AI Audit by Omar @ Project5pi

Replace "should we use AI?" with 3 automations you can build this month.

90-minute working session. One-page written follow-up. $297 flat. I'll show you what's actually worth automating in your business — and what isn't.

Get a free preview Book full audit · $297

Who this is for

Straight talk. Not everyone should book this.

book this if

You run a small business (1–25 people)
You keep hearing "you should use AI for that" and don't know where to start
You want concrete tool names and prices, not vibes
You'd rather spend $297 once than $5k/mo on a consultant retainer

skip this if

You want a $20/mo ChatGPT wrapper and expect it to replace real operations
You're a VC-backed startup with an eng team — you already know this
You won't act on the audit — this is for operators who ship, not collectors of advice
You want generic advice, a deck, a framework. I don't do decks.

What you get

Three concrete deliverables. That's it.

01 · PRE-CALL

30-min pre-call audit

I review your website, your tools, and your stated bottlenecks before we talk. No "tell me about your business" from scratch.

02 · WORKING SESSION

60-min Zoom

We walk through 3 specific AI automations ranked by ROI. Each with: tool name, monthly cost, build time, who implements it. No theory.

03 · FOLLOWUP

One-page written recap

Emailed within 24 hours. Exactly the 3 automations, the tools, the estimated ROI, and the first next action for each.

★★★★★

What operators say after the audit

5.0 / 5 · verified via email followup

★★★★★

"Three automations in an hour. Built two that same week. The review-request one alone brought in 14 new Google reviews in 30 days. Best $297 I've spent on my shop."

★

Verified operator

HVAC Contractor · Austin, TX

★★★★★

"I'd been avoiding AI because every vendor sounded the same. 90 minutes, real tool names, real prices. Cancelled two SaaS tools doing nothing and replaced them with one automation that saves me 6 hours a week."

★

Verified operator

Pilates Studio Owner · Denver, CO

★★★★★

"The patient-recall SMS automation he scoped for us cut our no-show rate by 31% in the first 60 days. I've recommended him to three other clinics. Book the audit, ship what he recommends."

★

Verified operator

Veterinary Clinic Manager · Charlotte, NC

Why me

I'm a licensed life & health insurance broker and an AI operator. I build AI tools — not for Silicon Valley. For operators like you.

✓ AI voice caller that qualifies leads and warm-transfers them to my cell
✓ CRM that auto-scores leads by purchase intent
✓ System that auto-generates SEO pages for 28 US cities

All of it is running. Right now. Paying for itself.

I'm an operator, not a consultant.
That's the difference.

Omar Catlin
Licensed broker · AI operator

How it works

Book & pay

Stripe link. $297. Takes 30 seconds.

Fill 5-question intake

What you do, what eats your time, what's already in your stack. That's it.

I pre-audit (30 min)

Before we meet. So our 60 min together is spent on decisions, not discovery.

Zoom call (60 min)

Screen-share. Real tools. Real prices. Ranked by your ROI.

Written followup (24 hours)

Everything we decided, in an email you can forward to your team.

Not ready for the $297 call?

Get a free 1-page AI audit preview for your business. I'll look at your site and send back the #1 automation I'd build first. No pitch.

✅

Got it.

Your AI audit preview is on its way. Check your inbox in the next 48 hours.

// $297 · 90 MIN · 3 AUTOMATIONS

Book the full audit

Three real automations, ranked by ROI. Written recap within 24 hours. No retainer, no upsell.

Secure Stripe · Calendly link emailed immediately

Prefer email? hello@project5pi.com

Common questions about Free AI audit for sales operations

Real questions from operators we talk to every week.

What is the Project 5 Pi AI audit?

A 60-90 minute deep-dive on your current sales-ops stack — dialer, CRM, lead sources, conversion funnel — followed by a written report mapping where AI can lift production, with cost estimates and implementation timelines.

How long does the AI audit take?

One 60-90 minute discovery call, plus 3-5 business days for the written audit report. The report is yours regardless of whether you hire us to build.

What deliverables come with the AI audit?

A 10-15 page audit document covering: current-state diagnosis, top 3 AI opportunities ranked by ROI, recommended tooling (build vs buy), 90-day implementation roadmap, and budget ranges per option.

Who is the AI audit for?

Sales-ops leaders, agency principals, brokers, and small-business owners who run phone-driven sales and want to know specifically where AI fits — without the salesy 'transform your business' pitch.

Is the AI audit really free?

Yes. We use the audit to figure out if you're a fit for our build engagements. About 40% of audits result in a build engagement; the other 60% walk away with a free roadmap they implement themselves or with another vendor.

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