The AI Operating
Leverage Audit.
A five-day engagement for owner-led companies. Five priority workflows in one business unit, estimated and ranked by hours and dollars, with a sequenced, priced plan for what to build first and a straight answer on what to leave alone. Five deliverables. $7,500.
- DELIVERY WINDOW
- 5 business days¹
- WORKING OUTPUTS
- 5 deliverables
- SCHEDULED CALLS
- 2 hours²
See the work you are buying.
The sample walks through five findings, including one “don’t build” and one “not yet”. The assumptions sit beside the arithmetic.
Read the illustrative sample →A package your team can use.
AI Tool Stack Audit
Every tool your five workflows touch, with a verdict: keep, augment, retire or replace. Savings appear only where a contract supports them.
Process Leverage Map
Your five workflows ranked by hours, effort and modeled value. The rationale is written down and every override is logged.
90-Day Implementation Roadmap
What to build first, who owns it, what it depends on. 30/60/90 milestones and a build-or-buy call for each initiative.
Two Agentic Workflow Designs
Trigger, tools, review points, exception owner and manual fallback for two workflows. The build is scoped separately.
Working ROI Model
An Excel model with capacity and cash on separate lines and every cost included. Change an input and the case recomputes.
Unwrapped inventories, maps, validates, reconciles and orchestrates. It does not move money, post to the general ledger, contact your customers, build chatbots or act as an ERP implementer. Each design names its review points and a checker who did not write the prompt.
- Day 1 · Kickoff (60 min). The five workflows, owners and inputs confirmed; scope frozen.
- Days 2–4 · Analysis. No meetings. One consolidated question batch, sent at the end of Day 2.
- Day 5 · Readout (60 min). The package arrives 24 hours ahead. The call is for the argument, not the reveal.
Built for
Owner-led companies, typically 20 to 250 people, where the owner, the CFO or the controller makes the call. The usual signs: recurring finance or operations work, reports hand-compiled from three or more sources, and an AI experiment that hasn’t produced a map.
Not for
A leader looking for a headcount number, in either direction · custom software builds · hourly billing · enterprise procurement processes · ERP implementations · financial services or insurance firms. Saying so here saves us both a call.
The practical details.
Why you, with no published case studies?
Fair question. Unwrapped is new, so the method is public instead: the sample audit, the arithmetic and the assumptions. I do every audit myself, and the scope, fee and acceptance criteria are written down before we start.
What if the audit finds nothing worth building?
Then the package says so, with the arithmetic. A documented “don’t build” is a result: it stops you spending $30,000 on the wrong workflow.
What does my team need to prepare?
A named decision owner, five priority workflows in one business unit, a tool list and small approved samples from recent cycles. I agree the input list with you before kickoff. Expect a few hours of preparation across the team, plus two scheduled call hours.
When does the five-day clock start?
At kickoff. Day 1 is scheduled once the deposit has cleared and the agreed inputs are ready, or you have expressly waived one. If an answer is still missing mid-week, that item is narrowed or carried as a labeled estimate and flagged in the readout. The readout date doesn’t move.
Do you only work with finance teams?
The buyer is usually the CFO, controller or owner, but the five workflows can come from any team they run: finance, operations, sales operations, customer service, HR administration or contracts. Each one repeats at least monthly, has a named owner and is estimated and ranked the same way, in hours and dollars. I don’t design automated decisions about hiring, performance or pay.
How is client data handled?
The engagement identifies approved systems, access, AI processing, retention and return or deletion before data is shared. Exports or read-only access are the default. No passwords, system credentials or unnecessary personal information are requested.
What happens after the audit?
You use the package independently, or scope implementation with Unwrapped. Fixed-scope implementation is typically $30,000–$45,000. Retainers start at $5,500/month. No follow-on purchase is required.
How do payment and the audit credit work?
$7,500 fixed: half on signature, due on receipt; half on delivery of the package, due Net 15. If you sign a follow-on SOW within 30 days of the readout, half the audit fee paid is credited once toward it.
One 30-minute call tells us both if this fits.
THE LETTER · BY PAUL MATTSON
Dated. Signed.
Every figure sourced.
One finding about AI in owner-led companies, every two weeks, with the number that held and the number that didn’t.