When I tell people I run AI Readiness Audits, I usually get one of two reactions. Either they assume it is a vague strategy document full of buzzwords, or they think it is a technical assessment that requires an engineering team to understand. It is neither.
An AI Readiness Audit is a structured, practical evaluation of where AI can create real value in your business. It results in a concrete set of deliverables you can act on immediately, whether you build the solutions yourself, hire someone to do it, or decide to do nothing at all.
Here is what the process actually looks like.
What Happens Before the Audit
It starts with a discovery call. This is a free, 30-minute conversation where I learn about your business: what you do, how your team operates, what tools you use, and where you feel the friction. I ask a lot of questions. If the audit does not make sense for your situation, I will tell you.
If there is a fit, I send over an Engagement Scope document that outlines exactly what the audit will cover, what you will receive, and what I need from you. No surprises.
Workshop 1: Discovery
The first workshop is a deep-dive working session with your team. We walk through your workflows step by step. Not in theory, but in practice: what actually happens when a lead comes in, when a demo is completed, when a deal closes.
I build a Functional Process Map live during the session using Miro. This is a visual diagram of your current-state workflows with every step, tool, and handoff documented. As we map things out, friction points emerge naturally: manual steps that eat up hours, handoffs that create delays, tasks that get skipped under pressure.
This map becomes the foundation for everything that follows.
Workshop 2: Deliverables and Recommendations
The second workshop is where I present the findings. By this point, I have analyzed your workflows, identified the highest-impact AI opportunities, and built out detailed recommendations for each one.
You receive four deliverables:
The Key Focus One-Pager is an executive summary: what I found, what matters most, and where to focus first. It is designed to be shared with leadership or stakeholders who were not in the workshops.
The Functional Process Map is the visual diagram from Workshop 1, now annotated with AI opportunity markers showing exactly where automation can reduce friction.
The Technology Recommendations document is the core of the audit. For each opportunity, I run a Build vs. Buy analysis: here is what it would cost to subscribe to a vendor tool, here is what it would cost to build a custom solution, and here is how they compare on workflow fit, total cost, time to value, and maintenance.
The Recommended Roadmap is a phased action plan. It tells you what to do first, what can wait, and how the pieces connect. It includes timelines, dependencies, and sequencing so you can plan with confidence.
What Happens After
The roadmap is yours. You can execute it yourself, bring in your own team, hire another vendor, or engage me to build the solutions. There is no lock-in. The audit is designed to deliver value regardless of what you decide to do next.
If you do want me to build the automations, that becomes a separate Custom Build engagement scoped from the audit findings. But that is entirely your choice.
Who This Is For
The audit works best for SaaS companies with 10-200 employees, particularly sales and revenue teams. If your team is spending hours on repetitive tasks, evaluating AI tools without a clear framework, or just feeling stuck on where to start, this is designed for you.
It is not for companies that have already implemented AI across their workflows and are looking for fine-tuning. And it is not for companies with fewer than 10 people, where the workflows may not be complex enough to justify the investment.
The Bottom Line
An AI Readiness Audit is not a report that sits on a shelf. It is a working set of documents that give you clarity on where AI fits, what it costs, and what to do about it. Every recommendation is backed by data from your actual workflows, not generic advice.
If you want to see whether an audit makes sense for your business, book a free discovery call. I will be honest about whether it is the right fit.