Sessions with your team, a read on your data, and a scoped plan for where AI actually pays back. You leave with a document you can hand to your team or act on yourself.
Scoping sessions are free. Pricing is set after we understand the scope.
What the audit delivers
A clear picture of where your team spends time, where decisions stall, and where the data quality is good enough to act on.
Each system scoped to your actual workflows, with an honest read on time savings, build complexity, and which one to start with.
How each system connects to the tools you already run — Notion, Slack, your CRM, Drive. Data flows and where they break documented clearly.
A phased plan with clear go or no-go criteria. What can run in-house, what needs outside help, and what order produces results fastest.
Scope and timeline
No one-size-fits-all audit. A small operations team and a multi-department business need different depth. We scope it on the scoping session.
Small Business
1 to 2 weeks
3 to 5 working sessions. A focused readiness report and a short list of systems worth building first.
Mid-Market
2 to 4 weeks
5 to 10 sessions across departments. Workflow mapping, data audit, integration plan, and a 90-day rollout sequence.
Enterprise
4+ weeks
Deep stakeholder interviews, governance review, compliance considerations, and a leadership-ready document. Scoped on the scoping session.
How the engagement runs
Phase 1
We agree on scope, confirm session count, and get access to the relevant tools. Pricing is set here — nothing is committed before you see it in writing.
Phase 2
Sessions with the people who actually run the work. We map where time goes, where decisions stall, and where data is clean enough to use.
Phase 3
We name the systems worth building, size them against your data, and draft the integration map. This is where the document takes shape.
Phase 4
You receive the written roadmap, the rollout plan, and a clear recommendation on where to start. What you do with it is your call.
Is this for you?
Good fit
Not a fit
Common questions
The scoping session is free and confirms fit. From there we agree on scope, session count, timeline, and pricing. No commitment until you see the proposal in writing.
Book a scoping session