A guided remote audit
Work with a CLIVE.AI consultant to understand three common customer requests and what your team does to deliver them.
← Support for your next step
The Front Door Audit.
FDEThe Front Door Audit
For time-poor entrepreneurs & business owners
Use what you already know
to build what comes next.
You know your business. We help you see where customer requests create repeated work, and recommend a practical place to start.
A CLIVE.AI consultant works with you remotely to examine three common customer requests, map the steps, people and systems involved, and find manual entry, repeated effort and delays. You leave with a written report, one recommended starting project and a walkthrough of the findings.
From the book to your business
Start with one customer journey.
Trace the friction, choose one workflow and identify the information, permissions and human checks it needs. Record a baseline before any supervised trial. The book’s free, self-guided exercise helps you begin independently. The paid Front Door Audit is a separate consultant-led service, providing a written report, one recommended starting project and a walkthrough. See what the service includes →
From a customer request to a practical recommendation.
A practical investigation, not a promise that your business is ready for AI deployment.
Start at your front door
Identify where customer requests arrive: phone, inbox, website and forms, the counter, and direct messages.
Follow three common requests
Review authorised, de-identified examples of three common customer requests. Map the steps, people, handoffs and systems involved in reaching the outcome.
Find the repeated work
Look for manual entry, copying, delays and unwritten rules. Record staff effort and elapsed time, and separate evidence from assumptions.
Recommend one starting project
Choose a practical starting point, with next steps, a responsible owner, human checks and measures to assess whether it helps.
What makes a workflow worth investigating?
Four signals guide the audit: frequent requests; meaningful customer or revenue impact; a standard outcome expressed in different ways; and staff acting as the bridge between customers and systems.
What you receive.
A clear record of the work today, and one informed starting point for what comes next.
A written report
A map of the requests reviewed, the people and systems involved, and the bottlenecks and repeated work identified.
One recommended starting project
A practical recommendation with next steps, checks and measures, so you can decide what is worth doing next.
A remote walkthrough
Go through the findings and recommendation with your consultant, with space to ask questions and understand the next steps.
You stay in control
The audit is the starting point. You decide what follows.
This stage is an audit and recommendation service, not an AI system build yet. Once the recommendations are presented, you decide what happens next.
Software, integrations, implementation and ongoing support are your choice. You can do the work yourself, involve your team or seek additional help. There is no obligation to buy further services.
Those choices are separate from the audit fee. Any additional work and costs must be agreed with you first. One on One with Clive is a separate service.
Start with what you know
Use what you already know to build what comes next.
No polished brief needed. Short answers are enough to start the conversation. Fields marked * are required.