ThomasDesk
Tech & AI Office Audit
Know exactly what to fix,
automate and build.
A fixed $5,000 review of your tech stack, systems, automations and AI opportunities, ending in a written roadmap. It’s the first step toward the Virtual CTO + AI Office.
What I review
Four areas. One clear plan.
Every tool and what it costs
Software, subscriptions, vendors, hosting and accounts, documented in one place, with overlap and waste called out.
How work actually flows
Website, booking, CRM, billing and data. Where things break, where data gets retyped, and where you carry risk.
The busywork that should run itself
Follow-ups, intake, reminders, reporting and handoffs that can be automated, ranked by effort and payoff.
Where AI helps, and where it shouldn’t
Practical places an AI office can answer, follow up, support and report, plus the places I’d keep a human.
What you get
A written roadmap you keep.
- Findings across your stack, systems, automations and AI opportunities
- Security and risk notes in plain English
- Quick wins you can act on right away
- A prioritized roadmap: what to fix, automate and build, in order
- A walkthrough call to go over it together
You own the roadmap whether or not we keep working together.
How it works
- Send the form below
- We have a short call to confirm scope and fit
- I send a Square invoice after the call. No checkout on this site.
- I review, then deliver your written roadmap
Then what?
The first step toward a monthly seat.
If you want me to carry out the roadmap, choose Local Ops at $5,000/month (local service) or Virtual CTO + AI Office at $10,000/month. Sign either within 30 days of the audit and the full $5,000 is credited toward your first month. If the audit does not produce a written 90-day roadmap you can act on, full refund.
Request the audit
Tell me what’s getting in the way.
I read every request myself and reply within one business day.
(843) 582-2755
hello@instantmarketingnerds.com
I cap the number of clients so every account gets real attention.