Growth, not headcount reduction.
AI should expand what your business can do — not contract the people who do it. The math on layoffs looks tidy for one quarter. The institutional knowledge you lose costs you for a decade.
Fixed-fee, AI-powered diagnostics that tell you exactly where your stack is — and isn't — ready for what's next. Built from the ground up by practitioners who use AI to deliver, not just to talk about it.
"Your board has been asking. Your competitors are claiming. Your vendors are pitching. We give you the answer."
The intake form, synthesis engine, and report pipeline were designed end-to-end around Claude AI. Not bolted on. Not a plugin. Not a marketing claim.
Led by a Salesforce-certified architect with ten years of enterprise consulting — using AI in production every day, not lecturing about it from the sidelines.
One-fifth the cost. One-tenth the timeline. Same caliber of judgment. We pass the leverage on to you instead of staffing it with associates.
Every audit we write starts from the same position: the goal is to 10x what your team can do — not to eliminate the team that does it. The companies who win the next decade are the ones whose AI strategy makes their best people more powerful. Not the ones who tried to replace them.
AI should expand what your business can do — not contract the people who do it. The math on layoffs looks tidy for one quarter. The institutional knowledge you lose costs you for a decade.
Culture. Oversight. Tribal knowledge. Mentorship. The judgment built across twenty years of customer conversations. We name these explicitly in every audit — and route AI investment around them, not through them.
This stance can't be a memo from HR. It has to be a stated position from the CEO and COO on day one of every initiative. Without it, the savings argument quietly wins by default. We give you the language for that conversation.
Cut waste. Grow capacity. In that order — and never in reverse. The audit surfaces real misallocated spend. But the prize isn't the savings. The prize is the growth those savings buy you when you reinvest them into people, products, and reach.
Most mid-market companies are being asked to have an "AI strategy" without the data, infrastructure, or framework to evaluate one. The AI Readiness Audit is a structured, fixed-scope engagement that produces the board-ready answer — in ten business days, for a fixed fee.
A structured assessment that tells your board exactly where your technology stack is — and isn't — ready to adopt AI, what the prerequisites are, and a prioritized roadmap for moving forward. Built specifically for companies between $10M and $200M in revenue.
We respect that your hours are not ours to spend. Every engagement follows the same rigorous, minimally-invasive process — designed to extract maximum signal with the minimum imposition on your team.
A 30-question intake form with conditional logic, completed by your team in 45–60 minutes. Writes directly to our secured system. Auto-synthesized by Claude into a preliminary assessment before we speak.
One to two working sessions — about an hour each — with our Salesforce-certified architect. We arrive with the preliminary assessment and a targeted gap list. You feel the preparation from minute one.
Claude drafts. The architect edits, validates, and signs. You receive a board-ready report with a scored assessment, prioritized roadmap, and a clear next-action framework.
Six diagnostic questions, no signup required. Get a directional readiness score across five dimensions — the same dimensions our full audit scores against. A useful starting point before you spend a dollar.
This is a directional signal, not a diagnosis. Our full AI Readiness Audit scores you across 30+ inputs spanning data infrastructure, security posture, integration architecture, organizational fluency, and vendor risk — with prioritized remediation.
Most mid-market companies don't need another consultant. They need a structured diagnosis of the AI question before they spend any more time evaluating vendors. If two or more of these are true today, the audit is for you.
Every audit ships as a single executive document — board-ready, signed by a Salesforce-certified architect. Below is a redacted excerpt from a recent engagement. Request the full sample for the complete artifact.
Twenty pages, including a one-page executive summary that stands on its own as a board document. A scored readiness assessment across five dimensions. A prioritized roadmap framed in business terms — effort, impact, and sequence.
No technical jargon. No vendor logos. No "transformation journey" diagrams. A clear, defensible written answer to the question your board is asking.
Most mid-market companies spend more on poorly-evaluated AI vendors and misallocated technology budget every quarter than the audit costs once. A directional estimate based on your scale.
Industry benchmark for mid-market: 20–40% of SaaS spend is redundant, unused, or sub-optimally allocated. Add poorly-evaluated AI pilots and the figure climbs.
Short reads for operators — patterns we've seen across discovery calls, what the vendor pitches usually leave out, and how to think clearly before the next board meeting.
A short, written framework that converts vague AI urgency into specific, evaluable questions — the same five we score in every audit.
The single most common failure mode we see, why it's invisible to vendors, and the inexpensive fix that unblocks 80% of the use cases on your wishlist.
Three slides to look at first, four questions to ask in the room, and the one number that tells you whether the demo is real or rehearsed.
The full anonymized journey — intake to deliverable to roadmap — with the actual scores, gaps, and prioritization our architect produced.
Straight answers. If something isn't here, ask us directly — the discovery call is free.
Tell us a little about your business. We'll come back within one business day with a few diagnostic questions and a proposed time to meet.
Expect an email from us within one business day, with a few short diagnostic questions and a proposed time to meet. — Chris & Dan