A private equity firm came to us last quarter convinced they needed a custom AI build.
We ran our standard audit first. Seven phases across three weeks.
By the end, time spent on one of their core processes was on track to drop around 70%. And half of what they thought they needed didn't need to be built at all.
That's usually how it goes. The audit is the part nobody wants to do because it's slow and unsexy. It's also the part that decides whether everything that comes after is worth a damn.
I packaged the entire process into a self-serve SOP. Same framework we use across our engagements, written so an internal ops lead can run it themselves.
What's inside:
→ The 7-phase audit framework
→ Stakeholder interview script
→ Process shadowing playbook
→ Current state mapping templates
→ Opportunity scoring matrix
→ ROI modeling and future state design
→ Audit document structure for leadership
→ 10 mistakes that tank internal audits
Like + RT + Comment "ASSESSMENT" and I'll DM it to you. Make sure you're following me so I can DM.
@calebcanales_ After you make it, motivation isn’t enough. Discipline helps, but addiction always wins. Get addicted to things that actually make your life better.
I went from $500 Upwork projects to $500K+/year selling AI systems.
I legitimately made every mistake you can make.
Undercharging, scope creep, building without mapping, hiring wrong, pricing hourly.
Then I figured out what actually works and doubled down.
I put the entire playbook into a free guide. Here's what's inside:
→ How I went from Zapier gigs to $25K-$60K projects
→ The pricing shift that 5x'd my revenue (and the exact formulas)
→ My 4-call sales process for closing $25K-$60K+ deals
→ The discovery framework that turns calls into signed contracts
→ How I built a dev team without burning cash
→ The fulfillment system that keeps clients for years
→ How I position against agencies 10x my size and WIN
→ The content engine that fills my pipeline without ads or cold outreach
→ Every mistake I made and what I'd do differently starting from zero
This took 4 years, 80+ clients, and a lot of painful lessons.
Yours for free.
RT + reply "AGENCY" and I'll send it over. (Must follow so I can DM