One-time engagement
Know exactly what to automate.
And in what order.
A comprehensive audit of your entire operation: sales, finance, ops, HR, customer success. You get a prioritized roadmap with hour estimates you can execute yourself or with us.
Trusted by B2B teams
Deliverables
What's included
Everything you need to make informed decisions.
Stack assessment
Complete inventory of your current tools, integrations, and data flows across every department. What talks to what, what doesn't, what's costing you money.
Workflow mapping
Your key workflows documented: sales, finance, operations, HR, customer success. Where time is wasted, where data falls through cracks, where people do work that machines should do.
Automation opportunities
Every "this should be automated" moment identified and captured. Usually 20-40 opportunities across sales, finance, ops, and support. The ones your team complains about and the ones they've stopped noticing.
Prioritized roadmap
Opportunities ranked by impact and effort. What to tackle first, what can wait. Clear dependencies so you don't build things in the wrong order.
Hour estimates
Realistic time estimates for each automation. Know what you're signing up for before you commit to anything.
Tool recommendations
Where your stack is solid, where it's costing you, what alternatives exist. Honest assessment, no vendor kickbacks.
Timeline
How it works
A focused two-week engagement.
Week 1
Day 1-2: Discovery
- •90-min kickoff call
- •Tool access & data review
- •Team interviews scheduled
Day 3-5: Deep dive
- •Interview key stakeholders
- •Map workflows
- •Identify pain points
Week 2
Day 8-9: Analysis
- •Process findings
- •Build roadmap
- •Estimate hours
Day 10: Delivery
- •90-min walkthrough call
- •Full documentation
- •Q&A and next steps
Sample deliverable
What your roadmap looks like
A real example from a recent audit.
HIGH IMPACT / LOW EFFORT (Do First)
| Automation | Dept | Hours | Impact | Dependencies |
|---|---|---|---|---|
| Lead scoring on form submission | Sales | 8 | High | None |
| Invoice reminder automation | Finance | 4 | High | None |
| New hire onboarding checklist | HR | 6 | High | None |
| Slack alert for hot leads | Sales | 4 | High | Lead scoring |
HIGH IMPACT / MEDIUM EFFORT (Do Second)
| Automation | Dept | Hours | Impact | Dependencies |
|---|---|---|---|---|
| Meeting prep doc generation | Sales | 16 | High | CRM cleanup |
| Customer health score calculation | CS | 12 | High | Data unify |
| Expense report processing | Finance | 8 | Medium | None |
| Weekly pipeline report | Sales | 8 | Medium | None |
| Usage-based churn alerts | Product | 10 | High | Analytics |
MEDIUM IMPACT / MEDIUM EFFORT (Do Third)
| Automation | Dept | Hours | Impact | Dependencies |
|---|---|---|---|---|
| Contract renewal reminders | CS | 6 | Medium | None |
| Employee offboarding automation | HR | 8 | Medium | None |
| Vendor payment scheduling | Finance | 10 | Medium | None |
| QBR deck auto-generation | CS | 14 | Medium | Health score |
TOTAL IDENTIFIED: 32 automations across 5 departments
186 hours estimated | Potential time savings: 25+ hours/week
You'll receive a full document with all opportunities, prioritization, and implementation details.
Is it right for you?
The audit is for companies ready to commit
The audit is right for you if:
- You know you should be automating more but don't know where to start
- Every department has a "we should automate that" list gathering dust
- You want an objective assessment before committing to a big project
- You need a business case to get budget or executive buy-in
- You're tired of guessing which automations will actually move the needle
The audit might not be right if:
- You already know exactly what you want built (skip to a project)
- You only need help with one specific workflow (book a call instead)
- You're not ready to invest in automation yet
- You just want a tool recommendation (that's a free call)
Pricing
One clear price. No surprises.
AI Readiness Audit
- 90-minute kickoff call
- Stakeholder interviews (up to 5 people across departments)
- Complete stack assessment (all tools, all departments)
- Workflow mapping (sales, finance, ops, HR, CS)
- Prioritized automation roadmap
- Hour estimates for each opportunity
- Tool recommendations with cost comparisons
- 90-minute walkthrough call
- Full documentation (yours to keep forever)
Timeline: 2 weeks
Typical output: 25-40 automation opportunities identified
100% of the audit fee is credited toward any project started within 60 days.
Ready to get clarity?
Book your AI Readiness Audit. In two weeks, you'll have a complete map of automation opportunities across your entire business, prioritized by impact.