In five to seven days I interview you and your team, map every process and tool, and hand you a written report, an opportunity matrix, an ROI table, and a phased 90-day road map.
Based in Kingman, Arizona. We work with service businesses across the United States.
Example finding (illustrative)
Finding 3
Every new job is typed into three systems by hand.
11 hours a week lost to this.
Fix: One intake form that feeds all three systems.
Cost to implement: Under $500
The problem, in your words
You did not start this business to chase tools. But here you are, paying for a dozen of them, and half of them nobody uses.
Calls still get missed. Leads still slip through. You still spend your nights doing the admin your team could not get to. And every new tool you buy promises to fix it, and does not.
The problem is not the tools. The problem is that nobody has mapped how work actually moves through your business, so you keep buying before you know where the leaks are.
The audit fixes that. You find the leaks first, then you fix them in the right order.
The process, day by day
Five to seven days. Most of it is my work, not yours.
Day 1
Owner interview
We sit down for about an hour. You tell me how the business actually runs, where it hurts, and what you wish you could stop doing yourself.
Days 2-4
Team interviews
I talk to the key people on your team. I ask what they do, what tools they touch, and where work stalls between them. Short calls, 30-45 minutes each.
Day 5
Process mapping
I map every process and tool across acquisition, delivery, and support. You see the whole flow on one page, including the cracks work falls through.
Days 6-7
Road map and debrief
I write it up, build the opportunity matrix and ROI table, and phase the 90-day road map. Then we get on a call and walk through all of it together.
Every deliverable
All yours to keep, even if you never buy a thing from us.
Written audit report
A plain-English document that lays out where your business leaks hours and money, and what to fix first.
Opportunity matrix
Every finding ranked by impact and effort so you can see the quick wins and the big bets at a glance.
ROI table
Built from your real wages and hours, not guesses. You see exactly how many hours and dollars each fix returns.
Phased 90-day road map
The fixes in the right order, phased across 90 days, so you stop guessing what to do next.
Example finding (illustrative)
Finding 3
Every new job is typed into three systems by hand.
11 hours a week lost to this.
Fix: One intake form that feeds all three systems.
Cost to implement: Under $500
Built for a made-up HVAC company. Illustrative numbers, not a real client.
Who it is not for
I would rather tell you now than take your money and disappoint you.
You are pre-revenue and still figuring out your first customers.
You have no team and no payroll. The audit is built for organizations with handoffs.
You want a tool demo, not a diagnosis. This is a discovery, not a sales pitch.
You cannot spare a few hours for you and your team to be interviewed.
Audit pricing
Priced by how many interviews your team needs. On-site days quoted separately.
Solo
Teams of 2-3
For an owner with one or two people on staff, where work already passes between hands.
Up to 2 interviews
- 1 owner interview
- 1 key team interview
- Full process map across acquisition, delivery, and support
- Written audit report
- Opportunity matrix
- ROI table from your real wages and hours
- Phased 90-day road map
- Debrief call to walk through it
Most chosen
Team
Teams of 4-10
For a growing team with a few roles starting to split apart.
Up to 5 interviews
- Up to 5 interviews across owner and key team
- Full process map across acquisition, delivery, and support
- Written audit report
- Opportunity matrix
- ROI table from your real wages and hours
- Phased 90-day road map
- Debrief call to walk through it
- Additional interviews at $1,000 each
Organization
11 to 50 employees
For a real organization with departments, managers, and handoffs.
Up to 10 interviews
- Up to 10 interviews across owner, managers, and front line
- Full process map across acquisition, delivery, and support
- Written audit report
- Opportunity matrix
- ROI table from your real wages and hours
- Phased 90-day road map
- Debrief call to walk through it
- Additional interviews at $1,000 each
- On-site days quoted separately
Not sure which tier fits? Book a 15 minute call.
Over 50 employees? Call for a custom quote.
See what the audit looks at in your trade: HVAC, plumbing, roofing, dental practices, med spas, and pest control.
What happens after the audit
You pick one of four paths. The road map works on all of them.
We build it
AI Peak Biz builds and runs the automation for you on the plans already on this site.
We manage it, you build it
Your team builds with our guidance. We manage and keep the road map on track.
A partner agency builds it
We hand the road map to an agency you already trust and they build against it.
You run it on our plans
You take the road map and run it yourself on the plans listed below.
Audit FAQ
Twelve questions owners ask before they book.
What exactly do I get?
A written audit report, an opportunity matrix, an ROI table built from your real wages and hours, and a phased 90-day road map. Plus a debrief call where we walk through all of it.
How long does it take?
Five to seven days from our first interview to the debrief call. Most of that time is me doing the work, not you.
How much of my time is required?
About an hour for you, and 30-45 minutes for each team member I interview. That is the only time you and your team need to give.
Who does the interviews?
I do. Wylie Stevens, the founder. I do not hand your interviews off to a junior or a contractor.
What if we already have a CRM?
Good. I map what you have and show you where it fits and where it leaks. I do not assume you need to switch anything.
Do we have to use your software?
No. The road map runs on the plans on this site, but you can take it and run it anywhere. One of the four paths is doing exactly that.
What if our own team builds it?
That is one of the four paths. We manage the road map and guide your team while they build. You keep the plan either way.
What does it cost?
Pricing is by interview count. $2,500 for teams of two to three with up to two interviews. $5,000 for teams of four to ten with up to five interviews. $10,000 for teams of 11 to 50 with up to ten interviews. Additional interviews are $1,000 each. On-site days are quoted separately.
Is there a refund if I am unhappy?
Yes. If I deliver the audit and you do not believe it was worth it, tell me on the debrief call and you get your money back. No argument.
Is the audit confidential?
Yes. Everything you and your team share stays between us. I do not share your processes, numbers, or tools with anyone.
What about HIPAA and patient data?
For healthcare clients I run interviews without asking for protected health information. If you need a signed agreement, I sign one before we start.
How do you calculate the ROI numbers?
From your real wages and hours. I ask what each role costs and how many hours it spends on tasks the road map would remove or automate. The table shows the hours and dollars you get back, not a benchmark from someone else's business.
A 15 minute call tells us if the audit is the right fit. No pressure, no pitch.