Set the priorities.
Explain what is going wrong and what a better result would look like for your team.
A working session.
A plan you can use.
Bring the problems you want to solve. We work through recent lead examples and agree on what deserves attention first.
You do not need to know which AI system to buy. The audit may show that a change in responsibilities or follow-up is the better first move.
Your 45 minutes
Work through the real problem.
Follow a real lead.
Walk from the first call or message through to the sales decision. Use available records to check what happened.
Identify missed steps.
Separate what we can see from what still needs checking. Discuss which changes are worth making first.
Agree on what comes next.
Review the priorities and any information still needed for your written plan.
This is the session structure. We adjust the time spent on each part to the problem you bring.
What you receive
Clear priorities during the call.
A written plan afterward.
A written assessment
The problems discussed, what the available records show, and the questions that still need answers.
Five priority actions
What to do first, why it matters, and who should own it. Actions your team can take are separated from work that needs a build.
A scope for the recommended work
What a proposed system should do, where it connects, and where a person stays responsible.
Written requirements
The expected behavior, checks for success, and open questions. These form the product requirements document, or PRD. Any further investigation needed is made clear.
The full written report is delivered within 48 hours of the session. It is not a completed system, and implementation is not included in the audit.
Before we meet
Bring a few real examples.
Your main concern and the result you want.
A few recent leads, including one where the next step was missed, if available.
The tools your team uses and who handles each step. Remove personal or sensitive details that are not needed.
No slide deck needed.
After the audit
The next step is your choice.
Use the plan with your own team or discuss a separate implementation with zxai.
The audit fee is waived when zxai implements the audit plan in a project of $5,000 or more, or when you purchase the $1,500/month service.
Monthly scope and the way the audit fee is applied will be agreed in writing before purchase.
A few questions before you start.
Do I have to buy the implementation?
No. The audit is a standalone purchase. You can use the plan with your team.
Will you build the system during the session?
No. The session is for understanding the problem and agreeing on priorities. The written plan follows, and any implementation is scoped separately.
What if we do not have good records?
We work with what is available and mark assumptions clearly. Your first action may be to collect the information needed to make a sound decision.
Is this right for my business?
It is best suited to service businesses with steady leads, an established team, and room for more work. If you need to generate demand first or cannot take more customers, fixing lead handling may not be your priority.
Book your audit
Your first step starts here.
One-time audit$999 $799Launch price for our first 20 customers
After payment, Stripe sends you directly to Calendly to choose your 45-minute session time. Your full written report arrives within 48 hours of the session.
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