// jason_pellerin.ai_solutionist
// step_01 – free_bottleneck_audit
Book a Free AI Bottleneck Audit
In 20–30 minutes, we’ll map the 2–3 workflows that are costing you the most time or money, and outline where lean AI automation could give you the biggest efficiency boost.
Is this audit a fit for your business?
This is designed for small and medium sized businesses where things are working—but the day-to-day feels heavier than it should.
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You’re an owner or manager responsible for a team and results.
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You suspect your team is losing hours every week to repetitive, manual tasks.
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You’re juggling multiple tools (email, spreadsheets, CRM, project tools, ad platforms) that don’t talk to each other.
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You want to use AI and automation, but don’t have time to figure out where to start.
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You care more about practical time + cost savings than shiny tools.
No AI jargon, no pressure. Just a focused look at where your time and money are leaking.
What happens during your Free Bottleneck Audit
In 20–30 minutes, we’ll zoom in on where your business is getting stuck and what to do about it.
01
Clarify your business model in 2–3 minutes
What you sell, who you sell to, and how work flows today.
02
Map your biggest time sinks and bottlenecks
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Where your team repeats the same steps over and over.
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Where things fall through the cracks (leads, tasks, follow-ups).
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Where context switching or manual data entry is slowing you down.
03
Estimate the cost of those bottlenecks
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Rough hours per week eaten by each issue.
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How it impacts revenue, customer experience, or team stress.
04
Explore automation & AI options that fit your stack
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Small, realistic automations that plug into tools you already use.
05
Agree on a simple action plan
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1–2 quick wins you could implement within 30–60 days.
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Optional: what a done-for-you project could look like if you want help.
What you walk away with (even if we never work together)
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A short written summary of your top bottlenecks (in plain English).
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A prioritized list of 2–3 issues that are worth solving first, with rough time estimates.
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Concrete ideas for how AI and automation could remove or reduce those pains.
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Clear next steps for you:
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What you can do yourself
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Where it might make sense to bring in help
After the call, you’ll have:
How the Free Audit works
Why this isn’t just an “AI demo”
I’m not here to push a specific tool or platform. My job is to act as a solutionist for your business: trace where time and money are getting stuck, then design small, reliable systems that free you up.
Most of the time, that means using a mix of:
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The tools you already use (email, spreadsheets, CRMs, project boards)
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Automations that glue those tools together.
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AI to handle the repetitive, text-heavy work (drafting, summarizing, triaging
The audit is about finding leverage for your business—not seeing who can name the most AI buzzwords.
Based in the Denver area, working with small and medium businesses who want clearer systems and fewer headaches.
Frequently asked questions
What’s the catch? Is this just a sales call?
No. The goal is to understand your biggest bottlenecks and show you where automation and AI could realistically help. I’ll outline potential projects if it makes sense, but you’ll leave with value either way.
Do I need to know anything about AI or automation?
No. You just need to know what feels slow, manual, or frustrating in your business. I’ll translate that into workflows and potential solutions.
Will you try to replace my team with AI?
No. The goal is to remove low-value, repetitive tasks so your people can focus on thinking, relationships, and higher-margin work—not to replace humans.
What tools do you work with?
I typically work with common small-business tools (Google Workspace, spreadsheets, CRMs, project tools, ad & chat platforms) plus automation platforms and AI assistants. The audit helps us figure out what fits your setup instead of forcing a specific stack.
What does this lead to after the free audit?
If we both see a clear business case, we can scope a small implementation project or ongoing support. If not, you still walk away with clarity on where your bottlenecks are and what to do about them.
Is my data safe?
I only ask for information that helps map your workflows. Any access to tools or accounts is handled carefully and can be removed at any time. For sensitive or regulated data, we can discuss boundaries and options on the call.