You Know AI Matters. You're Just Not Sure Where It Fits.
Most business owners feel exactly the same way.
Our AI Audits perform a deep dive into your operations and show you the specific opportunities in your business where AI makes financial sense.
We help build a roadmap you can actually follow.
Most Strategy Sessions Begin Here
AUDITS TRANSFORM THE CONFUSION INTO SOLUTIONS
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Brand and Marketing Insights Agent
Client: Professional Services
Business Problem: Establishing a consistent brand presence requires comprehensive strategy documentation—target audience definitions, messaging frameworks, content strategies, visual guidelines, and platform-specific execution plans. Traditional branding agencies charge $5,000-$15,000 and deliver static PDF documents that become outdated within months.
The Solution: An AI-driven brand management system dynamically produces and maintains living strategy frameworks—generating audience personas, voice guidelines, content pillars, visual systems, and platform strategies that evolve with market feedback. The system acts as an ongoing strategic advisor, updating recommendations as business priorities shift and producing content aligned to established brand standards.
Value: Complete brand strategy systems that previously cost $5K-$15K and became obsolete in months now deploy in under 30 minutes and continuously adapt—giving businesses enterprise-level brand management that evolves rather than expires.
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![A digital illustration of interconnected futuristic data screens, charts, and a laptop on a dark background, representing technology and data networks.]()
Sales and CRM Augmentation Agent
Client: B2B Sales Team
Business Problem: Sales teams drown in administrative busywork—manually logging contacts, updating deal stages, triaging support tickets, and trying to remember who needs to be followed-up with. Critical opportunities slip through the cracks because there's no systematic way to ensure every lead, deal, and customer issue gets proper attention at the right time.
The Solution: An AI workflow system now orchestrates the entire client relationship lifecycle: monitoring CRM activity in real-time, automatically routing contacts and opportunities to appropriate team members, enriching records with relevant context, assigning priorities based on business logic, and triggering intelligent follow-up sequences.
Value: Sales teams that previously wasted hours on CRM maintenance and lead tracking now focus on higher-value client and lead specific tasks—with contacts automatically organized, prioritized, and queued for action, enabling individual reps to effectively manage more opportunities.
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Professional Services Report Automation
Client: Professional Services
Business Problem: A professional advisory services client required collecting complex client data, performing specialized calculations, generating compliance-ready analysis, and delivering formatted reports — a process typically requiring 3-5 hours of expert time per deliverable.
The Solution: An AI workflow now orchestrates the entire draft report generation process: capturing client inputs, processing calculations through specialized tools, generating AI-powered summaries that meet regulatory standards, assembling professional PDFs, and delivering complete packages with CRM tracking and client communication templates.
Value: Reports that previously required half a day of specialized expertise can now be generated in under 3 minutes — enabling advisors to scale beyond 2-3 deliverables per day, while maintaining professional quality and compliance standards.
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Project Research Workflow
Client: Engineering and Manufacturing
Business Problem: Creating professional strategic research reports requires days of research and editorial polish—a process that typically takes 40-60 hours (and sometimes up to 200 hours) of analyst time and/or costs $5,000-$15,000 when outsourced.
The Automation: This workflow takes a topic and carefully defined project parameters then uses AI to research and generate an executive-level publication-ready document.
Value: What used to require 2-3 weeks now can be completed in 20-30 minutes with cited sources, structured sections, and executive summaries ready for review, editing and publication.
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Company Investment Analyst
Client: Financial Services
Business Problem: An investment research firm needed to analyze private company opportunities by gathering data from multiple sources (Nasdaq's private market data, 409A valuations, trading history, bid/ask spreads), then interpreting what it all means for investment decisions.
The Solution: An AI workflow now pulls data from 5+ Nasdaq API endpoints, calculates 20+ valuation metrics, detects risk factors, assigns investment grades, uses AI to research comparable public companies, generates executive summaries, and saves everything to a private database — all from entering a single ticker symbol.
Value: What used to take an analyst 4-6 hours of manual work now completes in under 3 minutes.
WE IDENTIFY Where AI Delivers Maximum VALUE
The four phases of an audit
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We start by understanding how your business actually works—not how it's supposed to work on paper. Through stakeholder interviews, process mapping, and tech stack analysis, we identify where time gets wasted, where bottlenecks slow you down, and where manual work creates unnecessary friction. This isn't a surface-level assessment—we document the real workflows, capture the pain points your team experiences daily, and map out exactly where AI could make an impact.
By the end of Phase I, you'll have a complete picture of your current state: documented processes, quantified pain points, and a clear inventory of opportunities where automation could save time and money.
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We analyze everything discovered in Phase I to build a comprehensive database of AI opportunities—then prioritize them based on impact and feasibility. You'll see exactly which automation projects deliver quick wins versus which require strategic investment, with clear ROI projections for each.
