AI Audit & Opportunity Assessment
Find out exactly where AI can save your business time and money — with specific dollar amounts.
A 1-2 week deep dive into your operations that delivers a clear roadmap, not guesswork.
The Problem
- ✗You know AI can help but you're paralyzed by choice — too many tools, no clear starting point
- ✗Staff are spending hours on manual tasks that could be automated
- ✗You're paying for overlapping SaaS tools with features nobody uses
- ✗You can't quantify the ROI of AI so you can't justify the investment
The Audit
- ✓A clear, prioritized list of AI opportunities ranked by impact and effort
- ✓Specific dollar amounts: hours saved, annual savings, implementation cost
- ✓Named tool recommendations — not "use ChatGPT" but specific solutions
- ✓A phased implementation roadmap you can execute with or without us
What's in the Report
Current State Assessment
A complete map of your current tools, processes, and pain points — showing where data flows smoothly and where it gets stuck.
Opportunity Matrix
Every AI opportunity ranked by impact and effort, with hours saved per week, annual dollar savings, and implementation cost estimates.
Tool Recommendations
Specific AI tools and solutions for each opportunity. Not generic advice — exact tool names, pricing, and how they solve your problem.
Implementation Roadmap
A phased plan: quick wins first (week 1-2), medium projects next (month 1-2), larger initiatives last (month 3+). Clear timelines and costs.
ROI Summary
One page showing total current waste, projected savings, implementation cost, and time to ROI. The page your CEO will look at.
Executive Presentation
A 60-minute walkthrough of all findings with your leadership team, including Q&A and next-step recommendations.
How the Audit Works
Week 1: Discovery
- →Kickoff call (60 min) with your operations lead — pain points, goals, current tools
- →Team survey sent to 5-10 employees — their top repetitive tasks and time estimates
- →Tech stack review — every tool you pay for, who uses it, and what it actually does
- →Process mapping — how data flows (or doesn't) through your organization
Week 2: Analysis & Report
- →Opportunity scoring — rank every AI use case by impact, effort, and ROI
- →Tool matching — specific AI tools and solutions for each opportunity
- →Roadmap building — phased plan with quick wins first, larger projects later
- →Presentation — 60-minute walkthrough of findings with your leadership team
Sample Opportunity Matrix
Here's what a real audit finding looks like. When you see your own numbers in black and white, the decision to implement becomes obvious.
| Opportunity | Hours Saved/Week | Annual Savings | Effort | Priority |
|---|---|---|---|---|
| Automate customer email responses | 12 hrs | $31,200 | Low | High |
| AI-powered report generation | 8 hrs | $20,800 | Medium | High |
| Chatbot for tier-1 support | 20 hrs | $52,000 | Medium | High |
| Consolidate CRM + helpdesk | 5 hrs | $37,000 | High | Medium |
Investment
The audit pays for itself. When it reveals $50K-$200K in annual savings, the $500-$5,000 investment is a rounding error.
Startup Audit
- ✓60-minute kickoff call
- ✓Team survey (up to 10 people)
- ✓Opportunity matrix with ROI
- ✓Tool recommendations
- ✓Written report + summary
Growth Audit
- ✓Everything in Startup
- ✓Multiple department interviews
- ✓Detailed tech stack analysis
- ✓Process flow diagrams
- ✓Implementation roadmap
- ✓60-min executive presentation
Enterprise Audit
- ✓Everything in Growth
- ✓Cross-department analysis
- ✓Integration architecture review
- ✓Compliance considerations (PIPEDA)
- ✓Custom scoring methodology
- ✓Board-ready summary document
💡 Free Mini-Audit
Not ready to commit? Book a free 30-minute discovery call where we'll identify 2-3 quick AI wins for your business. No obligation — just immediate, actionable value.
From Audit to Revenue
The audit is step one. Here's how one client goes from a $1,000 investment to $5,000+/month in recurring value within 90 days.
AI Audit
Identify opportunities with specific dollar amounts
AI Training
Upskill your team so they understand AI before implementation
Implementation
Build the solutions identified in the audit
Retainer
Ongoing support, training, and optimization
Common Questions
How long does an AI audit take?
Most audits take 1-2 weeks from kickoff to final report delivery. Week 1 is discovery (interviews and data gathering), Week 2 is analysis and report writing. Smaller businesses (under 20 employees) can often be completed in 1 week.
What do we need to prepare before the audit?
Very little. We just need a 60-minute kickoff call with your operations lead and access to 5-10 team members for a brief survey. We handle all the analysis work. Having a list of your current software tools ready for the kickoff is helpful but not required.
Is the audit just a sales pitch for more services?
No. The audit report is valuable on its own — many clients implement recommendations themselves or with other vendors. We include specific tool names, pricing, and step-by-step instructions. If you want us to implement, great. If not, the report still pays for itself many times over.
What if you don't find any significant AI opportunities?
In our experience, every business has at least 3-5 high-impact AI opportunities. But if we genuinely find that AI isn't the right fit for your operations right now, we'll tell you that honestly and explain what conditions would need to change.
Do you offer a free mini-audit?
Yes. We offer a free 30-minute discovery call where we identify 2-3 quick wins for your business. This gives you immediate value and helps you decide if the full audit is worth the investment. Book a call to get started.
Can you audit specific departments instead of the whole company?
Absolutely. Many clients start with a single department audit (marketing, operations, finance) as a pilot. This keeps the cost lower and lets you prove ROI before expanding to other departments.
Calculate Your Potential Savings
Use our free tools to estimate your AI ROI and find cost-saving opportunities.
Industries We Serve
AI for Professional Services
Identify AI opportunities across consulting, legal, and advisory firm operations.
Learn more →AI for Financial Services
Audit your financial workflows for AI automation and compliance improvement.
Learn more →AI for Retail
Discover AI savings in inventory, customer service, and marketing operations.
Learn more →Stop Guessing. Start Knowing.
Book a free 30-minute call. We'll identify your top AI opportunities on the spot — and you'll know exactly whether the full audit is worth it.
Book Your Free Discovery Call