AI + Automation Audit Meeting Prep
Congratulations on taking this important step toward reimagining your business growth. This pre-meeting homework will prepare you for a productive consultation and set the foundation for our work together. Complete these simple tasks to maximize our time and achieve your company's goals faster.
Step 1: Watch Our Welcome Video
Please take 5 minutes to watch our welcome video. This brief overview will:
This video will answer many common questions and help you arrive at our meeting prepared with more specific questions about your company's unique situation.
Step 2: Meet Your Digital Strategist
About Chris Holmes
Award Winning Global Thought Leader in AI + Automation
• 15+ Years Experience: Application & Business Development, Programming & Operations
• Over 100 Businesses Developed
• 10+ Published Official Recommendations & Public Reviews
• Subject Matter Expert at AI + Automation for HR, Marketing, Operations, Sales & Leadership
• Credibility | Experience | Expertise
Step 3: Explore Client Success Stories
Scaling Sales & Marketing
One of the brokerages we've partnered with was struggling to manage leads effectively. Their agents were spending hours chasing cold prospects while the hot opportunities just slipped through the cracks. We built automated follow-up systems that nurtured every single lead in real time with tailored messaging. Within months, their conversion rate jumped by over 37%. The automation didn’t just boost sales, it gave their agents more time to simply focus on high-value conversations instead of repetitive tasks.
HR & Recruiting Growth
A mid-sized firm came to us frustrated with long, inefficient hiring cycles. They were losing top candidates simply because their process was slow and disorganized. We implemented an AI + automated recruiting workflow that pre-screened applicants, scheduled interviews, and provided real-time updates for managers. As a result, they cut their hiring timelines by 50% while growing their talent pool and improving candidate experience. The firm now brings in better talent faster, saving both time and money while strengthening their workforce.
Operations Optimization
An established agency was weighed down by manual processes across billing, project management, and client communication. Their team was spending more time putting out fires than serving clients. We helped them integrate automation tools to centralize tasks, reduce human error, and streamline service delivery. The result was a 22% reduction in their overall operational costs and a noticeable improvement in client satisfaction. Today, their operations run more smoothly, with freed-up resources reinvested into growth and innovation.
Prepare for Your Consultation
Clarify Your Growth Goals
Think about what growth would look like in your business over the next 6 months and 2 years. Are you aiming to increase revenue, reduce costs, or free up your team’s time? Having clarity on your goals will help us design the most effective AI + Automation roadmap.
Gather Key Insights and Participants
Review your current processes in sales, marketing, HR, and operations. Where do you see bottlenecks, inefficiencies, or manual tasks slowing things down? Coming prepared with examples and insights from department leaders will allow us to dive deeper, faster.
Secure a Prepared Environment
Pre-login to your tech stack and come prepared to screenshare with no technical difficulties for our session. This ensures you can think clearly about your business and that we can have a productive conversation about scaling through AI and Automation systems.
Bring Decision Makers
If you have a partner, co-founder, tech guy, trusted advisor(s) or key leaders involved in making operational decisions, invite them to join the session. This ensures alignment, prevents rehashing important topics again, and avoids delays when it comes time to take action.
Success Indicator: Clients who complete this preparation see 3x better outcomes. Your commitment directly impacts results.
What to Expect During Your Consultation
Your consultation with Chris Holmes, BDM is designed to be a highly personalized and results-oriented session. Here’s what you can anticipate:
Personalized Audit & Discussion
We'll dive deep into your company's unique business systems, operations, and current tech stack, ensuring every minute is focused on your organizations most crucial needs.
Strategic Insights
Receive an audit with actionable advice and initial strategies tailored to your specific goals and industry, giving your business a clear path forward on what to implement.
Roadmap Development
We'll begin outlining a customized roadmap designed to help your company achieve its business objectives and accelerate growth and success in scaling profits without costs.
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