The Role Audit answers one question: where does AI genuinely belong in your business, role by role, task by task, and in what order? Not a discovery call. Not a proposal. A real deliverable with real findings. Fixed fees, published below. Most clients take the Audit after a free month pilot proved the assistants pay for themselves.
AI doesn't replace tools, it changes tasks. And tasks live inside roles. If you don't know which tasks make up which roles in your business, every AI purchase is a guess wearing a scorecard. Tools change every quarter. Roles change on the timescale of your business. We audit the durable thing.
You have probably watched this happen somewhere. A business buys the tool, everyone logs in, and six months later nobody can say what actually got better. A survey of 6,000 workers just put a number on it: only 13 percent said AI improved their company's results. The companies that did get results were spending less time inside the tools, not more. The difference was the thinking done before the tool showed up. That thinking is the audit.
Source: Work AI Institute survey of 6,000 workers, reported in Harvard Business Review, 2026.
And because we don't sell software or take referral fees, no recommendation we make is shaped by a vendor relationship.
AI is cheap. Bad decisions are not.
A readiness audit examines your tools, data, and workflows. The Role Audit examines what your people actually do: every role broken into its real tasks, each scored for judgment required, repetition, and consequence of error. Tools change every quarter; roles change on the timescale of your business. Auditing roles produces answers that stay true after the next model release.
During the audit we build the single clearest, safest automation we find, so it is running before we deliver the findings. It is chosen for confidence and low risk, never client-facing or compliance-sensitive on a first pass. If nothing meets that bar, we say so in the findings and explain why.
A small tool your team keeps after the audit. Paste in a rough request and it returns a well-structured prompt, built around how your business actually talks about its work. Most AI underperformance traces back to vague instructions. The trainer fixes that at the source, for everyone, every day.
Sometimes, and the audit tells you when. A subscription doing simple work at a rented price is a candidate: basic pipelines, schedulers, thin interfaces over your own data. A system holding years of client records usually is not, and we will say so. Every build recommendation comes with the ownership cost included: what it takes to run, maintain, and fix. If the math favors keeping the subscription, that is the finding.
We can, but it's not required. Some clients take the roadmap and run with it internally or with another team. Others hire us to build, and the full audit fee credits toward that work. Either way, you own the findings.
30 minutes. No pitch. A clear-eyed look at whether the Audit makes sense for you right now, or whether a smaller first step fits better.
Or pick a time right now. The calendar below books directly with us.