01 · Strategy Engagement
A 1–2 week deep-dive into your operations. You walk away with a prioritized roadmap of where AI pays for itself first — backed by real data, not guesswork.
Who It's For
Built for service businesses with 20–200 employees and real organizational complexity. Not a lightweight assessment — a consulting-grade analysis.
You're losing hours every week to reporting, proposals, follow-up, financial analysis, and admin.
You've been hearing about AI but don't know where to start — or what's worth the investment.
You need a plan you can hand to your team, your board, or to us to build.
You want to know exactly what it costs before you spend a dollar building anything.
Scope
Seven workstreams, one engagement. Each is consulting-grade — interviews, frameworks, written analysis, and quantified outputs.
01
Interviews with your leadership, department heads, and frontline staff — not just two or three people. We review SOPs, financials, documents, and existing workflows. This surfaces contradictions between what leadership thinks happens and what actually happens. This is where the highest-value insights live.
02
Full operational mapping across departments using proven consulting frameworks. Every handoff, bottleneck, and time drain documented. Each step categorized: automate, assist, or keep.
03
Every AI opportunity ranked by impact, effort, and projected dollar return over 12 months. No fluff — realistic projections with assumptions documented. Gives the CEO the numbers needed to justify the investment internally.
04
How you compare to peers in AI adoption. Full technology stack assessment — what you have, what fits, what to skip. Vendor-neutral recommendations built around what you already use.
05
Week-by-week plan: what to automate first, which tools, expected outcomes. "Start here" clearly marked. 30/60/90 day milestones with dependencies and resource requirements.
06
Presentation to your full leadership team — all findings, recommendations, and ROI projections presented live. Plus an interactive dashboard you keep and reference ongoing. Recorded so you can share with partners or staff later.
07
Check-in calls after delivery to answer questions, course-correct, or kick off implementation.
Deliverables
Four artifacts, each engineered for a different stakeholder — board, leadership, ops, or your own future reference.
Comprehensive written analysis. Findings, recommendations, methodology, and appendix.
Presentation-ready for internal sharing — board meetings, leadership reviews, partner conversations.
Live, ongoing access. Filter opportunities, model scenarios, track which workflows you've tackled.
Full session recording. Share with team members who couldn't attend live, or revisit months later.
Track Record
Three clients across three industries. Every audit ended with a roadmap they actually built — and these are the numbers that came out the other side.
CPA Firm
90%
Time saved on onboarding
Client onboarding cut from 8 hours to 45 minutes. Onboarded 40% more clients — same headcount.
Real Estate Group
127%
Lead-to-meeting conversion lift
AI lead pipeline delivered 127% increase in lead-to-meeting conversion. Same team, more deals.
Insurance Company
3×
Claims processing volume
AI triage handles routine claims. 3× processing volume with the same staff.
FAQ
Mid-market service companies with 20–200 employees. Past clients include CPA firms, real estate investment firms, insurance companies, and logistics operations. The frameworks work across any service industry.
No. You get a working plan — a written report, an interactive dashboard you keep, ROI projections with real numbers, and a recorded presentation you can share internally. This is decision-ready, not decorative.
Often. Most clients move into The AI Build after the audit. If not, the playbook is designed to be actionable whether you build in-house or hire someone else.
Depth. Most AI assessments are surface-level — a few interviews, a generic report. Ours uses consulting-grade frameworks across every department, models actual ROI in dollars, benchmarks you against peers, and gives you an interactive dashboard. It's closer to what a Big 4 firm would deliver — at a fraction of the cost.
Get Started
Thirty minutes with the founder. Walk through your operations, leave with a real sense of whether the AI Audit is the right next step — and what it would surface inside your business.
30 minutes. No pitch. No obligation. Mid-market businesses only.