We say it takes 15 minutes. Here's exactly what we cover, what we look for, and what you walk away with, no slides, no pitch, just a clear picture of your automation opportunities.
When we say the AI Audit takes 15 minutes, people are often a little sceptical. Shouldn’t understanding a company’s operations take longer than that?
In most cases, no. And here’s why.
We’re not doing a full operational review. We’re not mapping every process, interviewing every team member, or building a 40-slide deck. We’re doing something much more targeted: identifying the two or three places where automation can add the most capacity in the next 30 days.
That’s a focused question. And focused questions don’t take long when you know what to look for.
Before we meet, we ask a few short questions:
These aren’t trick questions they’re just context. They help us spend the 15 minutes on the right areas instead of starting from scratch.
The first part of the conversation is simple: we want to understand what’s slowing you down.
Not in a vague, strategic sense. Specifically: what is your team doing today that they shouldn’t have to do tomorrow? What work is consuming hours that should be going toward higher-value activity?
Most leadership teams can answer this quickly. They know which processes are slow, which ones are error-prone, which ones are held together by one person’s memory rather than a real system.
We’re listening for patterns specifically for work that is:
Once we understand the blockers, we start mapping. Which of these processes can be automated? What would the automation actually look like? What systems does it need to connect to?
This is where our experience across dozens of audits becomes useful. We’ve seen similar patterns at companies in health services, retail, professional services, logistics, and SaaS. We know what’s typically automatable, what isn’t, and what usually delivers the fastest ROI.
We’ll usually identify three to five candidate workflows in this stage. We then prioritise based on two factors: impact (how much time or revenue is at stake) and speed (how quickly can it be implemented).
The intersection of high impact and fast implementation is where we start.
The audit doesn’t end with a list of ideas. It ends with a concrete starting point.
You walk away knowing:
You also walk away with a written summary what we call the AI Workflow Plan that you can review, share with your team, and use as the basis for a decision.
A few things we deliberately avoid:
We don’t pitch. The audit is genuinely about your business, not about selling you something. If there’s no strong automation opportunity, we’ll tell you that.
We don’t over-promise. Every opportunity we identify comes with a realistic outcome estimate not a best-case projection designed to get you excited.
We don’t leave you with vague recommendations. “You should automate your sales process” is not useful. “Here’s a specific agent that monitors inbound leads, sends a personalised first response within 5 minutes, and routes qualified leads to the right rep” is useful.
The AI Audit works best for:
If that sounds like you, 15 minutes is all it takes to get a clear picture.