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AI for Business

What You Actually Get in an Automation Audit

A fixed-fee audit only works if it's genuinely useful on its own. Here's exactly what we look at, what you walk away with, and why the roadmap is yours to keep either way.

An Automation Audit roadmap on a desk

A fixed-fee audit only makes sense if it's genuinely useful on its own, not a thinly-veiled sales call you pay for. So here is exactly what an Automation Audit looks at, what you walk away with, and why the roadmap is yours to keep whether or not you ever build anything with us.

Why an audit at all?

The hard part of AI for a small business isn't the technology, it's deciding what's actually worth doing. There are a hundred things you could automate and only a few that would genuinely move the needle for your business. Spend money on the wrong one and you've bought an expensive gadget. The audit exists to get that decision right before anyone spends real money building.

It's a fixed fee, agreed up front. About two weeks start to finish. No long contract, and no obligation to buy anything afterward.

What we look at

We start with how your business actually runs day to day, with a focus on the places work tends to slip:

  • How calls come in, who answers them, and what happens to the ones nobody catches
  • How quotes and responses go out, and how long they take
  • How leads get followed up — and where they go cold
  • The repetitive admin work eating your team's time
  • The tools you already use, so anything we recommend fits what you have

What you walk away with

A short, plain-language roadmap, not a sixty-page report nobody reads. It lays out the three to five highest-ROI opportunities for your business specifically, and for each one:

  • What it is, in plain terms
  • Roughly what it's worth — the jobs, hours, or revenue at stake
  • What it would take to put in place
  • Where it should sit in line, so you do the highest-payoff thing first

It's written so you could hand it to your own team, get other quotes against it, or sit on it for six months. It's yours.

The catch (there isn't one)

The honest reason we can charge a small fixed fee and let you keep the roadmap is that a good audit is good for everyone. If the work is worth doing, you'll likely want a partner to do it well, and we'd like to be that partner. If it isn't, we'd rather you know that for a small fixed fee than find out after a much bigger spend. Either way you come out ahead, which is the only kind of first step worth offering.

We don't start with the audit, though. We start with a free 15-minute call. If an audit clearly isn't worth it for your situation, we'll say so on that call and you'll have spent nothing. That's the right place to begin.

// Start a conversation

Want to know where AI would pay off in your business?

That's the whole point of the audit. Book a free 15-minute call first, and we'll tell you honestly whether it's worth doing.