AI Engineering · Advanced
Run a Full Business Audit with AI
Run the audit an agency would charge for: how customers find the business, the systems behind it, where the owner's time goes, and a 90-day plan, all with AI.
How it runs
Full
4-6 hours
The complete program, hands-on with your own tools and workflows, with the assessment and certificate of completion.
$3,000 + tax / person
≈ $600 / person after ETG
Includes 7 days of follow-up assistance after your session.
Minimum 3 participants, or book solo. ETG reimburses up to 80% for eligible employers.
Who it’s for
Owners, operators, consultants, and marketing or operations staff who need a clear picture of a business, their own or a client's, without weeks of manual digging. You learn the complete method used on real client audits: scope the audit to the owner's goal, review how customers find the business from the outside, review the systems behind it with view-only access, map where the owner's time goes, and turn the findings into a priority list, an automation and AI plan, and a 90-day roadmap. You run it with Claude Code, a browser the AI can drive, skills for search, ads, and analytics, and read-only connections to tools such as Google Ads, Meta Ads, the CRM, and accounting software. Build Your Own AI Assistant is required first: this program starts from the AI workstation you set up there. Putting the fixes in place is covered in AI Operations, Digital Marketing Operations, and the advertising programs. A formal coding background is not required.
What you’ll be able to do
- Scope an audit around the owner's goal, and agree in writing what is reviewed, what access is needed, and what stays private
- Set up an audit workspace: Claude Code, a browser the AI can drive, skills for search, ads, and analytics, and a knowledge base for each business
- Review how customers find the business from the outside: search results, map listings and reviews, the website on a phone, social pages, directories, and competitors
- Connect to the systems behind the business with view-only access, such as ad accounts, the CRM, and accounting software, and find wasted spend and information typed twice
- Map where the owner's and the team's time goes, and rank the tasks worth automating or handing to AI by hours saved
- Verify every AI finding against its source, then deliver a plain-English report: scorecard, priority list, automation and AI plan, and a 90-day roadmap
Curriculum
- 01
The audit method
Scoping to the owner's goal, the Find, Leverage, Optimize, Win framework, the written agreement, and privacy rules for client data.
- 02
Your audit workspace
Claude Code, browser control, skills and plugins for search, ads, and analytics, a knowledge base per business, and keys kept out of documents.
- 03
The outside-in review
Search and map rankings, reviews, website speed on phones, social pages, directories, and competitors' offers and prices.
- 04
The systems review
Read-only connections to ad accounts, the CRM, and accounting software; checking that enquiries are counted; wasted spend and double entry.
- 05
Time & workflow mapping
The owner interview, a task-by-task time map, and automation and AI candidates ranked by hours saved.
- 06
From findings to roadmap
Checking the AI's work, the scorecard, priority list, and 90-day roadmap, the client-ready report, and the walk-through meeting.
Assessment & certificate
A private on-site session with one seat per computer. Competency is confirmed through a hands-on assessment: each participant audits a real business, their employer's or one agreed before the session, and delivers a written scope, an outside-in review with at least ten verified findings each traced to its source, a systems review of at least one tool connected with read-only access, a time map with the top five tasks to automate and the hours each saves, and a one-page 90-day roadmap, assessed against a published checklist. Certificate of completion provided. Includes 7 days of follow-up assistance after the session.
Frequently asked questions
Who is Run a Full Business Audit with AI for? +
Owners, operators, consultants, and marketing or operations staff who need a clear picture of a business, their own or a client's, without weeks of manual digging. You learn the complete method used on real client audits: scope the audit to the owner's goal, review how customers find the business from the outside, review the systems behind it with view-only access, map where the owner's time goes, and turn the findings into a priority list, an automation and AI plan, and a 90-day roadmap. You run it with Claude Code, a browser the AI can drive, skills for search, ads, and analytics, and read-only connections to tools such as Google Ads, Meta Ads, the CRM, and accounting software. Build Your Own AI Assistant is required first: this program starts from the AI workstation you set up there. Putting the fixes in place is covered in AI Operations, Digital Marketing Operations, and the advertising programs. A formal coding background is not required.
What will my team be able to do after Run a Full Business Audit with AI? +
By the end of the program, participants can scope an audit around the owner's goal, and agree in writing what is reviewed, what access is needed, and what stays private; set up an audit workspace: Claude Code, a browser the AI can drive, skills for search, ads, and analytics, and a knowledge base for each business; review how customers find the business from the outside: search results, map listings and reviews, the website on a phone, social pages, directories, and competitors; connect to the systems behind the business with view-only access, such as ad accounts, the CRM, and accounting software, and find wasted spend and information typed twice; map where the owner's and the team's time goes, and rank the tasks worth automating or handing to AI by hours saved; verify every AI finding against its source, then deliver a plain-English report: scorecard, priority list, automation and AI plan, and a 90-day roadmap.
How long is Run a Full Business Audit with AI, and how is it delivered? +
It runs as one Full program (4-6 hours), in-person · on-site at your location (one seat per computer) and hands-on. Sessions use your own tools and workflows and are scheduled around your team’s working hours.
How much does Run a Full Business Audit with AI cost? +
The Full program (4-6 hours) is $3,000 + tax / person, minimum 3 participants, or book solo. Eligible B.C. employers can recover up to 80% through the Employer Training Grant, bringing it to roughly $600 per person after funding. See our Funding page for eligibility and how to apply.
Is there a certificate or assessment for Run a Full Business Audit with AI? +
A private on-site session with one seat per computer. Competency is confirmed through a hands-on assessment: each participant audits a real business, their employer's or one agreed before the session, and delivers a written scope, an outside-in review with at least ten verified findings each traced to its source, a systems review of at least one tool connected with read-only access, a time map with the top five tasks to automate and the hours each saves, and a one-page 90-day roadmap, assessed against a published checklist. Certificate of completion provided. Includes 7 days of follow-up assistance after the session.
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