AI & Automation Tools I Actually Use (and Recommend) Learn More

Discover What You Can Automate - and What's Holding You Back

Most businesses are sitting on hours of manual work they don't even realize could be automated - from lead handling and follow-ups to onboarding and internal processes. Automation auditing is designed to uncover those hidden opportunities.

What You'll Get from This Audit

This isn't a canned report or auto-generated score. When you fill this out, I'll personally review your answers and look for opportunities to save time, reduce manual work, and create smarter systems in your business. You'll get clear, practical recommendations - no fluff, no pressure to “buy now,” just a better understanding of what's possible.

Fill out the form to the best of your ability

I review your business and inputs and come up with quick wins and impactful solutions

I share the results with you - including some quick wins that I see for your business that we can implement right away, and some large, more impactful workflows.

tyler willis local business and agency partner in new hampshire

AI helps me see the patterns, but I still make the calls

The Audit

Let's Take a Look at Your Business

Tell me about how things run now — the tasks, tools, and workflows you use day-to-day. I'll identify what can be streamlined and where automation can do the heavy lifting.

Questions Worth Asking (and Automating)

Sometimes the best way to uncover automation opportunities is to look at what you're doing over and over again. Here are a few questions to ask yourself - and what they might point to.

Ask yourself ...

Possible workflow

Do I copy/paste the same info in multiple places?

Sync data between your forms, CRM, email list, and project management tool - automatically.

Am I manually sending the same emails over and over?

Trigger personalized email sequences when someone fills out a form, books a call, or buys a service.

Do I forget to follow up with leads or clients?

Use automation to remind you (or put emails in your draft) based on form fills, call bookings, or time delays.

Does onboarding new clients take longer than it should?

Auto-send onboarding forms, intro emails, project invites, and even create folders/tasks behind the scenes.

Am I retyping the same answers to questions all the time?

Build a lightweight help center or smart FAQ system - even using AI to help draft custom replies faster.

Are things falling through the cracks when I get busy?

Create automations that handle handoffs, task creation, or check-in reminders - even while you're offline.

Overwhelming?

Not sure where to start?

That's what this audit is for - I'll help you identify where automation makes the most sense, and where it doesn't, and will figure out the confusing integrations for you.

I respond personally within 1 business day. No sales pitch — just a real conversation.