top of page

AI Audits — a two-week engagement, not a two-month build

Before you build more AI, find out what's actually working.

We review the AI and automation tools you've already got — or don't — and hand you a scored report on what's working, what's quietly broken, and exactly where AI adoption would pay off next. No build required to find out.

2 wks

Typical turnaround from kickoff to report

1

Scored report, ranked by dollar impact

0

Obligation to build anything after

Why an AI Audit comes first.

Most businesses have already tried AI once. Nobody checked if it worked.

A chatbot someone set up two years ago and forgot about. A scheduling tool half the staff avoids. A vague sense that 'we should be using AI more' with no idea where to start or what it would actually be worth.

~40%

Of small-business AI tools deployed without a follow-up review commonly go unused or underused within a year, based on typical adoption patterns.

3–5

Distinct opportunity areas a first-time audit typically surfaces — most businesses can only name one or two on their own.

0

Cost to find out, relative to guessing wrong on a build that doesn't fit how the business actually operates.

Figures above are industry-typical estimates for illustration, not guarantees for any specific business.

Two questions. One report.

Question 01

What's already in place — and is it working?

+Call/chat logs reviewed for accuracy and drop-off points

+Staff interviews on where the tool helps vs. gets worked around

+Cost-vs-usage check on anything you're paying for monthly

+Clear fix-it-or-cut-it recommendation for each tool

Question 02

Where would AI actually move the needle next?

+Missed-call and after-hours coverage gaps quantified

+Scheduling, dispatch, and intake bottlenecks flagged

+Each opportunity ranked by estimated dollar impact

+A prioritized next-step roadmap, not a sales pitch

An AI Audit answers what's working right now, and what's worth building next — in a language your team and your stakeholders can both read.

What the scorecard looks like.

Every audit ends with a plain scorecard — not a 40-page deck nobody reads.

Existing chatbot / automation

Deployed, underused

After-hours call coverage

Largest untapped opportunity

Scheduling & intake

Moderate gap, quick fix

Financial visibility into AI spend

No current tracking

Illustrative scorecard — actual categories and scoring depend on what your audit finds.

How the audit actually goes.

Three stages, most audits are delivered within two weeks.

01

02

03

Kickoff & access
Review & scoring
Report & walkthrough

A short call to understand your business, plus access to whatever's relevant — call logs, existing chatbot admin, scheduling software, current financials if you want cost context included.

We audit what's deployed, interview staff who use (or avoid) it, and map gaps against opportunity — scored and ranked, not just listed.

You get the scorecard, the findings, and a prioritized roadmap — plus a call to walk through it. If a build makes sense afterward, that's a separate conversation, not an upsell baked into the audit.

A practice paying $400/month for a chatbot nobody used discovered its real opportunity was after-hours call coverage — a completely different problem the chatbot was never built to solve.

This is the kind of mismatch an audit typically catches: the AI tool a business already has usually isn't the AI tool it actually needs.

Find out what your AI is actually doing for you.

Dental & Med Spa • Contractors & Trades • Schools & Colleges

bottom of page