1
Intro call
A short conversation about your goals, your tools and where things hurt today. We tell you honestly whether we are a fit.
About 30 minutes
Working with us
What the first 30 days look like.
No mystery and no surprises. Here is how we scope the work, what happens each week, and what you walk away with on day 30.
Book an intro call →Before we start
Four steps to a clear scope.
You always know what you are buying, what it costs and what you need to do before we begin. Nothing starts until the scope is in writing.
2
Scoping conversation
We learn how your business runs. With your permission we record and transcribe the call, so you only have to tell us once.
With your team leads
3
Written scope and price
You get a plain English scope: what we examine, what you provide, the timeline and one flat fee. No hourly billing and no open ended meters.
Fixed fee
4
Agreement and access
We sign a services agreement and a statement of work. Any access we need to your systems is limited to the minimum and written down.
Your data stays yours
Pick your starting point
Three audits, one clear path.
Every engagement starts with an audit. Pick the one that matches where you are today, and we will confirm it on the intro call.
Starter Audit
For startups and growing companies
A focused look at where AI fits and where you are losing time or money today. Best for startups and companies under about $20 million in revenue.
- Findings report about 2 to 3 weeks after we receive your data
- A ranked fix list and a leadership readout
Profit Leak Audit
For established companies
A deeper review across teams, systems and data. Best for companies at about $20 million in revenue and up.
- Findings report about 4 to 6 weeks after we receive your data
- Every leak sized in yearly dollars, with the math shown
AI Security Audit
For teams already using AI
A clear picture of every AI tool in use and where your company data goes. Best when people use AI at work and nobody can say where data ends up.
- An inventory of tools, accounts and data flows
- The gaps that matter first, ranked by risk and effort
- A plain English report your leadership can act on
Your first 30 days
Week by week.
A typical Starter Audit looks like this. Larger audits follow the same path and take a little longer.
Week 1
Kickoff and data
We confirm goals, contacts and the data request. You send the data within about 5 business days.
You. Name a main contact and share the data we ask for.
Week 2
Interviews and review
We talk with your people, about 30 to 60 minutes each, and review your data, systems and workflows.
You. Make time for the interviews. Most people need one.
Week 3
Analysis and sizing
We size each opportunity in estimated yearly dollars and rank the fixes by impact and effort.
You. Answer a few follow up questions.
Week 4
Readout
We walk your leadership through the findings in a meeting of up to 90 minutes and hand over the full report.
You. Bring your decision makers.
What you hold on day 30
Findings report. Every opportunity, its estimated yearly dollar impact, the total and how we calculated it.
Ranked fix list. What to do first, ordered by impact, effort and timeline.
Leadership readout. A live walkthrough so your team can ask questions.
Project proposal. Our quote to carry out the fixes, if you want our help.
What to expect
How we work with you.
We hold ourselves to a few simple rules, and we put them in writing.
You see the price first
One flat fee, agreed before work begins. The audit fee does not depend on whether you agree with the findings, and our dollar figures are honest estimates, not guarantees.
Your data stays yours
We work in your accounts, with named access limited to what the job needs. Your company data is not stored on our servers.
No pressure to continue
The audit stands on its own. Keep the report and act on it yourself, or ask us to help. Any project is a separate agreement with its own scope.
After day 30
Where it goes from here.
Most clients turn the ranked fix list into projects. Here are your options.
A
Act on it yourself
Keep the report and run with it. You paid for facts and a plan, and they are yours.
B
Let us build it
We turn the fixes into projects, from shared setups to AI workflows. We set the price from what the audit found, and we train your team to own the result.
C
Keep us close
After a project, we can stay on for ongoing support so your AI keeps getting better as the tools change.