Advisory step 1
AI Opportunity Audit
Five business days, one working session, and a ranked list of what to automate, each opportunity scored, sequenced, and priced before you build anything.
$2,500
5 business days
Card checkout and invoicing both available. Tell us which you'd prefer and we'll take it from there.
Who it's for Operators and owners at 10–150 people who can name the pain without prompting, have a few systems with real APIs, and have budget for a follow-on build.
What you’re actually buying
Most AI conversations stall in the same place: everyone agrees something should be automated, nobody can agree what goes first, and no one has put a number on any of it. The Audit ends that argument with evidence.
It works bottom-up, at the process level. The question it answers is what should we automate, in what order, and what will it cost, not the broader question of where AI changes how the business operates. That one is the AI Strategy Engagement, and it’s a different product, not a bigger version of this one.
Why it isn’t free
Free audits are sales presentations. You get a slide deck with generic recommendations because nobody does forty hours of research for free.
This is a paid engagement with a deliverable you own. If you go on to build with us it costs you nothing, because it credits in full. If you don’t, you keep a document you can hand to anyone, including whoever you hire instead.
How opportunities get ranked
Every opportunity is scored on the same fixed rubric, and the rubric is printed in the document so you can check our work.
Impact (1–5) runs from under two hours a month recovered up to forty-plus hours, a direct revenue effect, or a removed compliance risk. Feasibility (1–5) runs from no API and a process that changes constantly up to documented APIs everywhere, stable process, clean data, no judgment calls. Effort maps to the build classes (A, B, or C), which is what sets the price.
Priority score is (Impact × Feasibility) ÷ Effort, ranked descending. Three
overrides then apply, and we state them where we use them:
- Dependencies win. If one item unlocks two others, it moves up regardless of score.
- The first build has to be a visible win. Whether a company gets a second automation is decided by whether they saw the first one work. A fast, visible class-A item beats a higher-scoring class-C one.
- Anything scoring 1 or 2 on feasibility drops out, regardless of impact, into the “not recommended” section with the reason stated. That’s where fixed-price work goes to lose money.
How the numbers are built
Every figure in the document is defensible or it isn’t in the document.
Baselines come from your own volumes: frequency per month × people involved × minutes per instance × loaded hourly rate. We use your loaded rate if you have one and 1.4× salary if you don’t, and we say which. Anything over twenty hours a month gets confirmed with you before it goes in.
Projected effect is always a range, never a single number, with a confidence rating and its basis on every line. A point estimate invites one question nobody can answer, and the credibility of the whole document goes with it. We also model the residual, because automation reduces a process, it rarely eliminates one.
How it runs
- 01
Day 1: Review
We read your intake form, documents, and systems, then draft the working-session agenda as eight to ten hypotheses framed as questions. You get it the evening before.
- 02
Day 2: Working session
45 minutes, recorded. We confirm or kill each hypothesis, walk your two highest-volume processes step by step, and get the volume and time numbers in the room.
- 03
Day 3: Analysis
Every opportunity identified, scored on impact and feasibility, classified by effort, and sequenced. The top five get sized against real baselines.
- 04
Day 4: Assembly
Document, priced menu, and recorded walkthrough built and delivered before the readout, not at it, so you arrive having read it.
- 05
Day 5: Readout
30 minutes on the three findings, the recommended first move, and the priced menu. The next-step proposal follows within two hours.
What you get
- Audit document, 10–18 pages, including the full scored opportunity register
- Current-state process map for the departments in scope, plus a systems inventory
- Top 5 opportunities detailed by current cost, what changes, effort class, price, dependencies, risks
- Recommended build sequence, with the reasoning and the dependencies stated
- A "not recommended" section covering what we looked at and rejected, and why
- Priced menu, a standalone one-pager you can circulate without the full report
- Recorded walkthrough, 10–12 minutes, so the deliverable survives people who missed the readout
What it is not
- Not an implementation of anything
- Not a technology or vendor selection process
- Not an org design, hiring, or governance exercise
- Not a data quality or security assessment
- Not a company-wide strategy; that is the AI Strategy Engagement
- Not a custom-built financial model
Not included
Stated here rather than in fine print, so scope expansion is a line item and never an argument.
- No implementation, builds, integrations, or configuration
- No access to production systems required or requested
- No security, compliance, or data-quality audit
- No vendor selection or contract review
- No org design, hiring plan, or governance policy
- No custom financial modeling beyond the included sizing
- No more than 2 departments, 15 documents, or 8 systems
- No additional sessions beyond the working session and the readout
- No written implementation specs, though they are available as an add-on
Add-ons
Published prices. The call selects scope plus add-ons.
- Additional department in scope $1,200
- Additional working session (45 min) $500
- Live team walkthrough instead of recorded (45 min) $750
- Written implementation spec for one opportunity $1,500