● CORE SERVICE

AI Audit & Discovery

A free structured audit that maps your highest-value AI opportunities and delivers a written roadmap.

TYPICAL CLIENT OUTCOMES

30 Days
To Written Roadmap
From first strategy call
3–5
AI Opportunities Identified
Per audit on average
Free
Investment Required
No commitment, no strings attached

Full Description

Not sure where AI fits in your business — or if it fits at all? The AI Audit & Discovery engagement is your starting point: a free, structured assessment that maps your highest-value AI opportunities and delivers a written roadmap before you spend a dollar on implementation.

We review your tech stack, your data infrastructure, and your operational workflows against a proven opportunity framework. You get an honest assessment of where AI will actually move the needle for your specific business — not a generic pitch for the latest tools. Most clients identify 3–5 high-leverage opportunities they weren't aware of. The audit is free because we'd rather build trust first than sell you something you don't need.

What You Get

Written AI opportunity assessment with priority scoring | Tech stack and data gap summary | Recommended next steps with rough effort and ROI estimates | No-pressure debrief call to walk through findings

How It Works

Book a 30-minute discovery call. We send a brief pre-call questionnaire covering your tools, team, and goals. After the call, we complete the audit and deliver written findings within 5 business days. Then we schedule a debrief to walk through everything — no pitch, no pressure.

Is This Right for You?

Ideal Client Profile

Curious about AI but not sure where to start | Spending on AI tools without clear ROI | Heard about competitors using AI and want to understand the gap | Leadership has budget conversations about AI but no concrete plan | Want an honest outside perspective before committing to anything

You’re on at least 3 SaaS tools that don’t talk to each other natively

Revenue is $250K–$50M ARR and operations are becoming a growth bottleneck

You want the system built correctly once — not a Zapier patchwork that breaks monthly

ENGAGEMENT DETAILS

Typical Timeline

1–2 Weeks

Teams Assigned

1 Strategist

Post Launch Support

14 Days

Pricing Average

Free

Avg Client ROI

N/A — this is where it starts

Key Deliverables

Custom AI Strategy & Roadmap
Implementation & Integration
Team Training & Documentation
Performance Analytics Dashboard
Ongoing Optimization Support

Custom workflow automation reduced manual data entry by 90% and freed the team to focus on growth.

40hrsSaved / Week
520%ROI
90dTo Launch
CLIENT OUTCOMES

What this service has shipped.

Each engagement below applied this service to drive real revenue, retention, or operational gains.

Case StudiesBlogAI ToolsFree AI Capability Audit