01
A workflow map of your current operations
Every process we observed. Where it starts, where it ends, who touches it, how long it takes, where the manual work lives.
A prioritized AI roadmap for your small business, in 2 to 4 weeks.
Walk out with a workflow map, 5 to 12 prioritized AI opportunities with ROI ranges, a phased implementation plan, and a readiness score across 8 dimensions. Fixed price $3,500 to $8,500. If you implement with us, the audit fee credits against your first sprint.
Typical turnaround: 2 to 4 weeks from kickoff.
- Fixed price, published. No 'call for quote.'
- Vendor-neutral. We do not resell software.
- Audit fee credited 100% against your first Implementation Sprint.
- Led by senior advisors, not junior analysts.
What you walk out with.
A single PDF deliverable (roughly 25 to 40 pages of real content, not padding) plus a 90-minute working session with your leadership team. Inside the document:
02
5 to 12 prioritized AI opportunities
Ranked by estimated ROI and implementation effort. Each with the specific tools we would use and the workflow changes required.
03
ROI projections per opportunity
Dollar ranges. Not vague percentages. Based on your actual process times and loaded labor costs.
04
A phased implementation roadmap
What to build first, second, third. Rough timing and scope for each phase. Built so you can execute with us, internally, or with another partner.
05
A readiness score across 8 dimensions
Data readiness. Team readiness. Tool and integration readiness. Governance and risk. Vendor landscape. Budget fit. Change capacity. Leadership alignment.
06
A 'do not do' list
The AI investments we specifically recommend against, and why. Because some AI investments make things worse.
Talk through the deliverableWe will walk you through the output on the first call.
How the audit works.
Four phases. Senior advisors on every phase. No hand-offs to junior analysts once the contract is signed.
01Week 1
Discovery
We interview your leadership and your frontline team. We shadow the real work. We request the tools, SOPs, and data flows that touch the workflows in scope. We arrive with a structured framework so the audit does not drift.
02Week 2 and 3
Analysis
We map everything we observed, benchmark each workflow against automation candidates, and model ROI. We look at tooling, data readiness, integration complexity, and governance risk for each opportunity.
03Week 3 or 4
Delivery
Written deliverable plus a 90-minute working session with your leadership. We walk the roadmap, stress-test the assumptions, and answer everything on the page.
04After the audit
Your choice
Implement with us. Implement with someone else. Do nothing. The roadmap is yours either way. We price the audit to stand alone.
Most businesses pick the middle tier.
Three tiers inside the published $3,500 to $8,500 band. The scoping call locks your exact tier before you commit.
01
Duration2 weeks
Single workflow or small operation
5 to 20 people
Fixed price
$3,500
Best for
Owner-led shops with one focused workflow in mind.
02
Duration3 weeks
Multi-workflow, single entity
20 to 60 people
Fixed price
$5,500
Best for
Professional-services firms, practices, and ops-heavy small and mid-size businesses.
03
Duration4 weeks
Multi-workflow, multi-entity or high complexity
60 to 100+ people
Fixed price
$8,500
Best for
Multi-location, multi-system businesses.
Every tier includes
- Discovery interviews
- Workflow mapping
- 8-dimension readiness score
- Prioritized AI opportunity list with ROI projections
- Phased implementation roadmap
- 25 to 40 page written deliverable
- 90-minute working session
Credit policy
If you move forward with an Implementation Sprint within 90 days of audit delivery, the audit fee credits 100% against the first sprint invoice. You pay $0 net for the audit.
Why we do fixed-price audits.
Hourly billing rewards slow work. Fixed pricing rewards results.
Every engagement has a scope, a price, and a delivery date agreed before we start. If the work takes us longer than planned, that is our problem. Not yours. If it takes less, you still get the full deliverable.
What makes this different from a “free AI assessment”.
Most free assessments are sales funnels dressed up as diagnostics. They produce a slide deck long on problems, short on actionable specifics, and end with a six-figure proposal.
01Reason
We charge for it.
The audit has to stand on its own merit. You are not the product.
02Reason
The deliverable is operator-grade.
It includes workflow maps, vendor short-lists, integration paths, and governance flags. Not just the three obvious automation candidates any consultant could guess.
