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AI Operations Audit

Find out where AI actually belongs in your business.

Before we automate anything, I look at how your business really works — what's manual, what's getting missed, what's eating up your time, and where better systems, automation or AI could actually make a difference.

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How It Starts

I ask the questions you've never had time to sit down and answer.

I want to understand what actually happens inside your business. How does someone become a lead? Who responds? Where does their information go? What happens next? What does someone on your team have to remember? What are you still doing manually every single week? And where do things tend to disappear?

"Okay, someone fills out this form. What happens next?"
"Who follows up if they don't respond?"
"Where does that information live?"
"Who has to remember to do this?"
"How often does this fall through the cracks?"
"What happens when you're not there?"
What I Look At

We follow the work from beginning to end.

Customers
  • Leads
  • Inquiries
  • Sales
  • Communication
  • Follow-up
  • Retention
Work
  • Scheduling
  • Admin
  • Team handoffs
  • Internal communication
  • Repetitive tasks
Money
  • Estimates
  • Proposals
  • Payments
  • Invoices
  • Missed revenue opportunities
Systems
  • Software
  • Spreadsheets
  • Customer information
  • Integrations
  • Where information gets lost
You
  • Owner bottlenecks
  • Decisions
  • Things only you know
  • Things only you can currently do
  • Things you're responsible for remembering

Sometimes the owner is the system.

If everything depends on you remembering, checking, forwarding, approving, following up or knowing where something lives, that's something I look at too.

What I Found

A kitchen & cabinet company, three weeks in.

  • 3 new inquiries aren't consistently followed up
  • $38,400 in open estimates
  • Average estimate follow-up: 6 days
  • Customer selections tracked across email + text
  • Owner manually checks the installation schedule every morning

The answer isn't "add AI everywhere." The answer might be:

  1. 1. Fix estimate follow-up
  2. 2. Centralize project information
  3. 3. Automate repetitive status checks
  4. 4. Then evaluate where AI adds value
How I Prioritize

Not everything gets fixed at once. Here's what decides what's first.

Opportunity

Estimate Follow-Up

Business impactHigh
Revenue potentialHigh
FrequencyWeekly
ComplexityLow
Current toolsCan support it
✓ Start Here

I look for the problems that create the biggest improvement without unnecessarily rebuilding your business.

Business impact Time savings Revenue potential Frequency Feasibility Complexity Risk Readiness
No AI for AI's Sake

Sometimes the answer isn't AI.

Sometimes you need an AI agent. Sometimes you need an automation. Sometimes two systems simply need to talk to each other. Sometimes the workflow itself is the problem. And sometimes the tool you're already paying for can do the job.

If AI isn't the best solution, I'll tell you.

What You Actually Get

Not a giant strategy document. A short list.

The goal isn't to give you 40 pages of AI ideas. It's to answer: what should we actually fix first?

AI Operations Audit
Start Here

01 — Estimate Follow-Up

ProblemHigh-value estimates are going quiet without consistent follow-up.
RecommendationCreate automated estimate monitoring with AI-assisted follow-up.
Impact High Complexity Low Current software Can support it

02 — Customer Re-engagement

Later

03 — Owner Operations Dashboard

What Happens After

You can take the roadmap and run with it — or I can help you build it.

The audit stands on its own. There's no pressure to hire Lanera for implementation. Afterward, you can take the recommendations internally, work with your existing vendors or team, or hire Lanera to implement the highest-priority solution.

Start small. Prove it works. Build from there.

Ready When You Are

Find out what's actually worth fixing first.

Before you buy another tool, build an agent, or automate half your business, let's figure out where the opportunity actually is.

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No AI knowledge required. Just bring your business.