First paid engagement

In 10 business days, identify the AI workflow worth tackling next.

The AI Opportunity Audit is a fixed-fee diagnostic built to give buyers a practical recommendation, not an expensive transformation theory. For teams searching for an AI readiness assessment, this is the narrower commercial version: one workflow, one ranked decision, and one pilot path.

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Fixed-fee diagnostic

Proposal shared after fit confirmation.

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Best-fit buyer

Who this is for

  • Traditional small or midsize service businesses
  • One named executive sponsor and one workflow owner
  • A measurable workflow problem in sales, reporting, onboarding, proposals, or knowledge retrieval
  • Willingness to act on a pilot recommendation in the next 30 to 60 days
  • Ability to provide access to current tools, samples, and process context

Not a fit when

  • The buyer wants a broad AI strategy deck with no implementation path.
  • The first use case is procurement-heavy or enterprise-wide.
  • There is no clear owner for the workflow being reviewed.
  • The client expects custom software to be scoped for free.

What is included

Bounded scope. Clear output. Fast decision.

Included

  • Kickoff and business-goal alignment
  • Review of one business unit or one revenue-critical workflow area
  • Up to five stakeholder interviews
  • Scoring of up to three candidate AI opportunities
  • One executive readout session
  • One proposal-ready pilot outline with timeline, metrics, and assumptions

Excluded

  • Hands-on implementation during the audit
  • Multi-team software architecture planning
  • Model training or deep data engineering
  • Legal, security, or compliance certification work
  • Enterprise-wide transformation roadmap creation

Deliverables

What buyers receive

  1. Executive summary

    Business problem, opportunity, and recommended next move.

  2. Current-state workflow summary

    Bottlenecks, trust constraints, and handoff notes.

  3. Ranked opportunity shortlist

    Commercial upside, feasibility, and risk notes across the strongest options.

  4. Recommended pilot brief

    Use case, owner, success metrics, operating assumptions, and delivery logic.

Commercial logic

Why buyers purchase this first

A fixed-scope decision product is easier to approve than open-ended consulting. The output still has value even if the client delays implementation, and the engagement naturally expands into a pilot only when the evidence is strong enough.

Guarantee boundaries

  • Fixed scope and defined timeline once access is in place
  • Clear deliverables and one prioritized recommendation
  • No guarantees on ROI before implementation
  • No promise of full workflow automation during the audit

Questions answered

What buyers usually need clarified

Why not skip straight to a pilot?

Because the fastest path to a bad implementation is choosing the wrong workflow first.

How do you decide what should go first?

Roy scores candidate use cases on business impact, workflow repeatability, feasibility, and trust constraints.

Is this the same as an AI readiness assessment?

It serves a similar purpose, but with tighter scope. Roy focuses the work on one workflow area and one pilot recommendation instead of a broad maturity review.

Do we need a technical team ready before we start?

No. The audit is designed to create clarity before broader resourcing decisions are made.

What happens if there is no credible pilot path?

Roy says so directly. The goal is a defensible decision, not forcing a weak implementation.

Next step

Confirm fit before the proposal is issued.

Start with a short qualification request. If there is a credible workflow worth reviewing, Roy will outline the audit scope and next steps.

Book an audit review