What’s Included in Your AI Systems Audit

We’ve designed the AI Systems Audit to give you everything you need to confidently plan, build, and scale AI automation's—without the guesswork. Here’s the deep‑dive breakdown:

Discovery & Alignment (60 min)

Objective: Understand your business goals, data sources, and existing workflows.

• Stakeholder Interview: We meet with your team to capture pain points, priorities, and success metrics.
• Workflow Mapping: Visualize 3–5 critical processes (e.g., lead intake, invoicing, reporting) to identify manual steps ripe for automation.
• Data Access Planning: Define what systems (CRM, spreadsheets, databases) we need to connect and any security considerations.

In‑Depth Process Analysis (3–5 hrs)

Objective: Evaluate each workflow for AI fit, data quality, and technical feasibility.

• Task Decomposition: Break each process into individual steps and data hand‑offs.
• Feasibility Assessment: Score steps by complexity, data availability, and potential time savings.
• Risk & Compliance Review: Flag any steps handling PII/SPII and plan necessary controls (encryption, access rules).

Prototype Automation Build

Objective: Deliver a working AI‑driven flow so you see immediate value.

• Tool Selection: Choose the right platform (Make.com, Zapier, custom GPT prompt) based on your environment.
• Flow Implementation: Build one high‑impact automation (e.g., auto‑generate follow‑up emails, data extraction, report creation).
• Testing & Validation: Run real‑world tests, handle edge cases, and refine until the flow runs reliably.

Comprehensive Audit Report & Roadmap

Objective: Equip you with a clear, prioritized plan to roll out AI across your organization.

• Findings Summary: Visual charts showing where manual effort is highest and AI impact potential.
• Recommendations: 5–7 targeted automation opportunities ranked by ROI, complexity, and risk.
• 90‑Day Roadmap: Week‑by‑week plan—including resources required, milestones, and success metrics.
• Security Checklist: Data‑handling policies, access controls, and SLA guidelines to keep your automations safe.

Demo Workshop (60 min)

Objective: Walk your team through the prototype, the report, and next steps.

• Live Walkthrough: Step‑by‑step demo of the automated flow, with Q&A.
• Handoff Materials: SOP document, API/credential instructions, and troubleshooting tips.
• Training: Teach your team how to monitor, tweak, and extend the automation.

Why This Matters

• Immediate Wins: You’ll see a working automation in days, not months.
• Data‑Driven Decisions: Clear ROI modeling so you know exactly when your investment pays back.
• Scalable Blueprint: A reusable methodology and template for future AI projects.
• Risk Mitigation: Security and compliance baked into every step—no surprises.

Timeline & Pricing

Your AI Systems Audit is a three‑week engagement designed for speed and impact. Here’s how it unfolds and what it costs:

Timeline:

• Week 1: 60 min discovery call plus 3–5 hrs of process analysis.
• Week 2: Prototype build and initial testing of your first AI automation.
• Week 3: Delivery of the full audit report, 90‑day roadmap, and a 60 min demo workshop.

Pricing:

• Promo Audit: $159 (limited‑time rate)
• Standard Audit: $299

Your investment covers all discovery, analysis, prototype development, documentation, and team training. No surprise fees—just clear deliverables and a proven path to AI‑powered efficiency.