Audit · Build · Train

Westward Consulting

Westward audits the work a business repeats, builds the systems that remove it, and trains the team to run them.

Week 1
Audit

Interviews, time data, ranked findings.

Weeks 2–3
Build

Scoped from the audit, tested on real data.

Week 4
Train

Five sessions on the team’s own work.

Ongoing
Operate

Monitoring, fixes, refresher sessions.

01

Audit the work

Interviews and time data. A written review of where hours go, what is worth automating, and in what order. Select an industry.

Sample audit findings
After-hours tee-time calls9 h / wkStrong patternAutomate
Member email replies6 h / wkStrong patternAutomate, with review
Event follow-up4 h / wkModerate patternAssist
Weekly revenue report3 h / wkStrong patternAutomate
Vendor scheduling2 h / wkWeak patternLeave as is
In scope for a first build18 hours per week

Illustrative. A real audit is built from interviews and the client’s own time data.

02

Build the systems

Systems scoped from the audit, built into the tools already in use, tested on real data, and governed by review gates.

The systems Westward builds →
Example build plan · Dental clinicWeek 3 of 4
AI receptionist
Tested on 214 real calls
Live
Intake automation
1,038 test runs · 0 failures
In review
Weekly report
First report Monday 6:00 am
In build
Patient email replies
Templates under review
Scoping
Scoping · In build · In review · Live. Every system passes a review gate before going live.

One after-hours call through the review gate. Select a step.

Call arrives

A member calls at 9:40 pm to book a Saturday tee time. The receptionist answers on the first ring, confirms who is calling, and identifies what is needed.

Passes the gate
Bookings within open slots
Answers from the approved knowledge base
Routine confirmations and reminders
Logging and filing
Always routed to a person
Payments, refunds and pricing changes
Complaints and legal matters
Anything outside the written rules
New rules and expanded autonomy

03

Train the team

Five sessions of two hours on the team’s own work. Included in every engagement; also available on its own.

The full program →
Day 1 · 2 hFoundations
Day 2 · 2 hContext
Day 3 · 2 hWorkflows and agents
Day 4 · 2 hSafety and governance
Day 5 · 2 hDeployment

Outcome

The team knows where AI saves time and money in the business, where it does not, and how to use it under rules everyone understands.

Pricing

Fixed-fee audit
Fixed-scope build
Training per program
Monthly retainer

Quoted in writing. No hourly billing.

Start with the audit.

Book a free consultation