Business Technology & AI Opportunity Audit

Find out where your business is losing time and opportunities.

Our Business Technology Audit examines your website, lead-handling process and everyday workflows. You receive a prioritized action plan explaining what to improve, what to automate and where to begin.

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Imagine it

Picture it in your business.

Type your business name and pick your industry. The office below re-dresses itself and plays the story step by step.

The problem

Where time and opportunities slip.

  • You know something is slowing the business down but not exactly what.
  • Vendors pitch tools without looking at how you actually work.
  • It's hard to compare options by benefit, cost and difficulty.

How it works

Step by step, in the open.

  1. 01RequestTell us about your business and goals.
  2. 02IntakeA short questionnaire about tools and challenges.
  3. 03ReviewWe assess your site, lead handling and workflows.
  4. 04PrioritizeFindings are ranked by benefit and difficulty.
  5. 05ReportA branded PDF with a clear roadmap.
  6. 06WalkthroughWe explain the findings and next steps.

If something fails: Audit requests are reviewed manually first, so nobody is charged before scope is confirmed.

Interactive example

See it work.

Capabilities

What's included.

  • Website: credibility, mobile, navigation, speed, conversion paths, forms, accessibility basics
  • SEO: titles, headings, crawlability, indexability, local presence, structured data, internal links
  • Customer communication: inquiries, response, missed calls, appointments, follow-up
  • Business operations: recurring tasks, manual entry, disconnected apps, reporting gaps, onboarding
  • Automation opportunities: feasibility, benefit, difficulty, systems, risks, dependencies

Deliverables

  • Executive summary
  • Business overview
  • Current technology assessment
  • Website findings
  • Lead-handling findings
  • Workflow opportunities
  • Recommended improvements
  • Priority ratings
  • Implementation roadmap
  • Suggested next steps

Safeguards

  • Requests are qualified manually before any payment
  • No checkout until pricing and fulfillment are approved

Works with

  • Your website
  • Google Search Console (with access)
  • Google Business Profile
  • Your CRM and scheduling tools

We choose integrations per project. You don't need all of them.

Investment

Clear pricing.

One-time setup and monthly management are always listed separately. Third-party usage is itemized.

  • Essential AuditWebsite and SEO review with top priorities.
  • Growth AuditAdds customer communication and lead handling.
  • Comprehensive AuditAdds business operations and a full automation roadmap.

Pricing is scoped on your strategy call

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Questions

Good questions.

What do I get?

A professionally branded PDF report with findings, priority ratings and an implementation roadmap, plus a walkthrough.

Do I have to buy anything after?

No. The roadmap is yours to use with us or anyone else.

How do I pay?

Requests are reviewed first. Once scope is confirmed you'll receive a secure payment link.

Ready to talk about AI Opportunity Audit?

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Or call (216) 272-5884

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