Know which half of your revenue is exposed.
A fixed-price audit, one to two weeks, the same structure every time. You finish knowing what AI is repricing in your business, what to protect, and what to build on the part it can't touch.
What you get
Your revenue, split
Each service line scored: how much is knowledge a client can now get free, and how much rests on your license, access, data or hands.
What's public that shouldn't be
Pricing, rules and know-how you publish that a model can absorb, separated from the content that brings you leads, which stays public.
Your private data, inventoried
Where it lives (systems, spreadsheets, inboxes, people's heads), who can reach it, and what it could power.
Roles that get repriced
Which hours are lookup, drafting and first-line questions, and where those people do more valuable work instead.
A protect-and-build plan
What to lock down, what to build first, the expected effort, and a fixed price for the build.
A readout, not a deck
A scorecard and a short plan document, walked through with you in one call.
How it runs
Fit call
Thirty minutes, free. We confirm there is a solid half to work with.
Interview
One working session with you, and anyone who handles the data, under NDA.
Review
I go through your public footprint, systems and workflows. No access changes, nothing installed.
Readout
Scorecard, plan and build price, walked through with you.
After the audit
Moat Build
Protect the asset (client portal, terms of use, crawler controls), then build AI on top of the private data: intake on your lender or carrier rules, a quote engine on your job history, intelligence from your calls, synced with your CRM. Weekly demos, a runbook at handoff, and you own the code and data.
Retainer
I keep the system fed and current, own the pipeline, and review each month what has become exposed since. A monthly report with the fixes made.
The build is priced from what the audit finds, so you see a fixed number before deciding. How pricing works →
Book the fit call
If there is a solid half to build on, you'll get a fixed audit price in writing. If there isn't, I'll say so.