AI Opportunity Audit for Business Processes
A list of places where AI can save your team time, scored and ranked by where to start.
- phaseDiagnostics
- engagementProject
The problem this solves
Leadership wants something done with AI, so everyone tries a different tool on a personal account. A few months later, the company pays for several subscriptions and can’t point to a single process that got faster.
How I work
I go through sales, marketing, service and admin with your team. I look for tasks that repeat every day, come in high volume and rely on data you already have: replies to inquiries, first drafts of quotes, meeting notes and research before a call.
For each use case I write down which process it changes, what data it needs and how much work it takes to implement. Then I score it on payoff and feasibility. When a use case needs data your systems don’t have, I say so plainly. You get a starting order: what to launch first, what comes later and what to skip entirely. We go over the results with leadership.
What you get
- AI use cases across sales, marketing, service and admin
- A score for each use case: payoff, feasibility and data needed
- Data gaps to fill before you start
- A starting order, plus the ideas I don’t recommend
- A results review with leadership
Let’s check whether this service fits your situation
After you submit the form, you pick a time in my calendar. I prepare the scope and a quote after the call.