Sample deliverableAI Opportunity AuditIllustrative — not a client document
What the audit produces.
The AI Opportunity Audit ends in a document, not a slide deck. This page shows its structure — a redacted sample of the format, with placeholder findings from the pattern we see most often. Your audit holds your workflows and your numbers.
Every workflow that moves money or time, mapped end to end: who touches it, which tools it crosses, where it waits, and where it leaks. Nothing gets automated that hasn’t been mapped first.
Intake & leads.
Where inquiries land, who answers, how long they wait, and how many never hear back.
Scheduling & follow-through.
Bookings, reminders, no-shows, rebookings — and what each miss costs.
Paperwork & records.
Every document typed twice, and the two systems it gets typed into.
Every automation worth building, ranked by payback — not by how impressive it demos. The top of the list is where the money is.
Lead follow-up cadence. Inquiries answered once, never chased. The oldest leads are the coldest and nobody owns them.
Every lead summarized, statused, and chased on an automatic cadence until it answers or closes.
Payback rank 1 — highest recovered revenue per build-hour.
No-show recovery. Missed appointments quietly disappear from the calendar. No reminder, no rebooking, no record of why.
Reminders before, automatic rebooking after, and a weekly no-show report.
Payback rank 2 — steady monthly savings, small build.
Double data entry. The same invoice typed into two systems by hand, with errors reconciled at month-end.
Documents ingested, extracted, and pushed to the second system with a human approving each one.
Payback rank 3 — real savings, but ranked behind the revenue leaks.
Placeholder findings shown to illustrate the format. A real ranked plan carries your workflows, your hour counts, and your payback math.
The audit closes with a fixed-price quote for the top of the ranked list — scope, timeline, and number, in writing.
If you stop here, you still keep the plan. The document is yours either way.
The real one takes a week.
AI Opportunity Audit — from $1,500, fixed. Your workflows mapped, your leaks named, every automation ranked by payback, and a fixed quote for the build.
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