The Pattern Before You Hire, Delegate, or Introduce AI
A private review of what your business is showing today on the outside by comparing your intake survey with what’s visible across your website, services, and messaging.
The result shows leadership what aligns, what variables there are, and where future investments could rest on unclear ground for future hiring, training, or AI investments
No systems access necessary. No work disruption. No recommendations.
Step 1: The Pattern & Prep Audit
A sewing pattern does not tell you how well something was made.
It shows what pieces exist, how they relate, and what order is implied.
This Audit works the same way.
It records what is already present, how work, roles, and expectations are currently being described and interpreted using only visible, public-facing materials.
It does not explain why something exists or recommend what should change.
It simply shows the pattern that is already being followed.
Step 1 Pattern & Prep Audit
Step 2 Concierge Instruction Set™
Step 3: Technology Addendum
A grounded start, without extra work.
We look at what already exists to identify what’s clear, what may be misaligned, and what leadership should see in preparation for hiring, training, or AI decisions.
Before Investing in Training, Hiring, or AI Tools.
Before committing budget, tools, or people, leaders need to see how the business is actually being interpreted today.
This step provides an outside, observation-only review of how roles, decisions, and expectations appear, based on what’s visible and what you shared in your intake survey.
Outcome
A neutral baseline leadership can review before making changes — or selecting solutions.
How the Audit Works
Conducted independently and remotely in a short 1:1 session.
Findings reflect only what is visible at the time of review, including:
Website and public messaging
Programs and services
Reviews or public signals
Your intake survey responses
This step helps leadership see where preparation may be needed before hiring, training, or AI is introduced, without pressure to move on to Step 2.