AI Opportunity Audit
A plan you can use.
Before you build.
Map how work moves through your business, find the repeated effort and rank the improvements worth making. Keep the recommendations, whether you build with us or not.
A defined discovery project
Ready for a deeper look?
The AI Opportunity Audit is $1,495 CAD, before applicable tax. Its fixed scope covers a process map, ranked opportunities, a roadmap, a written report and a walkthrough.
Paid up front and 100% credited to your first project. No Care Plan is required for the audit.
What you leave with.
- A process and systems map.
The tools you use, the handoffs and the places information gets entered twice.
- A prioritised opportunity list.
Useful changes ranked by impact and effort, with estimated benefits and assumptions made explicit.
- A phased roadmap.
What to tackle first, what can wait and the scope to discuss before committing to a build.
- A written report and walkthrough.
An 8–15 page report and a 30-minute walkthrough, included in the audit.
Inside the report
Enough detail to
make the next decision.
| What to compare | What it covers |
|---|---|
| Discovery | A 60–90 minute working session on intake, repeated work and current tools. |
| Systems inventory | Phone, CRM, accounting, scheduling, website and documents, including gaps and double-entry. |
| Opportunity map | A ranked shortlist scored for likely impact and implementation effort. |
| Value estimates | Labour and revenue assumptions shown separately, with costs and uncertainty visible. These are estimates, not guaranteed savings. |
| Phased roadmap | Suggested sequence, budget discussion and the scope to investigate before building. |
| Your report | An 8–15 page PDF you own, with a 30-minute walkthrough. You can use it with us, another provider or your own team. |
Scroll sideways to compare all columns on a small screen.
Time and participation
A working session.
A clear plan.
Our planning estimate is delivery in 5–8 business days. We confirm availability, scope and access before committing to a date.
- 01
Talk through the work
Allow 60–90 minutes for the session, plus roughly 30 minutes to gather useful examples or screenshots. Avoid sending credentials; any access is arranged separately.
- 02
Review and rank
We map the systems and compare opportunities. Read-only access can help, but it is not required.
- 03
Walk through the report
A 30-minute discussion of the recommendations, assumptions and next steps. No software build or configuration is included in the audit. If your scope is already clear, we can skip the paid audit and quote the build.
A trades owner’s
starting point.
An owner has phone enquiries, handwritten quotes and no consistent follow-up. The audit maps those handoffs, then ranks after-hours reception, quote follow-up and review requests against the actual work and available budget.
If the owner proceeds with a build from the roadmap, the $1,495 audit credit is applied to that first project. No recovered-job count is assumed as a result of the audit.
Already know
what you need?
Explore the services and their existing starting prices.