15x ROI Potential

An AI Audit is a comprehensive assessment of your organization’s readiness for artificial intelligence and identification of specific opportunities where AI can drive business value. The audit evaluates your current technology infrastructure, data systems, team capabilities, and business processes to determine where AI implementation would have the greatest impact. You receive a detailed roadmap with prioritized recommendations and implementation guidance.

The AI Audit is a strategic consulting engagement focused on assessment and planning, while AI implementation services involve actually building and deploying AI solutions. Many organizations benefit from conducting an audit first to ensure AI investments are strategically aligned and properly prioritized. The audit provides the foundation and roadmap for subsequent implementation efforts.

While we specialize in Sales and Marketing AI opportunities, our audit can extend to any department where AI can drive value. This includes Operations, Customer Service, Finance, Human Resources, and other business functions. The Starter Package typically focuses on 2-3 priority departments, while the Premium Package covers your entire organization.

The Starter Package typically requires 4-6 weeks from kickoff to final presentation. The Premium Package takes 6-8 weeks due to the more comprehensive analysis and additional deliverables. Timeline can vary based on organization size, complexity, and stakeholder availability for interviews and discovery sessions.

You receive a complete set of deliverables including assessment reports, recommendations, and implementation roadmap. You own all deliverables and can choose to implement recommendations internally, work with CRM Experts Online for implementation, or engage other partners. We provide follow-up support to address questions and assist with planning. Many clients transition to our AI Implementation and Support Services for execution.

No prior AI experience is required. The audit is designed for organizations at any stage of AI maturity, from those just beginning to explore AI to those with existing implementations seeking to expand. We assess your current state and provide recommendations appropriate to your organization’s capabilities and readiness.

We require access to key stakeholders for interviews, documentation of current business processes and technology systems, and information about strategic objectives and challenges. Specific requirements are provided during the engagement kickoff. The more transparent and comprehensive the information sharing, the more valuable and actionable our recommendations will be.

Yes, many organizations begin with the Starter Package to focus on specific departments or use cases, then expand to a more comprehensive audit if needed. If you upgrade to the Premium Package within 60 days, we credit the full Starter Package investment ($3,600) toward the Premium Package price.