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Consulting

Offer 01

Operating audit

Two weeks inside your operation. You finish with a ranked plan for what AI is worth doing in your firm, and two working proofs run on your own deals.

2 weeks · $5,000 · credited toward your build

Book your audit

Evidence from systems we have already built

3 minto underwrite a deal, down from 15 hours
~200counties monitored around the clock
1,800+qualified leads, refreshed overnight

Quick walkthrough

See the audit before you book it

What you walk away with

Everything needed to make one good AI investment decision

I

Priorities

A roadmap ranked by dollar impact.

Every credible AI opportunity across sourcing, underwriting, investor relations, and operations, ranked by impact and effort, including what not to build.

II

Evidence

Two working proofs on your data.

Two live, scoped proofs built with your real deals or documents. You see the inputs, question the outputs, and learn what holds up before funding a production system.

III

Tooling

AI tool and feature recommendations.

Which AI tools and features fit your workflows, which do not, and where buying beats building. Named, with the reasoning attached.

IV

Execution

A training and implementation plan, prioritised by ROI.

How to train your firm and roll the systems out, in the order that pays back fastest, with phases, dependencies, costs and success measures.

Off-market focused audit

We go past the entity on title

When your audit is scoped around off-market deal sourcing, one working proof includes an owner-enrichment sample for an agreed set of target properties. We identify the owner or relevant decision-maker behind the LLC and add available direct contact information.

The heavy skip tracing and data enrichment required for the agreed sample are included in the audit fee at no additional cost.

Sample size, markets, and available fields are agreed during discovery. Coverage varies by jurisdiction and source. This is a proof of the approach, not a production contact database.

See our off-market sourcing approach

Sample output structure

Owner-enriched deal record

Title record
Entity or LLC on record
Owner behind the entity
Person or decision-maker identified
Direct contact
Available phone, email, and mailing signals
Opportunity context
Source notes, signals, and fit rationale

How it works

Four steps, one clear decision

  1. 01

    Days 1 to 2

    Diagnostic Phase

    Understanding your operations

    It opens with a kickoff call. We sit with the people who run the work and go through your deal flow, your tooling, your data and the places where the operation slows down. You are in the room for this step, and it is the one that decides what the rest of the audit looks at.

    • A live 60 minute session with your team.
    • Scope agreed on the call: which processes are in, which are out.
  2. 02

    Days 3 to 9

    Deep Analysis & Solution Mapping

    Identifying AI solution opportunities

    We take each in-scope process apart and test what AI can honestly do to it. Every opportunity is scored on impact against effort, checked against the stack you already run, and costed. Anything that does not survive that test is written down as a no, with the reason.

    • Feasibility and complexity assessed per process.
    • Integration checked against your existing systems.
    • ROI calculated for each opportunity on an impact versus effort matrix.
  3. 03

    Days 10 to 11

    Strategic Roadmap

    Planning your AI solutions journey

    The surviving opportunities get sequenced. Dependencies first, quick wins pulled forward, the heavier work phased behind them. You end up with an order of operations rather than a wish list, and each phase states what it needs from your side.

    • A phased timeline with milestones and dependencies.
    • Quick wins separated from the strategic plays.
    • Resource requirements stated per phase.
  4. 04

    Days 12 to 14

    Presentation & Hand-off

    Delivering your AI solutions blueprint

    We present the findings to your leadership and walk through every opportunity, including the ones we recommend skipping. You keep the full report and the specifications. If a build makes sense, the scoped proposal comes with it. If it does not, we say so.

    • An executive presentation, with live questions from your stakeholders.
    • The complete report, plus a summary written for leadership.
    • Implementation specifications you can hand to any competent team.

Questions firms ask us

Does an off-market audit include real owner contact information?

When the audit is scoped around off-market deal sourcing, one working proof includes an owner-enriched sample for an agreed set of properties. We go beyond the LLC or entity shown on title to identify the underlying owner or relevant decision-maker and add available direct phone, email, and mailing information. The skip tracing and enrichment required for that sample are included in the audit fee at no additional cost. Coverage and fields vary by jurisdiction and source, and the sample is a proof of the approach rather than a production database.

What exactly are the "working proofs"?

Live, scoped tools built on your data during the two weeks and run with you during the readout. That could be an owner-enriched off-market sourcing sample, a deal screen reading one of your OMs, or an intake workflow processing a real document set. They use real inputs and produce outputs you can challenge. They are proofs, not production systems; Phase 1 is where a selected proof becomes an operating system.

Is this a sales pitch dressed as an audit?

No. The roadmap explicitly includes build, buy, wait, and do-not-build recommendations. The deliverable is designed to remain useful if you decide not to proceed with us.

Who does the work?

NextAutomation runs the engagement end to end under NDA. Our team maps the workflows, builds the proofs, and writes the roadmap. We cap capacity at 4 to 5 audits per month so each engagement receives senior attention.

How does the credit work?

Proceed to a Phase 1 build within six weeks and the full $5,000 audit fee is deducted from the build price. The credit applies to implementation work; team training and executive coaching are separate engagement tracks.

What about our data?

An NDA is standard. Your data remains under your control, and you retain full use and governance of the roadmap and proof outputs. Access is scoped to what the agreed proofs require.

4 to 5 audit slots per month

$5,000 fixed. NDA standard. 100% credited toward Phase 1 within six weeks.

Not sure the audit is the right start? See the three consulting offers.