See exactly where your operation is leaking time and revenue.
A paid, consultative diagnostic that maps how your business actually runs, puts a number on the revenue and hours slipping away today, and recommends the first managed AI system to install, with the projected ROI attached. You leave with a plan you could hand to anyone, not a slide deck.
Operations
Automation performance
Recent tasks
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
A real number on what the status quo is costing you.
Slow follow-up, manual admin, and disconnected tools do not announce themselves. We estimate the revenue leaking and the hours your team loses each week, so the upside of fixing it is concrete, not a feeling.
- leaked revenue estimate
- admin hours per week
- response-time gaps
- data and reporting drag
The first managed system to install, scoped and priced.
A prioritized automation roadmap and one recommended first system with projected ROI, scoped clearly enough to price and schedule. No vague next step, no pressure to buy the whole thing at once.
- ranked roadmap
- recommended first system
- projected ROI
- fixed scope and price
A free audit is a sales call wearing a costume.
Real diagnostic work
We interview your team, review your tools and CRM, and trace live workflows. That takes senior time, and it produces something you own and can act on.
Serious buyers, clear scope
Paying for the audit filters out tire-kickers and aligns both sides on outcomes. The first build is scoped to a number you already care about, not a guess.
No lock-in
The roadmap is yours whether or not we build it. Most clients move into the first managed system because the ROI is already on the page.
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.
Week oneMap and measure
We trace revenue and customer operations end to end and quantify where time and revenue are leaking today.
The diagnosticPrioritize the build
We rank workflows by revenue impact, time saved, data access, and risk, then pick the highest-leverage first system.
Ranked roadmapPresent and decide
You get the workflow map, the quantified leak, the roadmap, and a scoped first system with projected ROI. Build with us or take it and run.
Your decisionWhat growing companies ask before booking.
How much does the AI Operations Audit cost?
The audit runs $5,000 to $15,000 depending on the size and complexity of your operation. It is a fixed, agreed price before we start. It is paid because it is real diagnostic work that produces a plan you own, not a sales call.
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. Most clients move into the first managed system because the ROI is already quantified, but there is no obligation.
What do I actually receive?
A full workflow map, a revenue-operations and customer-operations audit, a CRM and tooling review, a quantified estimate of revenue leaked and hours wasted, a prioritized automation roadmap, and a recommended first system with projected ROI.
How long does it take?
A focused audit is typically a couple of weeks from kickoff to the final presentation, depending on access and the number of workflows in scope.
Stop guessing where AI pays off. Get the number.
The AI Operations Audit turns the AI question into a ranked plan with revenue and hours attached. Premium, done-for-you, and yours to keep.