AI Revenue Audit
Find $100K+ in Hidden Revenue Opportunities
A 2-week diagnostic that identifies exactly where your business is bleeding money — and which AI solutions will stop it.
Before you invest a dollar in AI, you need to know exactly what problem you're solving and how much it's costing you. The AI Revenue Audit provides that clarity.
The Problem
Most businesses implement AI hoping it will help. Hope isn't a strategy. Without proper diagnosis, you risk investing tens of thousands of dollars solving the wrong problem—or worse, creating new problems while ignoring the real constraint.
We've seen companies spend six figures on marketing automation when their real issue was sales process inefficiency. We've watched businesses implement chatbots while ignoring the fact that their website wasn't generating traffic in the first place. The technology wasn't wrong—the diagnosis was.
The AI Revenue Audit exists because we believe diagnosis must come before prescription. Just as a doctor wouldn't prescribe medication without examining the patient, we won't recommend AI solutions without understanding your specific situation.
This two-week deep dive examines every aspect of your revenue generation system—from lead acquisition through customer retention—to identify the specific constraints limiting your growth. The result is a prioritized roadmap showing exactly where AI can make the biggest impact, with detailed ROI projections for each opportunity.
Why Start With an Audit?
Avoid Expensive Mistakes
Implementing the wrong AI solution is worse than implementing none at all. It wastes money, frustrates your team, and creates skepticism about future initiatives. The audit ensures every dollar goes toward solving the right problem.
Discover Hidden Opportunities
Most businesses know their obvious problems. The audit reveals the constraints you can't see—the bottlenecks that are so ingrained in your processes that you've stopped noticing them. These hidden issues often represent your biggest opportunities.
Build Internal Alignment
Technology initiatives fail when leadership isn't aligned on priorities. The audit process brings your team together around a shared understanding of challenges and opportunities, making implementation smoother.
Quantify the Opportunity
You can't make a business case for AI without numbers. The audit provides the data you need to justify investment, set realistic expectations, and measure success.
What's Included
The AI Revenue Audit is a comprehensive two-week engagement designed to give you complete clarity on where AI can drive the most value in your business.
Week 1: Discovery
Understanding your business from the inside out
Stakeholder interviews (3-5 key team members)
In-depth conversations with your leadership team, frontline staff, and anyone who touches critical processes. We uncover the frustrations, workarounds, and bottlenecks that don't appear in reports.
Process mapping and workflow analysis
Visual documentation of how work actually flows through your organization—not how you think it flows, but how it really happens. This often reveals surprising inefficiencies.
Tech stack review and integration audit
Assessment of your current technology ecosystem, identifying gaps, redundancies, and missed integration opportunities that are costing you time and money.
Pain point inventory and prioritization
Comprehensive catalog of every friction point in your operation, ranked by impact on revenue, customer experience, and team productivity.
Competitive positioning analysis
Review of how your capabilities and processes compare to industry leaders and direct competitors, identifying areas where AI could create competitive advantage.
Week 2: Solution Design
Translating insights into actionable strategy
Opportunity Matrix creation (impact vs. effort)
A visual framework that plots every opportunity against implementation difficulty, helping you prioritize the highest-ROI initiatives first.
ROI calculations for top 3-5 opportunities
Detailed financial projections for each recommended initiative, including expected revenue increase, cost savings, and payback period.
90-day implementation roadmap
Step-by-step action plan for executing your highest-priority opportunities, with clear milestones, dependencies, and resource requirements.
Risk assessment and mitigation strategies
Honest evaluation of what could go wrong with each initiative and specific strategies to minimize those risks.
Executive presentation and workshop
A 2-hour session where we present findings, answer questions, and help your leadership team align on next steps.
What We've Found in Past Audits
Every business is different, but here are examples of the types of opportunities we've uncovered for clients:
Finding
Sales team spending 60% of time on administrative tasks instead of selling
Recommendation
AI-powered proposal generation and CRM automation
Projected Impact
$2.1M additional pipeline capacity
Finding
40% of appointment slots going unfilled due to late cancellations
Recommendation
Automated reminder sequences and waitlist management
Projected Impact
$340K recovered revenue annually
Finding
Inconsistent follow-up resulting in 70% of leads going cold
Recommendation
AI-driven lead nurturing and qualification system
Projected Impact
2.5x improvement in lead-to-client conversion
What You'll Receive
At the end of the audit, you'll have everything you need to make informed decisions about AI investment and implementation.
Interview summary document
Synthesized insights from all stakeholder conversations, with quotes and observations that reveal organizational patterns.
Process flow diagrams
Professional visual maps of your key business processes, highlighting constraints and improvement opportunities.
Opportunity Matrix (prioritized recommendations)
Your strategic roadmap showing exactly which initiatives to tackle first based on ROI and feasibility.
ROI projections for each opportunity
Detailed financial models with conservative, expected, and optimistic scenarios for each recommendation.
90-day implementation roadmap
Week-by-week action plan with specific tasks, owners, and success metrics.
Executive presentation deck
A polished presentation you can use to secure buy-in from stakeholders and board members.
Investment
$10,000 - $15,000
Based on company size and complexity
The investment varies based on the complexity of your operation, the number of stakeholders we need to interview, and the depth of analysis required. Most small to medium businesses fall at the lower end of this range.
Many clients find that the audit pays for itself multiple times over by preventing investment in the wrong solutions and identifying quick wins that generate immediate returns.
Is the AI Revenue Audit Right for You?
This Is For You If...
- You're generating at least $1M in annual revenue
- You know you're leaving money on the table but aren't sure where
- You've been burned by technology investments that didn't deliver
- You want data-driven recommendations, not generic advice
- You're committed to growth and willing to invest in it
This Is Not For You If...
- You're looking for a quick fix or magic bullet
- You've already decided what solution you want
- You're not willing to share data and allow access to stakeholders
- Your leadership team isn't aligned on the need for change
- You don't have budget for implementation after the audit
Frequently Asked Questions
How much time will this require from my team?
We try to minimize disruption to your operations. Most stakeholder interviews are 45-60 minutes each. Beyond that, we may need brief access to systems for data gathering. The executive presentation requires 2 hours of leadership time. Total team investment is typically 8-12 hours spread across two weeks.
What if we decide not to implement your recommendations?
The audit has standalone value regardless of whether you work with us for implementation. You'll have a clear roadmap you can execute internally or with any vendor. We design our recommendations to be actionable regardless of who implements them.
Can we do the audit remotely?
Yes. While we prefer to conduct at least one on-site visit for stakeholder interviews and to observe operations firsthand, we've successfully completed audits entirely remotely. Video calls, screen sharing, and secure document exchange make this possible for teams anywhere in the world.
What happens after the audit?
After we present findings, you'll have a clear picture of opportunities and priorities. If you choose to move forward with implementation, we can discuss engagement options—from full-service implementation to advisory support while you execute internally. There's no pressure to continue; the audit stands on its own.
Stop Guessing. Start Diagnosing.
Schedule a free discovery call to see if the AI Revenue Audit is right for your business. In 30 minutes, we'll discuss your challenges, answer your questions, and determine if the audit makes sense for your situation.
No pressure, no obligation. Just an honest conversation about whether we can help.
Book Your Discovery Call