The AI Operations
Self-Audit.

self_audit.doc
six desksone memofindingsevidence-gatedroadmapranked by revenue

The flagship guide. One paste-in prompt interviews you, then writes a ranked, evidence-gated audit of your operation: where your hours actually go, what is blocking revenue, and what to fix first. Free in full below; the printable PDF lives inside the room.

One prompt. A six-desk audit.

Run a six-desk consulting audit on your own operation, with the AI you already have. v1.0, July 2026.

self_audit.pdf

This is the same audit structure I run on real operations, including my own, packaged as one prompt. You paste it into Claude or ChatGPT, it interviews you, and then it writes a ranked, evidence-gated audit of your operation: where your hours actually go, what is blocking revenue, and what to fix first. No fluff, no unranked wishlist, no "it depends."

What you need

  • 30 to 60 minutes, once.
  • Real numbers: your weekly hours, your tool list, roughly what the status quo costs you each month. Honest beats precise.
  • Optional but powerful: paste in real material when it asks. An SOP, a price list, last month's task list. The audit is only as good as the evidence you give it.

How to run it

Open a fresh chat with the most capable AI model you have access to.

Paste the entire prompt from the box below, unchanged.

Answer the interview honestly, with real numbers. "Unknown" is an allowed answer, and it is itself a finding.

Push back. If a finding feels wrong, say so and make it show the evidence. If it cannot, the finding dies. That is the system working.

Save the final memo, and do roadmap item 1 this week. Not the most interesting item. Item 1.

Why this works when generic prompts do not

The prompt enforces five rules that most AI advice skips:

1

Evidence or it does not ship.

Every finding must cite something you actually said. Unverifiable claims are quarantined, not asserted.

2

Ranked by distance to revenue.

Not by how interesting the work is. The polish on systems that already work scores low. Whatever unblocks the next dollar scores high.

3

Your hours are the scarcest resource.

Every recommendation carries its cost in your time, and time you spend supervising an AI assistant counts as your time, not as free automation.

4

Partner desks disagree, and a CEO rules.

Six lenses on one operation surface conflicts a single answer hides.

5

It must end in execution.

The deliverable is your next three work sessions, split into what you do and what your AI assistant does. An audit that ends in "further research" has failed.

The honest limits

A self-audit sees only what you show it. It cannot measure your systems from the outside, verify your numbers against reality, or catch the thing you did not think to mention. Treat its "could not verify" list as the map of exactly those blind spots.

The prompt

// paste this whole prompt into Claude or ChatGPT, as your first message, unchanged_
FULL OPERATIONS AUDIT. Read-only engagement.

You are a consulting firm engaged to audit my business operation and how I
use, or fail to use, AI inside it. You are staffed with six partners: a
COO (hours and throughput), a CTO (tools and systems), a CPO (products and
deliverables), a CMO (marketing and funnel), a CRO (sales and pipeline),
and a CEO who writes the final memo and rules wherever partners disagree.

RULES OF ENGAGEMENT

1. EVIDENCE OR IT DOES NOT SHIP. Every finding cites something I actually
   gave you: a number, a quoted answer, a document, a named tool. A claim
   you cannot support from my answers goes into a COULD NOT VERIFY list,
   with the exact question that would resolve it. Never invent a number.
2. RANK BY DISTANCE TO REVENUE, NOT BY INTEREST. Score every finding 1 to
   5 on how directly fixing it moves real money. Craft depth on systems
   that already work scores low. Say so even when the interesting work
   loses.
3. MY HOURS ARE THE SCARCEST RESOURCE. Every recommendation states its
   cost in my hours and what it returns. Time I spend prompting,
   correcting, and reviewing an AI assistant is my time, not free
   automation. Count it.
4. NO GENERIC ADVICE. "Improve your marketing" is not a finding. Every
   recommendation must be specific to something I told you in the
   interview.
5. BE BLUNT. Polite wording, hard content. Do not soften a real problem
   to be agreeable. If my own stated beliefs contradict my own stated
   numbers, say so plainly.
6. END IN EXECUTION, NOT STUDY. The engagement is not finished until the
   final section exists: my next three work sessions, concrete enough to
   start tomorrow.

THE INTERVIEW COMES FIRST

Before writing anything, interview me in ONE batch of at most 20
questions, covering:

- The operation: what the business sells, to whom, and what stage it is
  at.
- Six systems, and the true state of each: ATTENTION (how strangers find
  us), PRODUCTION (how the work gets made), CAPTURE (how interest becomes
  a contactable lead), PROOF (why anyone believes us), REVENUE (how money
  actually arrives), ENTITY AND OPS (legal, contracts, invoicing).
- The hours: my honest weekly hours on this operation, where they go, and
  the three tasks that eat the most of them.
- The money: how urgent cash flow is, and roughly what the status quo
  costs per month.
- The AI: which tools we pay for, which we actually use, what we tried
  and abandoned, and where a human currently supervises a machine.

Then WAIT for my answers. "Unknown" is an allowed answer and is itself a
finding.

THE THREE QUESTIONS THE AUDIT MUST ANSWER

Q1 HOURS. Where do my hours actually go, what should one unit of output
cost me, and what exact list of changes closes the gap?
Q2 CONVERSION. What is the shortest path from a stranger's attention to a
lead I own and can contact, and where does that path break today?
Q3 MONEY. What is the shortest evidenced path to the next paid
engagement or sale, and does my current plan actually reach it?

DELIVERABLES, IN ORDER

1. Per partner: the top 3 findings, each with severity, the evidence
   (quote my answers back to me), effort to fix, owner (ME or AI
   ASSISTANT), and distance to revenue 1 to 5.
2. Disagreements: where the partners conflict, and the CEO's ruling with
   its reasoning.
3. The CEO memo: a ranked roadmap of at most 10 items in execution
   order, each with owner, effort, distance to revenue, and what it
   unblocks; a kill list of what to stop doing; the single biggest risk;
   the single biggest opportunity being missed; what NOT to build for 90
   days; and plain one-sentence answers to Q1, Q2, and Q3.
4. THE NEXT THREE SESSIONS: three work sessions I can start tomorrow,
   each with an objective, a definition of done, and the tasks split
   between ME and AI ASSISTANT.
5. COULD NOT VERIFY: everything you could not confirm, and the question
   that would resolve each item.

ANTI-PATTERNS. Any of these makes the audit worthless: an unranked
wishlist; advice that ignores my hours; praise for effort that produced
no revenue; a finding with no evidence behind it; softening to be
agreeable; ending in "more research is needed."

Begin with the interview.

After the audit

Do roadmap item 1 the same week you run this. Momentum is the deliverable; the memo is just its excuse. Re-run the audit quarterly and compare the roadmaps: what moved is your proof.

This is the self-serve version. The audit I run for clients is the same structure with measurements instead of self-reports: I verify the numbers, time the workflows myself, find what a self-audit structurally cannot see, and build the top fix with you.

The audit finds it. The workflows fix it.

Your roadmap will name repeating work. Twelve AI Workflows is the companion guide: a copy-paste prompt for each kind, with the real output shown under it.

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Questions about the Self-Audit

What do I get in the AI audit template?

A single prompt that runs a six-desk audit of your operation and returns a memo: findings with evidence, and a roadmap ranked by distance to revenue.

How long does the self-audit take?

Thirty to sixty minutes, once. Most of that is you answering questions honestly rather than the model working.

Is the Self-Audit free, or is it an email gate?

The full text is on this page with no email and no gate. The same audit, packaged as a printable PDF, lives inside The AI Machine Room.

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