The 14-day AI audit, step by step

The free audit is the front door to everything we do, so it should be no mystery. This is what happens on each of the fourteen days, what we need from you, and what you get at the end. Your total time is about three hours. Ours is about ten days of work. It is free because it is how we find work worth doing, and because a report that says "you are fine, go and deploy" costs us nothing to write.

Before day one

You send three things: a list of the systems you run (a CRM, an ERP, a practice management tool, a store platform, the finance system), a sentence on where you think the money leaks, and the names of the people who should be in the discovery call. No documents, no system access, no preparation beyond that. We sign an NDA if you want one.

Days 1 to 2: discovery

One 45-minute call with the owner or the leadership team. We ask where the money leaks, what has been tried, what stalled and why, and what a good outcome would look like in a number. We also ask about your obligations: which regulators, which standards, which customers ask hard questions. That sets the frame for the governance pillar.

Days 3 to 7: workflow review

We walk two or three key workflows with the people who run them, on a call or on site, half an hour each. Not the process chart; the real one, including the spreadsheet on the side and the person who knows. We look at where data lives, where it is keyed by hand, where a judgement is made, and where work waits. We read whatever you choose to share: policies, templates, a sample of the documents the workflow produces.

This is where most of the audit's value is created. A workflow nobody has written down is the most common reason a pilot stalls, and writing it down is the first thing the roadmap will ask for.

Days 8 to 10: scoring and numbers

We score the six pillars: strategy, data, technology, people, process and governance. Each gets a score from one to five, the reason for it, and the one change that would move it. Then we rank the use cases we saw by value at stake and effort to capture, and put a number on the top three: hours returned, quotes turned around, carts recovered, tickets resolved, whatever the workflow actually counts. The number is an estimate from your own volumes and rates, with the working shown, so you can argue with it.

Days 11 to 13: the roadmap

The gaps to close first and the order to close them in. Usually: write down the workflow, name an owner, fix one data connection, then build one boring use case with the people who will live with it. The roadmap covers 90 days, names who does what, and says which parts you can do yourself, which parts a fractional lead would carry, and which need a build.

Day 14: the debrief

One hour with your leadership. We present the scorecard, the three use cases with their numbers, and the roadmap, and we answer the hard questions in the room. Then we tell you plainly whether we think there is work worth doing together. Sometimes there is not, and the report says so.

What you keep

• The readiness scorecard: six pillars, six scores, six reasons, six next moves.
• The top three use cases, each with a plain statement of what changes, a number, and the working behind it.
• The 90-day roadmap, with owners and order.
• An AI system register, started: what you already use, who owns it, what data it sees.

The report is yours whether or not you hire us. Run the roadmap yourself, take it to another provider, or continue with us through fractional AI leadership or a digital staff trial. Book the audit when you are ready.