What actually happens in a 5-week AI Operations Audit

When a buyer asks what an audit deliverable looks like, they usually want to know one thing: is this another consulting exercise, or is something tangible going to come out the other side?

Fair question. Here's the actual shape of the engagement.

Week 1: Kickoff and workflow inventory #

We start with a working session, not a presentation. We sit with marketing, sales, and operations leads and ask them to walk us through the work, not the org chart. By the end of the week we have a catalog of every meaningful workflow in those teams, along with rough time and cost estimates per workflow.

Week 2: Process analysis and team interviews #

We pick the workflows that look most expensive on paper and run shorter interviews with the people who actually do the work. This is where we learn what slows things down, where data gets re-typed, where decisions wait on a person to be free, and where automation would be a relief rather than a threat.

Week 3: ROI modeling and tool recommendations #

We attach numbers to each opportunity. Hours recaptured. Dollars saved. Implementation cost. Payback period. We also recommend the tools that fit each opportunity, ranked by total cost of ownership and how well they'll play with your existing stack.

Week 4: Roadmap delivery and leadership walkthrough #

You get a prioritized plan. Quick wins on top, strategic plays at the bottom. Every line item has a dollar figure, a timeline, and a recommended tool. We walk your leadership team through it, then we leave you with a document you can act on without us.

What you walk away with #

• A workflow inventory across marketing, sales, and operations
• An opportunity map scored for automation potential
• ROI projections for every recommendation
• A phased roadmap your team can execute against

Three to five weeks. One number. One plan. No follow-up SOW required.