AgentEspresso

Internal playbook

The Cupping: how an AI audit runs

One page, the whole process. A client fills the form, you run the session, you send the report. Three steps, three artifacts, every time, so audit number ten is as sharp as number one.

Price: $997 public Includes: credited toward any build Turnaround: ~1 week to written map Live section: agentespresso.ca/#audit

The three steps

1

Before the call · client-facing

Client fills the intake form

The GHL "Agent Espresso" survey. This is the only thing the client touches at intake. It captures the raw answers (dream outcome, biggest problem, key metrics, workflows, tools) so you never start from zero. Do not rebuild it. The audit section on the site links straight to it.

Owner: client · Output: a survey submission in GHL

Open the intake form
2

During the call · internal

You run the working session

45 to 60 minutes. Read their submission first, then use the discovery worksheet as your script: their form answer is the starting point, your probes go deeper, and you mark every workflow step KEEP HUMAN / AI-ASSIST / AUTOMATE / LEAVE ALONE. For a known prospect, walk in with their pre-fill so you confirm and deepen instead of re-asking.

Owner: you · Output: a marked-up worksheet, ready to write up

discovery-worksheet.md
3

After the call · client-facing

You write and send the report

Fill the deliverable template and send it back within about a week. This is the one artifact the client sees: one-line read, current state, where AI fits (and does not), a prioritized roadmap mapped to AgentEspresso tiers, a "Year From Now," and an honest "are we a fit." This is what they paid for, and what sets up the build.

Owner: you · Output: the client's audit report

deliverable-template.md

All the files

discovery-worksheet.md 🔒 private Reusable interview script, anchored on the survey's 14 questions. Your session playbook. deliverable-template.md 🔒 private The report structure the client receives. Fill and send. Prospect pre-fills 🔒 private Per-deal session prep, pre-filled from the discovery call with gaps flagged. In the audit folder. Agent Espresso intake survey The GHL form clients fill before the call. Source of truth for intake.

Pricing at a glance

Public audit
$997
credited toward any build
Founder / first-case
by deal
early rates honored per deal, in writing
Leads into
Espresso → Affogato
$999 / $2,499 / $4,999+