Kickoff
Confirm goals, priorities, access and the interview schedule.
Operations & AI Opportunity AuditKnow what is slowing
Know what is slowing
the business down.
Know what to fix first.
A two-week operating diagnosis for owners who need a clear answer before they invest in another system, hire or rebuild.
$5,000 standard · $3,500 founding-client rate. Available to the first three qualified clients signing by October 31, 2026. Implementation is optional and separately priced.
The first step is a free 20-minute phone conversation. No purchase commitment.
Owner-operated businesses, roughly 5 to 50 employees, that have outgrown informal systems.
Delivered work
Most recently: an operations rebuild for a concierge medical practice, including staffing structure, documented systems, staff portal, KPI dashboard, digital infrastructure and a new revenue program.
Read the operating record ↗Five deliverables
A written diagnosis you can act on.
The findings belong to you. Implementation is optional and separately scoped.
- 01
Current-state workflow map
How up to five priority workflows move today, including handoffs, ownership and failure points.
- 02
Cost-of-friction findings
Where delay, rework, missed follow-up, duplicate effort or weak information is consuming capacity.
- 03
AI opportunity map
Where AI can responsibly support the work, where it should not, and what human review is required.
- 04
Prioritized 90-day roadmap
A sequenced plan showing what to stabilize first, what to build next and what can wait.
- 05
Executive readout
A live findings review with decisions, dependencies, risks and recommended next steps.
Finite by designA focused scope.
A focused scope.
A firm finish.
- People
- Owner plus up to eight staff interviews
- Workflows
- Up to five priority workflows
- Duration
- Two weeks from completed kickoff
- Format
- Written report, roadmap and live review
- Payment
- 50% at signing, 50% at report delivery
Your two weeks
Kickoff. Observe. Diagnose. Decide.
The schedule starts with completed kickoff and agreed access. Interview or access delays may move delivery.
Observe
Interview the owner and staff. Trace how the selected work actually moves.
Diagnose
Quantify the friction where evidence allows. Test options and document assumptions.
Decide
Receive the written findings, 90-day roadmap and live executive readout.
The operating question
What is the recurring problem costing?
We look for delay, rework, missed follow-up, duplicated effort and owner time. Where the data is incomplete, the report says so. Estimates show their assumptions; freed capacity is not automatically cash savings.
A useful boundary
What this is and what it is not.
This is an operating diagnosis, not a software demonstration, compliance certification or guarantee of financial results. Implementation, software fees and work beyond the written scope are separate.
It does not include specialist legal, tax, clinical or security advice. Confidential and regulated information is limited to what the agreed work requires. The audit can start with workflow evidence and de-identified examples.
Before you begin
Questions about the audit.
Will you deliver a quote for the entire rebuild?
The audit provides the diagnosis and sequence. If you want Oprantis to implement, a separate proposal specifies deliverables, milestones, dependencies, price and acceptance criteria.
Can the audit recommend no AI?
Yes. A role, process or information problem may need a simpler fix. The opportunity map also identifies work that should remain human.
What do you need from me?
A clear business concern, a decision-maker, staff availability and access to relevant documents and systems. The kickoff sets the interview schedule and access boundaries.
How does the founding offer work?
The $3,500 rate is available to the first three qualified clients who sign by October 31, 2026. The agreement confirms availability, scope and terms. A positive testimonial is not a condition.
A clear next step
Book a free 20-minute call Find the right next move for your business.
Twenty minutes, no charge. Bring the business problem; we will work out whether an audit makes sense.
Oprantis, AI Operations Consulting
Newport Beach, California
info@oprantis.com
(949) 342-6434
Book a 20-minute conversation: https://oprantis.com/book/
Case study: https://oprantis.com/case-studies/concierge-practice/
This page: https://oprantis.com/operations-ai-opportunity-audit/
Founding-client rate available to the first three qualified clients who sign by October 31, 2026. Final scope and terms are set in a signed agreement.