Your data is in five places. None of them talk to each other.
In 2 to 4 weeks, I run an AI-backed diagnostic across your entire operation and tell you exactly what to fix first. Fixed fee, applied toward the build.
An AI Ops Audit is a 2-4 week diagnostic mapping your data, tools, processes, and AI usage. You get a decision document with tool inventory, data assessment, process efficiency map, risk analysis, and roadmap. Fixed-fee engagement. Diagnostic fee applies toward build cost if you move forward.
Fixed-Fee Diagnostic•2-4 Weeks•Decision Document, Not a Slide Deck
What You Get
Complete AI Tool Inventory
Every tool your team actually uses, the ones you bought and the ones they found on their own. Sanctioned and shadow. Department by department. You'll know exactly what's happening.
Data Readiness Assessment
Where your data lives, how it flows (or doesn't), what's structured, what's scattered. A clear answer to the question: can your data support AI, or does the foundation need work first? This audit is also the first step in making Microsoft Copilot work for your team.
Process Efficiency Map
Your top 10 time and cost drains, rated by "can this be automated?" and "what would it save?" This is where the ROI lives. One construction company discovered they were losing 10-15% of project margins to manual processes they'd accepted as normal.
Shadow AI Risk Report
What data your employees have entered into public AI tools (shadow AI, employees using ChatGPT and AI tools without company oversight). What's exposed. What's at risk. Most CEOs are surprised by this one.
AI Readiness Report
Executive-ready document. Not a slide deck, a decision document. Three prioritized quick wins. 90-day roadmap. Clear recommendation on what to build first and why. Written in business language.
60-Minute Executive Briefing
I walk you through every finding. In person if you're in South Florida. Video if you're not. Q&A. Clear next steps. You work with me directly, not a junior analyst.
The Process
Week 1: I Learn Your Operation
Kickoff call with you and key stakeholders. Department-by-department survey. Systems access review. I map what you have, what you use, and what's falling through the cracks. I talk to the people who actually do the work, not just leadership.
Week 2: I Analyze
Data quality assessment. Process mapping for your biggest pain points. Shadow AI risk analysis. I look at what your competitors are doing with AI. I test whether your business shows up when prospects ask AI about your industry.
Week 2-4: I Report
Everything compiled into the AI Readiness Report. Executive briefing. 60 minutes with me directly. You leave with a clear picture and a specific recommendation. Not a vague roadmap, a decision you can act on this week.
Is This You?
You should book a diagnostic if:
- 01
You've been thinking about AI for your business but the first step isn't clear. This was the #1 reason people called me across every industry I've worked in.
- 02
Your data lives in spreadsheets, email, disconnected tools, and people's heads. Nobody has a single source of truth. Concreto ran 7 projects from a 15-tab Excel. A $14B wealth advisory firm had 90% of theirs in Outlook.
- 03
Employees are using ChatGPT, Copilot, or other AI tools on their own (shadow AI), and you don't have a policy. 78% of employees bring personal AI tools to work (Microsoft Work Trend Index). 57% have entered sensitive company data into public AI (Salesforce).
- 04
You were quoted six figures by a consulting firm and it didn't feel right. My diagnostic is a fixed fee. You know the number before we start.
- 05
Your team spends weeks producing quarterly reports, manually reconciling accounting data across systems and reviewing hundreds of pages of regulatory documents. A $14B wealth advisory firm started here before becoming a 9-month engagement.
- 06
You're a CEO, COO, or business owner running a company with 20-200 employees and you need clarity before you invest. That's every client I've worked with.
Pricing
Fixed-fee diagnostic
Fixed fee. The price depends on company size, number of systems, and complexity. You'll know the exact number before we start. No hourly billing. No scope creep. And if you decide to move to an AI Foundation Build, the full diagnostic fee credits toward your build cost. You're not paying twice for discovery.
- •Complete AI tool inventory
- •Data readiness assessment
- •Process efficiency map with ROI calculations
- •Shadow AI risk report
- •AI Readiness Report, decision document, not slides
- •60-minute executive briefing with me directly
What's not included:
- Implementation
- Ongoing monitoring
- Team training
- Data migration, those come in the build phase
This May Qualify for a Tax Credit
AI consulting fees, including diagnostic engagements, qualify as contract research expenses under the IRC §41 R&D Tax Credit. This engagement qualifies for federal R&D tax credits, your CPA can claim 6-14% of the fee. The audit is already the most cost-effective entry point in the market. The tax credit makes it even more so.
I connect every client with R&D credit-experienced CPAs and provide the documentation the IRS requires.
See full details →For reference: comparable assessments from consulting firms run $50K to $200K. Team-based fractional AI firms charge $4,600 to $15,000 for similar diagnostics. This delivers more actionable output at a lower cost, a decision document built from your operation, not a strategy deck built from a template.
Executive Safety
- •
All findings in business language. Not technical jargon.
- •
Risk ratings use a traffic-light system. Red/yellow/green.
- •
No access to production systems required. Interview + survey-based.
- •
NDA in place before any work begins.
- •
You work directly with me, the founder. No handoffs.
What Happens After
The audit gives you clarity. What happens next is your call.
You take the report and act on it internally.
Some companies have the team to execute. The audit gives them the roadmap. No hard feelings.
We move to a build.
The diagnostic becomes Phase 0 of an AI Foundation Build. The audit fee applies toward the build cost. Most of my clients take this path.
You need time.
That's fine. The report is yours. I'll follow up at 30 days with any updates relevant to your industry, new tools, regulatory changes, competitive shifts. No pressure. The findings don't expire, but the competitive environment does.
Frequently Asked Questions
A decision document, not a slide deck. You get a complete tool inventory, data readiness assessment, process efficiency map with ROI calculations, shadow AI risk report, and a prioritized roadmap for what to build first. Plus a 60-minute executive briefing with me directly to walk through everything.
2-4 weeks depending on company size and system complexity. You know the exact timeline and price before we start. Most of the time is me analyzing what you have, not waiting around for meetings.
No. This is interview and survey-based. I talk to your team, review your processes, and observe workflows. No production system access required. Everything is confidential and covered by NDA before any work begins.
Then we can skip the audit and move straight to the build. But most companies discover during the diagnostic that what they thought they needed is different from what actually matters, a wealth advisory firm thought they needed better fund reporting, but the real problem was 90% of their data was scattered in email. Start with the audit unless you've done this before.
Yes. The full diagnostic fee credits toward the build cost. You're not paying twice for discovery. Most clients move to a build after the audit because they have the clarity to commit.
You get three options. Take the report and execute internally. Move to a build, the diagnostic becomes Phase 0 and defines exactly what gets built. Or take time to think. I follow up at 30 days with industry updates relevant to your company, no sales pressure. The findings don't expire but your competitive environment does.
That's exactly the condition I diagnose. Every client I've worked with started there, a construction company with 15-tab Excel, a wealth advisory firm with 90% of data in Outlook, a manufacturer where the CEO couldn't open their own website. The audit maps your current state without judgment. The messier it is, the more the diagnostic reveals.
Most of my clients started where you are. They knew something needed to change. They just needed a clear picture of where to start.
The diagnostic gives you that picture. 2-4 weeks. Fixed fee. No commitment beyond the audit. And you work directly with me through the entire process.