What happens in an AI audit (and how to prepare)

Before the call

You don't need to prepare documents or know anything about AI. It helps to think about three questions:

1. What does your team do every day that feels repetitive?
2. Where do customers or leads wait on you?
3. If you had two extra people tomorrow, what would you have them do?

During the call (30 minutes)

• How work flows today: where leads, orders, requests and documents come in, and what happens next.
• Where time and money leak: the manual steps, delays and errors that cost the most.
• What you already use: your CRM, ERP, inbox, phone and other software, so anything we build fits around it.
• What matters most to you: growth, cost, speed, customer experience or your team's sanity.

After the call: your AI Opportunity Map

Within 24 hours you receive a written map with:

• The top opportunities for AI in your business, ranked by value and speed to payback.
• The hours and money each opportunity is worth.
• What we'd build first and how it would work.
• A fixed price and timeline for that first build.

The map is yours to keep. Use it with us, with another firm or with your own team.

Is it really free?

Yes. We offer it because the best way to show what AI can do for your business is to show you, specifically. If the numbers make sense, we build it together. If they don't, you still leave with a clear plan.