AI Readiness Audit
A Ken-led, analyst-driven deep dive into your business — your workflows, your data, your team, your tools. You walk away with a prioritized roadmap that tells you exactly what to do, in what order, and what it'll cost.
How this differs from the Free Assessment
Both tools have their place — but they answer different questions.
Free Assessment
A 10-question self-evaluation that gives you a score and points you in a direction. Great for figuring out whether you're ready to start.
- Self-reported answers from you
- AI Readiness Score (0-100)
- Generic recommendations by pillar
- Email-gated PDF summary
- Best for: "Should I be doing AI?"
Readiness Audit
A working session with Ken where we look at your real business — your actual tools, real data, real workflows. The output is a roadmap you can hand to anyone and execute.
- Live interview(s) with you and key staff
- Review of your real tools, data, and workflows
- Specific automation opportunities (named, scoped, sequenced)
- Effort estimates and budget ranges per opportunity
- Best for: "What should I do, in what order?"
Most clients take the Free Assessment first to see if they're ready. The Audit is what you book when you've decided to act.
What an audit might surface
AI work falls into six broad categories. Most businesses have meaningful opportunities in three or four of them. Your audit identifies which ones matter most for your business — and in what order to tackle them.
AI for Operations
Automations · Internal tooling · Efficiency
Document processing, scheduling, internal workflows, and routine admin work that quietly eats hours every week.
AI for Sales & Marketing
Lead gen · Content systems · Outreach · CRM
Faster proposal turnaround, personalized outreach at scale, and content production that doesn't fall behind.
AI for Customer Support
Chatbots · Helpdesk · Knowledge bases
After-hours lead capture, faster first-response times, and self-service answers that reduce your support load.
AI for Analytics & BI
Dashboards · Insights · Forecasting · Reporting
Pattern recognition in your sales, costs, and operations — surfacing trends you'd otherwise miss until it's too late.
AI for Product Teams
AI features · Copilots · Roadmap advising
If your business sells software or services, where AI features could differentiate your offering — and where they're table stakes.
AI for Training & Enablement
Company-wide adoption · SOPs · Training
How your team will actually learn and adopt AI tools — including the policy and SOP work that prevents costly mistakes.
Your audit doesn't try to do all six at once. We identify the 3–5 that actually matter for your business right now, sequenced from quickest win to biggest impact.
Pricing built for your business size
No "request a quote" games. Pick the tier that fits, book the audit, and you'll have your roadmap within 1-2 weeks.
For solo operators and very small teams who want a clear, practical starting point without the overhead of a larger engagement.
- 90-minute discovery interview with Ken
- Review of your top 3 workflows
- 5-page roadmap document
- 3 prioritized automation opportunities
- 30-day follow-up check-in call
The right fit for most established small businesses with a few employees, multiple tools, and real customer volume to consider.
- 2 working sessions (90 min each) with Ken
- Tool stack and data review
- Workflow mapping for 5–7 key processes
- 12-page roadmap with 90-day execution plan
- 5–7 prioritized automation opportunities
- Cost ranges and effort estimates per opportunity
- 60-day follow-up call
For businesses with multiple departments, locations, or operational complexity that needs a phased, multi-stakeholder plan.
- Everything in Audit Standard, plus:
- Team interviews (up to 5 staff members)
- On-site or virtual workflow shadowing (half-day)
- 20+ page roadmap with 6-month phased plan
- Dependency mapping across departments
- Executive presentation deck for leadership
- 90-day follow-up call
Audit fee credited toward any follow-on engagement
Book a Workflow Automation or Training engagement within 60 days of your audit and your full audit fee is credited toward that work.
Money-back guarantee
If your audit doesn't surface at least 3 concrete opportunities worth more than your audit fee in projected time or cost savings, you don't pay. We put the risk on us.
How the Audit works
From booking to roadmap delivery — typically 1-2 weeks.
Book & Intake
You book your tier. We send a 10-minute intake form to prep for the working session.
Discovery
Live working session(s). Ken interviews you, reviews your tools, and maps your workflows.
Analysis
Ken builds your roadmap — opportunities, sequencing, effort estimates, cost ranges.
Delivery
Walkthrough call where Ken presents the roadmap and answers your questions live.
Follow-up
Scheduled check-in call to see what you've executed, what's stuck, and where to go next.
Not sure which tier is right?
Book a free 15-minute call and Ken will help you pick the right audit tier — or tell you honestly if you should take the Free Assessment first instead.