What we audit
Six things, written down.
Workflow, data, vendors, security posture, and ROI. The deliverable is an audit report plus a 30-day implementation roadmap.
Workflow review
We sit with the people who run the work, map where time goes, and flag the steps where AI pays back fastest. The output is a list of workflows ranked by hours saved and risk.
Data and vendor audit
An honest read on your data quality, your existing stack (Slack, your CRM, Drive, Fathom, Notion), and which AI vendors are worth paying for given what you already run.
Security posture
Where your data goes, who can see it, and what changes when you bring AI into the loop. We document authentication, permissions, and the boundaries you can't cross.
ROI model
For each system we recommend, a written estimate of hours saved, headcount avoided, and payback window. Numbers you can put in front of a CFO or a board.
Audit report
A written document that captures the workflow review, the data and vendor audit, the security posture, and the ROI model. You can hand it to your team or another builder.
30-day implementation roadmap
A sequenced plan for the first 30 days: which system goes first, who owns it, what data it touches, and the go or no-go criteria at the end of each week.
Who it's for
Industries we've already done this work in.
If you run a business with expensive context still being moved by hand, you're the buyer.
Law firms
Matter intake, conflicts review, document drafting, billing review.
Private equity
Deal screening, portfolio reporting, diligence summarization, LP updates.
Real estate
Deal pipeline, tenant comms, financial modeling, document handling.
Agencies
Client reporting, creative review, brief generation, account ops.
Consulting firms
Research synthesis, deck generation, knowledge capture, proposal drafting.
E-commerce
Catalog ops, customer support, returns triage, lifecycle messaging.
Healthcare
Patient intake, clinical note review, scheduling, compliant documentation.
Data-heavy operations
Reporting pipelines, dashboards, anomaly detection, internal search.
Work we've shipped
Clients we've done this for.
Buck
A research and writing operator who needed to move from one-off prompting to a repeatable system. We built a content engine that drafts, edits, and files long-form pieces under his voice.
Maya
An operator running a portfolio of projects. We mapped her week, then shipped an inbox and meeting brain that turns transcripts and emails into followups her team can action.
ViewEngine
A data-heavy operation with thousands of records and unclear lineage. We audited the data, picked the vendors that fit, and stood up the first internal search and reporting layer.
Stagecoach
A multi-department business with a real CRM and real compliance requirements. We ran the audit, sequenced the build, and shipped the first agent inside the boundaries their security team set.
Scope and timeline
The engagement scales with your company.
There is no one-size audit. A small operations team and a multi-department enterprise need different depth, interview counts, and documentation. We scope it on the first call.
Small business
1 to 2 weeks
For teams of 5 to 25 people.
3 to 5 team interviews. One to two core workflows. A focused audit report and a 30-day plan for the first system to build.
Mid-market
2 to 4 weeks
For teams of 25 to 250 people.
5 to 12 team interviews across departments. Workflow review, data and vendor audit, security posture, ROI model, and a 30-day implementation roadmap sequenced to fit your quarter.
Enterprise
4+ weeks
For regulated or multi-department organizations.
Extensive stakeholder interviews, governance review, risk and compliance considerations, and a board-ready audit report. Scoped collaboratively with your leadership team.
How the engagement runs
A structured process, fit to your business.
Phase 1
Scoping and access
We agree on scope, confirm interview count, and get access to the relevant tools. For enterprise engagements, this includes compliance review and any required NDAs.
Phase 2
Team interviews and workflow mapping
Interviews with the people who run the work. Depth depends on company size, from a handful of 30-minute calls to multi-week stakeholder programs. We map where time goes and where decisions stall.
Phase 3
Data, vendor, and security review
We size your data, score the vendors you already pay for, and document the security posture. The ROI model is built here, system by system.
Phase 4
Audit report and roadmap delivery
A walkthrough session with your leadership. You receive the written audit report, the 30-day implementation roadmap, and a clear recommendation on sequencing. What you do with it is your call.
Is this for you?
Where the audit fits, and where it does not.
Good fit
- Agencies, professional services, and operations-heavy businesses
- Leadership teams actively budgeting AI investment in the next two quarters
- Companies already using modern tooling (Fathom, Slack, a real CRM)
- Operators who want a plan, not a vendor pitch
Not a fit
- –Pre-revenue or pre-product startups
- –Teams of fewer than 5 people (the free AI roadmap call is a better fit)
- –Buyers looking for an off-the-shelf SaaS product
Common questions
Questions we get before the scoping call
How is this different from the free AI roadmap call?
The free call gives you a verbal read in 30 minutes. The audit is a written deliverable (audit report plus a 30-day implementation roadmap), backed by team interviews, data review, vendor scoring, security posture, and an ROI model. Use the free call to check fit. Use the audit when you are ready to act on something you can circulate internally.
How long does the audit take?
It depends on your company. A focused small-business engagement is one to two weeks. Mid-market runs two to four. Enterprise scopes typically run four weeks or more because of the stakeholder volume, governance requirements, and data review depth.
How do you price it?
Pricing scales with scope, not with hours. Small-business engagements start in the low four figures. Mid-market falls between there and a serious capex line item. Enterprise engagements are scoped collaboratively based on stakeholder count, data complexity, and compliance requirements. You see a written proposal tailored to your scope before anything is committed.
Do we have to buy a build from you after?
No. You own the audit report and the roadmap. If you want to hand it to an in-house engineer or another vendor, that is the intended use.
Who runs the audit?
The same senior operator who would build the systems is the one doing the scoping. No handoffs to junior consultants, no offshoring, no "we'll loop in a specialist." The person running your interviews has shipped AI systems across law, private equity, real estate, agencies, e-commerce, and healthcare, and is accountable for every recommendation.
How soon can we start?
We typically kick off within one to two weeks of signing, depending on your team availability.