Services

AI Opportunity Audit

Two weeks, one fixed fee, one concrete working example. We map the tools your team already runs, score where agents will actually help, model what it will cost you, and name the identity and prompt-injection risks. You leave with a decision-ready view of where to start, what it will cost, and what could break.

Timeline 2 weeks Investment $999 fixed Book an intro call

What you receive

  • Decision-ready brief with ROI models and clear token economics
  • Map of the tools your team actually runs (CRM, billing, ops workspace, shared spreadsheets, custom databases) plus the data lineage between them
  • Prioritized opportunity backlog scored with RICE, ranking agent integration against value, risk, and delivery cost
  • Quick-win playbook (≤30 days) with level-of-effort estimates and a first working example
  • Identity and prompt-injection risk register with named attack surfaces and vendor gap analysis
  • Implementation roadmap with timeline, owners, and a recommended next step (retainer or project)

What clients walk away with

  • A working example plugged into one of the tools your team already runs, not a slide about AI strategy
  • A clear view of what AI will cost you month over month, ready to put in front of leadership
  • A concrete "is our shared workspace ready for agents" answer you can action this quarter

How the audit runs

Day 1

Scope call

Sixty minutes. We agree on the systems in scope, the workflows most worth mapping, and the people we need to interview.

Week 1

Interviews and system review

Structured interviews with the people doing the work, plus a read of your stack, data flows, and existing agent or automation pilots.

Week 2

Build a first example, then brief

We build one concrete working example against one system of record, then deliver the findings deck, the risk register, and a clear recommendation on what comes next.

What happens next

The audit ends with a recommendation, not a sales pitch. If the next step is a retainer, we show you the scope. If it is a custom build, we propose it bounded and fixed-fee. If the honest answer is that you should run the next phase with your own team, we hand you the backlog and the playbooks and wish you luck.

Start your AI & automation roadmap

Map your next 90 days with a fractional CTO focused on automation, security, and measurable ROI.