Creative Engine Audit & Roadmap

• Clear picture of where time and profit are leaking (intake, WIP, reviews, scope, resourcing)

• Prioritized 90-day roadmap you can act on immediately (owners, milestones, scorecard)

• Fewer revisions & faster cycles through clean standards and review cadence

• Governed AI inserts that actually help (briefs, first drafts, QA, repurposing)

• Capacity clarity to hire/sequence work with confidence

I’m an operationally-minded Creative Director, former COO, & Director of Special Projects leading applied AI. I’ve rebuilt live systems from the inside, so this isn’t a report, it’s a way of working. We combine EOS rhythms with AI where it truly adds value, so improvements stick and compound.

Pre-work (light lift)

• Short intake + a few artifacts (sample brief, active board/screens, roles, KPIs)

Live diagnostics (2–3 sessions)

• Flow analysis: intake → prioritization → resourcing → review → delivery → reporting

• Margin model snapshot and bottleneck mapping

• AI opportunity scan with guardrails

Deliverables (within 1 week of final session)

• Creative Engine Map: your current state with friction points highlighted

• 90-Day Roadmap: 8–12 moves sequenced by impact/effort, with owners and checkpoints

• Operating Pack: brief template, DoR/DoD standards, review cadence, handoff checklist

• Scorecard (5–7 metrics): cycle time, on-time rate, revision count, velocity, margin signals

• AI Starter Kit: role-ready prompt outlines, usage policy, and pilot plan

Follow-up

• 60-minute review to lock commitments and remove blockers

• Leadership & cadence: useful L10s, Rocks that ladder to KPIs, decision hygiene

• Financial signals: pricing, utilization, scope creep, client mix, margin drivers

• People & roles: right-seat/right-role, producer discipline, hiring scorecards

• Process & tooling: Kanban with WIP limits, standards, templates, asset system

• AI enablement: where AI saves time and lifts consistency, safely and measurably

Founders, marketing leaders, and ops leads at mid-cap agencies or in-house teams who want to scale without chaos, raise margins, and make output predictable.

• Audit + Roadmap only, you implement with your team

• Add Implementation Support, fractional leadership or on-call advisory to stand up the system and coach leads

Not sure if the Creative Engine Audit & Roadmap is the right move? Let’s talk first.

In a focused 30-minute call, we’ll:

• Get a clear read on what’s happening in your team right now

• Pinpoint where an audit would create the most impact

• Confirm if the Audit & Roadmap is the right next step (and what it would cover)

No pressure, no pitch, just honest advice and a fresh perspective. Even if we don’t move forward, you’ll leave with clear next steps you can act on immediately.

Book your free 30-minute call and take the first step toward a calmer, faster creative engine.

Schedule your free introductory call here