Meeting prep
Reviewing accounts, building agendas, assembling one-pagers represent one hour of prep for every hour spent with clients.
Advisors & RIAsThe Time-Back Audit — $999 · now bookingGuaranteed
Raise the ceiling on clients per advisor — without touching the client experience.
An advisory client generates thousands annually in fees, yet each book is constrained by prep, notes, and reporting — not relationships.
The $999 Time-Back Audit uncovers 5–10 weekly hours buried in admin work and prescribes off-the-shelf tools that expand advisor capacity — without a data scientist and without a client noticing anything but better-prepared meetings.
45 mincall, not 6-week engagement4 daysto first tool live1.5%of the hire it replaces
RIA Time-Back Report
Delivered · Rev. 001 · TBA-0999
Hours found / advisor
12hrs / week
above the 5-hr floor
Households added
+1to each book
no team changes
Review-season prep
3 daysvs. 2 weeks
from auto-briefs
Priced against
1.5%of a $65k+ hire
delivered in 1 week
Prescribed rollout · advisor stack
- AI prep-brief generator from CRM + account data+2 hrs
- Compliance-friendly meeting notetaker+2.5 hrs
- Automated quarterly report assembly+1.5 hrs
- Annual-review scheduling automation+1 hr
Author · M. TahboubPDF · yours to keep
The leak
Where advisor capacity silently caps out.
Typical drain
12 hrs / wk
The relationship is what clients pay for. Everything else is admin the ceiling gets set by — one hour per meeting hour, four times a year, across a book of two hundred households.
Meeting notes & CRM entry
Each client conversation requires approximately twenty minutes of documentation — or creates a compliance gap when omitted.
Compliance documentation
Producing the paper trail regulators require, generated manually after every interaction.
Quarterly client reporting
Performance summaries and commentary assembled from multiple systems, four times yearly, across every household.
Scheduling & review follow-ups
Annual reviews pursued through individual email threads across a two-hundred-household book.
The leak, itemized
Where advisors & RIAs lose the week.
The pattern we see over and over in RIA practices — hour by hour, task by task.
Per advisor / wk
12 hrs
| Category | Hours / week |
|---|---|
| Meeting prep | 3 hrsper week |
| Meeting notes & CRM entry | 2.5 hrsper week |
| Compliance documentation | 2.5 hrsper week |
| Quarterly reporting | 2.5 hrsper week |
| Scheduling & follow-ups | 1.5 hrsper week |
| Typical weekly drain | 12 hrsper advisor · per week |
At $5k+ average annual revenue per client, recovering one day weekly covers the audit cost with the first new household an advisor can accommodate.
Off the prescription pad
Three examples of what we prescribe.
Categories only, here. Your report names the exact tools — with pricing, setup time, and the order to roll them out.
Tools per audit
3–7
Rx 01 Meeting prep
AI prep-brief generator sourced from CRM and account data
Every review starts with a one-pager already drafted — advisor spends the hour reviewing, not building.
Hours back +2 hrs / week
Rx 02 Notes & documentation
Compliance-friendly meeting notetaker with CRM sync and audit trail
Notes get better; compliance gets happier; twenty minutes per conversation goes back to the book.
Hours back +2.5 hrs / week
Rx 03 Quarterly reporting
Automated report assembly with advisor commentary layer
Data compiles itself; advisor writes only the commentary — the part clients actually read.
Hours back +1.5 hrs / week
Every prescription in your report is off-the-shelf, priced, and chosen for the team you actually have — including a short list of what not to buy.
How it works
From leak to capacity, in four steps.
One week from booking to your first hours back. No discovery phase, no retainer, no "AI transformation roadmap."
Booking → first hour
1 week
Step 01 Discovery
Deep-dive call
45 minutes on how your business actually runs. Who does what, what repeats, what you dread, and where the week disappears.
45 min single sitting
Step 02 Analysis
AI analysis
We map every repeatable task in your operation against the current AI tool landscape — the same stack we run our own companies on.
Human-verified not LLM alone
Step 03 Prescription
Your prescription
A written report: the exact tools to install, what each costs, the order to roll them out — and what not to waste money on.
PDF yours to keep
Step 04 Rollout
4-day quick start
A 30-minute review call plus a first-week plan, so your top prescription is live and creating capacity within 4 days.
Live in week 1 measurable
The offer
Everything in the $999 Audit.
One flat price. Every piece has a job.
Total stack value
$2,250
ItemizedInvoice TBA-0999 · Time-Back Audit
L1
45-minute Time-Back Audit call
A structured teardown of your operation — who does what, what repeats, and what each leaked hour is costing you. Run by a founder who operates 6 SaaS companies on AI daily.
Value$500
L2
Custom tool prescription
3–7 off-the-shelf tools matched to your exact bottlenecks — each with cost, setup time, and hours saved. AI-assisted research, human-verified.
Value$750
L3
Your capacity ROI model
Hours reclaimed → clients you can now serve → revenue at your average ticket. The audit priced against your top line, not your calendar.
