Opportunity assessment
Where AI and automation can save time or win more customers.
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AI audit and
Strategy
Not sure where AI fits? A free, fixed-scope audit that points at the highest-value opportunities and leaves you with a prioritized plan.
What the audit covers
Quick wins
The fastest, highest-impact things to do first.
Prioritized roadmap
A sequenced plan with effort, impact, and a rough budget.
Tool selection
What fits your size, including when an off-the-shelf tool is enough.
Compliance check
A PIPEDA, CASL, and AODA sanity check. Not a legal opinion.
Action plan
Next steps you can run with or without us.
Transparent pricing
This service typically costs
$1,997 – $12,000+
The audit is free. If a build follows, packages run from $1,997 to $12,000+.
Unlike open-ended consulting
- No hidden fees
- All-inclusive packages
- Fixed-price guarantee
What you get
- • Free 30-minute discovery call
- • AI and automation opportunity map
- • Prioritized, sequenced roadmap
- • Recommended tools and approach
- • Rough effort, impact, and budget
- • PIPEDA, CASL, and AODA sanity check
- • A written action plan you own
- • No obligation to proceed
How the audit works
01
Discovery call
Thirty minutes on the business, the busiest workflows, and the tools you already use. No preparation required.
02
Map where the time goes
The repetitive work that takes the most staff time, and the places where customers wait or leads go cold.
03
Score the opportunities
Each idea is rated on effort, expected impact, and risk.
04
Roadmap and fixed-fee proposal
A prioritized plan with rough effort and budget, and a fixed-fee proposal for the first project if you want one.
05
You decide
The roadmap is yours whether or not you hire us.
What we need from you
- How the business runs day to day
- The tools and systems you use
- Someone who can describe the busiest workflows
What the audit is not
- Not a security review or a legal opinion
- Not a promise of specific savings or revenue
- Not a commitment to buy a package
Limits to expect
- The free audit is a first pass. Deeper hands-on strategy work is scoped separately.
- Estimates stay rough until a workflow is mapped in detail.
- Compliance notes are a sanity check. Confirm obligations with your own advisers.
The audit is the entry point: where AI and automation fit, which ideas to do first, which tools suit your size, and what to leave alone. Website packages commonly launch in two to six weeks. Automation and agent projects are scoped individually, so their timeline is written into the proposal.
Questions
Is the audit really free?
Yes. The discovery call and the high-level opportunity review are free. Deeper, hands-on strategy work is scoped if you want it.
What do I get?
A prioritized roadmap of where AI and automation would help, with rough effort and budget. It is useful whether or not you hire us.
Do I have to buy a package?
No. If a package fits, we will say which one and why.
How long does it take?
The call is 30 minutes. The roadmap and, if you want one, a fixed-fee proposal follow. We do not quote an automation timeline before the workflow is mapped.
Related services
AI WebsitesAI Chatbots & Lead CaptureCRM AutomationWorkflow AutomationAI Voice AgentsCustom AI AgentsSales Management
Not sure which service you need?
Book the free audit. We will map the highest-value opportunities and leave you with a plan.