Workflow Audit
A free 45-minute working session to identify where workflow friction is slowing the business down and what to fix first.
- 45 minutes
- Free
- Leaves you with a savings estimate, priority workflows, and a clear recommendation
AI ADVISORY FOR SMALL BUSINESS
Get back 10+ hours a week. Guaranteed.
I help Metro Detroit professional service firms — insurance agencies, law firms, accountants, real estate offices — implement AI that actually works. In 45 minutes I'll find at least $5,000 in annual savings for your business.
Start with a free Workflow Audit, launch your first workflow with the Starter Pack, and stay supported with the AI Co-Pilot if it makes sense.
Founder-led implementation help for small teams that need practical workflow support.
45-minute working session built around your current workflows
Professional services focused and designed for small teams
Plain-English implementation guidance with clear next steps
Metro Detroit based and founder-led
WORK WITH US
A simple path to practical AI
Most clients start with a free Workflow Audit, move into a focused Starter Pack, and stay supported with ongoing monthly help as the business grows.
Most clients begin with a Workflow Audit.
Starter Pack
A focused 30-day implementation to get your first practical workflow improvements live without overcomplicating the business.
- About 30 days
- $2,500-$3,500
- Best for 3-5 recurring admin bottlenecks
- Outcome: core automations live, team trained, cleaner weekly workflow
AI Co-Pilot Retainer
Monthly support for businesses that want a steady implementation partner after launch.
- Month-to-month
- $750 / $1,500 / $2,500 per month
- Monitoring, tuning, fresh automations, and ongoing support
ADDITIONAL SERVICES
Additional services for larger or specialized needs
For businesses with more advanced needs, Sidecar Advisory also offers broader implementation, custom workflow builds, and team training.
Full Practice Automation
A broader operational build for firms that want systems, not one-off fixes.
- Best for
- Practices with multiple handoffs, repetitive admin, and growth pressure.
- Timeline
- 60-90 days
- Pricing
- $5,000-$9,000
- Outcome
- 8 to 12 workflows improved, documented, and adopted by the team.
Custom AI Integration
Custom work for firms with unique systems, data, or client-facing processes.
- Best for
- Businesses that have outgrown off-the-shelf automations.
- Timeline
- 90+ days
- Pricing
- $10,000+
- Outcome
- A bespoke workflow or integration designed around how your business really runs.
Workshops & Training
Hands-on training for teams that need practical AI fluency, not theory.
- Best for
- Offices, chambers, and professional groups that want usable training.
- Timeline
- Single-session workshop
- Pricing
- $75-$150 per person
- Outcome
- A team that understands where AI helps and how to use it responsibly.
NO-RISK START
The $5,000 Promise
The Workflow Audit is free. So instead of a money-back guarantee, here's what I'll commit to: if our 45 minutes together doesn't surface at least $5,000 in annual savings opportunities for your business, I'll send you a written workflow review afterward — for free — with my honest take on what I'd recommend instead. No pitch. No follow-up. We go our separate ways.
That's the deal. You give me 45 minutes. I give you either a real plan worth pursuing, or a written second opinion you can use however you want.
How we calculate savings opportunities
Time audit
Where manual work is eating up staff hours.
Workflow review
Where follow-up, intake, and recurring admin can be automated.
Tool overlap
Where software is duplicated or underused.
Labor value estimate
What those inefficiencies cost over a year.
Identified savings means practical, observable opportunities based on your current workflows and tools.
OUR FOCUS
Built for professional services.
We go deep before we go wide. In our first year we focus exclusively on professional service firms — because that is where AI delivers the fastest, most visible results.
Insurance Agencies
For independent agencies and small broker teams.
- Quote follow-up, renewal reminders, and client communication
- Document-heavy admin that slows producers and account managers down
- Better consistency across follow-up and servicing work
Law Firms
For small firms that need cleaner intake and case support.
- Client intake, scheduling, and status communication
- Document summaries, drafting support, and internal handoff notes
- Less admin drag around non-billable work
Real Estate Offices
For offices juggling lead response, listings, and agent support.
- Lead nurture, listing support, and client follow-up
- Internal communication around transactions and deadlines
- Faster response times without adding more admin overhead
Accounting Firms
For firms buried in recurring requests, files, and reporting cycles.
- Document handling, deadline tracking, and routine client communication
- Cleaner recurring reporting and monthly-close support workflows
- More capacity during busy seasons without chaos behind the scenes
NOT IN PROFESSIONAL SERVICES?
Sidecar Advisory focuses on professional services first, but the work is still about small-business operations. If your business runs on repeat admin, client communication, and process bottlenecks, reach out. If it is a fit, I will tell you.
Send us a note → hello@sidecaradvisory.comRESULTS
What a typical engagement looks like
Representative examples based on common workflow improvements for firms like these.
Before: Renewal processing required multiple manual follow-ups and took about 4 hours.
After: Automated reminders and internal task routing reduced that process to about 40 minutes.
Operational impact: Faster follow-up, less admin bottleneck, and more time for client-facing work.
Before: Intake involved repeated emails, missing details, and calendar back-and-forth across the week.
After: A more structured intake and scheduling workflow reduced admin time to a shorter review step.
Operational impact: Less owner time spent chasing information and cleaner internal handoffs.
Before: Monthly reporting prep started from scratch and took most of a day to assemble.
After: Inputs, summaries, and recurring client communication were standardized into a repeatable process.
Operational impact: A long prep cycle became a shorter review-and-approval workflow.
These are illustrative examples of the kinds of workflow improvements typically reviewed in a Workflow Audit. Real client case studies will be added here as engagements complete.
THE PROCESS
Simple from day one.
Get your Workflow Audit
45 min · Free
We review your current workflows, spot where time is getting lost, and leave with a shortlist of the best opportunities.
Launch a Starter Pack
About 30 days
We implement the highest-value workflow improvements first, get the tools working, and train the team so the changes stick.
Continue with AI Co-Pilot
Ongoing
After launch, we stay close, improve what is working, and help you keep building without adding internal overhead.
ABOUT NEIL
The guy behind Sidecar Advisory.
I'm Neil Barris. I live here in Metro Detroit with my wife and two kids, and I started Sidecar Advisory because I kept seeing the same thing: small businesses getting sold on AI tools that nobody actually used.
I spent nearly a decade in customer success and technology adoption, helping companies get real value from the software they were already paying for. That work taught me one thing clearly — the tool is never the problem. Implementation is.
Sidecar Advisory exists to close that gap for Metro Detroit small businesses. No jargon, no generic demos, no technology for its own sake. Just practical AI built around the way your business actually runs.
FOR PROFESSIONALS
Do you serve small businesses?
If your clients ask about AI, workflow issues, or how to get more out of their tools, this is built for you. Sidecar Advisory works well alongside CPAs, bookkeepers, attorneys, brokers, agencies, and trusted advisors who serve small businesses.
01
$500 referral fee when a referred client engages — plus reciprocal referrals back to your firm
02
Clear scope with no awkward overlap in your client relationship
03
Practical implementation help you can confidently send clients to
READY TO TALK IT THROUGH?
Ready to ride?
Book a free 45-minute Workflow Audit to see what is worth improving first. Most clients start there, move into a focused Starter Pack, and continue with ongoing support only if it makes sense.
BOOK YOUR AUDIT
Pick a time.
I produce your Workflow Audit live during the call — you'll have the PDF before we hang up.