AI Readiness Audit
Start with clarity Know Exactly Where AI Fits Your Business
Nine specialized AI services your agency can sell, scope, and deliver without hiring a single AI engineer. We handle the build. You own the client relationship. Everything ships under your brand.
The Reality
Most Organizations Score Below 40% on AI Readiness
The gap between AI ambition and AI readiness costs enterprises millions in failed implementations. Understanding where you stand is the first step toward meaningful transformation.
85%
of AI projects fail to meet expectations
$4.6M
average cost of a failed AI initiative
Sound Familiar?
Signs Your Organization Needs an AI Readiness Assessment
If your teams are saying things like these, it is time for a structured evaluation rather than a technology purchase.
“We know AI is important but we do not know where to start.”
Chief Technology Officer“Our team is stretched thin. There has to be a better way.”
Chief Operating Officer“We have manual processes everywhere but do not know what to automate first.”
VP of Operations“We want to adopt AI but need someone to tell us what makes sense for us.”
Chief Executive Officer“We have tools but they do not talk to each other.”
IT Director“Everyone is talking about AI but we do not know what applies to us.”
Chief Marketing OfficerWhat We Need
What We Need From You
To assess AI readiness accurately, we need visibility into your current operations, technology stack, and business goals.
Business Objectives
A clear picture of what you are trying to achieve — cost reduction, faster delivery, better customer experience, or new revenue streams.
Current Tech Stack
An overview of your platforms, tools, integrations, and data infrastructure so we can identify where AI fits naturally.
Team and Process Overview
Who does what, how decisions get made, and which workflows consume the most time or produce the most errors.
Full-Spectrum Analysis
Seven Departments. One Comprehensive Audit.
We evaluate processes across the entire organization — not just the obvious departments. Every team has hidden opportunities for AI.
Sales
Marketing
Operations
Client Services
HR
Finance
Leadership
How It Works
Six Steps From Assessment to Action
Our structured process takes 4 to 12 weeks depending on organization size, delivering actionable insights at every stage.
Kickoff and Planning
Identify departments, assign key contacts from each team, schedule video calls, and request system access.
Department Interviews
Conduct video calls with each department. Walk through processes, identify bottlenecks, review tools, and document findings.
System Review
Assess project management tools, CRM workflows, marketing automation, documentation practices, and integration gaps.
Analysis and Report
Analyze findings across all departments, identify AI opportunities, prioritize by impact, and create the Possibilities Report.
Leadership Presentation
Present findings to the leadership team, walk through each recommendation, answer questions, and deliver full documentation.
Implementation Roadmap
Provide a phased implementation plan with detailed quotes for each recommended AI solution, timelines, and expected ROI.
Possibilities Report
What You Receive
The Possibilities Report
A comprehensive document that covers every finding, every opportunity, and every recommendation — ranked by impact and effort.
Executive Summary
High-level findings and top recommendations for leadership review.
Department-by-Department Analysis
Current state, pain points, and opportunities for each team assessed.
AI Opportunities
Specific recommendations with expected benefits and implementation scope.
Priority Ranking
Which opportunities to pursue first based on impact, effort, and cost.
Technology Recommendations
Which AI solutions fit each opportunity and how they integrate with existing systems.
What Comes Next
AI Solutions We Typically Recommend
Based on audit findings, we identify which of these solutions address each department’s specific challenges — and in what order.
AI Workflow Automation
Automate repetitive tasks, data entry, notification routing, and approval chains across departments.
Most CommonAI Knowledge Base
Centralize scattered documentation and eliminate the same questions being asked repeatedly across teams.
High ImpactCustom AI Agents
Intelligent automation for specific tasks like lead scoring, content drafting, research, and data analysis.
AdvancedAI-Powered Dashboards
Consolidate data from multiple systems into unified reporting with AI-generated insights and anomaly detection.
Quick WinLegacy System Integration
Add AI capabilities to existing software without replacing systems your teams already rely on.
InfrastructureCustom Chatbot
Intelligent customer support, FAQ handling, and lead qualification available around the clock.
Customer-FacingThe Outcome
What Becomes Possible After Implementation
Organizations that complete the audit and implement recommendations typically see measurable improvements within 90 days.
Win more clients with AI-powered lead generation
Deliver more output without burning out the team
Respond faster to clients and prospects
Convert more leads with intelligent follow-up
Report smarter, not harder
Scale operations without proportional headcount growth
Grow margins by reducing manual labor
Offer new services powered by AI
Pricing
Custom Scoped to Your Organization
Every organization has a different starting point. We scope the audit based on complexity, team size, and the number of workflows to evaluate.
Whether you are exploring AI for the first time or optimizing existing implementations, we will scope it properly. Contact us to get started.
Find Out Where AI Fits Your Business
Stop guessing. Get a structured assessment that evaluates every department, every process, and every system — with specific, prioritized recommendations.
Common Questions
Frequently Asked Questions
Everything you need to know about our AI readiness assessment process, timeline, and outcomes.
The timeline depends on organization size and the number of departments included. A focused assessment for a smaller organization typically completes in 4 to 6 weeks. Larger enterprises with multiple departments and complex systems may require 8 to 12 weeks for a thorough evaluation.
We assess seven core areas: Sales, Marketing, Operations, Client Services, HR, Finance, and Leadership. Each department receives dedicated interview time and a tailored evaluation of their current processes, tools, and pain points.
The Possibilities Report is the primary deliverable. It includes an executive summary, department-by-department analysis, specific AI opportunities ranked by impact and effort, and detailed technology recommendations. A complete roadmap that tells you exactly where AI fits and what to prioritize first.
No. The audit is a standalone service. You receive the Possibilities Report and can decide independently what to pursue and when. If you choose to move forward with implementation, we provide detailed quotes and phased timelines — but there is no obligation.
We request read-only access to relevant tools and platforms — project management systems, CRM, marketing automation, and documentation platforms. This allows us to evaluate how tools are actually being used and make informed recommendations.
We ask each included department to designate one or two team members who understand the current processes well. Each person participates in a video interview that typically lasts 45 to 60 minutes. Beyond that, the heavy lifting is on our side.
Yes. The Possibilities Report includes expected benefits for each recommendation, including estimated time savings, efficiency gains, and cost reduction potential. This gives leadership the data they need to make informed investment decisions.
After we present findings to your leadership team, you can move directly into implementation using our phased roadmap. We also recommend a follow-up audit at the 6-month or 12-month mark to evaluate how implemented solutions are performing and identify new opportunities.