Readiness Audit · What it delivers
What you walk away with after two weeks.
The Readiness Audit is a fixed-fee diagnostic, not a deck. It produces a sequenced roadmap, a ranked list of agent deployments sized by dollars or hours, and — if you green-light a build — the first agent in your stack within thirty days.
- Diagnostic
- 2-week fixed fee
- Output
- Ranked roadmap + first build slot
- Built on
- Custom code first — off-the-shelf tools only when the workload fits
The audit, sequenced
Four stages. One reference line.
Each stage closes with a written deliverable you can hand to a board, a banker, or your next operator. No “final deck at month four.”
Readiness
Two weeks of interviews, toolchain scans, and data plumbing review. Stakeholder walkthroughs, system inventory, and a one-page readiness read by the partner on day fourteen.
Sequence
A ranked list of where AI lifts productivity, revenue, or risk first — sized by hours saved, dollars added, or exposure reduced. Ranked, not brainstormed; defensible to a board.
Deploy
A costed 90-day roadmap: dates, owners, dollar estimates, and a clear stack call — custom-built code by default; off-the-shelf automation tools only when the workload is genuinely a better fit for them. Built in your accounts, owned by you.
Operate
A handoff plan for the first production agent, with a monthly operating cadence for monitoring, prompt tuning, and capacity additions as the business grows.
Prioritized deployments
Six agent deployments, ranked by expected ROI.
These are the kinds of agents the audit ranks. Real clients have shipped the first two in week three; the next two by month two; the tail of the list shapes the rest of the 90-day roadmap.
Inbound lead triage agent
Ops · 12–18 hrs/wk saved
Custom-built in your stack: reads new inbound emails and form submissions, classifies them by intent and urgency, drafts a response, and routes the lead to the right owner — running in the same tool your team already checks, with your accounts as the source of truth.
Procurement and vendor renewal monitor
Finance · 6–10 hrs/wk saved
When the workload is mostly wiring between two SaaS tools, we use a no-code platform here instead of custom code: watches vendor accounts for renewal notices and rate changes, posts a digest to the CFO channel, and drafts dispute letters when a price crosses the floor set during the Audit.
Recruiting pipeline coordinator
People · 8–14 hrs/wk saved
Custom-built in your stack: schedules interviews across hiring managers, sends reminders, collects feedback, and updates the applicant tracker — running in the same tool your team already checks, with your accounts as the source of truth.
Client onboarding workflow
CX · 4–8 hrs/wk saved
When the workload is mostly wiring between two SaaS tools, we use a no-code platform here instead of custom code: on a signed contract, provisions the client in the project system, sends the welcome packet, and books the kickoff — replacing the handoff checklist that currently lives in someone’s head.
Quote and proposal builder
Sales · 3–6 hrs/wk saved
Custom-built in your stack: pulls the existing line items and the latest pricing from the data warehouse, assembles a first-draft proposal, and hands it back to the owner for one round of edits.
Weekly KPI digest
Founders · 1–2 hrs/wk saved
Custom-built in your stack: each Monday, pulls the metrics that matter, drafts a one-page digest, and emails it to the owner — running against your accounts, no dashboards to log into, no chart-staring.
Custom-first, portable
Custom-built by default. Portable if you switch tools.
Most agents we ship are custom-built — code you own, in your accounts. When the workload is genuinely a better fit for one, we reach for one — always something you can walk away from without a rebuild.
Custom build
The default. Code you own, deployed in your infrastructure — no vendor to lock you in, no seat count to negotiate, and portable by construction.
No-code examples · only when the workload fits one
n8n
We reach for this only when a workload is mostly wiring between two known shapes. Self-hostable, MIT-licensed; workflows export to JSON and run anywhere with a docker daemon.
Relevance AI
We reach for this only when a hosted crew is genuinely faster than shipping code for that workload. Per-tenant workspaces with full data export; crews and tools can rebuild on open LLM providers.
Lindy
We reach for this only when an inbox or scheduling agent fits a hosted board better than a custom build. Per-account boards with webhook + REST endpoints; logic is described in plain English and re-runnable elsewhere.
Make
We reach for this only when a workload is a straightforward hand-off between two SaaS tools. Scenario-graph exports to JSON and re-imports into n8n or Zapier — no vendor lock-in on the wiring.
Sample · internal mock
What an actual excerpt reads like.
Below is a mocked two-page excerpt — a fictional operator's engagement-ref header, a ranked deployment table, and the 90-day sequencing strip — sized like the deliverable you walk away with, not a stock illustration.
See the audit price recapAI Readiness Audit — excerpt
Sample · internal mock · not a real deliverable
- 01Inbound voyage-coordination triagePriorityCustom14 hrs/wk~$48k / yrJ.M.W3
- 02Bunker-fuel renewal + price-watchPriorityn8n9 hrs/wk~$72k / yrR.K.W4
- 03Charter-party renewal monitorSequencedCustom7 hrs/wk~$36k / yrA.O.M2
- 04Port-call scheduling coordinatorSequencedMake6 hrs/wk~$21k / yrD.V.M2
- 05Crew onboarding workflowQueuedCustom5 hrs/wk~$18k / yrS.B.M3
- 06Weekly voyage-margin digestQueuedCustom2 hrs/wk~$11k / yrJ.M.M3+
Sequenced rollout
Honest answers
Objection busters, before the call.
The three questions that come up in every first conversation. If yours isn’t here, we’ll answer it the same day.
Email usBrowse the FAQ →Three tiers, one catalog
Pick the engagement that fits today.
Solo starts with the Audit. Team adds the first production agent. Multi-team scales the same vertical across the org. Same partner, same cadence, same fixed fee.
- Two-week fixed-fee diagnostic
- Toolchain and data scan
- Ranked high-ROI opportunities
- Costed 90-day roadmap
- One hour of post-delivery strategy review
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- Everything in Solo
- Group-level stakeholder interviews
- Workflow redesign for the prioritized use case
- One production agent built in your accounts
- Two weeks of post-launch monitoring
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- Everything in Team
- Org-wide toolchain and data assessment
- Up to three production agents built in your stack
- Six weeks of managed operations
- Monthly steering review with the partner
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Checkout is handled by Stripe; payments route to the Plumbline AI Stripe Connect account Polsia provisions. After we verify your purchase, we will email you within one business day to schedule the first working session.
Next step
Start with the Audit. Scale when the dollar is right.
A two-week fixed-fee diagnostic, a defensible roadmap, and a first build slot booked before the audit closes. No proposal track, no obligation to roll forward.