5 pages · Free · The live-call worksheet

The run sheet we use on every 30-min AI Ops Audit.

Download the AI Ops Audit Run Sheet — pre-call intake, stack mapping, workflow scoring, ROI estimation, and the recommended-path decision tree, all in one PDF. Pre-fill before; reference during; walk away with a written scope.

If a Clearfield operator sent you here, this is what we walk you through live on the call.

What the run sheet covers

Four sections. Five pages. One scoped agreement.

You’re not getting a pitch deck — you’re getting the working document Clearfield uses on every audit. Print it, fill it in during the call, hand it to your CFO on the way out.

01
Pre-call intake
The questions we ask before we ever jump on a call: company, moment of intent, what you’ve already tried, what a win looks like.
02
Stack mapping
A worksheet to list every paid tool your team touches, who runs it, what it costs, and whether we’d retire, consolidate, or keep it.
03
Workflow audit
A scoring rubric for your top five ops workflows — ownership, hours per week, error rate, ownership maturity, measure cadence, and AI-ability.
04
ROI + path forward
A low / mid / high savings estimate and a written decision tree that lands on Starter, Growth, Enterprise, or “not a Clearfield fit” — with reasons.
Built for working sessions, not slide decks
Most run sheets are a junior’s homework with a logo on it.
This is the working document the Clearfield operator uses live with you on every 30-minute audit. The four sections come from engagements we’ve shipped under client brands, not from a partner who’ll hand you to someone three levels down after the sale.
Get the run sheet

Five pages. Four sections. One scoped agreement.

Download the PDF, pre-fill Section 01, and bring it to the 30-min audit. We’ll walk you through Sections 02–04 live.

Download the AI Ops Audit Run Sheet (PDF) →
5 pages · No email required · Print-friendly
Pre-filled Section 01? Book a 30-min audit and we’ll walk Sections 02–04 with you live.