01
Meeting prep
Reviewing accounts, building agendas, assembling one-pagers — an hour of prep for every hour in the room.
The Time-Back Audit for advisory firms
Raise the ceiling on clients per advisor. Without touching the client experience.
An advisory client is worth thousands a year in fees, and the book each advisor can carry is capped by prep, notes, compliance documentation, and reporting — not by relationships. The $999 Time-Back Audit finds the 5–10 weekly hours hiding in that admin and prescribes the off-the-shelf tools that raise every advisor’s capacity.
- 45-minute call, not a 6-week engagement
- A written prescription, not a slide deck
- First tool live within 4 days
- Costs about 1.5% of the hire it replaces
Tools we prescribe from
Claude
ChatGPT
Zapier
Make
n8n
Gemini
Notion
Fireflies
Motion
Perplexity
HubSpot
Intercom
QuickBooks
Calendly
Airtable
Gamma
Off-the-shelf and already proven. We don’t build custom AI, and we don’t take commissions — we just know which shelf to point you at.
The leak
The admin ceiling on every advisor’s book
Clients buy the relationship. The hours below are everything wrapped around it — necessary, documented, and almost entirely automatable.
02
Meeting notes & CRM entry
Every client conversation generates twenty minutes of writing it down — or a compliance gap when it doesn’t.
03
Compliance documentation
The paper trail regulators expect, produced by hand after every interaction.
04
Quarterly client reporting
Performance summaries and commentary assembled from three systems, four times a year, for every household.
05
Scheduling & review follow-ups
Annual reviews chased one email thread at a time, across a two-hundred-household book.
The leak, itemized
Where advisory firms lose the week
The pattern we see over and over in advisory firms — hour by hour, task by task.
Meeting prep3 hrs/week
Meeting notes & CRM entry2.5 hrs/week
Compliance documentation2.5 hrs/week
Quarterly reporting2.5 hrs/week
Scheduling & follow-ups1.5 hrs/week
Typical weekly drain12 hrs/week
Typical week per advisor. At $5k+ average annual revenue per client, one recovered day a week pays for the audit with the first new household it lets you take on.
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.
RxPrescription
Meeting prep
AI prep-brief generator working from your CRM and account data
+2 hrs/week back
RxPrescription
Notes & documentation
Compliance-friendly meeting notetaker with CRM sync and audit trail
+2.5 hrs/week back
RxPrescription
Quarterly reporting
Automated report assembly with your commentary layer
+1.5 hrs/week back
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.’
- 01
Deep-dive call
45 minutes on how your business actually runs. Who does what, what repeats, what you dread, and where the week disappears.
- 02
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.
- 03
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.
- 04
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.
The offer
Everything in the $999 Audit
One flat price. Every piece has a job.
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.
$500value
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.
$750value
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.
$250value
4-day quick-start plan
One 5–10 minute action per day. Most of the benefit captured inside week one — not filed under someday.
$300value
30-minute review call
We walk the report together so every prescription is clear before you spend a single extra dollar.
$250value
30-day email support
A direct line for implementation questions for a full month after delivery.
$200value
Total value$2,250
Your price$999
Book your Time-Back Audit — $999Launch bonuses — your industry's AI cheat-sheet, a team training video, and a 90-day check-in call — push the stack past $2,750. And the full $999 is credited toward implementation within 30 days.
The guarantee
Find 5 hours or pay nothing.
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.
What a typical result looks like
The before-and-after we aim for
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.
Meeting notes went from a nightly chore to reviewing a draft. Compliance is happier than I am — and I’m pretty happy.
Pricing
One product. One price. One guarantee.
Everything starts with the audit. The report stands on its own — implement it yourself, or ask us for help once you’ve seen it.
Time-Back Audit
Fixed price · guaranteed outcome$999one-time
The teardown, the analysis, the prescription, and the ROI model — everything you need to turn leaked hours into capacity, with or without us.
- 45-minute deep-dive call
- AI-assisted workflow analysis
- Written prescription report
- Capacity ROI model in your numbers
- 30-minute review call
- 4-day quick-start plan
- 5 hrs/week per person found — or a full refund
Need hands-on help after your audit? We do that too — you’ll get the link when it’s relevant.
MT
Mohamed Tahboub
Founder, The AI Native Co.
Built six B2B SaaS companies. Runs them on AI daily.
From the founder
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 Tahboub
FAQ
Questions, answered straight
What about SEC and FINRA compliance?
It’s the first filter on every prescription: books-and-records-friendly archiving, real data controls, and a human review step on anything client-facing. The report flags exactly what may and may not touch each tool — and nothing goes to a client unreviewed.
Will clients feel a difference?
They’ll feel better-prepared meetings and faster follow-through. The relationship stays entirely yours — the audit only touches what happens before and after the conversation.
What 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.
Do 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.
You 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.
What 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.
We 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.
Do 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.
How 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.
How 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.
What 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.
Make the hire you already have.
45 minutes. One prescription. 5–10 hours a week, per person — or you pay nothing.
Backed by the guarantee: find 5 hrs/week or it’s free, and you keep the report.