AI Readiness Audit
A practical, hands-on evaluation to help you start your AI journey with clarity and direction.
You don’t need to overhaul your entire business to start using AI effectively. But you do need a clear, grounded view of what’s possible and where to begin.
WHO IT’S FOR
You're ready to dive into AI but you need a starting point and plan
This is a focused engagement designed for leaders who are ready to explore AI but want to take smart, strategic first steps. You’ll walk away with clear insights into your current AI readiness, a prioritized list of automation (agentic) and generative AI opportunities, and a custom roadmap to move forward.
Executive Teams & Leaders
Leadership teams that are ready to better understand how AI can positively (think ROI) impact their business.
SMB & Mid-Market Organizations
Organizations that want to move past "trying AI" into actionable initiatives that lift up their employee base.
Strategic Decision-Makers
Business leaders wanting to better understand where AI fits and where it doesn't. AND how to get started.
WHAT’S INCLUDED
Walk away with an actionable AI plan
There is no one way to get started with AI. And certainly not from a template. I work on tailoring the content to your operations and goals
I’ve actually done this within companies. Not just talked about it.
Stakeholder Discovery Session
A guided conversation (virtual or in-person) with key team members to surface goals, workflows, current tools, and organizational blockers. This isn’t a generic intake call. It’s a strategic deep dive focused on your business reality.
AI Opportunity Scan
I analyze your internal tools, operations, and bottlenecks to identify where AI can deliver quick wins. We’ll highlight 3–5 promising use cases tailored to your current tech environment and team capacity.
AI Starter Roadmap
Based on everything I learn, I’ll map out 3 high-impact AI initiatives you can pursue immediately. Each chosen for practicality, speed to value, and cultural fit.
Team Debrief
We wrap up with a 60-minute executive session where I walk through findings, answer questions, and align your leadership team around the next right steps.
WHY THIS MATTERS
Most organizations are dabbling with AI but few have a plan.
This audit is designed to help you go from scattered experimentation to intentional progress. Whether you’re a Director looking to lead change, a VP trying to increase efficiency, or a C-Suite exec seeking to future-proof operations, this gives you a starting point that’s strategic and actionable.
And because I’ve worked in the trenches leading real-world AI adoption inside growing companies I know how to separate hype from what actually works.
INVESTMENT
Simple, One-Time Project Price
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All sessions and deliverables
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14-day support window for follow-up questions
Get Started
Let's See if an AI Readiness Audit makes sense
Book a free discovery call today to explore an audit option for your team. We’ll discuss your goals, team structure, and design an audit that delivers real results.
Quick Discovery Call
30 minutes to understand your needs
Fast Response
Reply within 8 hours
FAQs: AI READINESS AUDIT
Frequently Asked Questions
Who is this audit best suited for?
This audit is ideal for small to mid-sized businesses that are exploring how AI might fit into their operations. Whether you’re just starting to experiment or want help getting alignment across departments, the audit helps you move forward with clarity.
How long does the audit take?
The core engagement typically wraps within 2–3 weeks. That includes the discovery session, internal analysis, deliverables, and the final executive debrief.
What do I need to have in place before we start?
Nothing fancy. If you have a basic understanding of your current tools, processes, and team structure, we’re good to go. I’ll guide the sessions to uncover the right information. I don’t expect you to be “AI-ready” before the audit.
Is this technical? Will we need our IT team involved?
This audit is focused on strategy, not implementation. While your IT lead may contribute useful context, this isn’t a deep technical assessment. We’re focused on practical use cases, not engineering specs.
Do you recommend specific AI tools as part of this?
I take a tech-agnostic approach at the beginning. My goal is to understand your environment first, then recommend what tools that best fit your objectives. You won’t be locked into any vendor or platform.
What happens after the audit?
You’ll receive a summary report with findings, readiness insights, and a recommended starting roadmap. If you’d like hands-on support to move forward, we can apply a portion of the cost of this audit toward a more in-depth AI Workshop or implementation engagement.
Can we do this entirely virtual?
Yes. The full audit can be completed remotely through video calls and shared documentation. If you prefer onsite sessions, we can discuss options.