The audit

Start with a free call. Go as deep as you need.

Every engagement begins the same way: a free conversation. From there you choose how thorough an audit you want. Each tier includes everything in the one below it.

Step oneFree

The 30-Minute AI Opportunity Call

A live working session, not a sales pitch. We quickly audit your business and name two or three places AI can move revenue or cut cost, then send a short written follow-up you can act on right away.

Book the call
Tier 1

AI Readiness Snapshot

A fast, low-cost first read.

$999one-time
Report in 3–5 business days
  • Company-wide AI readiness survey
  • Automated AI-led interviews your team completes on their own time
  • An emailed PDF report: AI-readiness score, top opportunities, and quick wins

Best for: Teams that want a quick, honest read before committing.

Start with a free call
Most chosen
Tier 2

AI Opportunity Audit

Humans in the room. The prioritized roadmap.

$5,000one-time
Delivered in about a week

Everything in the Snapshot, plus

  • Real interviews with your execs and VPs, run by our team (up to 6)
  • A technology and data stack evaluation: what is AI-ready, and the gaps
  • A data-security and AI-governance readiness review
  • A live debrief meeting to walk the findings with leadership
  • A written report: opportunities ranked by revenue impact and margin

Best for: Leadership teams that want a real, prioritized plan.

Start with a free call
Tier 3

AI Transformation Blueprint

We reimagine the business with you.

$10,000one-time
Delivered in 2–3 weeks

Everything in the Audit, plus

  • Working sessions to reimagine the business with your team (2 sessions)
  • Detailed current to future-state workflow mapping
  • A fully prioritized initiative list with an ROI estimate for each
  • Full scoping and pricing for every priority, build-ready
  • A sequenced roadmap and a recommended first build to pilot
Fee credited 100% toward your Build engagement.

Best for: Companies ready to start building.

Start with a free call
After the blueprint

The Blueprint flows straight into a Build engagement: six to twelve weeks of custom engineering on your data, with the Blueprint fee credited in full. You own 100% of the IP, with an optional flat monthly fee to keep it running.

Trusted to build by operators across energy, finance, solar, real estate, consumer, and sport

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Client work

Real engagements. Real outcomes.

A few of the businesses we have audited, built for, and trained, and the results the work is producing.

Audit + transformation

Hardware + software · ~100 people

From scattered AI experiments to one prioritized roadmap

We ran a full AI Opportunity Audit: interviews with the entire executive team and every VP, workflow mapping, and a tech-and-data review. We surfaced their highest-value AI opportunities, ranked by revenue and margin, and we are now implementing the top priorities.

100%
of leadership interviewed, surfacing 18 ranked opportunities now moving into build
Custom build · AI-native CRM

Field sales operation

A new CRM built for the age of AI

Their 15-year-old CRM had no real API, so data could not flow in or out and AI was a non-starter. We rebuilt it from the ground up, tailored to their vertical, with AI working directly inside the system.

~5 hrs/wk
of manual data entry removed per rep, with AI now working inside their CRM
AI ingestion pipeline

Construction & design services · high-compliance

Hundreds of pages of code, turned into clean requirements

Building codes, fire codes, and design requirements meant manually reading hundreds of pages per project. We built an ingestion pipeline that reads the documents, collapses them into structured requirements, and an AI tagging layer that classifies each one by project stage and by role.

Days → hours
to turn code documents into usable requirements, auto-tagged by stage and role

Engagements anonymized by industry. Figures are approximate and reflect both completed and in-progress work.

See all client work

What you walk away with

A plan you could hand to any engineer.

The audit is not a slide deck of buzzwords. It is a concrete, prioritized plan grounded in how your business actually makes money.

  • 01
    An AI opportunity map

    Every place AI could help across your business, laid out in one view.

  • 02
    A prioritized roadmap

    Those opportunities ranked by revenue impact and margin, so you know what to do first.

  • 03
    Workflow blueprints

    Current and future-state maps for the workflows worth redesigning.

  • 04
    Scoping and pricing

    What each initiative takes to build, and what it costs, with no surprises.

  • 05
    Governance and a cadence

    Controls, owners, and an operating rhythm so the work keeps improving.

AI Opportunity Audit
sample

Prioritized by impact

  • 01Automated proposal generation
    Revenue
  • 02Call summary + CRM hygiene
    Margin
  • 03Intelligent ticket auto-resolution
    Margin
  • 04Predictive lead scoring
    Revenue
+ 11 more opportunities scopedview roadmap →

Start here

Start with the free 30-minute call.

No pitch, no obligation. We will quickly audit your business and show you where AI can move revenue or cut cost. If it is a fit, we go deeper from there.

30 minutesNo obligationYou own everything we build