AI Opportunity Audit.
A strategic deep-dive into your business that surfaces the highest-leverage AI and automation opportunities — ranked by impact, scoped with effort, and packaged as a 90-day execution roadmap.
Most AI initiatives fail because they start with a tool, not a diagnosis.
Companies buy software hoping it solves the problem. More often it adds another layer of complexity on top of a process that was already broken. The AI Opportunity Audit is the diagnostic that prevents that mistake.
We spend two weeks inside your business — mapping funnels, reviewing tools, watching how leads actually move through your team, and identifying where time, money, and pipeline are leaking out. What you get back is a ranked list of opportunities with ROI estimates, effort ratings, and a fixed-fee proposal for each one. No obligation to build.
INSIDE
Six lenses. One coherent roadmap.
Every audit runs through the same methodology — built to surface the opportunities most businesses miss.
Funnel & Pipeline Mapping
We trace every lead from source to close — or drop-off. Speed-to-lead, conversion by stage, and where the handoffs break down.
Tool & Stack Inventory
Every tool you pay for, what is actually being used, what overlaps, and what is missing.
Process & SOP Review
We document your current workflows — manual steps, tribal knowledge, and the processes that live in someone's head.
Automation Opportunity Scoring
Every opportunity scored on impact (revenue, time, risk) vs. effort (build time, cost, complexity). You see the full matrix.
AI Readiness Assessment
We evaluate your data quality, team bandwidth, and infrastructure against what AI actually needs to work reliably in production.
Vendor & Stack Recommendations
Specific tools, platforms, and AI models that fit your stack, budget, and team — with migration paths if needed.
DELIVERABLES
What you actually get.
Concrete artifacts you own. No vague strategy docs — everything is built, configured, and handed off.
Funnel & pipeline map
A documented diagram of every lead source, handoff, conversion event, and drop-off point across your current sales motion.
Tool inventory & overlap analysis
Full stack audit with cost-per-seat, utilization, overlap flags, and a recommendation on what to keep, cut, or replace.
Automation opportunity matrix
Every opportunity ranked by impact vs. effort. Color-coded for quick decisions. Exportable to your team.
ROI & effort estimates
For each top-ranked opportunity: estimated time savings, revenue impact, build cost, and payback period.
90-day execution roadmap
A prioritized, sequenced plan for the first 90 days — phased to manage change, cash flow, and team bandwidth.
Fixed-fee build proposals
For any opportunity you want to pursue, a scoped fixed-fee proposal for us to build it. No obligation.
DELIVER
Two weeks. Four phases.
A tight process that respects your team's time while going deep enough to surface what generic audits miss.
Discovery
Kickoff call, stakeholder interviews, access to your CRM, tools, and data. We ask the questions your team has stopped asking.
Deep Dive
We go wide across every funnel stage, every tool, every manual step — looking for patterns, leaks, and compounding opportunities.
Analysis
We score, rank, and pressure-test every opportunity against your business model, team, and goals before putting it in the report.
Readout
Live 90-minute readout with your leadership team. We walk every finding, answer every question, and present the build proposals.
OUTCOMES
What changes once we deliver.
Typical ranges from active engagements. Your baseline is set during discovery.
Tools we build with.
We build on what fits your business — and we'll tell you when you're paying for something you don't need.
QUESTIONS
The questions we get on every call.
WITH
Where to go next.
These services stack on top of — or lead directly into — what we build here.
AI Revenue Operations System
Most audit clients engage us to build the highest-ranked opportunity in the readout.
SEE SERVICE →AI Workflow Automation
If the audit surfaces a specific manual process, we can scope and build it standalone.
SEE SERVICE →Ongoing AI Growth Partner
If you already have infrastructure and want continuous optimization, the retainer is the right model.
SEE SERVICE →Start with the diagnosis.
A 30-minute call. We scope the audit, align on what you want to learn, and confirm it's the right engagement for where you are.