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    AI Consulting

    AI Workflow Assessment

    Find Out Exactly Where AI Will Move the Needle Before You Spend a Dollar Building Anything

    $6,500 | 5-10 business days

    The AI Workflow Assessment is a structured diagnostic that maps your current operations, scores each function for automation readiness and risk, and delivers a clear, prioritized action plan. This is the right starting point for businesses that want to approach AI strategically rather than reactively.

    Most businesses that come to us have already heard the pitch from a dozen AI vendors. Every one of them has a product that solves your problem. The AI Workflow Assessment cuts through that noise. We start with your operations, not a vendor's capabilities, and tell you honestly where AI will create real value and where it will not.

    What's Included

    1

    Phase 1: Discovery

    2-3 hours, client-facing

    • Structured interviews with up to 3 stakeholders (owner, operations lead, or department head)
    • Full inventory of current tools, systems, and integrations in use across the business
    • Identification of the 5-8 most time-intensive, error-prone, or high-cost processes across functions
    2

    Phase 2: Analysis

    Internal, 8-12 hours

    • Process mapping for each identified workflow
    • AI exposure scoring for every process: what can be fully automated, what should be AI-augmented, and what should stay human
    • Tool compatibility assessment against your current tech stack: CRM, email, accounting, scheduling, communication platforms, and others
    • Risk identification: where automation introduces data handling, access control, or compliance concerns
    • Build-vs-buy recommendation for each priority area, including honest assessment of off-the-shelf tools versus custom builds
    3

    Phase 3: Deliverable

    • Written assessment report including: process inventory, scored opportunity matrix, risk flags per process, and recommended sequencing for implementation
    • 60-minute readout call with stakeholder Q&A
    • Clear next-step recommendation tied to your specific situation, whether that is AI Fast Start, a Custom Build, or a specific tool implementation

    Business Value

    • Avoid investing in the wrong automation first
    • Understand your risk posture before deploying AI tools with access to business systems
    • Walk away with a prioritized roadmap you can act on immediately or hand to any vendor with confidence
    • Establishes a clean baseline for measuring AI impact as you build
    • Delivered by a team with cybersecurity depth: risk flags are grounded in real access control and data handling analysis, not generic disclaimers

    Engagement Details

    Duration5-10 business days
    Client time required2-3 hours total, across interviews and readout
    Price$6,500
    ContractFixed-scope, fixed-price

    How to Get Started

    1

    Intake Call (45 minutes)

    We collect context on your business, team structure, tools, and current operations

    2

    Scope Confirmation (within 24 hours)

    Agreement signed and schedule confirmed

    3

    Kickoff

    Discovery interviews begin within 3 business days of signing

    What Happens After

    The AI Workflow Assessment produces a prioritized roadmap. Most clients use it as the launching point for AI Fast Start or a Custom AI Solution Build. Clients who already have a technology partner can take the roadmap directly to them. The deliverable is yours to use however it serves you best.

    Explore Managed AI Operations

    Schedule a Discovery Call

    All engagements are fixed-scope and fixed-price. Work begins within one week of signed agreement.