It’s a focused, 2-week strategic audit of a key area in your business — acquisition, delivery, support, or ops — with a custom roadmap to remove bottlenecks, integrate AI, and scale faster.

Stakeholder Interview Summary Documents
A written summary of 5–10 team interviews outlining key bottlenecks, pain points, and handoffs.
Process Workflow Diagrams

A visual map of how your team operates from lead to sale to delivery—highlighting automation opportunities.
Preliminary Pain Point Inventory
A ranked heatmap showing your most critical AI leverage points by ROI and ease.
AI Opportunity Priority Matrix
A prioritized matrix of internal AI opportunities pulled from team insights.

Quick-Win ROI Momentum Roadmap

A 30–60 day plug-and-play action plan tailored to generate fast ROI from current workflows.

90-Day Implementation Roadmap

A phase-based rollout plan with smart sequencing for sustainable, AI-powered growth.

ROI Forecast Summary Report

A concise report estimating your time savings, cost reductions, and growth potential.

Final Executive Slide Deck Copy

A polished, shareable slide deck of all audit findings, insights, and next steps.

Operations Debrief Call Recordings

A walk-through call recording with aligned rollout recommendations and Q&A.

We help you choose the right Blueprint based on where your business feels the most friction. Not sure where to start? Most companies begin with the LoopLift™ Acquisition AI Blueprint — because conversion leaks and inconsistent lead flow are the biggest growth killers. Book a discovery call and we’ll guide you to the highest-leverage path forward.

Yes — implementation is available as a follow-up engagement. If you’ve got a team, we also equip them to execute in-house with clarity.

No. AI is our lens — but the audit is about business clarity, smart systems, and scalable operations. We use AI where it actually moves the needle.

Expect around 4–6 hours total across 2 weeks. A kickoff call to align and gather context, short interviews with 5–10 team members (leaders + end users), a mid-point sync to verify findings, a final debrief where we present your AI roadmap. We do the heavy lifting — your team just shows up and shares.

Founders and operators doing $500K–$50M/year who want to scale without hiring a small army or drowning in broken systems.

Audits and deep-dives by a third-party like this regularly uncover $50K–$250K, sometimes $500K+ in time savings, revenue opportunity, or efficiency gains. Organizations often build 6–12 months of execution strategy off just one blueprint.

Absolutely. We recommend starting with either the LoopLift™ Acquisition AI Blueprint or the LoopLift™ Ops AI Blueprint, then add Delivery or Support once the first roadmap is in motion. Bundle options available.

Yes. We offer white-label and licensing options for agencies, fractional CMOs, and consultants. Let’s talk.

Not at all. The blueprint is built for business leaders — not engineers. Everything is designed to be clear, executable, and team-friendly.

Even better. We audit what you’ve already implemented, cut the bloat, and optimize the pieces that matter. Most setups have massive inefficiencies — we tighten them fast. Using tools ≠ using them well. Most businesses are leaving 80% of the ROI on the table. We identify where you should use AI, not just what tools to try.

At a minimum, a $50K gain means a 5x return—or 500% ROI.

But, what if we uncover $100K or even $250K in annual savings or revenue?

Here's what that looks like:

$50K Gain → 500% ROI → $50K total return → 5x

$100K Gain → 1000% ROI → $100K total return → 10x

$250K Gain → 2500% ROI → $250K total return → 25x

And remember—that’s just Year 1. These improvements compound over time.

Over 3 years, your investment in the AI Operations Audit could return $150K to $750K+ in value, but, realistically, much more.

That makes your investment look like peanuts compared to the long-term upside.

You could try. But most SMBs waste 3–6 months spinning their wheels. We bring proven templates, AI expertise, and a second set of eyes. And unlike agencies selling dev work—we’re laser-focused on strategy and ROI.

We usually kick off within 3 business days of payment. Currently, we only take 2-3 audits per month, so we stay sharp and focused on your business.

Then we work with you until you do. We offer a satisfaction guarantee: If you don’t see at least $50K in automation potential, we double our efforts with another round of audit activity, data, and executable plans.

No. This is a strategy audit. The option to roll straight into implementation with us is an option afterward, using the audit as their roadmap.

This is the AI budget. It gives you clarity on where to invest, what to ignore, and how to avoid wasting 6 figures on the wrong tools, hires, or dev.

That’s why we start here. This audit prepares you. It’s built for companies who know they need to adapt—but don’t know how. You’ll walk away with a plan.

Perfect. We complement them. Our focus is strategic: finding the biggest wins and de-risking the build. Most devs love working with us because we make their job easier.

Common—and usually because there was no clear strategy. This audit avoids that mistake. We focus on real operational impact, not trendy tools.

You own the roadmap. You can implement it internally or bring us on to help. Most clients choose to continue working with us because they trust the strategy and want fast execution.

We usually partner with organizations for a 12-month period as non-equity, revenue sharing growth partners. Here are some areas where we focus:

Quick Wins

We implement the quick wins roadmap.

90-Day Implementation Roadmap

The move to the 90-Day initiatives that we haven't started yet.

Theory of Constraints Process

We then continue the process of identifying, prioritizing, and implementing for constraints within your business.

This audit reveals real opportunities to save $50K–$250K+ per year—not guesses, not fluff. We pinpoint workflow automations and team efficiencies with measurable ROI.

You’re not buying “AI ideas.” You’re getting a custom, results-driven roadmap backed by deep expertise and hours of hands-on analysis. We’re not just working with you—we’ve already put in the hours to master this system, so you don’t have to.