A structured path from
confusion to clarity
Every engagement follows the same transparent process. You always know what comes next, what it costs, and what you will walk away with.
Free Discovery Call
A 30-minute conversation where we learn about your business, your current workflows, and the challenges you are facing. No pitch, no commitment. We will be upfront about whether an AI Readiness Audit is the right next step.
- Understand your current pain points and goals
- Assess your tech stack and team readiness
- Determine if an AI Readiness Audit makes sense
- Answer any questions about the process
Best for
- Growing businesses exploring AI for the first time
- Sales leaders, operations managers, and RevOps teams
- Founders who know AI matters but are unsure where to start
- Teams that have been burned by confusing vendor pitches
AI Readiness Audit
The core engagement. Over 2-3 weeks, we run two focused workshops with your team, map your workflows, identify where AI can create real value, and deliver a complete recommendation package you can act on immediately.
Discovery
A deep-dive into your current workflows, tech stack, pain points, and team structure. We build your Functional Process Map live using collaborative visual tools, so everyone sees the current state and where the friction is.
Deliverables and Recommendations
We present the full audit package, including a Build vs. Buy comparison for each AI opportunity. You leave with everything you need to make informed decisions and move forward with confidence.
What you walk away with
Key Focus One-Pager
Executive summary of findings, priority areas, and recommended actions.
Functional Process Map
Visual diagram of your current workflows with AI opportunity annotations, built collaboratively with your team.
Technology Recommendations
Build vs. Buy analysis with vendor comparisons, cost breakdowns, and implementation complexity for each opportunity.
Recommended Roadmap
Phased action plan with timelines, dependencies, and sequencing you can follow independently or with our support.
The Build vs. Buy Framework
For every AI opportunity we identify, we do not just say "use this tool." We compare two paths side by side: subscribing to an off-the-shelf vendor versus having a custom solution built. Each comparison includes cost breakdowns, ROI projections, implementation timelines, and maintenance requirements so you can make the right call for your business.
Vendor Path
Subscribe to an existing tool. We evaluate fit, cost, gaps, and what you still need to solve yourself.
Custom Build Path
Have a tailored automation built to your exact workflow. We break down build cost, technology used, timeline, and ongoing support.
Best for
Custom Build Engagement
If the audit recommends custom-built automations and you want us to build them, this is the next step. We scope the project based on audit findings and build using no-code platforms and AI. Pricing depends on complexity and scope.
No-Code Automation
Built with no-code automation platforms. No engineering team required to maintain.
AI Integration
AI models integrated directly into your workflows where they add measurable value.
Ongoing Support
Optional managed services: monitoring, optimization, and continuous improvement. Available on a monthly or annual basis.
With and without a structured approach
- Random AI tool purchases based on vendor demos
- No clear picture of which workflows to automate first
- Hidden costs that only surface after you commit
- Shelfware from tools that do not fit your actual process
- No ROI tracking or way to measure success
- Clear map of your workflows and where AI fits
- Prioritized opportunities ranked by ROI and effort
- Honest Build vs. Buy comparison with real numbers
- A roadmap you can execute yourself or with our support
- Measurable outcomes tied to business goals
Common questions
Do I need to be technical?
Not at all. We explain everything in plain language. The audit is designed for business leaders and operators, not engineers.
What if I already have some AI tools?
The audit evaluates what you have, what is delivering value, and what is not. We will tell you if your current tools are the right fit or if there is a better path.
How long does the audit take?
2-3 weeks from kickoff to final deliverables. Two workshops, plus analysis and documentation time in between.
What happens after the audit?
You receive a complete roadmap you can execute yourself. Or, if you prefer, we scope a separate Custom Build engagement to implement the recommendations.
What is the Build vs. Buy framework?
For each AI opportunity we identify, we compare the cost and fit of buying an off-the-shelf vendor tool versus having a custom solution built, with real numbers and a side-by-side comparison.
Is there a long-term contract?
No multi-year commitments. The audit is a fixed-price engagement and Custom Builds are scoped per project. Ongoing Support is offered on a monthly or annual basis — you choose what works for your team.
Ready to see where AI fits in your business?
Start with a free 30-minute discovery call. No commitment, no jargon — just an honest conversation about your workflows.
Book a Free Discovery Call