Find the workflow worth evaluating first.
A consultative diagnostic that maps how the work moves, where decisions wait, which source information matters, and what a reviewable first release should include. You leave with a plan your team can evaluate, not a generic slide deck.
How the work actually moves through your business.
We trace the path from first touch to closed and delivered: lead intake, follow-up, scheduling, support, handoffs, reporting, and the places work quietly stalls or gets dropped.
- Revenue operations
- Customer operations
- Tool and CRM review
- Handoff and approval gaps
Inputs, policy checks, and the resulting handoff stay visible here.
A clear view of where the workflow loses context.
Slow follow-up, manual admin, and disconnected tools often appear at handoffs. We identify the evidence, decision delays, and operating gaps that should shape the first release.
- Handoff review
- Response-time evidence
- Data access constraints
- Reporting gaps
Lead response has a clear owner, visible inputs, and a reviewable first release.
A first release your team can review.
A prioritized roadmap and one recommended first release, framed around source access, ownership, action boundaries, and the evidence needed to evaluate it. The next step is written before implementation begins.
- Ranked roadmap
- Recommended first release
- Review boundary
- Written scope and estimate
A useful diagnostic needs enough context to be specific.
Real diagnostic work
We review the available workflow context, tools, source information, and decision points. That produces a plan your team can evaluate and act on.
Clear scope, shared evidence
The diagnostic aligns the team on the workflow, review boundary, and first release before a build is proposed.
No lock-in
The roadmap is yours whether or not we continue into implementation. It documents the context needed to decide the next useful move.
From kickoff to roadmap in a focused engagement.
Kickoff and access
A working session to understand goals, then read-only access to the tools and data we need to see the real workflow.
Initial reviewMap and measure
We trace the priority workflow and identify the source information, decision waits, handoffs, and constraints that shape a credible release.
The diagnosticPrioritize the build
We rank workflow candidates by evidence, operational value, source access, review needs, and risk, then define the most useful first release.
Ranked roadmapPresent and decide
You get the workflow map, the evidence and decision notes, the roadmap, and a written first-release plan. Continue with us or use it to guide your own next step.
Your decisionWhat growing companies ask before booking.
How much does the AI Operations Audit cost?
The audit is scoped around the number of workflows, available access, decision owners, and the level of analysis required. The written engagement explains the work, estimate, and review points before it begins.
Who is the audit for?
Growing service and B2B companies, roughly $3M to $50M in revenue or 25 to 250 people, with meaningful lead and customer volume, a mandate to modernize, and no internal AI team. The defining trait is intent and budget, not size.
Do I have to build with you after the audit?
No. The roadmap and recommendations are yours to keep. There is no obligation to continue into implementation after the diagnostic.
What do I actually receive?
A workflow map, source and tooling review, decision and handoff notes, a prioritized roadmap, and a recommended first-release plan with its review boundary and ownership considerations.
How long does it take?
Timing depends on the available context, source access, number of workflows, and the review cadence agreed in the written scope.
Turn the AI question into a reviewable first-release plan.
The AI Operations Audit maps the workflow, source information, decisions, and human review needed for the next useful release. The roadmap is yours to keep.