A traceable picture of the work
The report shows what I examined, the recurring symptoms people described, and the root causes the evidence supports. It separates observations from assumptions.
Decide where AI is worth using first.
AI may help in several parts of the business. The harder question is which problem deserves time and money first. In the AI Opportunity Audit, I learn how the work happens and compare the opportunities. The blueprint shows what the evidence supports.
Ask about the auditFounding price: $2,500. This is the first full delivery of my Audit Kit in a real business. The audit ends with the blueprint and readout. Implementation is separate.
Several problems can look like the first one.
You may know one handoff is slow and still not know whether it is the best place to spend money. A tool demo cannot answer that. Neither can a few lines in an inquiry form.
That comparison is the paid work. I trace what happens and check what it costs, then show you what the evidence supports.
Already know the workflow?
You may not need the audit.
If one of these three problems is already clear, go straight to its $750 founding build. The audit is for the wider decision about where AI should help first.
How the paid audit works
Enough access to reach a real answer.
I set the boundary with you before I begin. The recommendations stay tied to the people, workflows, and numbers inside that agreed scope.
- 01
Research before we meet
I research the business and the workflows that appear relevant before kickoff. I write down the questions and working hypotheses I need to test, with sources attached.
- 02
Set the scope at kickoff
In a 45 to 60 minute owner kickoff, we decide which parts of the business I will examine and who needs to take part. We also confirm the information I need and the readout date.
- 03
See how the work happens
I hold two to four interviews, usually 30 to 45 minutes each. When the scope calls for it, someone also walks me through one workflow as it happens. I compare the written process with what people actually have to do.
- 04
Synthesize and score
I trace each finding back to the interviews, walkthrough, research, or business numbers behind it. I score the opportunities for impact, feasibility, frequency, and the risk of getting the decision wrong.
- 05
Turn it into a decision
I rank the strongest opportunities and write the blueprint. Then we meet for a 45 minute readout so you can see why the priorities landed where they did and what should happen next.
What you receive
A decision you can use without a build.
The audit is a complete diagnostic engagement. Its value is the evidence, the order of the opportunities, and the written plan for what to do next.
A prioritized blueprint
You get three to five ranked opportunities, including what belongs now, what can wait, and what is not worth doing. Each recommendation explains why it earned its place.
Sourced ROI and risk analysis
Where the inputs support it, I show current cost, conservative benefit, implementation ranges, and payback. Every number names its source and rationale. The risks sit beside the upside.
A 45 minute readout
I walk you through the blueprint and answer questions. You leave with the written report, whether or not you hire me to build anything afterward.
Where the audit stops
Nothing gets built inside the audit.
I study only the workflows and information we agreed to. I do not connect tools or change your systems during the audit. Nothing gets sent.
The blueprint stands on its own
You can use it with your own team, another provider, or me. The audit is complete when I deliver the written blueprint and readout.
Implementation is a new decision
The $2,500 does not include a working setup or changes to your tools. Any implementation has its own scope, price, and signed service documents.
Your authority stays with you
If I later implement a recommendation, I work in accounts you own. Every routine action starts in review. Only the exact action you have seen tested can be authorized to run. Anything consequential or unclear comes back to you.
Founding price
$2,500 for the audit described here.
The Audit Kit is built, including the working materials and report structure. I have not yet delivered the full engagement to a real business. That is why I am offering this as a founding audit instead of presenting it as a proven program.
I can stand behind the defined process and the standalone deliverable. I cannot promise savings or a business result that has not happened.
Before you pay, I put the scope, required access, who needs to take part, and the readout date in writing.
Free DIY resource
Working through one workflow on your own?
The separate free decision brief is self-serve. It helps you think through one workflow without Estie-led research. It does not include interviews, ROI analysis, or a prioritized plan across the business.
Questions
Do I need the audit if one of the three $750 builds already fits?
No. If invoice reminders, prospect follow-up, or client feedback already names the problem, you can go straight to that founding build. The audit is for the broader decision about where AI should help first.
What will you need from us?
The written scope will name the people, workflows, information, and business numbers needed for the audit. It normally includes an owner kickoff, two to four interviews, and a workflow walkthrough when that will help me understand the work.
What exactly do I receive?
You receive a written blueprint with the evidence behind the diagnosis, three to five prioritized opportunities, sourced ROI and risk analysis, and a now, next, or later recommendation. We also meet for a 45 minute readout.
Does the $2,500 include implementation?
No. The audit ends with the blueprint and readout. Any implementation is a separate engagement with its own scope, price, and agreement.
Do I have to hire you for the build?
No. The blueprint is yours to use. If you want me to implement a recommendation, I will scope that work separately after the readout.
How firm are the ROI numbers?
They are decision estimates, not guaranteed returns. I use the business inputs and external sources available during the audit, show the rationale behind each number, and make uncertainty visible. An implementation range is not an exact build quote.
Why is this called a founding audit?
I have built the Audit Kit, but I have not yet delivered the full engagement to a real business. The founding price reflects that stage. I am not claiming client outcomes or a proven delivery record for it.
How long will it take?
Before you commit, the written scope will name the kickoff and readout dates. I am not publishing a standard turnaround until I have delivered the full audit in a real business.
What happens after I send the note?
I reply personally. Sending the note does not commit you to the audit.
Ask about the audit
A few lines is enough. Every note gets a reply.