AI

Pro Tips

How I Built My AI Audit and What’s Actually Inside It

5 Jul 2025

If you've ever felt buried under your business systems, drowning in follow-ups, or stuck repurposing the same content manually you're not alone. That’s exactly what inspired me to create The AI Audit: a strategic, done-with-you experience that identifies where your business is leaking time, energy, and potential and patches it using smart automation.

Let’s pull back the curtain and show you exactly what’s inside.

Why I Built the AI Audit

I built the AI Audit for one reason: most heart-centered entrepreneurs and coaches are doing way too much manually. The systems are either non-existent, piecemeal, or duct-taped together.

So I asked myself:

What if automation could feel aligned, personal, and efficient?
What if you could scale without losing your magic or burning out?

That’s what the AI Audit solves.

What’s Inside the Audit

The AI Audit is a complete end-to-end system review and strategic roadmap, broken into four parts:

1. Discovery + Problem Diagnosis

We start with a deep-dive discovery call to uncover:

  • Where your workflows are breaking down

  • What's manual and draining your energy

  • Where leads are slipping through the cracks

From there, we define a clear Problem Statement. Example:

"Despite offering a transformational experience, there's friction in outreach, no scalable CRM follow-up, and high time-cost content creation."

2. Market Analysis & Strategic Fit

We then benchmark your current systems against what's available in the AI + automation space:

  • Tools like GoHighLevel for CRM & automation

  • Repurpose.io and ChatGPT for scalable content repurposing

  • Custom AI workflows that replace manual bottlenecks

We find the best-fit tech stack for your business goals not a one-size-fits-all gimmick.

3. Solution Roadmap

Next, I craft a tailored roadmap across three levels:

Level

Name

What's Included

Starter

Core CRM + Nurture

CRM tagging, email sequences, content repurposing

Growth

Full Funnel Automation

AI-assisted content, DM bots, course funnel

CEO System

Done-For-You Machine

100% automated repurposing, CRM, content, and analytics

Each package includes real-world projections—like saving 8–12 hours/week of admin work or increasing post-call conversions by 30–50%. Each tailored to your needs.

4. Action Plan + Support

We wrap up with an implementation brief, key next steps, and a shared understanding of where you’re headed. If needed, we offer hands-on build support or connect you with our vetted automation experts.

Why It Works

The audit isn't just about throwing AI at your business.

It’s about:

  • Turning manual chaos into streamlined systems

  • Scaling authentically, without sounding robotic

  • Creating predictable growth through smart automation

Here’s what a client said recently:

“If I could send every lead a personalized message with three clicks… that would change everything.”

Spoiler: now she can.

 Who It’s For

You're a perfect fit if you're:

  • A coach or service provider with a proven offer

  • Juggling content, leads, sales, and delivery manually

  • Wanting to scale without hiring a big team

If you're ready to upgrade from “doing all the things” to leading a business that works for you, the AI Audit might be your next best step.

Ready to Audit Your Business?

Book your Discovery Call now and let’s uncover the gold hiding in your business.

👉 Schedule call