Every buyer asks the same question before they book the audit: "What do I actually get?" The honest answer is a 2 to 3 page written plan delivered within 45 hours of the discovery call. That answer is too short to be useful, so this post is the long version with a real sample.
What follows is the structure of every audit deliverable I produce, with annotations explaining why each piece exists. The example is anonymized from a real audit for a 14-person digital agency, with permission.
The Deliverable Has Three Sections
Every audit plan follows the same three-section shape: Executive Summary, Ranked Workflows, and Implementation Order. Same structure every time, so buyers know exactly what to expect.
Section 1: Executive Summary (Half a Page)
Section 2: Ranked Workflows (1 to 2 Pages)
The core of the deliverable. Every workflow worth automating, ranked by hours saved per week, with the specific tools and the cost estimate.
Hours saved per week: 5 to 7
Tools: Anthropic Claude (drafting), Make.com (orchestration), Notion (template library), HubSpot (CRM trigger), PandaDoc (proposal document)
Setup cost: $3,200 - $4,500
Monthly tooling cost: $80
What this replaces: the 90-minute proposal you currently write from scratch for each prospect. The agent reads the discovery call notes (Fathom transcript), pulls relevant case studies from your Notion library, drafts a structured proposal in your voice, and queues it in PandaDoc for one-click review and send. Owner edits drop from 90 minutes to 5 to 10 minutes per proposal.
Why this is #1: highest volume (8 to 12 proposals/week) times highest current cost per task (90 min). Math: 10 proposals/week × 80 min saved = 13 hrs/week. Conservative estimate of 5 to 7 hrs accounts for the new minimum review time.
Hours saved per week: 3 to 4
Tools: HubSpot (trigger), Anthropic Claude (personalization), Gmail API (send), Twilio (SMS touch), Make.com (orchestration)
Setup cost: $2,200 - $3,200
Monthly tooling cost: $45
A 5-touch sequence over 14 days fires on every "Proposal Sent" stage change in HubSpot. Each touch is personalized by Claude based on the original call notes and any objections raised. SMS touch via Twilio at day 9. Sequence cancels on prospect reply. Expected close-rate lift: 8 to 14 points.
Why this is #2: high downstream revenue impact (close-rate lift), moderate hours saved on the manual follow-up that currently does not happen. Most of this value is in deals you currently lose, not time recovered.
Hours saved per week: 2 to 3
Tools: HubSpot (CRM data), QuickBooks (revenue data), Notion (project status), Anthropic Claude (writeup), Gmail (delivery), Make.com (orchestration)
Setup cost: $1,200 - $1,800
Monthly tooling cost: $30
Every Monday at 7 AM, an automated 200-word executive summary lands in the owner's inbox. Last week's revenue, pipeline movement, top 3 deals to focus on, project health flags. Claude writes the prose from structured inputs pulled by Make.com.
Why this is #3: smaller hours-saved math, but the qualitative impact is large. The owner stops carrying "what is the state of the business this week" as a background process. That mental capacity moves to forward-looking work.
Hours saved per week: 1 to 2
Tools: Tally (form), Calendly (kickoff scheduling), HubSpot (record), Notion (project workspace), Make.com
Setup cost: $1,500 - $2,000
Monthly tooling cost: $40
Replaces the 45-minute onboarding kickoff form back-and-forth. New client signs the contract, automated workflow sends the intake form, books the kickoff via Calendly, creates the project workspace in Notion populated with the intake answers, notifies the account team. Owner involvement drops to "review and approve" instead of "do the work."
Section 3: Implementation Order (Half a Page)
The audit closes with the order to build, and why. This is where the audit becomes a plan instead of a list.
1. Weekly summary digest (Workflow #3) — 5-7 days
2. Follow-up sequence automation (Workflow #2) — 10-14 days
3. Proposal drafting (Workflow #1) — 21-28 days
4. Client onboarding intake (Workflow #4) — 7-10 days, runs parallel to #3
Why this order, not by hours saved:
The weekly summary is the simplest workflow and the lowest-risk first build. It introduces the team to Make.com and Claude in a low-stakes context. By the time #2 starts, the owner knows what these tools do.
The follow-up sequence is next because it has the highest downstream revenue impact and a clear measurement window (7-14 day close-rate comparison).
Proposal drafting is last because it is the most complex build and benefits from the team having 4 to 6 weeks of Make.com familiarity before tackling it.
Onboarding intake runs parallel to the proposal build because it has no dependency on the other workflows.
What the Audit Does Not Include
The audit is a plan, not an implementation. The deliverable does not include:
- The built workflows themselves (those are a separate engagement)
- Vendor introductions or affiliate links
- A slide deck or polished PowerPoint
- Long-form strategy discussion of "AI's role in modern business"
- Charts. There are no charts. The deliverable is text.
The omissions are deliberate. Every page of the deliverable is something the owner can act on. Strategy commentary, vendor pitches, and pretty graphics are friction.
The Walkthrough Call
The deliverable arrives within 45 hours of the discovery call. Two days after that, we book a 30-minute walkthrough call where I read the document with the owner and answer questions. Owners always have questions. The walkthrough is where the plan becomes operational rather than just informational.
The plan is yours after the walkthrough whether you implement with me, your in-house team, or another vendor. The deliverable is the asset. Implementation is a separate decision.
What Sets This Apart
Most "AI consulting" deliverables I have seen as a buyer or a competitor are one of three things: a slide deck of trending tools, a vague strategy document, or a partner-led roadmap built for a much larger company. The audit is none of those.
It is a build list. Specific tools, specific hours, specific order. Every number is defensible. Every recommendation is reversible if it does not work. The owner reads it, decides whether to act, and acts. That is the whole engagement.
CEO of FieldCommand (CRM for trade contractors) and an active AI implementation practitioner. Andrew has run $997 AI Efficiency Audits and shipped deployed AI workflows for owner-operator businesses with 5 to 50 employees since 2024. Every claim on this blog is sourced from a real implementation, not a theory.
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