Paid engagement. Fixed scope. No retainer required to get started.
The Tension
Growth-stage businesses between $3M and $20M hit a ceiling that looks like a people problem. It’s almost never a people problem.
It’s order backlogs that didn’t have to pile up. Invoices re-entered by hand into three systems. Inventory sync errors caught at 9pm. Supplier follow-ups that fell through because nobody had time.
Your team is doing that work every day. They’re not behind. They’re trapped. The Carve AI Operations Audit finds exactly where those traps are, puts a number on them, and gives you the roadmap to get out.
This isn’t a discovery call that turns into a proposal. It’s a structured engagement with a clear output: a written audit report your leadership team can act on.
We kick off with your operations leader and key stakeholders. We review how your orders flow, how invoices get processed, where data gets re-entered, and where things break. We document current-state workflows — not in theory, but as they actually run.
We map workflows visually, quantify waste in real dollars (hours of manual work × cost of labor), and score every automation opportunity by ROI potential versus implementation complexity.
We present findings directly to your decision-maker: where you’re losing time and money, what to automate first, what the ROI looks like, and what it costs to get there.
You walk away with a written report — not talking points.
Deliverables
One workflow. One to two systems. Ideal for teams with a single clear bottleneck who want to validate the opportunity before committing to a full build.
Best fit: 20–40 person companies, ~100–200 transactions/month, one process causing real pain.
Most Common
Two to four workflows. Three to five systems. The full picture for operators who know the problem is bigger than one process.
Best fit: 20–60 person companies, ~150–500 transactions/month, operational pain across multiple interconnected processes.
One question tells us: Do you have one workflow to scope, or multiple?
One → Foundation. Two or more → Professional.
Most clients who complete a Professional Audit move directly into a Phase 1
implementation — typically 1–2 workflows, built in 3–4 weeks, at a fixed price.
Once the foundation is live, we stay on as your managed AI Operations Partner: monitoring, optimizing, and continuously expanding what automation handles in the background.
The audit pays for itself. One workflow that saves 80 hours a month — at $15/hour burdened labor — returns $1,200/month in recovered capacity. The roadmap we build you typically identifies three to five opportunities at that scale. The audit fee is a rounding error.
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The discovery call is 30 minutes. We qualify fast, tell you honestly which audit fits, and get you booked within the week if it’s a match.
No slides. No pitch deck. Just a direct conversation about where your operations are leaking — and whether we’re the right team to fix it.
Carve Solutions — Intelligent automation that scales your business and elevates your team.
