What you get / AI Opportunity Audit
See exactly what an audit delivers.
You leave knowing what to build, in what order, and what each piece will cost, before anyone spends money building the wrong thing. Below is a representative sample. Your audit is built from your workflows, not these.
Your audit fee is credited in full toward an Implementation Sprint if you start within 90 days.
What we review
Workflows
How work actually moves across your team, with the steps that cost the most time, rework, or inconsistency.
Current AI usage
Who is already using AI, for what, and whether outputs get reviewed before they are used.
Tools
The software running the business day to day, and where it helps, overlaps, or gets in the way.
Data and knowledge
Whether the information AI would need is clean, current, and reachable, or scattered and stale.
Team readiness
Where a workflow can be owned internally after we leave, and where it cannot yet.
What you receive
- Executive summary you can forward to leadership
- Prioritized opportunity backlog, scored and ranked
- Workflow analysis for the areas we reviewed
- Tool and data readiness notes
- Practical governance recommendations
- A 30/60/90-day roadmap with implementation paths costed
Sample: prioritized opportunity backlog
Illustrative example
| Opportunity | Value | Freq. | Ease | Data | Safety | Recommendation |
|---|---|---|---|---|---|---|
| Proposal drafting from intake notes | 5 | 4 | 4 | 4 | 4 | Sprint candidate |
| Inbound request triage and routing | 4 | 5 | 4 | 3 | 3 | Sprint candidate |
| Weekly management report assembly | 4 | 5 | 5 | 4 | 5 | Quick win |
| Support reply drafting from approved answers | 4 | 4 | 3 | 2 | 3 | Later, after cleanup |
| Auto-replying to customers unsupervised | 3 | 3 | 2 | 2 | 1 | Avoid for now |
Each opportunity is scored 1 to 5 across five dimensions, then ranked. The point is to spend first on the work with the strongest case, and to say plainly what to avoid.
How we score
- Business value
- How much time, revenue, capacity, or risk it touches. Higher is better.
- Frequency
- How often the work happens. Higher is better.
- Ease to build
- How straightforward it is to implement. Higher is easier.
- Data readiness
- How clean and reachable the needed information is. Higher is readier.
- Safety
- How low the risk is if AI gets it wrong. Higher is safer.
Sample: 30/60/90-day roadmap
Illustrative example
First 30 days
Ship the quick win and set basic AI usage rules. Get one real workflow producing value and build trust.
Days 30 to 60
Scope and start the strongest Sprint candidate: the integrations, review points, and rollout.
Days 60 to 90
Hand off the first build to your team, measure it, and decide whether the next opportunity is worth doing.
Scope and price
Focused
$2,500
One workflow or one team
Standard
$7,500
Multi-workflow review
Expanded
$12,500
Multi-department review
The audit decides what is worth doing and why. It does not include building production systems. If it finds a strong build, that is scoped separately as an Implementation Sprint, and your audit fee is credited toward it if you start within 90 days.
Not sure an audit is the right first step?
Start with a 60-minute AI Working Call. Bring a real workflow and we work on it together, and you leave with a clear recommendation on whether an audit, a build, or neither is the right next move.