Value$250
L4
4-day quick-start plan
One 5–10 minute action per day. Most of the benefit captured inside week one — not filed under someday.
Value$300
L5
30-minute review call
We walk the report together so every prescription is clear before you spend a single extra dollar.
Value$250
L6
30-day email support
A direct line for implementation questions for a full month after delivery.
Value$200
Total value$2,250
Your price$999USD · one-time
The guarantee
Find 5 hours or pay nothing.
The risk sits on our side of the table.
Certificate
G-001
If we can't find at least 5 hours per week of recoverable time in your business, you pay nothing — full refund, and you keep the report.
No fine print, no store credit, no "reasonable effort" clause. If the audit doesn't pay for itself on paper before you've implemented a single tool, it's free.
- 5 hrs/week per person — the measurable floor
- Full refund if we miss it, no argument
- You keep the written prescription either way
What a typical result looks like
The before-and-after we aim for.
Composites
Not clients
Illustrative composites of typical audit outcomes in this industry — not client testimonials.
Prep for review season used to consume two weeks. This year the same book took three days.Principal, two-advisor RIAillustrative
Meeting notes went from a nightly chore to reviewing a draft. Compliance is happier than I am.Independent advisor, 150-household bookillustrative
From the founder
Prescribed by someone who takes it themselves.
Built six B2B SaaS companies. Runs them on AI daily.
Author
M. Tahboub
Your prescription is written by someone who takes it themselves.
I'm not a consultant who discovered ChatGPT last quarter. I've built six B2B SaaS companies — LeadCart, ZenVerifier, ColdRelay, NuMail, InboxSlash, OutboundPass — and AI does real work in all of them, every day: support drafts, outbound, reporting, QA.
That's the job I do for you in the audit. I look at how your business actually runs, find the hours leaking out through proposals, follow-ups, and reporting, and tell you exactly which off-the-shelf tools to install, in what order — and what to skip.
The tools already exist. You don't need a data scientist. You need a doctor who's seen your symptoms before and writes the prescription. If I can't find you five hours a week, you don't pay.
— Mohamed TahboubFAQ
Questions, answered straight.
Questions
11
Q.01What about SEC and FINRA compliance?+
Compliance is the first filter on every prescription: books-and-records-friendly archiving, real data controls, and human review steps on anything client-facing. The report specifies exactly what may and may not touch each tool — nothing reaches clients unreviewed.
Q.02Will clients feel a difference?+
Clients experience better-prepared meetings and faster follow-through. The advisor-client relationship remains entirely yours; the audit only addresses work surrounding the conversations.
Q.03What exactly do I get for $999?+
A 45-minute deep-dive call, an AI-assisted analysis of your workflows, a written prescription report (the exact tools, their costs, and the rollout order), a capacity ROI model in your numbers, a 30-minute review call, and a 4-day quick-start plan. If we find under 5 hours a week of recoverable time, you get a full refund and keep the report.
Q.04Do you build custom AI or sell software?+
Neither. Think of it like a doctor writing prescriptions — the medicine already exists, and our job is knowing which one fits your symptoms. We prescribe off-the-shelf tools, we don't take affiliate commissions, and we have no software of our own to push.
Q.05You sell capacity — so why is the guarantee in hours?+
Because hours are the thing we can prove on paper before you spend another dollar. Capacity and revenue depend on what you do with the hours; the 5-hour floor is the measurable proxy that makes the promise safe to guarantee — and safe for you to hold us to.
Q.06What if you can't find 5 hours a week?+
Then the audit is free. Full refund, and you keep the report. It hasn't happened yet — most small businesses are leaking well past 10 hours per person — but the risk is ours, not yours.
Q.07We already use ChatGPT. Is this still worth it?+
Almost every client already uses ChatGPT — as a chat window. The hours aren't in better prompting; they're in wiring AI into your actual workflows: proposals, reporting, follow-up, intake. That's what the prescription covers, and it's usually 90% tools you've never evaluated.
Q.08Do I need technical people on my team?+
No. Every prescription is chosen for the team you actually have. If a tool needs an engineer to babysit it, it doesn't make the report.
Q.09How is this different from hiring an AI consultant?+
Consultants bill hours to explore. We sell a fixed outcome at a fixed price with a guarantee: 5+ recoverable hours a week per person identified, or you pay nothing. The whole engagement is under two weeks, not two quarters — and it costs about 1.5% of the junior hire it replaces.
Q.10How fast do I actually see time back?+
The quick-start plan is designed to get your first prescription live within 4 days of the review call. Most clients feel the first recovered hours in week one.
Q.11What happens after the audit?+
Whatever you want. Most clients implement the report themselves — it's written so you can. If you'd rather hand it off, we offer done-for-you implementation and a capped ongoing concierge; you'll get those details after your review call, and your $999 is credited in full toward implementation within 30 days.
Book the audit
Make the hire you already have.
45 minutes. One prescription. 5–10 hours a week, per person — or you pay nothing.
Backed by the guaranteefind 5 hrs/week or it's freeyou keep the report