AI Opportunity Audit
Not sure where AI would help?
We review how you work, then tell you what is worth doing first.
How it works
Four steps from how the work happens to a ranked plan you can act on.
01Talk through the work
A couple of conversations covering how money is made, where work gets stuck and what already works.
- Conversations
- Process
- Bottlenecks
02Look at the systems
We review the tools and numbers already in use, including CRM, email and spreadsheets, and where they leak.
- CRM
- Spreadsheets
03Rank the opportunities
Each idea is scored by value, effort, risk and time to result. "Not needed" is a valid answer.
04Hand over a roadmap
You leave with a ranked plan: what to do now, what to do next and what to leave alone.
- Do now
- Do next
- Later
Example
Example roadmap
This is how a ranked view can look. It is not from a client.
Lost quote recovery
Do now- Value
- High
- Difficulty
- Low
Management dashboard
Do next- Value
- Medium
- Difficulty
- Medium
Internal knowledge assistant
Later- Value
- Medium
- Difficulty
- Medium
AI voice agent
Not needed- Value
- Low
- Difficulty
- High
| Opportunity | Value | Difficulty | Recommendation |
|---|---|---|---|
| Lost quote recovery | High | Low | Do now |
| Management dashboard | Medium | Medium | Do next |
| Internal knowledge assistant | Medium | Medium | Later |
| AI voice agent | Low | High | Not needed |
"Not needed" is a valid outcome. Not every idea should be built.
Ask about an audit
Tell us how the business works and we will tell you if an audit is useful.