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FREE TEMPLATE \u00B7 5-QUESTION SELF-AUDIT \u00B7 30 MIN

Audit your AI tool stack in 30 minutes.
Free.

The 5 questions. The scoring rubric. The Claude prompt that turns your answers into a tool-recommendation report. Run the framework on yourself in 30 minutes.

Free, instant access. No credit card. One email/week max.

Phase 1 \u2014 The 5 Discovery Questions

Answer all five. Be honest with yourself.

Each question has a "why it works" note (so you understand what we're surfacing) and a self-scoring rubric. Write your answers in any document. Score yourself at the end of each question.

Q1
Walk me through yesterday. Where did your time actually go?
Why it works
Self-reports of time use are wildly inaccurate. Walking through a specific day surfaces context-switching cost most operators never quantify (typical underestimate: 50%+).
Self-score
Time recovery score (0–10): How many of the activities you describe were value-creating vs. administrative? Anything below 6 is a red flag — most of your day is being eaten.
Q2
What tasks do you dread but can’t hand off to anyone?
Why it works
Dread + lock-in = the highest-value automation candidates. If it were easy to hand off, you would have. The friction tells you exactly where AI fits.
Self-score
Dread index (0–10): How much avoidance behavior have you developed around this task? 8+ = automate this WEEK.
Q3
Where does work pile up waiting on you specifically?
Why it works
Bottlenecks where you are the dependency are 100% of the time AI-augmentable today. The pile is the proof.
Self-score
Bottleneck severity (0–10): How many other people / customers / projects stall when this queue stalls? 7+ = highest priority to automate.
Q4
What have you tried to automate but couldn’t figure out?
Why it works
Failed attempts mean the problem is real and previous tools weren’t the right fit. The gap between "I tried" and "I gave up" is exactly where current AI tools win.
Self-score
Attempts made (count): 1–2 = experiment more aggressively. 3+ = you have a real bottleneck that needs an outside perspective.
Q5
What’s the one thing that, if it ran itself, would change your week?
Why it works
This is the dream-state question. Your answer reveals the highest emotional payoff target — and the one most likely to actually drive adoption once shipped.
Self-score
Emotional weight (0–10): How visceral is your answer? 9–10 = build this regardless of ROI; the energy gain is worth it.
Phase 2 \u2014 Scoring Rubric

Add up your scores. Read what they mean.

Sum your self-scores across all 5 questions (max 50 points). Find your range below. This tells you whether you have a tools problem, a workflow problem, or both.

Total ScoreDiagnosisWhat to do
0–20 totalStable workflowYou’re running tight. Focus on growth tools (lead-gen, content scale) rather than internal automation.
21–35 totalQuiet leakage5–7 hrs/week leaking. Pick the top-2 highest-score answers and automate those first. Skip the rest.
36–50 totalActive bottleneckYou’re the bottleneck for your own business. 10+ hrs/week recoverable. Run the full audit framework or have us do it for you.
Phase 3 \u2014 The Claude Analysis Prompt

Paste your answers into this prompt.

Open Claude (or ChatGPT-5/Gemini-3 \u2014 we recommend Claude Opus 4.7 for this). Paste the prompt below, then paste your 5 answers + scores at the bottom. You'll get a structured tool-recommendation report in 60 seconds.

You are an AI tools consultant analyzing a business owner's responses to identify the highest-ROI automation opportunities. Below are answers to 5 discovery questions plus self-scored severity ratings. For EACH opportunity you identify (target 5–7 total): 1. Name the SPECIFIC AI tool(s) you'd recommend (production-ready, not experimental) 2. Estimate weekly hours saved (be specific: "4–6 hrs/week", not "many hours") 3. Rate implementation difficulty: easy / medium / hard 4. Describe the workflow before AND after the tool is in place 5. Estimate monthly tool cost 6. Rate confidence (high / medium / low) based on how clearly the operator described the bottleneck Filter rules: - Reject any tool you haven't seen production-deployed in at least 5 similar businesses - Reject any recommendation that requires the operator to learn a new programming/scripting skill - Reject any "experimental" or "beta" tools — only ship-ready - If two tools solve the same problem, pick the one with the lower learning curve Then prioritize by HOURS SAVED PER MONTH ÷ IMPLEMENTATION DIFFICULTY. The top 3 are what they should set up this month. Output format: - Executive summary (3 bullets: top 3 moves) - Per-opportunity table with all the fields above - 4-day quick-start plan (what to set up Monday / Tuesday / Wednesday / Thursday) - Rejection list: 3–5 popular tools you DID NOT recommend, and why OPERATOR'S ANSWERS: [PASTE THE 5 ANSWERS + SELF-SCORES HERE]
Phase 4 \u2014 Pick The Top 3 And Ship

Don't implement 7 things. Implement 3.

Most operators try to implement everything Claude recommends, get overwhelmed, and abandon the whole exercise. The discipline is to pick the top 3 (highest hours-saved \u00F7 lowest implementation difficulty) and only ship those this month.

Set up tool #1 on Monday. Tool #2 on Wednesday. Tool #3 on Friday. Spend the rest of the month using them. Re-audit in 30 days.

Next step

Found your bottleneck?
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Run the framework, pick the one workflow worth automating first, then start from a tested prompt instead of a blank page.

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The translation gap between “AI can do this” and “here’s how to set it up for your business” is the most valuable consulting niche in 2026. Most operators close the gap themselves. Some hire us. Both work.