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Identify Manual Processes, Reporting Gaps, and AI Automation Opportunities

The AI Workflow Audit helps business owners identify repetitive tasks, reporting inefficiencies, workflow bottlenecks, and practical AI-supported automation opportunities that may improve visibility, responsiveness, and scalability.

Tiers from $197 to $1,497 · Choose by number of processes · Automated delivery

Built for operators dealing with process friction.

Businesses with too many manual processes
Owners relying heavily on spreadsheets
Teams losing time preparing reports, proposals, or client follow-ups
Businesses with billing, intake, document, or reporting inefficiencies
Companies not yet seeking capital but needing better operational visibility

Eight areas of operational review.

01Manual process review
02Billing inefficiency identification
03Data entry bottleneck review
04Proposal preparation delays
05Reporting gaps
06Client intake and follow-up weaknesses
07AI/workflow automation opportunities
08Recommended implementation roadmap

A fully automated process.

1

Choose Your Tier & Checkout

Pick the tier that matches your number of processes (Starter: up to 5, Standard: 6–15, Expanded: 16–30, Enterprise: 31–50). Complete secure checkout.

2

Fill Out Your Intake

Enter your business profile and list the processes you want reviewed. The intake enforces your tier's process limit — if you need more, upgrade paying only the difference.

3

Automated Scoring & AI Draft

Our deterministic scoring engine calculates automation potential and savings estimates. AI drafts the narrative — all numbers come from your inputs.

4

Automated Quality Checks

Every recommended pattern is verified against our library. Every number in the narrative is checked against the scoring engine. No prohibited claims. Retries up to 2 times if needed.

5

Delivery

Starter, Standard, and Expanded tiers: automated delivery typically in under 10 minutes. Enterprise tier: reviewed and approved by the owner within 5 business days.

Written Audit Report

You receive a concise written audit report with process scores, savings estimates, automation recommendations, and a prioritized 30/60/90-day implementation roadmap.

This is an advisory audit and roadmap. It identifies opportunities and provides a structured starting point — not a guarantee that all automations will be implemented immediately. Implementation scope and timelines will depend on your business's tools, team, and priorities.

Choose your audit tier.

Five tiers priced by the number of processes you want reviewed. Starter, Standard, and Expanded are fully automated. Enterprise includes owner review and approval by José Javier Pagán-Ortiz.

Choose by number of processes

Not sure which tier you need? Enter the number of processes you want reviewed and we'll recommend the right tier.

TierProcessesWhat's IncludedReviewTurnaroundPrice
Quick Scan
Up to 5
  • Automation Opportunity Score (0-100)
  • Top 3 opportunities
  • Savings range estimate
  • No login required
AutomatedInstant — 5 minutesFree
Starter Audit
1–5
  • Full automated report
  • Process scores & savings estimates
  • Recommended automations with pattern details
  • 30/60/90-day implementation roadmap
  • + 2 more
AutomatedAutomated — typically under 10 minutes$197
Standard Audit
6–15
  • Full automated report
  • Process scores & savings estimates
  • Recommended automations with pattern details
  • 30/60/90-day implementation roadmap
  • + 2 more
AutomatedAutomated — typically under 10 minutes$497
Expanded Audit
16–30
  • Full automated report
  • Process scores & savings estimates
  • Recommended automations with pattern details
  • Results grouped by department
  • + 3 more
AutomatedAutomated — typically under 10 minutes$897
Enterprise Audit
31–50 (+$25/ea above 50)
  • Full automated report
  • Process scores & savings estimates
  • Recommended automations with pattern details
  • Results grouped by department
  • + 6 more
Owner review + advisor reviewWithin 5 business days (includes owner review)$1,497

Starter Audit

$197

1–5 processes

Payments paused. Submit your details and we'll contact you.

Standard Audit

$497

6–15 processes

Payments paused. Submit your details and we'll contact you.

Expanded Audit

$897

16–30 processes

Payments paused. Submit your details and we'll contact you.

Enterprise Audit

$1,497

31–50 processes

Payments paused. Submit your details and we'll contact you.

Automated AI Workflow Audit built on an advisor-designed methodology

This report is generated automatically from your inputs. It has not been individually reviewed by a professional. Savings are estimates based on the information you provided.

Want an advisor to review your results?

Book a 1:1 review with José Javier Pagán-Ortiz — $125/hour — to discuss your findings, validate your savings estimates, and get personalized implementation guidance.

Book a 1:1 Advisory Review

Disclaimer: Business Capital Blueprint provides advisory, diagnostic, business intelligence, and capital-readiness support. Services are designed to help business owners improve financial visibility, documentation readiness, and preparation for lender, investor, or strategic partner conversations. Business Capital Blueprint does not guarantee financing approval, investment, lender acceptance, investor interest, or specific business outcomes.