01
Workflow Map
A clear picture of how work actually moves through your business, including the undocumented steps people invented to cope. This is usually the first time anyone has seen it written down.
The AI Audit
Find out where AI actually pays.
Before you buy another AI tool, get a straight answer on what's worth doing. I map how your business really runs, score every AI opportunity on value and effort, and hand you a prioritised roadmap with the numbers behind it. You keep the roadmap whether or not I build it.
Timeline
2–3 weeks
Price
Fixed fee, agreed up front
Deliverable
Roadmap you own
Commitment after
None
Why start here
Most AI spending is guesswork with an invoice attached.
The pattern is always the same. A tool gets bought because a competitor mentioned it. A pilot gets built because it demos well. Six months later there's a subscription nobody cancels, a workflow nobody changed, and no way to say whether any of it worked.
The audit exists to stop that. It's a deliberately unglamorous piece of work: I sit with the people doing the job, follow the data, and figure out which problems AI is genuinely good at and which ones it will make more expensive. Then you decide what to fund, with actual numbers in front of you.
- 01You know AI should matter to your business but can't say where to start
- 02You've tried a tool or a pilot and it quietly went nowhere
- 03Your staff are already pasting company data into chatbots, unsupervised
- 04A vendor has quoted you six figures and you can't judge whether it's fair
- 05You need a plan your board, partners, or bank will take seriously
What's included
Six things land on your desk.
02
Opportunity Register
Every candidate AI use case I find, scored on business value against implementation effort, so the obvious wins separate themselves from the expensive distractions.
03
ROI Estimates
Hours, headcount, and dollars for each recommendation, with the assumptions shown so you can argue with them. Ranges, not false precision.
04
Risk & Readiness Review
Where your sensitive data lives, what can safely go to a third-party model, what your data quality will and won't support, and the governance you need before anything ships.
05
Phased Roadmap
What to build first, second, and third, sequenced so each phase funds the next. Written plainly enough that any competent developer could pick it up and execute.
06
Findings Walkthrough
A live session where I present the whole thing to you and your team, answer the hard questions, and leave you the recording and the documents.
How it runs
Two to three weeks, start to finish.
WEEK 0
Intro Call
Thirty free minutes to hear what's going on and decide together whether an audit is even the right move. If it isn't, I'll say so.
WEEK 1
Discovery
Kickoff, then interviews with the people who actually do the work. I look at your systems, your data, and the spreadsheets holding it all together.
WEEK 2
Analysis
I score every opportunity, model the returns, pressure-test the risky ones, and throw out the ideas that don't survive contact with your constraints.
WEEK 3
Delivery
You get the full roadmap and a live walkthrough. From there you can build it yourself, hand it to someone else, or bring me in for phase one.
The outcome
A decision you can defend.
- You know what to fund first. Ranked, costed, and sequenced, instead of whichever vendor called most recently.
- You know what to skip. Naming the bad ideas out loud saves more money than finding the good ones.
- You can judge a vendor quote. You'll know roughly what the work involves and what it should cost, so nobody can bluff you.
- You're not locked in. The roadmap is yours. Build it with me, with your team, or with anyone else.
Fixed fee, no surprises
If AI isn't the answer, I'll tell you.
The audit is a fixed price, agreed before any work starts and scoped on a free intro call. No hourly billing, no change orders, and no obligation to build anything with me afterwards. A fair share of audits conclude that the real problem is integration, process, or data quality, all of which are cheaper to fix than a model. You'd rather hear that now than after the invoice.
Book your free intro call →
Questions
Audit questions, answered
A structured review of how your business actually operates, aimed at finding where AI would produce measurable return and where it wouldn't. I map your workflows, data, and tools, score candidate use cases on value and effort, and hand back a prioritised roadmap with cost and payback estimates.
Most audits run two to three weeks end to end: a kickoff session, interviews with the people doing the work, a review of your systems and data, then a walkthrough of the finished roadmap. Larger or multi-department businesses take longer, and I tell you that before we start rather than after.
A fixed fee, agreed before any work begins and scoped on the free intro call based on your team size and how many workflows are in play. No hourly billing and no change orders on the audit itself.
No. The roadmap is yours to keep, and it's written so another developer or your own team could execute it. Most clients do ask me to build the first phase, because by then I understand their systems better than anyone they could onboard, but that's a separate decision and a separate agreement.
Then I say that, and I tell you what is. Plenty of problems that look like AI problems are really integration, process, or data-quality problems, and those are faster and cheaper to fix. A recommendation not to spend on AI is a legitimate outcome, and a fairly common one.
Small businesses are the sweet spot. Teams of five to fifty tend to have the clearest repetitive bottlenecks and the least tolerance for wasted spend, which is exactly what an audit is built for. If you're smaller than that, say so on the call and I'll give you an honest answer about whether it's worth the money.
The readiness review covers where your sensitive data lives, what can and can't be sent to third-party AI providers, and the governance you need before deploying anything. I'll work under an NDA whenever you want one, and I flag compliance constraints rather than quietly designing around them.
Yes. I'm based in Sandwich on Cape Cod and enjoy working with local Massachusetts businesses, but audits run perfectly well remotely and I work with teams across the United States.
Stop guessing.
Start measuring.
Book a free 30-minute intro call. We'll talk through what's actually happening in your business and whether an audit is the right next step.