Back-Office Worker Scan
A paid review that names the workflow a worker should own. $1,500 under 20 staff, or $3,000 for 20 to 50. Trades shops can start with a $500 Cash Leak Audit instead.
Who it's for
Owners in the US and Canada who want a plan before buying tools. Trades shops can start with the $500 Cash Leak Audit.
What it includes
Back-Office Worker Scan for small businesses in the US and Canada. $1,500 under 20 staff, $3,000 for 20 to 50.
- Workflow map and pain inventory
- AI Opportunity Map — integrate, improve, or replace each task with ranked impact
- Data readiness assessment
- Prioritized agent roadmap with hour estimates
Where this service fits
Audit the workflows, clean the data, and put one AI worker on one live job in the tools you already pay for.
View the solution: AI readiness for small businessProcess
- Kickoff — tools, team roles, and the workflow capping capacity
- Discovery — interviews on live work
- Analysis — data quality and integration paths
- Roadmap — ranked agents, pricing, and the first workflow to automate