Before we build anything, we figure out what matters.

A 2–4 week engagement that gives you a complete picture of where AI creates value in your business — and a roadmap to capture it. Real numbers, not slide decks full of buzzwords.

Five Deliverables. One Report.

01

Tech Stack Audit

We map every tool your business uses — what it costs, how much your team actually uses it, and where you're paying for features nobody touches. Most businesses we audit are spending 30–50% more than they need to on software.

02

Workflow Analysis

We sit with your team and trace how work actually moves through your business. Where are people spending hours on tasks that a machine could handle in minutes? Where are the bottlenecks, the manual data entry, the copy-paste workflows?

03

AI Opportunity Map

Based on the audit and analysis, we identify and prioritize the highest-impact AI use cases for your business — ranked by ROI, implementation complexity, and time to value.

04

Cost-Benefit Analysis

For each opportunity, we give you real numbers: what it costs to build, what it saves annually, and when it pays for itself. No hand-waving.

05

Implementation Roadmap

A phased plan with timelines, dependencies, resources required, and a recommended sequence. You can execute this with us, with another firm, or on your own — it's your roadmap.

What This Looks Like in Practice

A public affairs firm was spending $4,200/month across 12 different SaaS tools — CRM, email marketing, project management, document storage, scheduling, analytics, and more. Through the Consult engagement, we identified that 8 of those tools could be consolidated into 4 AI-powered alternatives. The result: $1,800/month in software costs (57% reduction) and 10+ hours per week in recovered staff time. Annualized savings: $28,800 in software alone, plus the value of redirected labor.

Common Questions

"We already know where our problems are."

Maybe. But in every Consult we've scoped, the biggest opportunities weren't the ones the client expected. The audit reveals patterns you can't see from inside the business — redundant tools, invisible bottlenecks, workflows that evolved by accident rather than design.

"Can't we just skip to building?"

You can. But clients who start with Consult consistently get better outcomes from their Build engagements — because we're solving the right problems, not the most obvious ones. The Consult pays for itself in avoided missteps.

"What if AI doesn't make sense for our business?"

We'll tell you. The Consult is designed to give you an honest answer, not to sell you a Build engagement. If the ROI isn't there, we'll say so — and you'll have a report that proves it.

Investment $5K–$25K
Duration 2–4 weeks
Deliverable AI Readiness Report
Schedule a Consult

Start with a 30-minute call. We'll scope the engagement and give you a fixed quote.