AI Workforce Audit

AI Workforce Audit

Find out exactly where AI employees fit in your business and what they will deliver. We audit your workflows, identify the highest-impact roles, and give you a deployment plan with ROI projections.

$3,500

The full amount credits toward your first AI employee build.

Book Your Audit. $3,500

What Do You Get From the Audit?

The audit delivers a complete deployment plan: workflow maps, 3-5 prioritized AI employee roles, ROI projections, and integration requirements. All in 1-2 weeks.

Workflow Mapping

We document your core business workflows across all departments. Not the ideal process, but the actual one. Where work enters, where it stalls, where it exits.

Role Identification

We identify 3-5 specific AI employee roles that will have the highest impact on your operations. Each role maps to a real workflow with measurable outcomes.

ROI Projections

For each identified role: estimated hours saved per month, cost comparison to current methods, expected capacity increase, and payback period.

Integration Assessment

We audit your current tools (CRM, helpdesk, accounting software, communication platforms) and document exactly how each AI employee will connect to your existing stack.

Deployment Roadmap

Prioritized plan for deploying AI employees, starting with the highest-impact role. Includes timelines, dependencies, and team preparation steps.

Full Audit Document

Everything above, delivered as a detailed document your team can reference throughout the deployment process.

Is the AI Workforce Audit Right for Your Business?

The audit is for any business where the team spends significant time on repetitive, pattern-based work and needs a clear, numbers-backed plan before committing to AI.

This audit is for you if:

  • Your team spends significant time on repetitive tasks that follow clear patterns (data entry, lead follow-up, customer inquiries, scheduling, document processing)
  • You have looked at AI tools but aren't sure where to start or what will actually work
  • You tried AI tools and they didn't stick. You need a managed approach, not another login
  • You are growing and need to add capacity without proportionally adding headcount
  • You want a clear, numbers-backed plan before committing to any AI deployment

This audit is probably not for you if:

  • Your workflows change week to week with no repeatable patterns
  • You are looking for a free consultation (this is a paid engagement with real deliverables)

What Does the Audit Process Look Like?

The audit runs over 1-2 weeks: one week of discovery and interviews, followed by analysis and delivery of the full deployment plan.

Week 1: Discovery

  • Kickoff call (60 minutes) with you and key team members
  • We review your current tools, systems, and workflows
  • Your team completes a brief operational questionnaire
  • We conduct 2-3 focused interviews with team members who run the daily operations

Week 2: Analysis and Delivery

  • We analyze your workflows against our library of AI employee roles
  • We build ROI models for each identified role
  • We map integration requirements for your specific tool stack
  • You receive the full audit document with deployment roadmap
  • 60-minute walkthrough call to review findings and answer questions

Total timeline: 1-2 weeks from kickoff to delivered plan.

How Does the $3,500 Audit Credit Work?

This is not a consulting fee that disappears. The full $3,500 applies as a credit toward the build cost of your first AI employee. If your first AI employee build is $5,000, your net cost is $1,500 after the audit credit. If you decide not to proceed after the audit, you still keep the full audit document. No hard feelings. You will have a detailed map of where AI fits in your business, useful regardless of who builds it.

Get the Plan. See the Numbers. Decide From There.

The Workforce Audit gives you everything you need to make an informed decision about AI employees: specific roles, real ROI projections, and a deployment timeline. $3,500, fully credited toward your first build.

Book Your Audit. $3,500

Common Questions About the AI Workforce Audit

What if the audit finds that AI employees aren't a good fit for my business?+
Then we will tell you that. The audit is an honest assessment, not a sales pitch. If the ROI doesn't make sense, we will explain why and what would need to change. You keep the full audit document regardless.
How is this different from a free consultation or discovery call?+
Free calls are 30 minutes of surface-level conversation. This is a 1-2 week structured engagement with interviews, workflow mapping, ROI modeling, and a comprehensive deliverable. The output is a document you can act on, not a sales deck.
Do I need to be technical to participate?+
No. We need access to the people who run your daily operations and knowledge of what tools you use. We handle the technical assessment.
What happens after the audit?+
You receive the audit document and we walk through it together. If you want to proceed, we move to Step 2 (Deploy) and your $3,500 credits toward the build cost. If not, you keep the document and can revisit later.
Can I apply the credit to multiple AI employees?+
The $3,500 credit applies toward the build cost of your first AI employee. For multi-employee deployments, volume pricing already includes a discount on build fees.
What industries do you work with?+
Any service-based or operations-heavy business. We have deployed AI employees for e-commerce, real estate, healthcare, legal, accounting, logistics, insurance, and property management. If your team does repetitive work that follows patterns, there is likely a fit.