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Lead offer

AI Opportunity Audit

$5,000 fixed

1–2 weeks. A practical plan for applied AI on your documents and workflows—before you fund a full pilot.

Request the $5,000 audit Book a 20-min intro call

$5,000 credited toward a Pilot Build if you sign within 60 days of audit delivery

Deliverables

What you receive.

  • Stakeholder interviews (up to 6 sessions)
  • Workflow map for 1–2 priority areas
  • Data & systems inventory (sources, access, integrations)
  • Ranked backlog of AI opportunities with effort / impact
  • One recommended pilot with success metrics and rough ROI
  • Light security & data-handling notes for your IT or legal review
  • 60-minute readout with Q&A

Scope boundaries

What’s included—and what isn’t.

Included: discovery, analysis, written deliverable, and readout for US-based clients.

Not included: production build, custom integrations, or processing regulated data (HIPAA PHI, PCI) without a separate agreement.

Extended audit ($7,500): Multi-division or larger stakeholder sets—offered when scoping calls show clear complexity. Not required for most 50–500 person organizations.

Process

How the two weeks run.

  1. Day 1–3 Kickoff & access

    NDA if needed, interview schedule, sample documents or tickets, systems overview.

  2. Week 1 Discovery

    Interviews with ops, support, KM, or practice leads—wherever the pain is.

  3. Week 2 Synthesis & readout

    Written report, recommended pilot, and live walkthrough with decision-makers.

What comes next

After the audit.

Pilot Build

$35,000–$75,000

6–8 weeks. One workflow, real data, defined metrics. Most consulting and ops pilots land in the $40k–$55k range.

Production & Improve

$6,000–$12,000 / mo

Evals, monitoring, and iteration after a successful pilot. Minimum 3 months.

Pilot pricing depends on integrations, document volume, and access requirements—scoped during or after the audit.

Ready for a concrete plan?

Request the $5,000 audit