Scope of Work

AI Operations Audit

A comprehensive review of your workflows, tools, and processes. Clear recommendations on where AI saves your team time and money, and what to build first.

3
Discovery Calls
1
Audit Report
1
Walkthrough Call
~3
Weeks Total

Prepared for Aman, IM AcceleratorMuhammad Asmal, Asmal Digital • April 8, 2026

01
The Engagement

A Second Set of Eyes

You have the team to build. What you need is someone with cross-industry AI experience to come in, look at everything with fresh eyes, and tell you what to focus on first. I review your current workflows, tools, and processes across every department. Then I deliver a prioritized report showing exactly where AI can streamline your operations and the best order to implement it.

3 Discovery Calls

30 minutes each with your department leads. Sales, fulfillment, and tech/operations. Targeted questions based on what I already know from our two calls.

Full Audit Report

Comprehensive document covering current state, gap analysis, 10 ranked opportunities, tool recommendations, and a sequenced implementation roadmap.

Walkthrough Call

60-minute session to present findings, answer questions, and align on priorities. You receive the report 24 hours before so you can come prepared.

02
Phase 1

Discovery Calls

I meet with your department leads individually to understand their day-to-day. Each call is 30 minutes, focused, with targeted questions.

Session Who Focus Areas
Sales Operations Ismael + Zaid Lead flow, appointment setting, closing process, CRM usage, follow-up workflows
Fulfillment Kamal Student onboarding, coach management, retention workflows, refund handling
Tech + Operations Armad + Aman Current automations (Zapier, n8n), tool stack, dashboard, data flow, file management

Each department lead receives a short intake form (5 minutes) before their call. This ensures we hit the ground running and use every minute effectively.

03
Phase 2

The Audit Report

The core deliverable. A single, comprehensive document that gives your team everything they need to act.

Current State Map

End-to-end workflow visualization for each department. Every tool, handoff point, and manual step documented. Shows exactly where time is being lost.

Gap Analysis

Where manual work is costing time and money. Where data falls through cracks between tools. Where fragmentation is slowing decisions.

Opportunity Matrix

10 highest-impact AI opportunities ranked by time saved and ease of implementation. Each includes: what it replaces, estimated savings, build requirements, and complexity rating.

Tool Stack Audit

What to keep, what to consolidate, what to replace. Clear rationale for each recommendation based on your actual usage, not theoretical best practices.

Implementation Roadmap

Sequenced plan: what to build first, second, third. Quick wins Armad can ship in week one alongside longer-term strategic plays.

Knowledge Base Strategy

How to create a single source of truth your entire team can reference. The foundation that makes every other AI initiative perform better.

04
Clear Boundaries

What This Does Not Include

The audit tells you what to build and in what order. Your team takes it from there. Clear scope keeps the engagement focused and the deliverable sharp.

If after the audit you want help with implementation, we can discuss that separately. But the audit stands on its own as a complete, actionable deliverable.

Timeline

Three Weeks, Start to Finish

Week 1
Discovery Calls
3 sessions scheduled
Week 2
Analysis + Report
Deep async work
Week 3
Delivery + Walkthrough
Report + 60-min call
05
How It Works

The Process

1

Confirm + Payment

You confirm the engagement and payment is made. We lock in the timeline.

2

Intake Forms Sent

Each department lead receives a short intake form (5 minutes). Gives me the baseline before we talk.

3

Discovery Calls

Three focused 30-minute sessions across one week. Sales, Fulfillment, and Tech/Operations.

4

Analysis + Report Build

I analyze everything and build the comprehensive audit report. No shortcuts here.

5

Report Delivered

You receive the full report 24 hours before the walkthrough call. Time to review and prepare questions.

6

Walkthrough Call

60-minute session. We go through every finding, answer all questions, and align on priorities. You walk away ready to act.

Investment
$1,000
One-Time Investment
  • 3 discovery sessions with department leads
  • Full AI operations audit report
  • 10 ranked AI opportunities with implementation roadmap
  • Tool stack audit with keep/consolidate/replace recommendations
  • 60-minute walkthrough and Q&A call
  • Quick wins your tech lead can ship in week one
Let's Get Started

One clear, prioritized roadmap from someone who has built AI operating systems for businesses at your scale and above. The audit pays for itself when your team avoids building the wrong thing first.