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The 5-Minute AI Audit

Find exactly which parts of your service business you can automate with AI right now — and what to do about it first.

Free checklist for consultants, freelancers & agency owners

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What’s Inside

Everything in 5 minutes flat

20 Yes/No Questions

Across 4 categories: Lead Generation, Follow-Up, Content, and Operations. No fluff, no theory — just a clear picture of where you stand.

Instant Scoring System

Count your NOs. Your score shows you exactly how automated (or manual) each area of your business is — and what it’s costing you.

Category-by-Category Fixes

For each area: what to automate first, why it’s the highest-leverage move, and which tool solves it immediately.

No Fluff. One Page.

This is a working document, not a PDF that sits in your Downloads folder. Print it. Fill it in. Walk away with a real action plan.

Built for service businesses doing everything manually

Not for you if: You’re already running a fully automated pipeline and want deep technical implementation. This audit is for diagnosing what’s manual — not for advanced users who’ve already done the work.

Inside the Audit

4 categories. 20 questions. One clear action plan.

01

Lead Generation

  • Do you have a consistent system for finding new prospects?
  • Are your leads tracked anywhere other than your memory?
  • Do you know where your last 5 clients came from?
  • Can you see who’s gone cold at a glance?
  • + 1 more
Highest-leverage fix → The LinkedIn Lead Tracker — $37
02

Follow-Up

  • Do you follow up 3+ times after sending a proposal?
  • Do you have a first email ready for new connections?
  • Have you re-engaged a ghosted lead this month?
  • Do you use templates or write from scratch every time?
  • + 1 more
Highest-leverage fix → The 5-Touch Follow-Up Swipe File — $27
03

Content

  • Do you post on LinkedIn 3+ times per week?
  • Can you write a post in under 20 minutes?
  • Have you used AI for sales copy this week?
  • Does your content generate inbound DMs?
  • + 1 more
Highest-leverage fix → The AI Prompt Stack for Sales — $47
04

Operations

  • Do you know which automation tool you’d use tomorrow?
  • Are you using any automation tools right now?
  • Have you mapped your repetitive tasks?
  • Does client onboarding happen automatically?
  • + 1 more
Highest-leverage fix → The Automation Tool Chooser — $27

Find your automation gaps in 5 minutes

The consultants and agency owners winning right now aren’t working more hours. They’re running better systems on the same hours. This audit shows you exactly where to start.

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