The paid week
A week inside your business, with me. Three documents that are yours to keep. No obligation.
$1,500
I do four audits a month.
Who it is for
This is for a San Diego business doing about $1 million to $10 million a year, with five to fifty people, where the owner is still in the work. Time and money leak in ordinary places: missed calls, slow quotes, follow-up that dies, or a process that lives in one person's head. You may have already paid for AI software. You may not have started. Either way, the profit and loss statement does not show a change yet.
You bought ChatGPT, a chatbot, or some other tool. It may sit unused. It may be something a few people open when they remember. That is common, and it is not a requirement. The question is whether the books moved. If they did not, this week is for finding the leak you can count.
You have not bought a pile of tools, and you do not need to before we talk. The free call and the audit start from how the business actually runs: who answers the phone, how a quote gets out, where a job gets stuck. We decide after that whether AI belongs in the fix.
You are not already full and turning customers away. You are not trying to stay small on purpose. A week inside the business produces a written picture of where the leak is, what it is worth, and which one system is worth building first.
What happens
Before I ask a question, I have already pulled your Google listing and its category gaps, your review history by year, whether you show up for the searches that produce your jobs, what your own site claims, and the registrar record for your domain. You see all of it on one page before question one. Then I only ask what is in your head.
What you keep
A written record of how the business actually runs, in your words, with your numbers, and every line sourced. The next time you need a plan, we start from this instead of starting from zero.
A list of what we chose, what we chose it over, and what we ruled out, with the reason next to each one so you are not guessing six months later.
A plan of what to build, in order. Next to each item is an estimate of what it is worth over a year, taken from your books. The first three also have a rough price to build them.
The terms
How you pay
$1,500
$750 to book the week, then $750 when the documents are done
The booking fee is $750 so I can spend the week inside the business. The second $750 is billed when I hand you the three documents. That is the $1,500 audit. There is no hourly add-on. If I cannot determine a way to save or earn at least $15,000 over the next year, there is no further billing after the first $750, and we go our separate ways. I never return the booking fee.
The cap
I do four audits a month. That is so I can sit inside the business, not stack a waiting list.
If the audit week moves
You have sixty days to get me into the business so I can do my week of work and audit the operation.
Towards the build
After the audit and we start the build within 30 days, the $1,500 comes off that invoice. A $5,000 build is then $3,500. You do not pay the audit twice.
Your files
Your systems and your company information stay private. How I handle them is on this page, not buried in a contract.
One directory per client, on hardware I control. No shared pool across clients. Any pattern I describe across businesses is anonymized and aggregated, nothing quoted.
Nothing is recorded or stored until everyone present has said yes on the record, which in California means spoken consent by name at the start. If anyone declines, the session runs on notes.
The Shop Book and the Decision Log are theirs and I keep them indefinitely, so the next roadmap costs an afternoon instead of an audit.
Raw recordings and transcripts come out of my working files at 90 days, or within 7 days if they ask sooner. Encrypted backups age out on their own cycle. The exact timeline goes in the paperwork they sign.
The invitation
You walk out knowing what is leaking and which one system is worth building. Then Build One Thing: one system for your business. From $5,000.