What an AI Audit Looks Like (Our Exact Checklist)

We open every engagement with a free 30-minute audit, and we're happy to show you the whole thing in advance — because the more prepared you are, the more useful it is. There's no secret sauce being protected here. The value isn't the checklist; it's applying it honestly to your business.

Why we give it away

Two reasons. First, it's the fastest way for both of us to find out whether there's a real, worthwhile project here — or whether you'd be better off with a $40 tool and no consultant at all. Second, a good audit is genuinely useful on its own. Even if we never work together, you walk away knowing where your best AI opportunity is.

What actually happens in the 30 minutes

No slides. It's a conversation. We ask about how your business runs, where the friction is, and what a good outcome would look like. We're listening for repetitive work, slow hand-offs, and expensive mistakes — the raw material of a high-ROI automation. Afterwards, you get a short written summary: the opportunity we'd tackle first, the expected payoff, and a recommended next step.

The checklist we run through

Here are the exact areas we cover. You can think through these before we even talk.

1. Where the time goes

• What tasks does your team do over and over, every day or week?
• Which of those are rule-based (same steps every time) versus judgment calls?
• Where do people say "I wish I didn't have to do this manually"?
• What takes far longer than it should?

2. Systems and data

• What tools do you already pay for (CRM, email, spreadsheets, accounting)?
• Where does information get re-typed from one system into another?
• Is your important data reasonably organized, or scattered?
• What "lives in someone's head" that should be written down?

3. Customer touchpoints

• How fast do leads and customer messages get a first response?
• Where do things slip through the cracks?
• Which repetitive questions could be answered instantly and accurately?

4. Errors and risk

• Where do mistakes happen, and what do they cost when they do?
• Is any of the data sensitive or regulated?
• Where would you not want a machine acting without a human check?

5. The goal

• If you could hand off one task tomorrow, what would it be?
• What would "this was worth it" look like in numbers — hours, speed, revenue?

How we score the opportunities

Not every idea is worth doing. We rank each one on two simple axes:

• Impact — how much time, money, or risk it removes.
• Effort — how hard it is to build and maintain.

The first thing we recommend is almost always something in the high-impact, low-effort corner — a quick, visible win that builds confidence and pays for itself fast. The bigger, more ambitious ideas get parked on a roadmap for later, once the easy wins have proven the approach.

A good AI audit doesn't end with a wish list. It ends with one clear, worthwhile thing to do first.

What you walk away with

By the end you'll have a short written summary containing: the single highest-value opportunity we found, a rough sense of the payoff, an honest view of the effort involved, and a recommended first step. If that step is a project we could do, we'll say so and what it would take. If it's "buy this tool" or "fix this process first," we'll say that too.

No pressure, no jargon, no obligation. Just a clearer picture of where AI would actually earn its keep in your business.