Audit

AI Readiness Audit

You know AI can transform your business, but where do you start? The wrong automation project can waste time and budget, whereas the right project can deliver immediate and measurable results.
Our AI Readiness Audit is your solution to a strategic start. We don’t guess, we assess your current processes to find the single highest-leverage, fastest-to-implement automation that will move your most critical business metric.

This audit is not a general consulting session; it’s a focused blueprint for your business.

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Before & After

The Problem Solved with AI

Many businesses rush to integrate AI without a clear plan — wasting time, money. Our process pinpoints where AI can actually make an impact, so you invest strategically instead of experimenting blindly.

Before:
Risk of Waste: Starting with the wrong tool or a too-complex workflow.
After:
Strategic Investment: You get a scorecard, identifying 3-5 tasks that offer the best return for your business.

Before:
Team Overwhelm: Uncertainty about where AI fits in the day-to-day.
After:
Clear Priority: Your team gains a single, manageable automation goal with a defined deadline.

Step 1

Discovery & Data Intake

We begin with a targeted conversation with the people who know your business best, your key team members and process owners in Sales, Operations, and Marketing.

We’ll ask specific, targeted questions to uncover your most frequent, repetitive, and ‘error-prone’ tasks. We ask that you provide us access to simple documents detailing your current workflows and tech stacks (like your CRM, email platforms, etc.). This ensures our analysis identifies problems that, when automated, will deliver the best results.

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Step 2

Expert Analysis & Scoring

Our AI Automation Experts analyse the collected data. We don’t just look for any automation opportunity, we look for the ones that meet our ‘immediate actionable item’ criteria:

  • high frequency
  • high time
  • cost
  • low technical complexity.

Our biggest fear was wasting budget on the wrong tool. The Impact Scorecard showed us exactly where the time was bleeding and provided the data we needed to secure budget approval. We went straight into the Sales Velocity Accelerator knowing the exact ROI we'd hit


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Step 3

Blueprint Presentation & Handoff

We will walk you through and present our findings and deliverables to ensure you walk away with a clear-data backed plan. We will present findings in a final, concise call with a guaranteed, step-by-step plan showing exactly what to build, the expected return on investment, and the time it will save your team.

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Key Audit Deliverables

receive a digital, actionable package designed to launch your Phase 2 Workflow

Your prioritised list of 3-5 best automation candidates. For example: The Problem: Manual Lead Entry - The Solution: AI Qualification Workflow - Estimated ROI: 8 hours saved/week, resulting in a 12% reduction in costs.

A data-driven ranking of the candidates based on ROI, Time Savings, and Implementation Difficulty.

Specific, non-biased suggestions for the no-code tools (e.g., Make, Zapier, specific AI models) required to execute the workflow.

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AI Readiness

Strategic Benefits & Value

The AI Readiness Audit provides the clarity you need to move from contemplation to implementation.

  • Provides a considered approach to implementing AI with your business.
  • Time Recaptured: Your team get an actionable plan so they know tasks they never have to do manually again, freeing up employees to focus on strategy, sales, and growth
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