3d • 💬 General discussion
First audit
First paid-path audit tomorrow — talk me through it?
Tomorrow I run my first automation audit for a medical/behavioral health billing company. Free audit, paid build after — that's the deal.
Setup so far:
Pre-call email sent (tools list, screenshots, one real failure example)
Client is recording Looms of the broken automations, narrating the "why" while clicking
Zoom cloud recording on → transcript drops into 00_capture → workflow-map after
One thing that's got my attention: they've worked with AI companies before, and those companies shut down. So I'm walking into a client who's been burned.
Questions for anyone who's done a first client audit:
What do you wish you'd asked on call #1?
How do you handle a client who's skeptical because the last AI vendor disappeared?
Anything you'd add to the 60/30/10 gut-check when auditing billing work specifically?
Will report back after the call.
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First audit
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