How to Audit Your Business for AI Opportunities Before Hiring an Agency

Don't Hire Us Yet

You know you need AI, but where? Here is the framework to find the money pits in your business before spending a dollar on consulting.

The Framework

Most companies start with "What can AI do?" instead of "Where are we losing money?" Flip the question.

Step 1: Map Repetition

Identify tasks done more than 5 times a day by any team member. These are your highest-leverage automation targets.

Examples:

• Copying data between systems
• Writing status updates
• Formatting reports
• Answering the same customer questions

Step 2: Map Text Generation

Who is writing emails, reports, or summaries? Any task that involves taking information from one format and producing text in another format is a candidate.

Step 3: Map Data Extraction

Who is reading PDFs and typing numbers into Excel? Who is scanning invoices? Who is pulling data from emails into your CRM?

The Scoring Matrix

For each task you identify, score it on two axes:

1. Frequency x Time — How often does it happen and how long does it take?
2. Error cost — What happens when a human makes a mistake?

Tasks with high frequency, significant time investment, and costly errors are your best AI candidates.

What to Bring to an Agency

Once you have this list, bring it to us. We will tell you which ones are solvable in 48 hours, which need a few weeks, and which are not worth automating yet.

The best clients come prepared. It saves everyone time and money.