No cost · No commitment

What Is the AI Audit?

The AI Audit is a free 60-minute working session where Execution Point Consulting maps your current workflows and identifies every process that can be automated. You get a written report within 48 hours showing exactly where your business can save time. No sales pitch. Just a useful diagnosis you keep either way.

Book Your Free AI Audit

Opens in a new tab · No account required · Bilingual (EN/ES)

What the Audit Covers

  • Workflow Mapping

    We walk through how your team spends its time day to day and document every recurring process. This gives us a clear picture of where time is going before we recommend anything.

  • Automation Opportunity Identification

    We flag every workflow step that can be automated and estimate the time savings for each one. Most clients uncover 10 to 15 hours of automatable work per person per week.

  • Compliance Review

    We identify any regulatory or compliance considerations that affect how automation can be applied in your business. This is especially important for real estate, insurance, and legal workflows.

  • Prioritized Implementation Plan

    You receive a written report ranking your automation opportunities by impact and feasibility. The report tells you what to build first, what it will take, and what you can expect in time savings.

  • Tool and Platform Recommendations

    We recommend specific tools and platforms only after we understand your workflows and existing systems. We are platform-agnostic, so recommendations are based on fit, not vendor preference.

Who It Is For

  • Independent real estate brokerages with 10 to 75 agents looking to automate lead handling, transaction coordination, compliance tracking, and agent onboarding.
  • Insurance agencies with 5 to 50 staff looking to automate policy renewals, claims intake, carrier submissions, and E&O documentation.
  • Professional services firms and law firms with 5 to 30 staff looking to automate client intake, billing workflows, deadline tracking, and matter communications.

What Happens After

01
You receive your written report within 48 hours

The report covers your top automation opportunities, estimated time savings per workflow, and a suggested implementation sequence. It is yours to keep regardless of what you decide next.

02
We answer your questions

If you have follow-up questions after reviewing the report, we will schedule a brief call to walk through any findings. No pressure, no pitch.

03
If you want to move forward, we scope a proposal

If you decide to engage Execution Point Consulting, the next step is a scoped proposal based directly on the audit findings. You will know exactly what will be built, how long it takes, and what it costs before signing anything.

Frequently Asked Questions

What is a free AI Audit for small business?

The free AI Audit is a 60-minute working session where Execution Point Consulting walks through your current operations, maps your workflows, and identifies every process that can be automated. You receive a written report within 48 hours with a prioritized list of automation opportunities and estimated time savings. There is no cost and no obligation to continue.

How does AI automation consulting work for small businesses?

AI automation consulting at Execution Point Consulting starts with a diagnostic, not a tool recommendation. We map your workflows first, identify the highest-value automation opportunities, and build a prioritized roadmap before recommending any platforms or vendors. Implementation happens in phases so your team is never disrupted, and every system is documented and handed off with training.

Who is the free AI Audit for?

The audit is designed for independent real estate brokerages, insurance agencies, and professional services firms with 5 to 75 staff. It is most useful for business owners who know they are losing time to manual processes but are not sure where to start with automation or how much it would actually save.

What happens after the free AI Audit?

Within 48 hours you receive a written report covering your top automation opportunities, estimated time savings, and a suggested implementation sequence. You keep the report regardless of whether you engage Execution Point Consulting. If you decide to move forward, the next step is a scoped proposal based directly on the audit findings.

How much time can my team save with AI automation?

Most clients identify 10 to 15 hours of automatable work per person per week during the audit. The actual savings depend on your current workflow setup, team size, and the complexity of the processes being automated. The audit gives you a specific, realistic estimate for your business before you spend anything.

Ready to find out where your business
can save 10 to 15 hours a week?

Book your free AI Audit. We come prepared, the session takes 60 minutes, and you have a written report within 48 hours. No cost. No obligation.

Book Your Free AI Audit

Opens in a new tab · No account required · Bilingual (EN/ES)