Turn AI paralysis into progressAccepting Q4 2026 audits
AI Automation Audit

We help you prioritize and ship AI that pays off

The 3 week AI audit: we map your workflows, rank every AI opportunity by impact, then build the ones worth most.

Get your AI roadmapBook a discovery call

No sales pitch. You talk with an expert who runs audits.

Priority Matrix
Opportunity map · p.08 / 26
Opportunity value
Strategic bets
Quick wins
Later
Incremental
P3
P4
P8
P6
P1
P2
P5
P7
Feasibility · ease / speed to build
Business function
Leadership / Strategy
Customer Support
Operations
Marketing
Sales
Key
P1Intelligent Sales CRM
P2Client onboarding automation
P3Enterprise doc search
P4Product knowledge assistant
P5On-brand content engine
P6Paid-social ad production
P7Lifecycle campaign automation
P8Lead scoring & routing
Companies we've audited
Who this is forDiagnosis

Any of this sound familiar?

AI is already in your business

Your team pastes client data into personal AI accounts. No policy, no oversight, no record of what left the building.

78%
of employees bring their own AI to work

You know AI matters, not what to prioritize

Every vendor promises a transformation. Nobody tells you which of your own workflows to fix first, so the decision slides to next quarter.

0 hours
saved while the decision keeps sliding

Skilled people, unskilled work

Data re-typed between systems. The same report rebuilt every Monday. Your most expensive people doing your cheapest tasks.

1 day a week
per person, spent on work a system should handle

Standing still costs money

With no roadmap, the default fix is another hire. Manual hours keep stacking, unvetted AI keeps spreading, and the teams that started last year keep pulling away.

12 months
the head start competitors who already began have

“80% of enterprises see no revenue from their first AI investment”
(Deloitte, 2026)

Because they guessed where to start.

The offerEngagement

Your AI roadmap in 3-5 weeks.

The AI Automation Audit

A ranked, sequenced roadmap, scoped to how your team actually works.

From $3,500Priced by scope
What you get
  • Comprehensive audit report
  • 10+ opportunities, ranked by impact vs. complexity
  • Hour savings + projected ROI
  • Tech-stack analysis
  • Implementation menu with scoped costs
  • Workflow analysis
How it runs
Three to five weeks
01
Week 1
Discovery & audit scoping
02
Week 1–3
Team surveys and 2–10+ interviews
03
Week 2–4
Analysis & technical scoping
04
Week 3–5
Report + live results walkthrough

The roadmap is yours. Execute it with us, in-house, or with anyone else.

Book a discovery call
The deliverableYour AI Automation Audit Report

Exactly what to automate, and what it's worth.

Every opportunity scored on impact vs complexity.

Via API
New lead submittedTrigger
Lead routing automation
CRM updated + task createdOutcome
CRMEmailSlack

Each solution mapped: trigger, automation, outcome, systems.

2.4 months
To payback
Hours recovered430/yr
Annual savings$18–25K

Hours and ROI, quantified per opportunity.

Phase 1
Quick win
Phase 2
Phase 3
0306090

A roadmap your team can execute in order.

ProofEvidence

Real audits, real hours back.

“Cold outreach
Finally, a real plan

“Ops was our ceiling and I didn't know where to start. Melvin walked our whole pipeline with us, showed us what to automate and what to leave alone. No fluff, by the end of the audit we had a real plan.”

Omar CherkaouiOmar CherkaouiCEO, Deluj
“Media
Contracts + invoices, automated

“Contracts and invoices used to eat our week. Now they just… happen. I genuinely forget it's running.”

Martin CrowleyMartin CrowleyCEO, The AI Report
“Lead generation
Onboarding: 14 days to 5

“They moved our whole business onto Monday and automated onboarding. What took a team of VAs and 14 days now launches in 5.”

Nick VerityNick VerityCEO, Cleverly
“Legal services
12+ hours/week saved

“I was hesitant on how to approach AI with my firm… we work with very sensitive data, and most common AI use cases didn't seem to fit us.”

Lynette DavidsonLynette DavidsonFounder, Legaljoy
0+Opportunities, ranked by ROI
3–5Weeks to roadmap
100%Of audits found hours to recover

What’s hiding in your workflows?

Book your discovery call

30 minutes with a real expert. No pitch.

ApplicationsSurface area

Where this usually lands first.

Knowledge & Intelligence
01 / 08

Make what your company already knows searchable and usable.

Enterprise document searchInternal Q&A agentsMeeting intelligenceCompetitive monitoringContract clause searchAutomated research briefsNews & regulatory monitoringDue-diligence document reviewMarket trend digests
Which of these is yours? Find out in 3 minutes
Works with your softwareCompatibility

We don’t replace software,
we automate it.

We connect to the software you already pay for and take over the manual work inside it. Your team keeps the same logins, the same habits, the same workflows.

SlackXeroNotionGmailSalesforceDocuSignGoogle DriveHubSpotStripeOutlookAsanaQuickBooksZapierAirtable
The preview3 minutes

See your first AI opportunities in 3 minutes.

Try the AI Opportunity Engine

Get a personalized AI Opportunity Preview: one workflow analyzed, your likely bottlenecks, and 2–3 automation candidates mapped on impact vs complexity.

AI Opportunity EngineSimplified sample
Inputs
Identify manual workIndustry benchmarkHours spent weeklyPeer pattern matchCompany scalePublic signalsCurrent setupAI readiness
Candidate 1Quick win
AI lead qualification
New lead
AI qualifies & enriches
CRM updated
≈ 6 hrs/weekCRM · Email · Calendar
FAQReference

Questions, answered.

3 weeks for most teams; complex scopes run to 5.

Yes. We use the audit to scope the implementation, or we can build a scope of work around a use case you already have. See our implementation page for the details.

From $3,500, fixed after a short scoping call. Implementation is separate and optional.

Most of our customers fall in the range of 15-500 employees. (B2B)

20 minutes, no pitch: your bottlenecks, whether an audit makes sense, and scope options.

Your data stays yours. Automations run on your own accounts and tools, we access only what a given workflow needs, and we're happy to sign an NDA before anything sensitive is shared. Security constraints shape how we design, they're not an afterthought.

A free audit is a sales pitch for whatever that agency sells. You’re paying for an independent roadmap you can execute with anyone, including us.

Hasn't happened yet. Audits typically surface 10+ opportunities you can pick from on a prioritized menu. But if we somehow come back with nothing worth your time, you get a full refund.

Turn AI paralysis into progress.

Book a discovery call

No sales pitch. Talk with a real expert.