AI Opportunity Audit · Method step 01
Know exactly where AI pays off in your business. In writing. In three weeks.
A senior-led audit of your workflows, data, and tools — ending in a prioritized, ROI-ranked roadmap and a skip list of what to leave alone. Fixed price, fixed timeline, no upsell pressure.
$3,500 fixed3 weeksRemoteNDA standard
30 minutes. If the audit isn't the right move for you, we'll say so on the call.
What you get
Six deliverables. Zero filler.
No 80-slide deck. A working document your team will still be using two quarters from now.
01
Prioritized AI roadmap
Every meaningful opportunity in your business, ranked by ROI and effort — with the reasoning shown, so you can re-rank as things change.
02
The skip list
What NOT to automate, and why. The workflows where AI would cost more than it saves — in writing, so nobody sells them to you later.
03
Draft AI usage policy
A plain-English policy your team can adopt immediately: what's approved, what data can't go where, and who reviews what.
04
Readiness & tooling assessment
Where your data, software, and skills actually stand — and the shortest path to ready for each item on the roadmap.
05
Build-vs-buy guidance
For each opportunity worth pursuing: buy a tool, build in-house, or wire together what you already pay for. With costs.
06
Leadership walkthrough
A 90-minute working session with your leadership to put the roadmap in context and decide what happens next — if anything.
How it runs
Three weeks, start to finish.
Fixed timeline, in writing. If we start on a Monday, you have the roadmap in hand 21 days later.
Week 1
Discovery
Interviews with your team leads, a walk through the workflows where hours actually go, and read-only access to your stack. About three hours of your team's time, total.
Week 2
Analysis
We map the workflows, model the ROI, and evaluate your tooling. You don't hear from us much this week — we're doing the work.
Week 3
Roadmap
You get the written report, then the 90-minute leadership walkthrough. You leave knowing exactly what to do — with us or without us.
The credit
Continue within 30 days and the audit is effectively free.
100% of the $3,500 fee credits toward an AI Pilot Sprint. The audit isn't a toll booth — it's the first three weeks of the work.
The candor promise
If AI isn't worth it for you yet, the report says so.
We'd rather tell you to wait — and what would need to change first — than sell you a pilot that dies in a browser tab. The skip list applies to us, too.
Fit
Built for operators, not enterprises.
This is for you if
- You run a $2M–$50M company and know AI matters, but nobody owns it internally.
- Your team has scattered subscriptions and experiments with nothing to show on the P&L.
- You want an honest, senior read before committing real budget.
- You'd rather pay for a plan you own than a pitch dressed up as one.
This is not for you if
- You want someone to validate a decision you've already made.
- You're an enterprise with a data science team — you need enterprise consultants.
- You're looking for a free assessment. Ours is paid, and that's deliberate.
- You need an emergency fix this week, not a plan.
FAQ
Before you ask.
What access do you need?
Read-only, and only where relevant — typically your CRM, project or ops tooling, and a sample of the documents that drive your key workflows. We sign an NDA as standard practice before anything is shared.
How much of my team's time does it take?
About three hours total across week one: a kickoff with you, and 30–45 minutes each with two or three team leads. Week three adds the 90-minute walkthrough. That's it — we're deliberately light on your calendar.
How is this different from the free AI assessments vendors offer?
A free assessment from a vendor exists to sell you that vendor's product. Ours is paid so it can be independent: we take no affiliate commissions, we recommend against AI where it doesn't pay, and the skip list is in every report.
What happens after the audit?
Whatever you decide. Many clients take the top roadmap item into an AI Pilot Sprint — and the full $3,500 credits toward it if you start within 30 days. Others run the roadmap themselves. The report is written so your team can execute it without us.
What if AI just isn't a fit for our business right now?
Then the report says exactly that, with the reasons — and it tells you what would need to change before AI becomes worth the money. You'll have paid $3,500 to not waste ten times that. We think that's a good trade.
Why $3,500 and not free?
Free audits are sales pitches wearing a costume. A paid audit means we owe you a real work product, on a deadline, with our name on it — and it means we only spend our senior attention on companies that are serious.
Wondering where you stand first? The free AI Ownership Scorecard takes four minutes — the audit picks up exactly where it leaves off.
Three weeks from now, you could know exactly where AI pays off.
Book a 30-minute fit call. If the audit isn't right for your situation, we'll tell you on the call — that's the whole point of it.