How It Works

Start free. Go as deep as you need. Every step builds on the last.

Step 1 Free · 90 seconds

Free AI Diagnostic

10 questions about your business. You'll get a dollar-value estimate of what AI could unlock — broken down by category — in 90 seconds.

✓ Dollar estimate, not a vague "readiness tier"
✓ 4 categories scored: Workflow, Revenue, Tools, Data
✓ Top opportunity identified with "start here" recommendation

Take the Free Diagnostic

Step 2 $29 · 1 afternoon

AI Playbook

5 guided exercises that turn your diagnostic results into a concrete action plan. You'll map your highest-value automations, calculate exact savings, and design your first AI workflow.

✓ Exercise 1: Map your automatable hours
✓ Exercise 2: Audit your subscription waste
✓ Exercise 3: Quantify your follow-up gap
✓ Exercise 4: Design your first AI test
✓ Exercise 5: Build your 90-day AI roadmap

What the exercises find

$162K–$211K/yr — 22-person property management company (Phoenix, AZ)

$112K–$126K/yr — 14-person marketing agency (Raleigh-Durham, NC)

$192K–$384K/yr — 25-person commercial landscaping company

Based on realistic business scenarios. See a full example scorecard →

Get the AI Playbook — $29

Step 3 $497 · 1 week

Found Money Audit

A 90-minute diagnostic interview — a structured conversation with me, not a form or a chatbot. I analyze your business across 4 dimensions using AI-powered tools and deliver a Found Money Report with specific, prioritized recommendations. If I don't identify at least $10,000 in annual value, the audit is free.

✓ 4-dimension professional analysis of your operation
✓ Found Money Report with dollar values per opportunity
✓ Prioritized implementation roadmap
✓ 1-hour walkthrough call

$10K value guarantee or the audit is free

Book the Audit — $497

Step 4 From $2,500 · 30–90 days

AI Implementation

I build and deploy the AI systems identified in your audit. Automations, agents, and workflows — tuned to your specific operation and team.

✓ Custom-built automations for your top opportunities
✓ Team training and documentation
✓ 30-day support after deployment
✓ Value tracking against audit projections

Step 5 $197/mo · Ongoing

Found Money Circle

A peer community for business owners actively finding and capturing hidden revenue. Monthly group call with me, quarterly “Find 3 Ways” exercise, and an async community of owners doing the same work.

✓ Monthly group call — real problems, real numbers, real advice
✓ Quarterly “Find 3 Ways” exercise with peer accountability
✓ Async community of business owners capturing found money

Step 6 $497/mo · Ongoing

Found Money Retainer

Everything in the Found Money Circle plus 1:1 monthly check-ins, quarterly re-diagnostics with updated reports, priority implementation booking, and an annual ROI summary showing cumulative value captured.

✓ 1:1 monthly check-in calls
✓ Quarterly re-diagnostics with updated projections
✓ Priority access for new implementations
✓ Annual ROI report showing cumulative value captured

What Implementation Looks Like

From Finding to Fix

The audit identifies the opportunity. Then I build the system that captures it. Here's what that looks like in practice.

The Speed Problem

Claude-powered response agent

Finding Lead response time averaging 18+ hours. No after-hours coverage. 38% of inquiries never get a second contact.

Fix AI-powered response agent that acknowledges every inquiry within 60 seconds, asks qualifying questions, and books a callback. Works 24/7 including weekends and holidays. Escalates to a human when the conversation requires judgment.

Result Response time from 18 hours to under 2 minutes. Recovery: $1,500–$3,000/mo in previously lost leads.

Live in 5 days

The Waste Problem

Zapier + AI workflow

Finding Manual client onboarding taking 4+ hours per new account. Team copy-pasting data between 3 systems. Error rate creating rework.

Fix Automated onboarding workflow connecting CRM, billing, and project management. Client data entered once, flows everywhere. AI-generated welcome sequence triggers automatically.

Result Onboarding time from 4 hours to 25 minutes. Recovery: $1,800–$3,500/mo in recovered team capacity.

Built and tested in 2 weeks

The Blindspot Problem

AI dashboard + Stripe integration

Finding No real-time visibility into revenue trends. Team spending 6+ hours/week manually compiling reports from multiple systems.

Fix AI-powered dashboard connecting Stripe, QuickBooks, and HubSpot into a single live view. Weekly anomaly detection flags issues before they become problems. Auto-generated narrative summary every Monday morning.

Result Reporting time from 6 hours/week to zero. Recovery: $800–$1,400/mo in time savings plus early issue detection.

First version live in 10 days

These are three examples. Every business is different. See what's possible to build →

Start with 90 seconds.

The free diagnostic is the first step. No credit card. No sales call. Just answers.

Take the Free Diagnostic