You will get an AI workflow audit and implementation roadmap for your business

Project details
Most businesses waste 8 to 12 hours a week on workflows that should run themselves. We change that.
We start with what we call an audit-first methodology. You screen-record 1 to 2 hours of your real day-to-day work. We watch where time leaks, what's painful versus what just feels old, and which pieces are worth automating versus which just need a cleaner template.
You get:
• A written audit doc identifying every workflow worth fixing, ranked by effort vs. impact
• A specific implementation roadmap with realistic timelines and complexity scores
• A 30-minute walkthrough call so you can ask questions and stress-test the plan
We're Diego and Sarah, a husband-and-wife team. Diego handles the technical side. Sarah handles UX and quality control. Everything we build for clients we've already built and refined inside our own companies: CribMatch (real-estate proptech with AI built in), CloserEdge AI (this audit service), and Convergence Chat (launching soon).
If a workflow is eating your week, message us. We'll tell you straight whether the audit is worth it for your business before you pay.
We start with what we call an audit-first methodology. You screen-record 1 to 2 hours of your real day-to-day work. We watch where time leaks, what's painful versus what just feels old, and which pieces are worth automating versus which just need a cleaner template.
You get:
• A written audit doc identifying every workflow worth fixing, ranked by effort vs. impact
• A specific implementation roadmap with realistic timelines and complexity scores
• A 30-minute walkthrough call so you can ask questions and stress-test the plan
We're Diego and Sarah, a husband-and-wife team. Diego handles the technical side. Sarah handles UX and quality control. Everything we build for clients we've already built and refined inside our own companies: CribMatch (real-estate proptech with AI built in), CloserEdge AI (this audit service), and Convergence Chat (launching soon).
If a workflow is eating your week, message us. We'll tell you straight whether the audit is worth it for your business before you pay.
AI Algorithms
Large Language Model, Multimodal Large Language ModelAI Applications
Natural Language Generation, Natural Language UnderstandingAI Development Language
PythonAI Tools
GitHub CopilotAI Models
ChatGPT, GPT-4, LLaMA, OpenAI CodexWhat's included
| Service Tiers |
Starter
$300
|
Standard
$550
|
Advanced
$1,000
|
|---|---|---|---|
| Delivery Time | 5 days | 10 days | 21 days |
Number of Revisions | 1 | 2 | 3 |
AI Model Integration | - | ||
Batch Normalization | - | - | - |
Database Integration | - | ||
Detailed Code Comments | - | - | - |
Image Upscaling | - | - | - |
MLOps | - | - | - |
Model Deployment | - | - | - |
Model Documentation | |||
Model Monitoring | - | - | - |
Model Testing & Optimization | - | ||
Model Tuning | - | - | - |
Natural Language Processing | - | - | - |
NLP Tokenization | - | - | - |
Pre-Training | - | - | - |
Prompt Engineering | |||
Setup File | - | - | - |
Source Code | - | - | - |
About Sarah
AI Workflow Specialist | Chatbots, Landing Pages, CRM | CloserEdge AI
Austin, United States - 1:46 am local time
Over the last two years, we've designed and shipped three of our own companies end-to-end: CribMatch (our real-estate proptech, with conversational AI built in), CloserEdge AI (our AI audit and implementation service), and Convergence Chat (launching soon). Everything we use on client work, we figured out on our own builds first.
WHAT WE BUILD:
- AI workflow audits and implementation (Claude, ChatGPT, Cursor, Claude Code)
- Custom chatbots that capture leads, qualify, and book (ManyChat, web, WhatsApp)
- AI-powered landing pages built to convert (Webflow, Squarespace, custom)
- CRM setups and automations (GoHighLevel, Airtable, Notion, custom)
- Integrations and automations across your stack (Zapier, Make, n8n, Python)
- Email and SMS automation flows (Klaviyo, Mailchimp, GHL)
- Conversational AI added to your existing site
HOW WE WORK:
We start with an audit. Before we touch anything, we ask clients to screen-record a couple hours of their actual workflow. Optimizing based on how you describe your day is one of the fastest ways to build something pretty that no one actually uses.
We also work as a real team, not a solo with a co-signer. Diego handles the technical side: APIs, automations, backends, anything that needs to be wired together. I handle the UX and design side, plus quality control on every flow before it ships. Two sets of eyes on every build is the main reason we work this way.
And we're honest about scope. If something isn't worth automating, we'll tell you before you pay for it.
If you have a workflow that's eating your week, or a tool stack that doesn't talk to itself, send us a message. Happy to do a quick 15-minute discovery call before any commitment.
— Sarah & Diego
Steps for completing your project
After purchasing the project, send requirements so Sarah can start the project.
Delivery time starts when Sarah receives requirements from you.
Sarah works on your project following the steps below.
Revisions may occur after the delivery date.
We watch the screen recording and map every workflow
We score each workflow on effort vs. impact


