You've outgrown DIY
You've run the scorecards and tried a few tools. You know the manual work is real. Guessing isn't a plan.
AI Automation Audit
You've seen your score. Now get the plan.
A paid, fixed-scope diagnostic that turns "we should automate something" into a build-ready roadmap you own: a readiness heatmap, a prioritized fix list, and a full blueprint for your highest-value workflow. The $1,500 fee credits toward your build if you move forward.
$1,500 fixed · 1-hour live readout · written blueprint you keep
01 The problem
You're serious about automating. You're just not sure where to start.
You don't know what's first
Which workflow to automate first, whether your stack and data are ready, and what the real ROI is. All still open questions.
A build feels like a leap
Committing $10K–$20K to a Sprint sight-unseen is a lot of faith. You want a diagnosis before a build.
The Audit turns the score into a build-ready roadmap, built on your real data, not a self-report.
02 What the Audit is
A diagnosis, not a sales call, and not a build.
The AI Automation Audit is a paid, fixed-scope, do-with-you diagnostic that ends in a build-ready plan you own, whether or not you hire us to build it.
Where a free scorecard gives you a directional, self-serve read, the Audit gives you a real diagnosis on your actual workflows, stack, and security. Where a Sprint builds the automation, the Audit tells you exactly what to build first and what it's worth. It's the rung in between.
We review the same five dimensions the free scorecards cover, done by an expert on your real data instead of self-reported.
Manual-work cost
A real workflow inventory: which repetitive workflows exist, their volume, the time they take, who runs them, and the annual dollar cost.
Automation readiness
How API-friendly your stack is, whether your data is accessible and clean, how well processes are documented, and your team's appetite for change.
Security & governance
Data sensitivity, compliance obligations, and access controls: what can safely be handed to an agent, and how. This is the lens from a founder who ran security for finance and payments companies.
First-workflow fit
Which candidate workflows score best on impact, feasibility, low risk, and speed to value.
Build vs. buy vs. partner
For the top opportunities, the honest path to get there: build it, buy off the shelf, or partner.
03 What you get
Five concrete deliverables. All yours to keep.
Readiness heatmap
An at-a-glance map across all five dimensions, showing exactly where you're strong and where the holes are.
Prioritized gaps & fixes
What to fix first, before automating anything: data cleanup, missing API access, undocumented processes, permission gaps, unclear ownership, sequenced as foundations vs. quick wins.
Automation roadmap
Your candidate workflows ranked on an impact-vs-effort matrix, in the order to tackle them.
Build-ready blueprint for workflow #1
Your highest-value workflow, specified end to end: trigger, steps, systems and data flow, a guardrails plan (scoped access, audit logging, human-in-the-loop checkpoints), success metrics, ROI math, and what a Sprint to build it would cost and take.
A clear next step
The specific first automation to build, and exactly what the Sprint to build it looks like. No ambiguity about what happens next.
Want to see exactly what that looks like? Read a full sample audit →
04 How it works
From intake to a build-ready plan.
- Step 1 01
Short intake
- A focused questionnaire on your stack, workflows, and volume.
- About 15 minutes of your time.
- Step 2 02
We analyze
- An expert reviews your real workflows, data, and security posture.
- Not a self-serve quiz. A diagnosis.
- Step 3 03
Live readout + written blueprint
- A one-hour call walking through the findings.
- The full report and blueprint handed over, yours to keep.
- Step 4 04
Optional: roll into a Sprint
- If you move forward within 30 days, the full fee is credited.
- Or take the plan and build it yourself. It's yours either way.
→The de-risk
The full $1,500 credits toward your Sprint.
If you move forward with an AI Automation Sprint within 30 days of your audit, the entire $1,500 fee is credited toward it. You're not paying for a pitch. You're making a down payment on the plan.
And if you don't proceed, you still keep the whole plan. The Audit stands on its own.
06 Where this fits
One step at a time, from free to done-for-you.
- Beginner · Free
Scorecards
Five 3-minute self-assessments. A directional read on cost, readiness, and your first move.
See the free scorecards → - Intermediate · $1,500
AI Automation Audit
An expert diagnosis on your real data, ending in a build-ready plan you own. The fee credits toward a Sprint.
You are here - Advanced · $10K–$20K
AI Automation Sprint
Done-for-you. We build the automation and own the outcome, live in 2–5 weeks.
See the Sprint →
07 Fit check
Is the Audit right for you?
It's a strong fit if you…
- Run a SaaS, subscription, agency, or services business at $2M–$15M ARR
- Have real support or ops volume: 50+ inbound leads/month OR 100+ support tickets/week
- Use modern tools like Slack, HubSpot, Intercom, Zendesk, and Notion
- Have outgrown DIY and want an expert plan before committing to a build
It's probably not for you if…
- You're pre-$2M ARR, or don't yet have the volume to justify a build
- You're shopping for a $500 chatbot plugin
- You need enterprise procurement or SOC 2 Type II / HIPAA on day one
08 Why us
Automations that earn their keep, built to be trusted.
Every agent we build ships with scoped access, audit logging, and human-in-the-loop controls, engineered by a founder who ran security for finance and payments companies. The Audit applies that same discipline to your plan before a line of it is built.
Recognized by Clutch as a top AI company in Japan, 2026.
“Our lead-qualification agent books 40% more demos than our old chatbot, and the leads come in pre-qualified.”
“We went from 200 support tickets a week to 80. The agent handles password resets, billing questions, and basic troubleshooting automatically.”
09 The investment
One fixed price. Fully credited if you build.
AI Automation Audit $1,500
Fixed scope. Fully credited toward your AI Automation Sprint if you proceed within 30 days.
- Expert review across all five dimensions, on your real data
- Readiness heatmap + prioritized gaps-and-fixes list
- Automation roadmap + build-ready blueprint for workflow #1
- One-hour live readout call + written report you keep
10 Questions
Common questions
How is this different from the free scorecards?
The scorecards are a fast, self-serve read: you answer, you get a score. The Audit is an expert diagnosis on your real data: your actual workflows, stack, and security, reviewed by a person, ending in a build-ready plan. The scorecard tells you roughly where you stand; the Audit tells you exactly what to build first and what it's worth.
How does the credit work?
The full $1,500 fee is credited toward an AI Automation Sprint if you proceed within 30 days of your audit. You're not paying for a pitch. You're making a down payment on the plan.
What if I don't move forward to a Sprint?
You keep everything: the heatmap, the gaps-and-fixes list, the roadmap, and the build-ready blueprint for your #1 workflow. The plan is yours to execute however you like: with us, with your own team, or with anyone else.
How long does it take?
Typically delivered within about a week of your intake, ending with the live readout call and the written report.
Is my data safe?
Yes. The Audit is run by a founder who ran security for finance and payments companies. We look at how your data is accessed and controlled precisely because that's the lens that decides what can safely be automated. Confidentiality is the starting point, not an afterthought.
Who is this not for?
Teams under about $2M ARR without the volume to justify a build, anyone shopping for a $500 chatbot, and organizations that need enterprise procurement or SOC 2 Type II / HIPAA in place on day one. Qualifying out honestly is part of the point.
→Get the plan
Stop guessing what to automate. Get a build-ready plan.
$1,500, fixed, and fully credited toward your Sprint if you move forward within 30 days.