How long does the AI and Operations Audit take?

The audit takes 30 days from kickoff to roadmap delivery. Week 1 is access and discovery. Weeks 2 and 3 are analysis and mapping. Week 4 is roadmap delivery and walkthrough.

What do I get from the audit?

Five deliverables: a full operational assessment, an AI automation opportunity map specific to your industry and tools, a financial blind spot analysis using your actual books, an owner dependency score, and a prioritized action plan with projected ROI for each recommendation.

Does the audit slow down my business?

No. We work around your schedule. We observe, interview, and analyze. Your team keeps running the business. The goal is to see how the business actually operates, not to disrupt it.

What happens after the audit?

You receive the roadmap and we walk you through it. If there is a fit for a full engagement, we discuss next steps. If not, you keep the roadmap and implement it yourself or with someone else. There is no obligation to continue.

Find out what's costing you before you fix it.

A 30-day deep dive into your operations, technology, and financials. You get a clear roadmap. We get to show you what's possible.

Request a Conversation

The AI and Operations Audit is a 30-day deep dive into your operations, technology, and financials. It identifies where AI and automation can create immediate savings and builds a prioritized roadmap. Most audits fall in the $7,500 to $15,000 range.

Five deliverables in 30 days.

Full operational assessment

We review every process, workflow, and system across scheduling, dispatch, customer communication, financial reporting, and team management.

AI automation opportunity map

Specific to your industry and your current tools. Not theoretical. We identify the automations that will save you time and money within 90 days of implementation.

Financial blind spot analysis

Using your actual books. Where are your margins hiding? What's your real cost of customer acquisition? Where is cash leaking?

Owner dependency score

How much does the business depend on you? We quantify it. This is the single biggest factor in what an acquirer will pay.

Prioritized action plan

What to fix first, what it will cost, and what it will return. Sequenced for maximum impact.

Four weeks. No disruption to your business.

Week 1: Access and Discovery

We get access to your systems, financials, and team. We observe and interview. You keep running the business.

Weeks 2-3: Analysis and Mapping

We analyze every process, cost center, and technology tool. We identify where AI and automation can create immediate savings and where structural changes will expand your valuation.

Week 4: Roadmap Delivery

You receive a detailed assessment report with specific recommendations, projected impact, and implementation priority. We walk you through it and answer every question.

Industry-specific insight

For MSPs

We analyze your PSA and RMM stack, ticket flow, technician utilization, and client profitability to show you exactly where margin is hiding. If an aggregator offered you 3x and you think the business is worth more, this audit shows you how to get there.

For Commercial and Residential Services

We look at your dispatching, scheduling, pricing, customer communication, and back-office processes to show you where you're losing time and money. If you can't take a vacation without things falling apart, we show you why and how to fix it.

See how the audit fits into our full process →

Pricing

The AI and Operations Audit is a fixed-fee engagement. Most audits fall in the $7,500 to $15,000 range depending on business size and complexity. Request a conversation to discuss your situation.

Not ready for a full audit?

Start with our free Operating Structure Assessment. It takes 5 minutes and gives you an initial read on where your business stands.

Take the Assessment

Last updated: March 2026

Let's talk about what the audit would look like for your business.

Request a Conversation