Service 01
The AI Readiness Audit
Before we build anything, we need to understand everything. The AI Readiness Audit is a structured diagnostic that maps your entire operation and produces a custom deployment plan specific to your company, your team, and your tools.
What You Get
A Complete Blueprint for Your AI Deployment
The audit is not a questionnaire. It is a deep-dive investigation into how your company operates today and a detailed plan for how it should operate with AI.
Department-by-Department Interviews
We speak with team leads across every department. Operations, sales, accounting, customer service. We document how work actually gets done, not how the org chart says it should.
Tool and System Audit
We inventory every software tool your company uses: CRM, accounting, email, calendar, project management, communication platforms. We identify integration points and data flow gaps.
Workflow Mapping
We document your core workflows step by step: who does what, in what order, using which tools, and where the bottlenecks are. Every manual handoff and repeated task is cataloged.
Custom Deployment Plan (30 to 50 Pages)
A detailed document specifying every knowledge base, automation, integration, and training session we will build. Includes timelines, dependencies, and expected outcomes for each component.
ROI Projections
Estimated time savings per department, headcount impact, and cost-benefit analysis based on your specific operation size and current labor costs.
Technical Architecture
System diagram showing how Claude AI connects to your existing tools. API integrations, data flows, automation triggers, and knowledge base structure mapped for your engineering team.
Investment
Transparent Pricing. Zero Risk.
The audit fee is credited 100% toward your setup cost if you move forward with deployment. If you do not move forward, you still keep the deployment plan and can use it with any provider.
Standard Audit
For companies with 5 to 15 employees and 2 to 4 departments. Includes all core deliverables.
- Up to 6 team interviews
- Full tool and workflow audit
- 30+ page custom deployment plan
- ROI projections per department
- Delivered within 7 business days
Credited 100% toward setup
Extended Audit
For companies with 15 to 50 employees, 4+ departments, or multi-system environments.
- Up to 15 team interviews
- Full tool, workflow, and data audit
- 50+ page custom deployment plan
- Technical architecture diagrams
- Executive presentation of findings
- Delivered within 10 business days
Credited 100% toward setup
Audit fee credited 100% toward your setup if you move forward.
You pay nothing extra. The audit becomes the first phase of your deployment.
The Process
What to Expect
Free Assessment
30-minute call to understand your company and determine if an audit is the right next step.
Team Interviews
We schedule 30 to 45 minute sessions with each department lead and key team members.
Analysis and Blueprint
We build your deployment plan with specific automations, integrations, and knowledge bases mapped to your workflows.
Presentation
We walk you through every recommendation, answer questions, and outline next steps if you choose to move forward.
Related Reading
Not Sure If You Are Ready?
Answer 10 diagnostic questions to assess your company's AI readiness before committing to a full audit.
Book Your Free Assessment
The assessment is a 30-minute call to see if an audit is the right fit. No commitment. No cost. We will tell you what we see and you decide if it is worth going deeper.