You will get AI Automation Audit & Roadmap
Project details
Know you need AI but not sure where to start? In two hours, you'll walk away with a clear, prioritized plan — and zero wasted spend on tools or builds that won't pay off.
This audit is built for teams who are tired of AI hype and want a straight answer: where does AI actually fit in your business, and what's the smartest first move?
What you get:
A 60-minute working call where we map your workflows, identify the highest-ROI AI opportunities, and pressure-test ideas together
A written roadmap delivered within 48 hours, including prioritized opportunities ranked by ROI and effort, recommended tools and tech stack, a clear "build first vs. skip" list, and concrete next steps you can act on immediately
Best fit for:
Teams exploring Claude, ChatGPT, Gemini, or Salesforce Agentforce
Founders and operators who want to automate before hiring
Companies with messy data, repetitive workflows, or scaling pains
What I bring:
Production AI experience handling 10,000+ daily customer interactions.
Certified in Salesforce Agentforce, AWS Generative AI, and Google AI.
Book the audit and let's find your fastest path to ROI.
This audit is built for teams who are tired of AI hype and want a straight answer: where does AI actually fit in your business, and what's the smartest first move?
What you get:
A 60-minute working call where we map your workflows, identify the highest-ROI AI opportunities, and pressure-test ideas together
A written roadmap delivered within 48 hours, including prioritized opportunities ranked by ROI and effort, recommended tools and tech stack, a clear "build first vs. skip" list, and concrete next steps you can act on immediately
Best fit for:
Teams exploring Claude, ChatGPT, Gemini, or Salesforce Agentforce
Founders and operators who want to automate before hiring
Companies with messy data, repetitive workflows, or scaling pains
What I bring:
Production AI experience handling 10,000+ daily customer interactions.
Certified in Salesforce Agentforce, AWS Generative AI, and Google AI.
Book the audit and let's find your fastest path to ROI.
AI Development Type
Recommendation SystemAI Tools
Amazon SageMaker, Azure Machine Learning, Deeplearning4j, Google AutoML, MATLAB, MLflow, NVIDIA AI Platform, OpenCV, SonnetAI Development Language
PythonWhat's included $200
These options are included with the project scope.
$200
- Delivery Time 2 days
- Number of Revisions 1
- AI Model Integration
- Model Documentation
- Taxonomy
About Keahi
Claude API Developer | CRM | Agentforce | RAG | AI Agent Systems
Portland, United States - 6:16 am local time
My niche is the messy middle: connecting Claude to your CRM, your knowledge base, and your existing tools so AI actually does work instead of just answering questions.
Recent production results:
• Built RAG-enabled agent assist that cut average processing time by 54 minutes per transaction
• Deployed Claude workflows handling 10,000+ daily customer interactions for an enterprise contact center
• Designed AI-driven lead routing + scoring that lifted operational efficiency by 47%
• Influenced $15.8M in pipeline through technical demos and production deployments
What I build:
• Claude API integrations — workflows, agents, and automations on Sonnet, Opus, and Haiku (Python / Node.js)
• RAG systems — retrieval pipelines grounded in Salesforce CRM, knowledge bases, and operational docs, so answers are sourced, not hallucinated
• AI agents & orchestration — multi-step agentic workflows in n8n and custom orchestration with tool use
• CRM + AI — Agentforce, Service Cloud Voice, Amazon Connect, lead routing and scoring
• Prompt engineering & evals — production A/B testing, eval frameworks, cost/accuracy optimization
Credentials: Salesforce Certified Administrator · Agentforce Specialist · AWS Generative AI Applications Professional · Google AI Professional
How I work: I prototype fast and iterate against real metrics — deflection rate, response time, resolution accuracy — not vibes. I write clean code, document what I build, and hand off systems your team can actually maintain.
Engagement: Paid 1-hour discovery calls for scoping. Fixed-scope builds for defined projects. Multi-week engagements for production rollouts. Responsive on Upwork — most messages answered within a few hours during business hours PT.
Best fit if you're saying:
"We want to add Claude to our Salesforce/CRM stack but don't know where to start."
"Our chatbot hallucinates — we need real RAG."
"Build us an AI agent that does X across Y systems."
"Audit our prompt engineering and make it production-ready."
Send me your job post and I'll tell you in the first reply whether it's a fit and what I'd do first.
Steps for completing your project
After purchasing the project, send requirements so Keahi can start the project.
Delivery time starts when Keahi receives requirements from you.
Keahi works on your project following the steps below.
Revisions may occur after the delivery date.
Intake
Complete a short intake form covering your team, tools, top pain points, and goals. I'll review it before our call so we hit the ground running and spend the session on strategy, not setup questions.
Working call
60-minute working call to map your workflow, identify the highest-impact AI opportunities, and pressure-test ideas. We'll cover what to build first, what to skip, which tools to use, and realistic timelines. Recording shared afterward.