The deliverable is a visual opportunity matrix showing high-impact, low-effort quick wins alongside strategic initiatives worth the complexity. We quantify the value: hours saved, costs reduced, capacity unlocked. You get a clear roadmap of what's possible, ranked by business value, so you can make informed decisions about where to invest.
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We take your top 3-5 opportunities and design detailed implementation blueprints—technical specifications, workflow diagrams, integration requirements, and exact steps to build each solution.
Each solution spec includes validation from the people who'll actually use it, risk assessment with mitigation strategies, and clear success metrics. We test assumptions with end users, refine designs based on their feedback, and deliver implementation-ready documentation that bridges strategy to execution.
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We package everything into an executive report that tells the complete story: current state problems, identified opportunities, recommended solutions, and a phased implementation roadmap. This includes a detailed timeline showing which projects make the most sense to tackle first (quick wins and low hanging fruit), and which projects require more strategic investment.
The roadmap sequences projects to build momentum, compound returns, manage resources effectively, and deliver continuous value. By the end, you have a clear path forward with defined next steps, resource requirements, benchmarks, and expected ROI at each milestone.
AN INVESTMENT THAT SCALES TO YOUR BUSINESS
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Tier I: Small Business
Investment:$2,500 - $7,500
Perfect for small teams looking to eliminate repetitive tasks and scale operations.
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Tier II: Growing Business
Investment:$7,500 - $20,000
Built for growing teams ready to systematize operations and build scalable automation.
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Tier III: Established SMB
Investment:$20,000 - $50,000
Designed for established companies needing multi-department integration and strategic planning.
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Tier IV: Enterprise
Investment:$50,000 and up
Ideal for companies requiring comprehensive analysis across complex multi-site operations.
| Tier | Revenue Range | Team Size | Investment | Timeline |
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Tier I
Small Business
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$100K - $500K Annual revenue | 1-10 Employees | $2,500 - $7,500 | 2-4 weeks From kickoff |
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Tier II
Growing Business
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$500K - $1M Annual revenue | 11-50 Employees | $7,500 - $20,000 | 4-8 weeks From kickoff |
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Tier III
Established SMB
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$1M - $10M Annual revenue | 51-200 Employees | $20,000 - $50,000 | 8-14 weeks From kickoff |
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Tier IV
Mid-Market
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$10M - $50M Annual revenue | 201-500+ Employees | $50,000+ | 12-16 weeks From kickoff |
RESULTS WE ARE SEEING
Curious to FIND OUT what AI can do for your business?
Let’s discuss your business — where you're losing time, what's slowing you down, and what you've already tried.
We'll help you understand if our audit process is right for your situation and, if so, we'll walk you through our process, deliverables, and expected outcomes.
Book a 30-minute discovery call
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Book Your Strategy SessionFAQs
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Depending on your company size, audits take 2-16 weeks from kickoff to final delivery. You'll receive deliverables at each phase, so you're seeing value throughout the process—not waiting months for a final report. Most clients start implementing quick wins within the first 2-3 weeks.
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You'll have three options: (1) Execute internally using our documentation, (2) Partner with us for implementation oversight and technical support, or (3) Bring in your own development resources. We're flexible—some clients want full implementation partnership, others just want the roadmap. Either way, you're not locked into anything beyond the audit itself.
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Perfect—we'll assess what's working, what isn't, and where you're leaving money on the table. Most companies using AI tools are only scratching the surface of what's possible. We'll identify integration opportunities, workflow gaps, and higher-impact use cases you haven't considered yet.
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Absolutely. Some clients start with a targeted assessment of a single high-pain workflow (typically 1-2 weeks, $2,500-$5,000). If it delivers value, we expand to a full audit. Others prefer the comprehensive approach from day one. We'll discuss what makes sense for your situation on the discovery call.
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No. We handle the technical heavy lifting—you bring the business context. Our job is to understand your operations and translate them into implementation-ready specs your team (or ours) can execute. If you don't have in-house technical resources, we can discuss implementation partnership options.
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Tier pricing is based on company size and complexity. Larger companies get more stakeholder interviews, deeper process mapping, and more solution specifications. The methodology is the same across all tiers—we just scale the depth and breadth to match your operational complexity. Not sure which tier fits? That's what the discovery call is for.
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You own everything—all documentation, process maps, solution specs, and the implementation roadmap. Whether you execute internally, hire another firm, or shelve it for later, you'll have a clear blueprint of what to build and why. No lock-in, no strings attached.
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Consultants typically deliver high-level strategy. We deliver implementation-ready blueprints—technical specs, workflow diagrams, integration requirements, and step-by-step execution plans. You're not getting a PowerPoint deck with vague recommendations; you're getting documentation your team (or ours) can immediately act on.