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Custom Workflow Audit

A 90-120 minute deep-dive into your business operations. We sit with your team, map every workflow, identify where AI fits, and deliver a written report with a three-tiered quote so you know exactly what to expect.

$1,000
Credited toward
full deployment

Everything included in your Custom Audit

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90-120 minute working session

We meet with you and your team (in-person for Denver metro, or via Zoom) to walk through your actual day-to-day operations. Not a sales pitch — a real working session where we map how your business actually runs.

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Full workflow audit

We document every process, handoff, and bottleneck across your key workflows. We identify where time is being wasted, where leads are falling through, and where your team is doing work a machine should handle.

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Options and solutions analysis

For each bottleneck we find, we outline possible solutions — what AI can handle, what needs a different approach, and what is already working fine. Honest assessment, not a hammer looking for nails.

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Written report

A comprehensive document covering everything we found: current state, opportunities, recommended solutions, estimated time frames, and projected costs. Yours to keep regardless of whether you move forward.

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Three-tiered quote (Good, Better, Best)

No one-size-fits-all pricing. You get three clear options at three price points so you can choose the scope that matches your budget and goals. Every tier includes exact deliverables, timelines, and costs.

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$1,000 credited toward deployment

If you decide to move forward with a full deployment, your entire $1,000 audit fee is credited toward the project cost. The audit is free if you build with us.

Here is exactly what happens next

Within 24 hours

We reach out to schedule

You will get a personal email from Wes to schedule your audit session. We will find a time that works for you and your key team members. Denver metro clients can choose in-person or Zoom.

Before the session

Quick prep questionnaire

We send a short questionnaire (10 minutes) so we come prepared. No homework — just basics about your team size, tools you use, and what is driving you crazy right now.

The session (90-120 min)

Deep-dive working session

We walk through your workflows together. This is collaborative, not a presentation. We ask questions, diagram processes, and identify opportunities in real time.

Within 5 business days

Written report delivered

You receive your complete audit report with findings, recommendations, and your three-tiered quote (Good, Better, Best). Clear enough to share with partners or stakeholders.

Follow-up

30-minute review call

We walk through the report together, answer questions, and discuss next steps. No pressure — the report is yours whether you move forward or not.

What to have ready for your audit

You do not need to prepare a presentation or gather documents. Just have these basics in mind:

Two guarantees. Both real.

On the audit: if you finish the session and the report isn't actionable, we refund your $1,000 in full. No questions asked.

On the deployment: if our agents don't return at least 5 hours per week to your team within 60 days of going live, we refund 100% of the deployment cost. Most clients recover 10–20 hours per week — the guarantee is there because we stand behind the work.

Book your Custom Audit

$1,000
Credited in full toward any deployment
Pay $1,000 and book your audit

Secure payment processed by Stripe. Your $1,000 is credited toward any full deployment.
After payment, Wes will reach out within 24 hours to schedule your session.
Questions? Email wesley@wkhartman.com