Format 01 · Quick start
AI Opportunity Audit: a full review of your business before implementation
Before setting up a bot or an AI employee, whether it's a Hunter to find customers, a Sales Rep for deals, an Analyst for reporting or a support role, we find out where inquiries, hours and money are really being lost: every process, inquiry channel and tool you use. You get a prioritized plan of what to automate first and what to leave alone.
What's included
Full business analytics, not a generic checklist
We look at the whole business, not a single process: where customers come from, where an inquiry can get lost, and which metrics will show the results after implementation.
Process map
We map the customer journey and the path an inquiry takes inside the company, from first touch to payment: what's manual, what's duplicated, and where it waits for a person instead of getting an instant reply.
Inquiry channel audit
WhatsApp, Telegram, LINE, phone calls, website form, email: we look at each channel separately, how many inquiries come in, how many are lost, and what the current response time is.
Tools and CRM
We check what you already use (spreadsheets, CRM, messengers) and what can be connected to an AI employee without replacing your whole setup.
Impact and ROI estimate
For every growth opportunity we find, we estimate the monthly savings in hours and money, so your implementation budget has something solid to rest on.
Prioritization
Not everything needs to be automated at once: we rank the findings by impact versus implementation effort, what brings quick results and what can wait.
Final report
A clear document with a process map, leak points and a phased implementation plan. You can use it even if you decide to implement gradually and on your own.
Who it's for
If you're not sure where to start yet
The audit is the right entry point if there's plenty of routine but you haven't decided what to automate first.
What you get
A concrete plan, not general advice
Figures are approximate and refined based on the audit of your specific business.
The difference in practice
Implementing blind vs. implementing with a plan
How the audit works
Five steps from request to finished plan
Getting to know your business
A short intro in whatever format suits you, by call or by chat: what the business does, which inquiry channels you have and what you've already tried to automate.
Data collection
We review your chats, CRM, reports and metrics with read-only access, without interfering with day-to-day work.
Analysis and estimates
We build a process map, find the leak points and estimate the impact of automating each one.
Prioritization
We rank the findings by impact and implementation effort and put together a plan: what goes first, what goes second, and what can be left alone.
Report presentation
We walk you through the plan in whatever format suits you, by call or by chat, answer questions and, if needed, discuss the implementation format right away: Starter, Pro or Custom.
Why an AI employee, not just automation
Not a helper for routine tasks, but a replacement for a staff position
We don't just take routine off your plate: in many cases an AI employee or AI department fully covers a staff position, whether that's one person, several roles or a whole department, with advantages over a human hire. The audit shows exactly where this applies in your case.
FAQ
The audit in brief
No. If it's already clear which role or department to automate first, for example taking inquiries and bookings at the front desk or first-stage lead handling in sales, you can go straight to Starter or Pro. The audit is for when there's a lot of routine, several roles or departments are involved, and it's unclear which position to start with and what impact it will have.
The audit is a complete product in itself, not a free add-on to implementation: you get detailed business analytics, a dashboard with numbers on your processes and leak points, and a prioritized automation plan with an impact estimate for each item. All of it stays with you whatever you decide: use the process map and plan on your own, at your own pace or with another team.
Yes, but read-only: chats, CRM, reports. We don't change anything in your day-to-day work during the audit, and we sign a data confidentiality agreement.
The price depends on the size of the business and the number of inquiry channels; there's no fixed rate on purpose. We give you the exact figure after a short intro to your situation.
We'll break down your business by processes and metrics and show you where to start so automation pays for itself.