What happens after I find the money Audit · Plan · Fix · Handoff

You've seen where it leaks. Here's what fixing it looks like.

The audit names the leak and puts a number on it. That's the start. What comes next is a written plan, then the actual fix — built the cheapest, cleanest way that solves it, and handed to you to run yourself. Fourteen years in analytics, automation, and ERP taught me the win is rarely the flashiest tool. It's the one you'll still be using in a year.

01 / The arc

Four steps, start to finish. You own the end of it.

No mystery about what you're buying. Here's the whole path from the hour you book to the day you're running the fix yourself.

i.
The audit
Sixty minutes. I follow the money through four stages of your business and name what's leaking, with a figure on each one I can defend. You leave knowing where — whether or not you go any further.
ii.
The written plan
Within 48 hours. Each leak gets a specific fix, ranked, with the ROI math shown. Yours to keep and run with — with me or without me.
iii.
The fix
We build it. Fixed price, agreed before anything starts. The plan says what each leak needs; this is where it gets done — the least complex thing that solves it, not the most impressive.
iv.
The handoff
You own everything — the build, the logins, the documentation. It's built so your team can run it without me. Want me to keep running it? That's managed services, and it's there if you ask — but you're never locked in.
02 / Inside the fix

Four kinds of answer. Not AI for the sake of it.

The plan's honest output is whatever solves the leak. Four kinds of answer show up. Most often it's the first — but only when it's genuinely the right one.

● Most of what I do

An AI build

Something built to do the repetitive work on its own. Where the every-week manual tasks go away — and where agentic AI comes in, below.

Sometimes cheaper

A tool

Sometimes the fix is software that already exists — occasionally one you're already paying for and not using. When that's the answer, I say so, and it costs you nothing more.

Sometimes a person

A new hire

Sometimes the work is real and needs a person — just not you, or not the one doing it now. The plan says so plainly.

Sometimes free

A process fix

Sometimes nothing needs buying or building. The steps just need reordering so the work stops falling on the floor.

03 / When it's a build

Agentic AI at the top. Every piece real and running.

When the fix is a build, this is the range — newest and most capable at the top. Every one is real and running, not a slide. I'm not married to any one platform: I use whatever's current and solves your problem best, from agentic frameworks to the latest models. What I build for is efficiency and price — the least complex thing that fixes the leak, so you get the result without paying for machinery you don't need.

● The top of the line — agentic AI

A fleet that runs itself.

Not a single automation waiting to be told what to do — several agents that hand work to each other. One finds the task, another does it, another files the result. You approve only what matters.

This isn't theory. I run a chief-of-staff agent in my own business: after I visit a company, I tell it who I saw, and it writes the CRM and flags that company so I don't double back — work I used to do at night. When a vendor sent a gift card to the wrong inbox, the same agent found the order, filed the resend, and tracked it to resolution. I approved the one step that mattered and skipped the chat queue.

The question was never "should I use agents." It's "which of my repeating tasks is worth handing off first." That's the smaller question — and it's the one that pays.

Three handoffs, one decision that's yours. That's a fleet — not a tool waiting to be told what to do.

Whatever gets built runs on its own or as part of a fleet, and it's built to hand off — you run it yourself, unless you'd rather I manage it. Want to see real ones in action? Watch the live demos →

The proof it rests on

This isn't guesswork. It's a ledger.

Six audits in, every leak I've found goes into one record — the figure, how I got it, and how sure I am of it. What mostly shows up at owner-run businesses is $30,000 to $40,000 a year, and two root causes — nothing following up on its own, and the owner still doing work nobody needs the owner for — account for eleven of twenty-four leaks logged. The guarantee sits at $10,000 because that's the number I'll stake the fee on, not the number I expect.

See what I keep finding →
24
Leaks logged
across six audits
$30–40K
Typical yearly
total found
8
Named — and
not priced

The money's leaking whether or not you look. The businesses that find it first stop paying for it — and pull ahead of the ones that never checked. The hour is where you find out which one you are.

If I don't show you at least $10,000 a year leaking out of your business, you don't pay.

We settle it out loud at the end of the hour, not weeks later. Under ten thousand shown, the first $500 goes back, there's no second invoice, and we shake hands and part. That's a promise about what I show you on the call — not about money you'll recover, which isn't mine to promise.

$1,000 · 60 minutes · written plan in 48 hours

The fix starts with the hour. Book it.

Find out where your money's going, get the plan to fix it, and $500 comes off the price if you build any of it with me.

Book your AI Audit → info@servleadsolutions.com