A written AI roadmap for your business.
Interviews with your team, a read on your data, and a scoped plan for where AI actually pays back. The timeline and depth scale with your company. You leave with a document you can hand to your team, your board, or another builder.
Scoping calls are free. Pricing is set after we understand the scope.
What the audit delivers
A document built around your actual operations.
Current-state AI readiness assessment
Interviews with the people who run the work. Where AI already fits, where it would break, and where data quality is the real bottleneck.
Prioritized set of AI systems to build
Each system scoped to your workflows, with an honest estimate of time savings, build complexity, and which one to start with.
Integration and data flow map
How each system connects to the tools you already run (Slack, your CRM, Drive, Fathom, Notion). Data flows, authentication, and permission boundaries documented.
90-day implementation plan
A phased rollout with clear go or no-go criteria. What can run in-house, what needs a partner, and what sequence produces results the fastest.
Scope and timeline
The engagement scales with your company.
There is no one-size audit. A small operations team and a multi-department enterprise need different depth, different interview counts, and different documentation. We scope it on the first call.
Small business
1 to 2 weeks
For teams of 5 to 25 people.
3 to 5 team interviews. One to two core workflows. A focused readiness report and a short list of systems worth building first.
Mid-market
2 to 4 weeks
For teams of 25 to 250 people.
5 to 12 team interviews across departments. Workflow mapping, data audit, integration architecture, and an implementation plan sequenced to fit your quarter.
Enterprise
4+ weeks
For regulated or multi-department organizations.
Extensive stakeholder interviews, governance review, risk and compliance considerations, and a board-ready document. Scoped collaboratively with your leadership team.
How the engagement runs
A structured process, adjusted to your business.
Phase 1
Scoping and access
We agree on scope, confirm interview count, and get access to the relevant tools. For enterprise engagements, this includes compliance review and any required NDAs.
Phase 2
Team interviews and workflow mapping
Interviews with the people who actually run the work. Depth depends on company size, from a handful of 30-minute calls to multi-week stakeholder programs. We map where time goes and where decisions stall.
Phase 3
Systems design and integration planning
We name the systems worth building, size them against your data, and draft the integration map. This is where the document starts taking shape.
Phase 4
Roadmap delivery and walkthrough
A walkthrough session with your leadership. You receive the written roadmap, the implementation plan, and a clear recommendation on sequencing. What you do with it is your call.
Is this for you?
Where the audit fits, and where it does not.
Good fit
- Agencies, professional services, and operations-heavy businesses
- Leadership teams actively budgeting AI investment in the next two quarters
- Companies already using modern tooling (Fathom, Slack, a real CRM)
- Operators who want a plan, not a vendor pitch
Not a fit
- –Pre-revenue or pre-product startups
- –Teams of fewer than 5 people (the free AI Roadmap call is a better fit)
- –Buyers looking for an off-the-shelf SaaS product
Common questions
Questions we get before the scoping call
How is this different from the free AI Roadmap call?
The free call gives you a verbal read in 30 minutes. The audit is a written deliverable backed by team interviews, data review, and integration-level detail. Use the free call to check fit. Use the audit when you are ready to act on something you can circulate internally.
How long does the audit take?
It depends on your company. A focused small-business engagement is one to two weeks. Mid-market runs two to four. Enterprise scopes typically run four weeks or more because of the stakeholder volume, governance requirements, and data review depth.
How do you price it?
Pricing scales with scope, not with hours. Small-business engagements start in the low four figures. Mid-market falls between there and a serious capex line item. Enterprise engagements are scoped collaboratively based on stakeholder count, data complexity, and compliance requirements. You see a written proposal tailored to your scope before anything is committed.
Do we have to buy a build from you after?
No. You own the roadmap. If you want to hand it to an in-house engineer or another vendor, that is the intended use.
Who runs the audit?
The same senior operator who would build the systems is the one doing the scoping. No handoffs to junior consultants, no offshoring, no "we'll loop in a specialist." The person running your interviews has shipped AI systems across real estate, agencies, SaaS, and nonprofits, and is accountable for every recommendation.
How soon can we start?
We typically kick off within one to two weeks of signing, depending on your team availability.