03Reason
It is vendor-neutral.
We do not resell software. We have no margin on your tool choices. We recommend what actually fits your business.
Who this audit is right for. And who it is not.
We will say no to engagements that are not a fit. It saves everyone time.
Right for this audit
- Small or mid-size business with 5 to 100 employees and $1M to $50M in revenue
- At least one real operational workflow you want to automate
- A leader who wants a clear plan more than a faster 'no'
- Willingness to give us real access to your tools and team for 2 to 4 weeks
Built for these five industries
Not for this audit
- Pre-revenue startups with no operations to audit
- Enterprises with a mature AI function already inside the company
- Shoppers looking for a tool recommendation they can buy today without an implementation plan
If the fit is borderline, the 30-minute scoping call decides. Free either way.
What happens after delivery.
Many audit clients move into an Implementation Sprint with us. Some implement internally with the roadmap. Some implement with another partner. A small number decide the timing is not right and wait a quarter. All four are acceptable outcomes. The roadmap is yours.
Four acceptable outcomes
- AImplement with usAudit fee credits 100% against the first sprint.
- BImplement internallyRoadmap is yours. Use it with your team.
- CImplement with another partnerThe plan is vendor-neutral. It travels.
- DWait a quarterSometimes timing is the honest answer.
Risk reversal / Rebuild guarantee
If the audit does not produce a roadmap you can act on, we will rebuild it at no cost.
We define “cannot act on it” as: the roadmap contains no opportunities with a positive ROI projection, or the recommended vendors are not feasible in your environment. If either is true after delivery, we redo the work. You do not pay twice.
The honest limit
This is the only guarantee we make, because it is the only one we can keep. Actual implementation results depend on your execution and we do not guarantee that.
- Trigger
- Non-actionable roadmap
- Remedy
- Full rebuild. No extra fee.
Frequently asked questions.
Eight questions that come up on most scoping calls. If yours is not here, ask it on the call.
01What is an AI readiness audit?
A 2 to 4 week diagnostic where we map your workflows, identify the highest-ROI AI opportunities, and deliver a prioritized implementation roadmap with ROI projections and an 8-dimension readiness score. You leave knowing what to implement, in what order, and what each step will cost.
02How much does an AI readiness audit cost?
Fixed-price between $3,500 and $8,500 depending on business complexity. Smaller single-workflow engagements at the low end, multi-entity and high-complexity environments at the top. The 30-minute scoping call produces an exact price before you commit.
03How is this different from a free AI assessment?
Most free assessments are sales funnels for a six-figure proposal. Ours is a paid, operator-grade diagnostic with workflow maps, vendor short-lists, integration paths, and governance flags. We do not resell software, so the recommendations are neutral.
04What happens after the audit?
You receive a 25 to 40 page deliverable and a 90-minute working session. You can implement with us (the audit fee credits against the first sprint), implement internally, or implement with another partner. The roadmap is yours.
05Will I get specific tool recommendations?
Yes. The audit includes a vendor short-list for every prioritized opportunity. We rank the top 2 to 4 options per workflow with pricing, integration complexity, and trade-offs. We do not resell any of them.
06Do you work with companies outside Colorado and Arizona?
Yes. Offices in Denver and Phoenix. Remote delivery across the United States. On-site discovery days available for an additional travel fee.
07How do I know if my business is ready?
If you have 5 or more employees, at least one workflow you want to automate, and willingness to give us real access for 2 to 4 weeks, you are ready. If you are not sure, the 30-minute scoping call is free and we will tell you honestly.
08How fast can we start?
Typical kickoff is 1 to 3 weeks after the scoping call. Urgent engagements can start within 5 business days when scope allows.
Book your audit.
2 to 4 weeks. Fixed price. Audit fee credits 100% against your first Implementation Sprint.
Senior advisor on the scoping call. Written price inside 48 hours if we are a fit.
What you commit to
- 012 to 4 weeks of accessInterviews, workflow shadowing, documents.
- 02One leadership session90 minutes at delivery, with decision-makers in the room.
- 03Honesty about constraintsBudget, timelines, political realities. All useful.