THE AI AND AUTOMATION AUDIT
How the audit works.
A short set of interviews with you and your team. A report that names the friction, shows where AI and automation will pay off, ranks what to fix first, and puts a dollar figure on each fix, built from your own numbers.
01 THE STEPS
- 1
Clarity call· 15 minutes
What's going on, what you hope to get, and whether the audit fits. We don't give advice on this call. Advice comes in the report, where it's backed by evidence.
- 2
Scope and start
You get a one-page proposal with the fee. Once it's accepted, you book your interview.
- 3
Founder interview· 90 minutes
On Zoom, recorded. We walk the business with you from the first call to money in the bank, and where you want it in twelve months.
- 4
Team interviews· 45 minutes each
One on one. The people who do the work show us how it actually gets done.
- 5
The report
Your business mapped in three lanes, every leak named with evidence, a ranked order of what to fix, a three-to-six-month roadmap, and the money page.
- 6
Debrief· 45 minutes
We walk you through it, answer every question, and you decide what happens next.
THE ONE RULE
Nothing goes in the report without evidence.
Every finding points to something someone said or showed us. Every dollar points to a number you gave us. If we can't source it, we say so instead of guessing.
02 OUR COMMITMENTS
What you can count on.
No advice before you pay.
The first call is to see if the audit fits. We don't hand out free fixes and we don't pitch tools.
Vendor-neutral.
We recommend what fits your business, not what pays us. If we would earn a referral fee from a partner or a tool, we tell you in writing before you choose.
Your information stays yours.
Recordings and numbers are used for your audit only. We don't share them and we don't sell them.
Every dollar is sourced.
If a number in the report can't be traced to something you told us or showed us, it doesn't go in.
03 INSIDE THE REPORT
The frameworks behind every plan.
Every audit ends with four strategic frameworks, built from your interviews and documents, in a client workspace you can open any time.
Where the business stands today across strategy, talent, data, technology and operations, and the stage you're aiming for.
Every opportunity plotted by business impact and effort, so the quick wins are obvious and the distractions are parked.
A three-phase plan, know, do, build, with owners and weeks for every step.
How the implementation effort splits across tools, process design and training, so nothing gets underfunded.
Sample report for a fictional company. Your numbers come from your interviews and documents.
05 HOW WE SCOPE IT
Scoped to your business, not a price list.
Every audit is scoped after a 15-minute call. What shapes it: how many people work in the business, how many are part of the decisions, and how much of the work is already written down. You get a fixed fee, agreed in writing before we start, and if you build any of the roadmap with us, the audit fee is credited.
Team size
The people we interview, from you to the front desk.
Decision makers
Everyone who has a say in how the work gets done.
What's written down
Processes on paper take less time to map than processes in someone's head.
06 FAQ
Questions owners ask.
Start with the free assessment.
About 5 to 10 minutes. You'll see where your business stands and where AI and automation are most likely to help. No advice, no pitch.