Strategy Audit

Know exactly where AI fits

30-day focused assessment mapping AI opportunities across your business with ROI estimates and a concrete implementation plan.

$15K–$50K
Saved in avoided mistakes
3–6 mo
Of trial & error compressed
2–4 wk
From kickoff to clarity
10–30x
Typical ROI on audit cost

Deliverables

What you get

1

AI Readiness Assessment

Evaluation of current tools, workflows, team capabilities, and data infrastructure.

2

Opportunity Mapping

Identification of AI applications across departments, prioritized by impact and effort.

3

ROI Estimates

Concrete projections based on actual team size, salaries, and workflows — not generic benchmarks.

4

Implementation Plan

Step-by-step playbook covering platform selection, workflow order, timeline, and budget.

5

Platform Recommendation

Vendor-agnostic guidance on Claude, ChatGPT, Gemini, Copilot, or mixed approaches.

Process

30 days, three phases

Phase 1Day 1

Discovery

60-minute kickoff call exploring your business, workflows, and goals.

Phase 2Days 2–20

Deep Audit

Analysis of tools, workflow observation, and team interviews across departments.

Phase 3Days 21–30

Delivery

Strategy document delivery plus 60-minute walkthrough call with your team.

Ideal For

Is this right for you?

  • Teams with 5–200 employees who know AI matters but haven't started
  • Businesses considering multiple AI vendors or tools
  • Companies in regulated industries (healthcare, finance, legal)
  • Founders or ops leads who want clarity before spending $10K+

Not The Best Fit

Probably skip if...

  • Solo founders who just need personal AI tips
  • Teams that already know exactly what to build
  • Companies looking for a 200-slide strategy deck
AI Impact Dashboard
15+
Hours saved/week
+23%
20%
Conversations closed
more
2 wks
Time to deploy
not months
<60
ROI positive
days
AI Adoption by Department
Sales
85%
Support
90%
Ops
70%
Marketing
75%
Before After AI

After The Audit

What happens next

You get a concrete document — not a slide deck — with specific tools, costs, timelines, and expected ROI for each opportunity.

Some clients self-implement. Some use other vendors. Some work with us. The plan is yours regardless.

Most clients start Phase 1 implementation within two weeks of receiving the audit. Average time to first measurable ROI: 60 days.

Most clients save the $5,000 in the first month of implementation just by knowing what NOT to buy.
Start Your Audit — $5,0002–4 weeks · Full ownership · No lock-in