AI & Automation Tools I Actually Use (and Recommend). Learn More

Find Your Hidden Time Drains

Most businesses are losing hours every week to manual work they barely notice anymore - chasing leads, retyping information, sending reminders, cleaning up data, juggling tools, or following the same steps again and again. This audit helps uncover those hidden time drains and shows you where smart, practical automation can make your day run smoother.

What You'll Get from This Audit

This isn't a canned report or an auto-generated score. I'll personally review your answers, map out your major workflows, and look for the places where automation can save you time, cut down on mistakes, and reduce repetitive work. You'll get clear, practical recommendations - no hype, no pressure, just a better understanding of where automation would actually make a difference.

You fill out the form with whatever you know

I evaluate your workflows, tools, and bottlenecks

You receive a breakdown of quick wins and larger high-impact opportunities

tyler willis local business and agency partner in new hampshire

AI helps me see the patterns, but I still make the calls

The Audit

Let's Take a Look at How Your Business Really Runs

Tell me about the tasks, tools, and workflows that make up your day-to-day operations. I'll identify where things can be streamlined, simplified, or automated - and where small changes can remove a surprising amount of friction.

Questions Worth Asking (and Automating)

Sometimes the best way to uncover automation opportunities is to look at what you're doing over and over again. Here are a few questions to ask yourself - and what they might point to.

Ask yourself ...

Possible workflow

Do I copy/paste the same info in multiple places?

Sync data between your forms, CRM, email list, and project management tool - automatically.

Am I manually sending the same emails over and over?

Trigger personalized email sequences when someone fills out a form, books a call, or buys a service.

Do I forget to follow up with leads or clients?

Use automation to remind you (or put emails in your draft) based on form fills, call bookings, or time delays.

Does onboarding new clients take longer than it should?

Auto-send onboarding forms, intro emails, project invites, and even create folders/tasks behind the scenes.

Am I retyping the same answers to questions all the time?

Build a lightweight help center or smart FAQ system - even using AI to help draft custom replies faster.

Are things falling through the cracks when I get busy?

Create automations that handle handoffs, task creation, or check-in reminders - even while you're offline.

Working Together

Not sure where to start?

That's what this audit is for - I'll help you identify where automation makes the most sense, and where it doesn't, and will figure out the confusing integrations for you.

I respond personally within 1 business day. No sales pitch — just a real conversation.