Before you spend money on an AI pilot, find out whether your data, your systems, and your team are actually ready for one. Four to six weeks. Senior-led. A clear roadmap your team can act on this quarter.
Not sure? Take our free 2-minute AI assessment. You'll get a clear read on whether the audit is the right next step.
Every audit ends with the same five things in your hands. No "executive insights." No tier-3 PowerPoint. Things your team can use to brief leadership, evaluate vendors, and decide what to build first.
A plain-English map of every system holding meaningful data: CRM, marketing tools, product analytics, financial, ops. What's there, who owns it, how clean it is, what depends on what.
Where your systems should be talking to each other but aren't. Ranked by which connections would unlock the most leverage for your team, with effort estimates and risk notes.
Three to five concrete AI use cases scored by impact, effort, and risk. Each one has an owner, a rough timeline, and an ROI estimate so you know which to chase first and which to skip.
A starter AI policy tailored to your business. What data can go into AI tools, what can't, who approves what, how to vet vendors. Plain language; ready to adapt and adopt this quarter.
A 60-minute working session walking your leadership team and (if you want) your investors or board through the findings. You leave with confident answers to "where are we, and what should we do next?"
We move at your team's pace, but never longer than six weeks. Most SMB audits land at four.
Audit phases
Weeks 1–2 · Discovery
Interviews with leadership, ops, and system owners. System walkthroughs. Inventory of what data lives where.
Week 3 · Assessment
Integration gaps mapped. Data quality scored. Governance questions surfaced. We bring our findings to a working session.
Weeks 4–5 · Use cases
We identify and score concrete AI use cases with your team. Impact, effort, risk, ROI estimate, and who would own each.
Week 6 · Readout
Final roadmap delivered. Leadership and (optional) investor or board readout. Your team owns every deliverable.
We don't bill by the hour and we don't pad scope. You'll know the number before you sign.
AI Readiness Audit
$35,000 to $45,000
Fixed fee. Includes all five deliverables, the leadership readout, the optional investor or board readout, and the 60-day check-in.
We're not in the business of writing strategies you can't execute or getting locked in as a permanent fixture. Here's what week seven looks like.
All deliverables are written for your team to use, not us. The data inventory, the AI guardrails, the use-case roadmap. They're editable, plain-English, and don't depend on us being on call.
Most SMBs pick one use case from the roadmap and move into a Rapid AI Pilot next. If the highest-value question is analytical, Targeted Analytics for Growth may be the better fit. Optional, separately scoped.
Sixty days after the readout, we get on a 30-minute call with your team to see how you're tracking against the roadmap. No hidden invoice. It's part of every audit.
Plan on three to five hours per week from your COO or ops lead, plus a one-hour interview with each system owner. We do the heavy lifting.
No. The roadmap is written for the operator, not the engineer. Most of our SMB clients act on it with their existing ops, product, or engineering leads. If you'd like senior data leadership on the side as you execute, look at Fractional Data Leadership.
Only if it's clearly the right call. We're vendor-neutral, we don't take referral fees, and our default recommendation is to use what you already have. When new software is genuinely needed, we'll say so and explain why.
Yes. The investor or board readout is included in the fixed fee. Many of our SMB clients use it as part of their next quarterly board meeting. We've found this is often the most valuable hour of the engagement.
Book a 30-minute scoping call with a senior principal. We'll know in the first 15 minutes whether the audit is the right next step.