Paid Engagement
AI Opportunity & Risk Audit
A practical AI roadmap for companies without an internal AI person.
What You Receive
Every audit includes the following deliverables, delivered within 10 business days of your kickoff call.
AI Readiness Score
A scored baseline of your company's current AI adoption, risk exposure, and opportunity level.
Current Tool Inventory
A documented list of AI tools in use across your team, with notes on data risk and duplication.
Policy Gap Analysis
What your business is missing in terms of AI governance, acceptable use, and data handling.
Top 3 Automation Wins
Specific workflow recommendations ranked by business impact and ease of implementation.
Risk Flags Report
Where unmanaged AI usage could create legal, quality, or reputational exposure.
90-Day Implementation Roadmap
A plain-language action plan your team can actually follow, not a tech document.
Recorded Review Session
A one-hour recorded call walking through every deliverable with your leadership team.
Who This Is For
Service businesses with 10 to 100 employees
HVAC, plumbing, electrical, roofing, landscaping, and field service companies
Professional services: law, accounting, consulting, healthcare
Operations teams where AI is being used informally without a policy
Leadership that wants a practical roadmap, not a vendor pitch
What This Is Not
Not a legal or regulatory compliance audit (HIPAA, SOC2, etc.)
Not a cybersecurity or penetration testing engagement
Not a technology procurement or vendor selection process
Not an enterprise transformation project for large organizations
Pricing Structure
Flat-rate pricing based on team size. No hourly billing, no surprise invoices.
Small Team
1–9 employees
$2,500
- AI Readiness Score
- Tool inventory
- Top 3 automation wins
- Risk flags report
- 90-day roadmap
- One-hour recorded review
Most Common
Growing Business
10–50 employees
$5,000
- Everything in Small Team
- Department-level breakdown
- Policy gap analysis
- Employee usage assessment
- Priority implementation ranking
Established Operation
51–100 employees
$7,500+
- Everything in Growing Business
- Multi-department workflow mapping
- Management briefing session
- Implementation sprint planning
- Custom scope available
Start the AI Opportunity & Risk Audit
Begin with the free AI Readiness Scan. If you want to move into the full audit, we will discuss scope and timeline on your opportunity call.