Founding Audit, Toowoomba
Where does AI
fit in your
business?
Still doing the admin after everyone's gone home?
You've probably heard AI can save you time. The hard part is knowing which of your jobs it can safely help with in your business.
I come to your office, sit with you and your team, and go through how the work really gets done, job by job. Within a week you get a written report that sorts every job and shows you where to start.
It starts with a free 30-minute call. The Audit itself is paid, at the founding price below.
Rather ring than book? Call me on 0419 405 454.
The founding offer
- Founding price
- $375 inc GST for 1 to 5 people
$750 inc GST for 6 to 10 people - On site
- Half a day for 1 to 5 people
A full day for 6 to 10 people - Your report
- In writing within a week, yours to keep
- After
- A 20-minute call about 30 days later
- Travel
- No charge within 100 km of Toowoomba
Is it for you?
Does this sound like your business?
The admin never stops
Emails, reminders, forms and follow-ups take up more of the day than they should.
Your team's already using AI
Someone's pasting work into ChatGPT or Copilot, and you don't know what's going in or where it ends up.
One slip could cost you
You hold client details, client money or a licence, so you can't afford to guess where AI is safe.
You've been told it'll save hours
You'd like to know which hours, and whether it's safe for your kind of work.
You want it in writing first
Before you spend money on software or a consultant, you want a straight answer you can take to anyone.
You're small and flat out
Your team's small, and working this out takes time you haven't got.
AI's moving fast
It's hard to tell what your business actually needs, or whether it's time for a new system.
You'd rather use what you've got
You'd like to get more out of the software you already pay for, and save time with it, before buying something new.
If a couple of those sound like you, the Audit's built for you. It isn't the right fit if you want someone to go through your client files, or if you need the answer to be "yes, use AI".
Book a callA free 30-minute call to see if the Audit suits you.
How it works
Planned before I walk in
Most of the groundwork is done before I arrive, from our call and, if you've had time, your form. The day is for checking and timing the jobs with the people who do them.
1Before the day
- A free 30-minute call. We talk about your business and the one job you'd most like off your plate.
- You pick a date. I confirm it with a short list of what to have ready. Before the day, I send a rough order with times, so everyone knows when they're on.
- A form about your jobs, if you've got time. You fill in what you can: how long each job takes, who checks it, what goes wrong, the programs you use and who looks after your email. It never asks for client details or passwords.
2On the day
An example with 4 staff. Half a day on site is up to 4 hours. We agree the start, and your times come before the day. For 6 to 10 people it's a full day in the same order, with more staff.
- Arrive and set up, about 10 minutesin a quiet spot
- You, the owner, up to 30 minutesWe go over what I've learnt from the call and your form, your biggest job, and your questions about AI.
- The AI and email check, 30 minutesWith whoever looks after your AI tools and your email, we open the settings together: which plan it is, whether it learns from what's typed in, what's going into it, and who can get into your email. They log in and I watch.
- Your staff, 20 minutes eachTheir jobs, timed with them, and a job or two watched where it suits. I only note the steps and how long they take.
- Sign-off, about 15 minutesWe go through the hours together and you sign them. They're the figures the report is built on.
- Wrap upAnyone I didn't see gets a time booked, and I head off.
3After
- Within a week: your written report, yours to keep.
- About 30 days later: a 20-minute call to see how it's going. We book it when the report's delivered.
Book a callA free 30-minute call to see if the Audit suits you.
What you get
A report you can act on
Every job, sorted
Each job goes into one of three groups: what AI can take on, what it can do with a person checking, and what stays with your people.
Your real hours
How long each job takes, watched on the day, from your records or your best estimate, and signed off by you. I cost them at the award minimum, so the savings aren't overstated.
What stays human, and why
Work where a mistake costs a client, a penalty or a licence stays with people. The report says which jobs those are in your business.
Fix now
Things to put right straight away, like client details going into a free AI tool, or no written AI use policy. None of them needs me.
Your mail and accounts
A page of its own on your email, your domain name and who can get into them. If there are gaps I can close, you get a separate quote with the report. You can stop at the report, do them yourself with my paid instructions, have me do them, or mix those.
Your options
For each job, the options I find, what each would cost and what it would save you a month, including ones that don't involve me. You choose.
A call 30 days on
A 20-minute call about 30 days after the report, to see how it's going and answer what's come up.
See a sample report (PDF) for your industry: accounting, legal, medical, trades and building, real estate, aged care, childcare or hospitality. Each is for a made-up Toowoomba business, with other companies' prices as they were in October 2026. Yours follows the same layout, with your own jobs and your industry's rules and guidance on AI, and it may look different as I keep improving the Audit.
