Strategy · 1–2 weeks
AI Strategy & Audit
We find the 3 to 5 highest-impact automations. You get a plan with a fixed price.
An AI Strategy & Audit answers the question of where AI is worth investing in your business. PerezCarreno & Coindreau runs a structured 1 to 2 week engagement that produces a ranked list of the 3 to 5 automations most likely to save your business time and money, with realistic time savings estimates and a fixed-price implementation plan. We interview your team, shadow your core workflows, and turn the findings into a clear plan, not a 50-page recommendation deck. Most clients walk away with a list of automations that save 10 to 20 hours per week once implemented. The audit fee is credited toward implementation if you build with us.
Starting at
$7,500
Timeline
1–2 weeks
Best for
Businesses that know AI could help but don't know where to start
What's included
Everything you get, in the box.
- ✓ Kickoff workshop to align on goals and constraints
- ✓ 2–4 team interviews (60–90 minutes each)
- ✓ Workflow mapping across sales, ops, finance, and admin
- ✓ Vendor-agnostic automation scoring matrix
- ✓ ROI model with conservative / expected / optimistic estimates
- ✓ Final written report and live readout call
- ✓ 30 days of Slack/email follow-up for questions
Who it's for
Is this the right engagement for you?
Owners of 10–200 person businesses who suspect they are losing 10+ hours a week to manual work
Teams that bought AI tools but have not seen ROI
Leaders who want a second opinion before committing to a large AI project
Companies in professional services, healthcare, e-commerce, auto, or SaaS
How it works
4 steps.
Discovery
Free 30-minute call to confirm fit. If we are not the right firm, we will tell you and point you somewhere that is.
Interviews
We interview 2–4 people on your team — owners, operators, and a frontline user — to map the real work, not the org chart.
Mapping
We document each core workflow, score automation potential, and estimate time savings with conservative assumptions.
Roadmap
You receive a written report plus a live 60-minute readout. You own every artifact — take it to any vendor you like.
What you walk away with
Outcomes.
Clear list of 3–5 automations worth building, ranked by ROI
10–20 hrs/week saved per client once top 3 are live
Vendor-neutral recommendations — no lock-in
A shared vocabulary so your team and future vendors are aligned
Pricing
Starting at $7,500
Fixed-fee engagement. Final scope confirmed after the free discovery call.
FAQ
AI Strategy & Audit: Questions we hear
- What exactly do I get from an AI Strategy & Audit?
-
You get a prioritized list of 3–5 AI automations ranked by ROI, a technology recommendation for each, implementation timelines and cost estimates, a workflow map of your current operations, and a 90-day implementation roadmap. Not a 50-page PDF — a short, specific document you can act on. Delivered in 1–2 weeks. Starting at $7,500.
- Do I have to implement with you afterward?
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No. The audit deliverable is vendor-neutral and designed to be handed to any qualified build team, including your in-house engineers. Many clients do choose us for the build phase because we already understand the context — but there is no lock-in. We would rather have the audit be genuinely useful than use it as a sales tool.
- How is this different from a free discovery call?
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The free discovery call is 30 minutes and gives you a directional answer. The AI Strategy & Audit is 1–2 weeks, includes stakeholder interviews, documented workflow mapping, ROI modeling, and written deliverables. It is the difference between "here is what I would probably do" and "here is the roadmap with numbers and names attached."
- Who is this not for?
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Businesses under five employees rarely need a formal audit — the free quiz at /assessment plus a discovery call usually gets you where you need to go. Enterprises with dedicated AI teams also rarely benefit; this engagement is built for small and mid-size businesses without in-house AI expertise.
Who leads this work
Armando J. Perez-Carreno
Every engagement is led by Armando J. Perez-Carreno, the founder of PerezCarreno & Coindreau and host of The Web Talk Show. 18+ years shipping production software, 100+ businesses served across 11 industries, Upwork Expert-Vetted (top 1%), and a lifelong San Antonian who works bilingually in English and Spanish. Enterprise clients include IBM, GoDaddy, and FEMSA.
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Custom AI Automation
The work that runs your business in the background. Invoice processing, lead follow-up sequences, data entry between systems, appointment scheduling, recurring reports. The repetitive work your team does every day that consumes most of their week and adds zero strategic value.
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◆AI Integration & Development
Most AI tools on the market are built for a generic customer who does not exist. They cover about 60% of what you need, and the last 40% is the part that matters most. This is where we build the system from the ground up, shaped around your workflow.
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△AI Speaking & Training
Armando runs four kinds of sessions for teams and conferences. Each one gets built around your audience and the tools you use, sized for the format you pick.
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