Find out exactly where AI can run in your business — and what it's worth.
Most businesses have 3–5 workflows that AI could handle automatically. The Audit finds them, scopes them, recommends the right tool for each, and tells you what it would cost and save.
By the end of the session, you'll know exactly which workflows AI could handle in your business, which tool is right for each, what it would cost to build, and what it would save you monthly. Most clients walk away with a prioritized shortlist of three to five automations and a clear starting point — something they've been trying to figure out on their own for months.
- Pre-audit questionnaire (15 minutes, sent before the session)
- 90-minute discovery session — we map your workflows, ask the right questions, and identify where agents would deliver the most value
- Written report delivered within 5 business days covering your top 3–5 agent opportunities ranked by ROI
- What each agent would do, what it would need, and what it would save
- A recommended starting point with a clear implementation path
- Effort and cost estimates for each opportunity
Most clients recover the $950 within the first month of running their first agent. The fee is credited in full toward any implementation package booked within 30 days.
Business owners who know AI could help but aren't sure where to start, what to prioritize, or whether the investment is justified. The Audit gives you a clear answer to all three.
“The Audit gave us clarity we had been circling for six months. We had a running agent two weeks later.”
— Operations manager, professional services firm, 18 employees
The report becomes your AI roadmap. Most clients move directly into a Quick Win Agent engagement focused on the highest-ranked opportunity. The Audit fee is credited toward any implementation package booked within 30 days.
AI Workflow Blueprint
Need a detailed process map, integration review, and risk model before building? The Blueprint is a full implementation spec — not just a list of opportunities.
- Full process map for your top workflows
- Data source and integration review
- Risk and compliance model
- Detailed implementation spec with firm pilot quote
- Rollout plan and timeline
Common questions
Straight answers before you book.
If your team is spending 10 or more hours a week on tasks AI could handle, every week you wait is a week of capacity you're not recovering. The Audit takes 90 minutes and tells you exactly what to do about it.
Not sure yet?
See where you stand first — free, 3 minutes.
10 questions across three categories. Get an instant score and a clear recommendation on whether the Audit is the right next step.
