The strategic wedge.
- Workflow map of 4–6 expensive recurring processes
- Quantified time and money cost per workflow
- Ranked roadmap with payback periods
Two weeks. Fixed fee. The artifact that prevents a $200,000 mistake.
You've been asked to put AI on the roadmap and you don't want to flinch on the next board call. You'll leave with a defensible plan and the numbers to back it.
Your team is using ChatGPT in tabs and you don't know how much capacity is leaking through manual workflows. You'll leave with a quantified map and a ranked roadmap.
You feel the AI FOMO but don't trust the people pitching you. You'll leave with a peer-grade artifact you can take to your exec team without translation.
Discovery interviews with 5–10 stakeholders across your organisation.
Workflow mapping (trigger to outcome) for your 4–6 most expensive recurring processes.
Time and cost quantification per workflow at current state.
Ranked AI opportunity list: high-leverage, medium-leverage, leave alone.
Executive summary with payback period calculated for each recommendation.
90-minute readout to leadership.
Not a slide deck. A document. The kind your finance team can audit. The kind your board reads in 20 minutes and asks intelligent questions about. Take it to your exec, your partners, your investors. The artifact stands on its own whether or not you hire us next.
25–30 pages + 1-page executive summary.
They were scoped without numbers. The audit is the artifact that prevents that mistake. Two weeks, fixed fee, the math attached. Or skip it and become the 95%.
The strategic wedge.
Most audit clients then engage on a Build Sprint to ship the highest-payback recommendation. Some take the audit to their internal team. A few use it to evaluate other vendors. All three are fine outcomes, the value is in the artifact, not the upsell. There's no obligation to engage further. We say so on the call.
Probably skip the audit. If you've already quantified the cost of one specific workflow and have stakeholder buy-in to fix it, skip straight to the Build Sprint. The Audit is for buyers who don't yet know which workflow to attack.
No. The fee covers the audit alone. About two-thirds of audit clients engage further; one-third take the report and run it internally or with another vendor. We're fine with all three outcomes. The artifact stands on its own.
5–10 stakeholders for 30–45 minute interviews each across the two weeks. Typically: one exec sponsor, two to four operational leads, and a few practitioners closest to the workflows being mapped. We schedule around your team.
Anything repetitive, expensive, and currently human-handled. Marketing ops, sales ops, customer service, content production, billing reconciliation, compliance review, vendor management, internal reporting. We scope candidates with you on the kickoff call.
It happens, and we say so plainly. The honest answer for some workflows is, fix the manual handoff and leave AI out of it. We're not paid to recommend AI; we're paid to recommend whatever has the best payback.
We run two audits per month. Schedule a 30-minute Strategy Call to confirm fit.