From $499

AI Readiness Audit — scoped in two weeks.

The Readiness Audit is a $499 fixed-fee diagnostic, not a deck. It produces a sequenced roadmap, a ranked list of AI employee deployments sized by dollars or hours, and — if you green-light a build — the first custom-built AI employee in your stack within thirty days.

Book the $499 AuditRead the roadmap
Fixed fee
$499
Output
Ranked roadmap + first build slot
Built on
Custom-built AI employees, by default

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.”

  1. 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.

  2. 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.

  3. Deploy

    A costed 90-day roadmap: dates, owners, and dollar estimates — written for custom-built AI employees by default, with off-the-shelf automation tools used only when the workload is genuinely a better fit for one. Built in your accounts, owned by you.

  4. Operate

    A handoff plan for the first production AI employee, with a monthly operating cadence for monitoring, prompt tuning, and capacity additions as the business grows.

Prioritized deployments

Six AI employee deployments, ranked by expected ROI.

These are the kinds of AI employees 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 AI employee

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.

n8n

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.

Make

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 AI employees, by default. Portable if you switch tools.

Custom-built means code you own, in your accounts. When a workload is genuinely a better fit for something off the shelf — and only then — we reach for one, always something you can walk away from without a rebuild.

Default

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.

Other tools · used when the workload is a better fit for one of them

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 recap

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.

Contact usBrowse the FAQ →

Interviews run in week one; the toolchain scan and the ranked opportunities come together by the end of week two. The costed 90-day roadmap ships in week two. The first build slot, if you want one, is booked in week three so the Audit flows straight into a delivery cadence without a procurement track in between.

What your audit will contain

Five sections. One defensible readout.

Each row below is a real section in the deliverable. The excerpt to the right is anonymized — drawn from the audit deliverable's shape, not from a specific engagement.

See the audit price recap
  • Readiness score + interview readA one-page readout handed to the partner on day fourteen — what is already in place, what is missing, and where the stack is shedding time.→ The four-stage roadmap, day-14 marker.
  • Ranked AI employee opportunitiesA ranked list of where AI lifts productivity, revenue, or risk first — sized by hours saved, dollars added, or exposure reduced.→ The six-row deployment table on this page.
  • Build-vs-buy recommendationsCustom-built AI employees, by default. Off-the-shelf only when the workload is genuinely a better fit for one — and always portable.→ The Custom-first portability band.
  • Costed 90-day roadmapDates, owners, dollar estimates — written so a banker, a board, or your next operator can read it without you in the room.→ The sequenced rollout strip in the sample excerpt.
  • Handoff plan + first build slotA first build slot booked before the audit closes, plus the operating cadence that holds the line after launch.→ The Team-tier “first production AI employee” guarantee.

Sample finding · anonymized

Inbound triage AI employee — ranked #1

Owner-led operator · 12–18 hrs/wk recovered · ~$45k/yr

Across owner-led operators in the $2M–$50M band, inbound lead triage consistently surfaces as the highest-ROI standalone AI employee. The workload recovers twelve-to-eighteen weekly hours for the ops lead, removes roughly forty-five thousand dollars a year in unreplied-funnel leakage, and ships in about nine custom-build days in your stack by week four. The same workload resists good off-the-shelf platforms because the routing rules, the intent taxonomy, and the handoff owners are deliberately firm-specific — the employee must run in the team’s inbox or channel, with the team’s accounts as the source of truth, or the savings estimate collapses.

Anonymized · drawn from the audit deliverable shape · not a specific engagement

Three tiers, one catalog

Pick the engagement that fits today.

Solo starts with the Audit. Team adds the first production AI employee. Multi-team scales the same vertical across the org. Same partner, same cadence. Solo is one-time; Team and Multi-team are monthly.

Solo
Single-owner AI Readiness Audit with a sequenced 90-day roadmap.
One-time audit

$499one-time

  • Two-week fixed-fee diagnostic
  • Toolchain and data scan
  • Ranked high-ROI opportunities
  • Costed 90-day roadmap
  • One hour of post-delivery strategy review
Team
Most chosen
Team-level audit plus hands-on rollout for the first production AI employee.
Monthly retainer

$1,499per month

Already purchased the $499 Readiness Audit? It applies to your first month: $1,000 due first, then $1,499/mo.

  • Everything in Solo
  • Group-level stakeholder interviews
  • Workflow redesign for the prioritized use case
  • One production AI employee built in your accounts
  • Two weeks of post-launch monitoring
Multi-team
Org-wide audit, multi-team builds, and a managed run to hold the line.
Monthly retainer

$4,999per month

Already purchased the $499 Readiness Audit? It applies to your first month: $4,500 due first, then $4,999/mo.

  • Everything in Team
  • Org-wide toolchain and data assessment
  • Up to three production AI employees built in your stack
  • Six weeks of managed operations
  • Monthly steering review with the partner

Checkout is handled by Stripe. 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.

See full pricing recapAsk about ongoing operations