Fit audit & roadmap
before you build
Know which agent or automation to build first — and what to skip.
Start with a free 15-minute fit audit. Need a deeper plan? We deliver a prioritized roadmap with ROI and build order — before you invest in a full custom system.
What you get
Not a generic slide deck. A deep dive into your business with specific, actionable recommendations backed by real numbers.
Full operations audit
We watch workflows, review tools and talk to your team. Every process documented and evaluated for AI potential.
AI opportunity map
Every opportunity in your business ranked by ROI, implementation difficulty and impact on daily operations.
ROI projections
Dollar estimates per opportunity: cost to implement vs. annual saving. Real numbers, not vague promises.
Competitor AI analysis
How your competitors and industry peers use AI, so you know where you stand and what they are exploiting.
Prioritized build order
A 30/60/90-day roadmap so you know what to build first, second and never.
Live walkthrough
We present findings to your team, answer every question, and hand over all deliverables — recorded.
How we run the audit
The OODA Loop keeps us fast and systematic. Originally built for military decision-making, adapted for AI strategy.
Step 1 · Day 1–2
Observe
We review operations, tools, team structure and daily workflows. Nothing assumed — everything documented.
Step 2 · Day 3
Orient
We analyse your context against industry benchmarks and competitor AI adoption. Where do you stand?
Step 3 · Day 4–5
Decide
We build the roadmap: which solutions, in what order, with ROI estimates and exact costs.
Step 4 · Day 5–7
Act
We present the audit, answer every question and hand over deliverables. Ready to build whenever you are.
Roadmap fees credit toward any build over $3,500.
What ships with the audit
Every audit includes 10+ deliverables designed to be immediately actionable — whether you hire us to build or take it elsewhere.
Full roadmap fees credit toward any custom agent or automation project over $3,500.
Simple, transparent pricing
Free fit call first. Optional written roadmap. Builds are separate projects — no monthly lock-in.
15-Min Fit Audit
Name the #1 workflow and whether a custom agent or automation is worth building.
- One ranked opportunity
- Tooling & access checklist
- Yes / no on a sprint build
- Plain-English ROI sketch
Full Roadmap
Written plan with ROI and build order. Credits toward projects over $3,500.
- Operations review & opportunity matrix
- ROI scoring per opportunity
- Competitor / industry notes
- Tool recommendations & build order
- Walkthrough with your team
Strategy and builds are project-based. Ongoing support is optional.
Who this is for
If you run a small business and want to understand where AI fits your operations, this audit is for you.
Real Estate
Legal Services
Healthcare
Retail / E-Comm
Hospitality
Contractors
Frequently asked questions
Common questions about the audit and roadmap process.
A short call to identify the #1 workflow worth automating and whether a custom agent or automation build makes sense. No pitch deck. If it is a fit, we outline a fixed-scope project. If it is not, we will say so.
The optional full roadmap ($1,000–$2,500) includes a deeper operations review, prioritized opportunity map with ROI, competitor AI notes, tool recommendations, and a clear build order. You walk away knowing what to build first — whether you hire us or not.
Most consultants sell decks and leave. We are an AI agency that designs and builds the agents and automations we recommend. Every roadmap feeds a real project scope. We cap active builds so every engagement gets senior attention.
Not if you already know the workflow. Skip straight to a project quote. The free 15-min fit audit is enough for many clients. The paid roadmap is for teams that want a written plan before investing in a multi-agent system. Roadmap fees credit toward builds over $3,500.
No. Strategy and builds are project-based. Optional care or fractional strategy support is only if you want ongoing help after systems are live.
No. We are based in Westchester County, NY, and serve NYC, the tri-state area, and remote clients nationwide. Local clients can do in-person discovery when useful.
Ready to see where AI fits your business?
Book a free 15-minute fit audit — no pitch deck, no hour-long sales call. Just clarity on the #1 thing to build.
Or explore: Custom agents · Marketing automations