Find exactly where AI can save your business time and money.
A structured Zoom-based audit that maps your workflows, identifies AI opportunities, and delivers a complete ROI report — without any implementation complexity.
Professional services firm · 18 staff
Delivered via Zoom audit · 5 business days
Six areas. One comprehensive audit.
Every audit covers your full business — not just the obvious parts.
Operations & Admin
We map every repetitive task, manual workflow, and data handoff draining your team's time.
Customer Communication
Lead response, follow-up sequences, and support — where slow replies cost you revenue.
Sales & Marketing
Content creation, CRM usage, proposals, and lead nurture — your growth engine, optimised.
People & HR
Hiring, onboarding, scheduling, and training — the hidden hours no one talks about.
Finance & Reporting
Invoicing, bookkeeping, and compliance — manual processes that carry real risk.
Service Delivery
How your core product gets made — errors, delays, quality, and capacity limits.
From first call to full report in under two weeks.
A structured Zoom-based process — no travel, no disruption.
Discovery call
30 minutes via Zoom, free. We learn your business, your pain points, and whether an audit is the right fit. No pitch.
AI audit session
A focused 90–120 minute Zoom interview. We ask structured questions across six areas of your business. You share your screen to walk us through your tools and workflows live.
Analysis & mapping
2–3 business days. We score every area, identify AI opportunities, research specific tools, and calculate ROI estimates for each finding.
Report delivery & presentation
You receive a full written report. We walk you through it on a 60-minute Zoom call — your top opportunities, a 90-day roadmap, and tool-by-tool recommendations.
Follow-up call
30 days later, we check in to review progress and answer any questions. Included in every engagement.
Ready to see what your business is leaving on the table?
Book your free discovery callNot consulting. Clarity.
We don't give you a generic AI presentation. We find the specific opportunities inside your specific business — with dollar figures attached.
Specific, not generic
Every recommendation is tailored to your exact workflows, tools, and team size. No templates.
ROI-first
We attach an estimated dollar value to every opportunity before you commit to anything.
100% remote
Delivered entirely via Zoom. No travel, no disruption to your day, available anywhere in Canada.
Vendor-neutral
We recommend the best AI tool for your situation. We have no affiliates or commissions.
"I expected to hear about ChatGPT. Instead I got a 20-page report showing exactly where we were losing time — with a plan to fix it."
— Managing Partner, Ottawa law firm
What's inside your audit report.
Every deliverable is specific to your business — not a template.
$48,200 annual opportunity identified
Across 11 workflows · 6 high-priority quick wins
Executive summary
One page. ROI total, top 3 wins. Clear enough to share with a business partner.
Opportunity register
Every identified opportunity ranked by priority and estimated annual value.
Top 3 quick wins
Detailed breakdown: the problem, the AI tool, how to set it up, what success looks like.
90-day roadmap
Phased implementation plan with milestones. Start immediately after the presentation.
Tool recommendations
A curated, vendor-neutral list of specific tools with pricing and rationale.
Follow-up call
30-day check-in to review progress. Included in every tier.
If this audit identifies just 8 hours per week in savings at $50/hour, that's $20,800 recovered annually. Most audits find significantly more.
Book your free discovery call
30 minutes via Zoom. Free. No pitch — just an honest conversation about your business and whether an audit makes sense.