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 designed to give you clarity on day one and momentum through week one.
A structured interview to surface where your time actually goes — not what you think should be automated, but what's genuinely eating your week.
3–7 prioritized recommendations built around your specific workflows, tools, and data setup. Not a generic checklist — a plan for your business.
A clear map of what to fix first, what to fix second, and what to save for later. High impact and low effort — start here. Everything else can wait.
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. Questions answered, next steps confirmed, and a clear path forward before we wrap up.
A tight, proven process that respects your time and delivers a clear answer fast.
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 analyse the full transcript and build your custom report — identifying the highest-impact opportunities and connecting AI recommendations back to your data foundation.
We walk through every finding together on a 30-minute call. You leave with a clear priority matrix and a 4-day plan — ready to implement from day one.
The AI & Data Efficiency Audit is designed for SMB owners and operators who are ready for a specific answer — not another list of 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 brings deep data and analytics expertise from Tableau, Microsoft, and Business Objects. You're not getting a course — you're getting a practitioner.
No bloated consulting frameworks. No jargon. Just fast, practical recommendations that work within real SMB constraints — budget, team size, and time.
We recommend production-ready tools that solve real problems — not experimental software. Every recommendation is one 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.