AI Operations Audit
A clear, ranked plan for AI in your business.
A fixed-fee AI readiness audit: how your company uses AI today, where it should be used and what it's worth. You get your readiness level and a ranked roadmap to the next one.
If the introductory call doesn't point to a clear payback, we'll tell you and won't propose an audit.
- Your time
- About four hours of leadership time, plus short interviews with a few team leads
- Fee
- Fixed. Quoted on the intro call and confirmed in writing
- Credit
- Full fee credited toward implementation
Why now
Most teams are using AI. Few can show a return.
Your people are probably already using AI tools on their own: some well, some badly and some with your customer data. In a 2026 Goldman Sachs survey of 1,256 small business owners, 76% said they use AI, but only 14% said it’s fully built into how they operate.
Exploring
A few people use AI on their own, on personal accounts. No shared tools, no rules, no measured results.
Assisted
The team has approved tools, shared prompts and basic guidelines. AI helps individuals write, summarize and research faster.
Integrated
AI is connected to your systems, including email, documents, accounting and the core software you run on, and it works inside real workflows.
Automated
AI handles repeatable back-office work end to end, with people approving what matters and results measured every month.
What we review
- The AI tools your team uses now, and how
- Where company and client data are going
- The workflows that eat the most hours
- Documents your team re-keys or searches
- Your core systems: email, documents, accounting, CRM and industry software
- Quick money checks on vendor bills
What you receive
- Your readiness level, by department
- A ranked roadmap with hours and dollars per step
- The math behind every estimate
- Tool recommendations and a simple AI use policy
- One quick win, set up during the audit
- A written report you can take to your leadership team or board
How it runs
- A 45-minute kickoff with you
- 20-minute interviews with a few team leads
- A five-minute AI use questionnaire for your team
- Read-only access or exported files; no changes to your records
- A 60-minute readout with your leadership team
Sample
What the readout looks like.
An illustrative excerpt for a fictional company, in the format every readout follows.
Sample readout: 60-person service company
Readiness level by department
| Department | Level |
|---|---|
| Office and admin | 2 · Assisted |
| Scheduling and dispatch | 1 · Exploring |
| Accounting | 1 · Exploring |
| Sales and estimating | 2 · Assisted |
Company overall: Level 1, moving to 2. Four people use AI on personal accounts, there's no policy and customer details are pasted into free tools.
Roadmap: top four steps
| # | Step | Hours / week | Est. value / yr |
|---|---|---|---|
| 1 | Business AI accounts, use policy and training | — | Enables 2–4 |
| 2 | Job notes to same-day invoices | 10 | $21,600 |
| 3 | Supplier invoice checks before payment, incl. ~$6,000 in overbilling caught | 4 | $14,600 |
| 4 | Service agreement renewal follow-up, incl. ~$15,000 in renewals kept | 3 | $21,500 |
Value = hours × $45 loaded labor cost × 48 weeks, plus dollars billed or recovered where noted.
Your data
How we handle your information.
Least access
Read-only access or exported files wherever possible. We never move money or change records, and we ask you to leave out sensitive personal data we don't need.
Named tools only
We tell you in writing which AI tools will touch your files, and we use only business accounts that don't train on your data.
Confidential
We sign your NDA or ours before we see a file. Your documents are used only for your engagement.
Returned or deleted
When the engagement ends, working copies of your files are returned or deleted, whichever you prefer.
Questions
Common questions.
We barely use AI. Is it too early?
No. At Level 1 the work is mostly getting the basics right before bad habits and scattered tools set in.
When do we find out the fee?
On the introductory call. It's a fixed fee based on your company's size, confirmed in writing before we start and fully credited toward implementation if you go ahead.
Who actually does the work?
One senior lead runs your audit from kickoff to readout. Everything we build is documented and handed over, so nothing depends on us to keep running.
Do we have to use you for the work afterward?
No. The roadmap is yours. You can have us build the first steps, run it yourselves or mix the two.
Next step
Start with a 20-minute call.
We'll ask how your team uses AI today and where the work piles up. If an audit makes sense, we'll scope it in writing within 48 hours.
Book an introductory call