Book a callA free 30-minute call to see if the Audit suits you.
Examples
How jobs might sort
Made-up examples to show the idea. They aren't real clients, and every business sorts differently.
Accounting practice
- Sort the overnight inbox into what needs youAI does it
- Chase clients for missing receiptsAI drafts, you check
- Notes and an action list from a client meetingAI does it
- Draft an engagement letter from your templateAI drafts, you check
- Advice on a client's tax positionStays with you
Law firm
- Sort the overnight inbox into what needs youAI does it
- Summarise the file on a new matterAI drafts, you check
- Draft routine letters to the other sideAI drafts, you check
- File and name the day's documentsAI does it
- Advice on what the client should doStays with you
Health practice
- Sort the practice inbox into what needs youAI does it
- Reply to routine booking questionsAI drafts, you check
- Tidy the staff notes into a to-do listAI does it
- Draft the next newsletter to patientsAI drafts, you check
- Talk to a patient about a complaintStays with you
Trades business
- Sort quote requests from overnight emailsAI does it
- Write up quotes from your site notesAI drafts, you check
- Chase unpaid invoicesAI drafts, you check
- List tomorrow's jobs and materialsAI does it
- Sign off the job and talk to the customerStays with you
Your report goes further than a list like this: the hours each job takes in your business, what each option would cost and save, and what to fix first.
Book a callA free 30-minute call to see if the Audit suits you.
What's not included
What the Audit doesn't cover
- Building anything. That's a Build, and I'd quote it separately if you want one.
- Going through client files, names or details.
- Legal, tax or financial advice.
- Closing the gaps in your email and accounts. I quote those separately, and it's your call.
- IT security. I look at your email settings, but this isn't a security audit, and I don't look at your computers, phones or network.
- A promise of hours saved. I can't know your hours until I've seen your jobs, so the report works them out from yours.
- Any need to buy something after. The report's yours, and you can take it to anyone you like.
Book a callA free 30-minute call to see if the Audit suits you.
Where to next
Other ways I can help
- Claude Set-up and Onboarding: Claude set up properly from day one, with a written AI use policy.
- Workflow Build: the jobs your Audit picked out, built in Claude and tested.
- Fix-up and Tune-up: for a Claude set-up that isn't doing what you hoped.
- AI use policy: a written policy on its own.
Industries I work with
The founding deal
Why it's $375
I'm new, so I'm offering a founding price: $375 inc GST for 1 to 5 people, or $750 inc GST for 6 to 10.
In return, you give me an honest case study at the end, good or bad, in your own words. I won't edit it, it'll say you got the founding price, and the price stands whatever it says.
If you go ahead with a Build within 90 days, what you paid for the Audit comes off it.
- Your report in writing within a week, yours to keep.
- A 20-minute call about 30 days later.
Hi, I'm Chad.
AI is changing how small businesses work, and it's moving fast. I want to help you understand it well enough to make good decisions: what to hand over, what to check, and what to keep with your people.
I've built my own business on Claude. My social media runs on it, from writing the posts to scheduling them, and it works to rules I've set and maintain. I've got automated workflows right across the business, from mail and contacts to research and planning. Doing it myself is how I've learned what works and what doesn't.
I'm based in Toowoomba, I'll come to you, and you'll deal with me from start to finish.
- Privacy's part of every job.
- When I report on the AI tools your people use, I name the tools and the jobs. I don't say who uses what.
Book a callA free 30-minute call to see if the Audit suits you.
Questions
Things people ask
Is the Audit free?
No, it's paid. The 30-minute call is free. The Audit is $375 inc GST for 1 to 5 people and $750 inc GST for 6 to 10, at the founding price.
Is it an AI readiness assessment?
It does that job. It shows you which of your jobs are ready for AI and what to fix first, like client details going into a free AI tool, or no written AI use policy. I also check how any AI you're already using is set up.
Do I have to buy anything after?
No. The report's yours to keep, and it includes options that don't involve me. If you do go ahead with a Build within 90 days, what you paid for the Audit comes off it.
What if AI isn't the answer?
Then that's what the report says. Some jobs are best fixed without AI, and some should stay with your people.
Will you see my clients' information?
No client details come away with me. I only need the steps of each job and how long they take, so when I watch a job, please keep client files closed or use a made-up one.
What do my staff need to do?
A 20-minute chat each on the day, and showing me a job or two where it suits. Anyone who's away, we book a time for.
We're 6 to 10 people. Is it the same?
It's the same Audit and report, over a full day so I can talk with everyone. The founding price is $750 inc GST.
How do I book?
Book a free 30-minute call. We'll talk about your business, and if the Audit suits, we'll pick a day.