The quote took the afternoon, the follow-ups did not happen, the monthly report is late again, and three vendors have promised that their AI will fix all of it.
Before buying any of it, you need to know where the hours actually go, which tool works on your real documents rather than in a demo, and what each change costs to set up and run. That is the audit: we map the recurring marketing and client work with your team, test the candidate tools on your proposals, follow-ups and reports during the audit, and hand you a plan with the three things to automate first, the costs, and the list of what to leave alone.
Where we differ
Fixed price, named on the 20-minute call. We run our own agency this way, which is why the plan can be specific.
Awards
Toronto
24 years
Independent since 2002
Industries
Clients
(01) What you get
What changes for you. Files you own, decisions explained, nothing you cannot use without us.
01
Every recurring marketing and client task listed, who does it, how often, how long. Measured with your team, not guessed.
02
Ranked by hours saved against effort and risk. For each: the tool, the owner, the first week’s steps.
03
We try the tool on your real documents during the audit, with your data kept inside your accounts. You see the output before you decide.
04
Licences, set-up, training, our time if you want us to build it. A number per item, so the plan is also a budget.
05
The tasks where AI makes things worse or the risk is not worth it. Written down so nobody has to re-learn it.
06
With the owner and the people who do the work. Plain language. The plan is yours whether we build it or not.
(02) Process
You approve each step before the next starts, and you know how many hours of your own time each one takes.
01 / Step 1
Interviews with the owner and two or three people who do the work. The list of recurring tasks with the hours and the tools used today.
02 / Step 2
We run the candidate tools on your real material: a proposal, a month of follow-ups, a report, a batch of invoices. We keep what works and show you why the rest did not.
03 / Step 3
The ranked list, the costs, the owners, the first-week steps, the things to leave alone. The written plan and the readout.
04 / After
We can set up the first three automations and train the people who use them, or hand the plan to your own IT or a specialist for the bigger integrations.
(03) Price
The audit covers the same ground for every company, so you know what you get before it starts; anything built afterwards is scoped item by item.
named on the call, confirmed in writing
Included:
02 / What moves the price
Three things decide the number
The number is confirmed in writing before work starts and does not move unless the scope does. CAD, before HST.
All services →(05) Questions
A fixed price for a fixed scope, named on the 20-minute call and confirmed in writing before we start; it does not change during the audit. For context, DesignRush (2026) puts a small-business AI project budget at CAD $7,000 to $28,000 and an agency pilot at the same range, over one to three months. Ours includes the interviews, the process map, the tests on your own material, the ranked plan with costs, and the readout, in two weeks. Building the first automations afterwards is quoted per item.
Looks at how the work gets done today, finds the recurring tasks where an AI tool saves real hours, tests it on your material, and leaves a plan with costs. That is the audit. The Zensurance 2026 small business index found only 9% of Canadian owners said AI delivered meaningful productivity gains, and 32% saw little or no difference; the usual reason is tools bought without a process. Strategy decks about "AI transformation" are not what we sell.
Marketing and client-facing work: proposals and quotes, follow-ups, content and social media, reporting, onboarding documents, invoicing and reminders, meeting notes, customer questions. Manufacturing, accounting and ERP systems are outside the audit; if that is where the hours are, we say so on the first call and name who to ask instead. The audit covers four to six processes in two weeks.
Yes, every week. Our client invoices go out on the 15th of every month from a scheduled run; contractor payments are reconciled and the dashboard rebuilt on the 8th the same way; a website audit that used to take a week now draws on five data sources in one day. We recommend what we run, and we show the setup on request.
The tests run inside your own accounts or ours, on business terms that exclude training on your data. Nothing confidential is pasted into a free consumer tool. We write down which tool saw what and the list goes in the report. If personal data under PIPEDA is involved, the tool set narrows and the plan says so.
No. Most of the audit uses tools you already pay for, Microsoft 365 or Google Workspace, your CRM, and free trials. The plan lists what to buy, with the monthly price, only where it earns its place; for most clients that line is short.
Three options: your team runs the plan; your IT provider builds the integrations from it; or we set up the first three automations and train your people, quoted per item. Automation agents and custom integrations we take on with an implementation partner, case by case, and we stay your single contact. The plan is written so that any of the three can pick it up.
Contact
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