The AI & Data Efficiency Audit is a 48-hour assessment that shows small and mid-sized businesses where AI tools and better data practices can save hours every week — with a prioritized plan to act on it.
Every audit includes five deliverables. You get a clear picture of where to start by day one and a running start through week one.
A structured interview to map where your time actually goes — the real time sinks, not just the obvious ones.
3–7 prioritized recommendations built around your specific workflows, tools, and data setup. Every one is specific to your business.
A clear map of what to tackle first and what to leave for later. The high-impact, low-effort items come first.
Specific actions for your first four days so nothing sits on a shelf. Day 1, Day 2, Day 3, Day 4 — you'll know exactly what to do and in what order.
A walkthrough of every finding together. You leave knowing exactly what to do first.
A tight process. Discovery call to finished action plan in 48 hours.
Schedule your discovery call. We'll send a brief pre-call questionnaire so the 45 minutes are focused on the right things from the first minute.
A 45-minute recorded conversation mapping your workflows, tools, and where time actually goes. We ask the questions most people never think to ask themselves.
We go through the full transcript and build your custom report. Every AI recommendation connects back to your actual data setup.
We walk through every finding together on a 30-minute call. You leave with a clear priority matrix and a 4-day plan you can start on right away.
The AI & Data Efficiency Audit is designed for SMB owners and operators who want a specific answer in plain language, not more tools to research on their own.
Most AI audit providers recommend tools. We connect those recommendations back to your data foundation — because the best automation breaks down if the underlying data isn't reliable.
Howard Morgenstern has 25+ years in data and analytics at Tableau, Microsoft, and Business Objects. You're talking to someone who has actually built this stuff.
No bloated frameworks and no jargon. Practical recommendations that fit within real SMB constraints.
We recommend production-ready tools that solve real problems. Every recommendation is something you can act on this week.
We have no affiliate relationships or tool partnerships. Our only goal is finding what's right for your business — even if that means recommending something free.
The audit stands on its own — but for many clients, it surfaces deeper data issues that a single assessment can't fix. There's no obligation to go further, but if it makes sense, the next steps are already mapped out.
Book your AI & Data Efficiency Audit for $999. Custom report delivered in 48 hours. 5+ hours of weekly savings guaranteed — or your money back.