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.
✓Prioritized 90-day implementation roadmap
✓Tool selection & architecture design
✓Full build, testing & deployment
✓Team training & documentation
✓90-day post-launch support
Our Process
1. Discovery Call
A 30-minute call where we learn your business, current tech stack, and biggest operational pain points. No prep needed on your end.
Week 1
2. Tech Stack & Data Audit
We map your existing tools, integrations, and data flows. We identify where systems are disconnected and where AI can close the gaps.
Week 1
3. Opportunity Scoring
We score your top AI opportunities by revenue impact, implementation complexity, and time-to-value. You see exactly where the ROI lives.
Week 2
4. Written Report & Roadmap
We deliver a written findings summary with your top 3 opportunities and a 90-day priority roadmap. Optional follow-up strategy session included.
Week 2
Discovery & Workflow Audit
We spend 1–2 weeks mapping your current processes, identifying automation opportunities, and calculating ROI potential for each. You get a prioritized list of workflows by business impact, not technical complexity.
Architecture Design & Sign-off
We design the full workflow architecture — tool selection, data model, error handling logic, and security approach. You review and approve before we write a single node.
Build, Test & Staging
Full workflow build in a staging environment. We run every edge case, test failure modes, and validate outputs against your real data before touching production.
Production Deployment & Monitoring
Coordinated production cutover, monitoring setup, and live observation for the first 72 hours. Full handoff documentation delivered within 5 days.
FAQ
How long does an automation engagement typically take?
Most automation engagements are complete in 6–12 weeks from signed contract to production deployment. The timeline depends on complexity — a single workflow can ship in 3 weeks, while multi-system enterprise builds take 10–14 weeks. We’ll give you a specific timeline after the discovery audit.
Do we need technical staff to maintain the automations after delivery?
No. We build with maintainability in mind. Simple parameter changes (like updating an email template or changing a threshold value) can be done by any non-technical team member. For structural changes, our ongoing retainer clients get direct access to our team. Otherwise, you can return to us for a scoped change request.
What’s the typical investment for an automation engagement?
Scoped automation projects start at $8,500 for a single workflow build. Multi-workflow packages range from $18,000–$45,000 depending on complexity and integrations. Enterprise implementations are priced on discovery. All engagements include a full ROI analysis before we ask you to commit — if we can’t justify the investment on paper, we’ll tell you.