake of having a chatbot—I build systems that fit how your business operates.
What does a "build" actually mean?+
A build is a complete, working system—not half-finished wireframes. Examples: a lead qualification workflow that routes to the right person, an automated follow-up sequence, a reporting dashboard that updates itself, or an AI assistant that drafts responses for your team to review. The scope depends on your tier, but every build ships as a working tool.
Why can't I just hire you for a one-off project?+
Because AI isn't a one-and-done thing. Systems need optimization, your needs evolve, and the best results come from an ongoing partnership where I deeply understand your business. The retainer model lets me deliver compounding value instead of constantly re-scoping and re-quoting.
What's the time commitment on my end?+
For the audit: three 1-hour calls plus async Slack communication as needed. For retainers: one call per month (Momentum), two calls per month (Velocity), or weekly calls (Transformation). Beyond that, I work in the background building and maintaining your systems.
How fast will I see results?+
Most clients have their first working system within 2-3 weeks of starting a retainer. The audit itself delivers a complete roadmap in 30 days. AI doesn't have to be a 6-month transformation project—done right, you can start seeing ROI quickly.
Ready to find out where AI actually fits?
Book a free discovery call. I'll learn about your business and tell you honestly whether the audit makes sense for you.
Quick questionnaire, then we'll book a call
