AI Readiness & AI Audits
A practical assessment that shows where AI fits, where it does not, and what to do next
Most small businesses are already experimenting with AI. Very few know whether they are doing it well, safely, or consistently.
An AI Readiness Audit helps you step back and assess how AI is actually being used across your business. The goal is not more tools. The goal is clarity, alignment, and a realistic path forward that supports your team instead of overwhelming it.
Is Your Business Actually Ready for AI?
AI adoption rarely fails because of technology. It fails because businesses skip the groundwork.
Without shared standards, clear priorities, and an understanding of real workflows, AI use becomes fragmented. One person experiments. Another avoids it. Leadership lacks visibility. Risk increases quietly.
The AI Readiness Audit is designed for small businesses around $1M in revenue that want to adopt AI deliberately, not reactively.
This assessment helps you understand:
- → Where AI is already showing up in your business
- → Where it creates leverage versus friction
- → What needs to change before scaling usage across a team
Common Signs You Need an AI Readiness Audit
This audit exists to surface these issues before they become expensive.
Disorganized Systems and Workflows
AI is layered on top of already messy processes, creating more complexity instead of efficiency.
Missing or Inconsistent SOPs
Work lives in people's heads, making it difficult to standardize AI usage or train others effectively.
Unclear Communication and Ownership
No one knows who is using AI, how it is being used, or what "good" looks like across the team.
Our AI Readiness Audit Process
The audit is designed to be thorough without being disruptive. It focuses on understanding how work actually happens before making recommendations.
Preparation and Context
We gather background on your business, goals, tools, and constraints to ensure the audit reflects reality, not theory.
Timeline: Days 0-1
Interviews and Discovery
We speak with leadership and key team members to identify pain points, current AI usage, and areas of friction.
Timeline: Days 1-2
Readiness Analysis
We assess AI maturity across workflows, skills, risk exposure, and operational structure to identify where AI will help or hurt.
Timeline: Days 3-4
Findings and Synthesis
We consolidate insights into a clear picture of readiness, gaps, and opportunities.
Timeline: Days 4-5
Delivery and Next-Step Planning
You receive a structured report and a review call to walk through findings and outline practical next steps.
Timeline: Days 5-7
What the AI Readiness Audit Delivers
Strategic Clarity
- ✓ AI readiness assessment across key operational dimensions
- ✓ Visibility into current AI usage and hidden risk
- ✓ Clear prioritization of where AI should be applied first
Practical Direction
- ✓ 3 to 6 high-impact opportunities grounded in your workflows
- ✓ A phased roadmap that balances quick wins with long-term capability
- ✓ Guidance on whether training, process changes, or automation should come next
Many clients use the audit to determine whether AI training is needed, which teams should be trained first, and what standards must be in place before scaling usage.
What Businesses Gain From an AI Readiness Audit
Reduced rework and inefficiency caused by fragmented AI use
Better decision-making around tools and initiatives
Clear expectations for how AI should support the team
A foundation for effective AI training and adoption
Confidence to move forward without guesswork
This audit is about reducing uncertainty, not chasing trends.
How AI Readiness Audits and AI Training Work Together
AI training is most effective when it is informed by context.
The AI Readiness Audit helps determine:
- → Which teams actually need training
- → What skills matter most for your business
- → Where guardrails are required before scaling usage
Some clients start with training. Many start with an audit. Both paths work, but clarity always comes first.
What Clients Are Saying
"The AI Audit opened our eyes to automation opportunities we never considered. We've implemented just two of the recommendations so far and already saved 8 hours per week on client reporting tasks."
Marketing Agency Owner
12 employees, $1.2M revenue
"I was skeptical about AI, but the audit showed us practical ways to use it that made sense for our business. The implementation roadmap made it easy to start small and build momentum."
E-commerce Business Owner
7 employees, $950K revenue
Frequently Asked Questions
How long does the AI Audit take?
The complete audit process takes approximately 5-7 days from kickoff to final delivery, including interviews, analysis, and report creation.
Do I need technical knowledge about AI?
No technical knowledge is required. We explain everything in business terms and provide guidance on implementation regardless of your technical background.
Will this disrupt our current operations?
The audit process is designed to be minimally disruptive, requiring only 1-2 hours of your time for interviews. Implementation follows a phased approach you control.
Is my business too small for AI?
Not at all. Our AI Audit is specifically designed for small businesses around $1M in revenue who want to scale without adding headcount.
What if we've never used AI before?
That is often the best starting point. The audit will identify the best entry points for AI in your business and provide a step-by-step implementation plan to get started.
Do you help with implementation?
Yes. We provide implementation planning as part of the audit, and we offer additional implementation services if you need hands-on assistance.
Get Clear on AI Before You Scale It
AI does not fail because teams are incapable. It fails when businesses move faster than their systems.
If you want a clear, grounded understanding of how AI fits into your operations, the AI Readiness Audit is the right starting point.