AI Admin and Workflow Audit, Find the Hours Your Business Is Losing
A two-week audit that shows exactly where AI can save time, safely.
Built for admin-heavy service businesses: accountants, law firms, insurance brokers, recruiters, HR consultancies, property management, compliance, training providers, healthcare admin and financial services support.
What this covers
- Time-loss mapping across emails, meeting notes, reports, proposals and follow-up
- Review of tools already in use and where AI is being used unofficially (shadow AI)
- AI opportunity map showing what to automate, what to leave alone and why
- Risk and data-governance checklist so AI use stays safe and consistent
- Three prioritised workflow recommendations with clear cost and time impact
- A 30-day implementation plan your team can actually run
Best used when
- The team is drowning in emails, notes, reports and client follow-up
- People are already using AI tools informally with no oversight
- Leadership is unsure what is safe, useful or worth paying for
- You want a clear starting point, not another vague AI strategy deck
Likely outcomes
A short, prioritised list of AI workflows that will actually save time
Safer AI use across the team with a simple governance checklist
Quantified time-saving estimate you can use to justify next steps
Pricing
Fixed price
£750 to £1,500
Delivered over two weeks. Includes AI opportunity map, risk checklist, three workflow recommendations and a 30-day plan.
Ready to build the recommended workflows afterwards? See the 30-Day AI Workflow Sprint, or read AI for Admin-Heavy Service Businesses.