Service: AI Audit & Roadmap

Find the One Thing That Changes Everything.

Before you build anything, you need to know what's actually worth building. The AI Opportunity Audit maps your operation from first principles: where the time goes, what's costing you the most, and where AI moves the needle first.

The problem

Most businesses don't fail at AI. They fail at the question before AI.

The question isn't "which AI tool should we use?" It's "where in this operation does AI actually pay off, and how fast?"

Without that answer, you're guessing. You buy a tool because you saw it in a LinkedIn post. You run a pilot that shows promise and then quietly stalls. You spend three months on an implementation that solves a problem no one was that worried about. None of it fails dramatically. It just... doesn't stick.

The reason is almost never the technology. It's that no one did the operational work first: the kind that starts with how your business actually runs, not how you'd like it to run, and traces the path from your biggest time sink to your best AI entry point. That's the work I do before anyone writes a single prompt.

Process

The audit process. From first conversation to finished roadmap.

  1. 01: Operational Discovery

    We go deep on how your business actually runs.

    We walk through your workflows, your team's day-to-day, your tools, your handoffs, and your bottlenecks. Not at a surface level. I'm looking for where time disappears, where errors compound, where your best people are doing work a system could do. This is first-principles audit work. It takes time, and it's the part most consultants skip.

  2. 02: AI Opportunity Mapping

    I rank every entry point by ROI and speed to implementation.

    From the discovery data, I build your AI Opportunity Map: a ranked list of your highest-leverage AI entry points, each with a business case (time saved, cost avoided, output gained), an implementation complexity rating, and a recommended sequencing. You'll see exactly where to start and why.

  3. 03: Deployment Roadmap

    A standalone plan you can act on, with me or without.

    For your top-ranked opportunity, I build out a full deployment roadmap: what to build, what tools it runs on, what it integrates with, what the handoff looks like, and what success looks like at 30, 60, and 90 days. This is a standalone deliverable. You can take it to any developer or consultant, or bring it back to me.

Deliverables

What you walk away with.

  • First-principles workflow and operations review, conducted live with your team
  • AI Opportunity Map: all identified entry points, ranked by ROI potential and implementation speed
  • Business case for your top 3 opportunities: time saved, cost avoided, output gained
  • Full deployment roadmap for your #1 opportunity
  • Tool and integration recommendations
  • Complexity and risk assessment for each opportunity
  • Written summary you can share with your leadership team or board

Delivered as: A structured document package + live walkthrough session.

Investment

Full AI Opportunity Audit: Starting at $2,500

The initial consultation is free, and your first deliverable is free too, with zero obligation. If you like what you see, the full business AI audit starts at $2,500.

The audit is a standalone, fixed-scope engagement. No retainer. No ongoing commitment. You get a complete picture of your highest-leverage AI opportunities and a roadmap to act on them, whether that next step is with me or someone else.

If we do decide to build together afterward, the audit credit applies to the build engagement. Most clients use the roadmap to scope the first system, then hand it back to me to ship.

Timeline: 1–2 weeks from kickoff to delivery, depending on operation size.

Book a Strategy Call to Get Started →
Fit

Who this is for.

This is the right fit

  • You know AI should be doing more in your business but you don't know where to start.
  • You've tried AI tools and they haven't stuck.
  • You're planning a larger AI implementation and want to be sure you're starting in the right place.
  • You want a second opinion before committing budget to a build.

This is not the right fit

  • You already have a clear, validated opportunity and just need someone to build it. That's the Build & Deploy engagement.
  • You're looking for a vendor to hand you a list of AI tools to buy.
  • You want a slide deck and a strategy memo with no operational depth behind it.
  • You're not ready to involve your team in a live discovery session.
FAQ

Common questions.

How is this different from a free discovery call?

The discovery call is a conversation: 20 minutes to see if there's a fit. The Opportunity Audit is a structured engagement with a deliverable: a documented map of your AI opportunities and a roadmap to execute the top one. It's the difference between a conversation and a plan.

Do I have to work with you after the audit?

No. The roadmap is yours. You can take it to any developer, any AI consultant, or your internal team. The audit is built as a standalone deliverable on purpose. You should never feel locked into the next step.

How long does the audit take?

Typically 1–2 weeks. The discovery session can run anywhere from 2 to 20 hours with your team, depending on the depth of scope. The mapping and roadmap work happens on my end after that.

What if I already know what I want to build?

If you have a validated opportunity and need someone to build it, go directly to Build & Deploy. The audit is for organizations that haven't nailed down the right entry point yet.

What size operation is this built for?

The audit works for teams of 5 to 100. The complexity scales with your operation size. Small teams get a focused engagement, larger teams get a broader operational map.

What industries do you work in?

All of them. I've audited and built in cannabis compliance, real estate, energy incentives, and creative production. The industry changes. The audit process doesn't.

What do I need to prepare before we start?

Nothing formal. I'll send a short pre-audit questionnaire after we book. The rest of the discovery happens live.

Get started

Ready to find your first win?

One 20-minute call. I'll tell you exactly where AI can move the needle in your business, and what it would actually take to ship it. No deck. No pitch.