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Fiverr Pro
English
$
USD
I will audit your business and create an ai automation roadmap
AI Transformation Consultant for Automation and Growth
Most businesses do not need more AI tools. They need the right first move. I help established service businesses use AI to reduce manual work, improve lead handling, tighten operations and create mana...
About this Gig
Stop buying AI tools before you know what will pay off.
I audit how work really happens, rank the strongest AI and automation opportunities by value, effort and risk, and give you a clear plan for what to do now, next and later.
You can receive: a current-state workflow and friction map; ranked AI and automation opportunities; a value, effort and risk scorecard; tool, data and integration direction; human-approval, governance and ownership points; and a 30- or 90-day implementation roadmap.
I work with owner-led businesses, agencies, professional services, SaaS and operational teams. I founded Clinic Grower and apply this approach across CRM, growth, product and operations.
This is senior, evidence-led consulting, not a generic prompt pack or software list. If AI is not the right answer, I will say so and recommend the simpler route.
Implementation, coding, configuration and software purchasing are not included. Use redacted materials only. Legal, medical, cybersecurity and compliance advice are not provided.
Unsure which package fits? Message me on Fiverr with the workflow, systems and decision you need to make. I will confirm the smallest sensible scope.
Purpose:
Project assistance
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Strategy
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General
FAQ
Which package should I choose?
Choose Basic for one specific workflow, Standard for one function or up to three connected workflows, and Premium for leadership planning across up to two functions or eight workflows.
Is implementation included?
These packages cover diagnosis, prioritisation and an implementation-ready roadmap. Building or configuring systems is a separate custom scope. Legal, medical and compliance advice is not offered.
What information do you need?
Send a redacted workflow description, desired outcome, systems used, approximate volumes, known constraints and suitable process documents. Never send passwords or sensitive personal data.
What if AI is not the right answer?
I will say so. The aim is a sound commercial decision, not forcing AI into a workflow where a simpler process or systems change would be safer and more valuable.
What counts as a revision?
A revision refines the agreed deliverable or corrects a factual misunderstanding. New workflows, stakeholders, objectives or evidence are additional scope.
What will I actually receive?
A branded PDF decision document. Standard and Premium also include an editable opportunity matrix; Premium adds the leadership presentation and implementation backlog.
Can you work with our existing CRM and tools?
Yes. The review is tool-agnostic. I assess whether the existing stack should be retained, simplified, integrated or replaced.
Will you estimate ROI or savings?
Premium can include directional business cases using assumptions you supply. They are planning estimates, not guaranteed outcomes.
How do you handle sensitive information?
Use redacted process materials only. Do not send passwords, customer records, patient information or regulated personal data.
Can we speak before ordering?
Send a short redacted summary through Fiverr messages. I will confirm the smallest suitable package, but diagnosis begins inside the paid engagement.
