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  • AXIS 3 · IMPACT · AI AUDIT & CONSULTATION

Know exactly where AI
can move your business

Not every process needs AI. But every business has processes that do. We find them, size the opportunity, and build you a roadmap you can actually execute.
Book an AI audit

ENGAGEMENT LENGTH

2-3 weeks

audit to final report

DELIVERABLE

Audit report + roadmap
board-ready format

FOCUS

ROI-mapped recommendations
no hype, just math

SCOPE

Full workflow + tech review
across every team and system
  • OVERVIEW

Everyone is talking about AI.
Few know what to actually do.

The conversation around AI in business is loud, fast-moving, and full of vendors selling solutions in search of a problem. Most businesses need a clear view of where AI actually improves the economics of how they operate.
That’s what this audit does. We come in, learn how your business works, identify the highest-leverage opportunities for AI integration, and give you a ranked roadmap that connects each recommendation to an actual ROI projection.
No hype. No vague strategy decks. A clear answer to the question every business owner is actually asking: where do we start?

01

Current State Assessment
A structured review of your operations, tech stack, team workflows, and existing automation, so we know exactly what we’re building on.

02

AI Opportunity Identification
Every workflow evaluated for AI suitability: potential impact, implementation complexity, and risk profile.

03

ROI Projection Model
Each opportunity sized against time saved, cost reduced, or revenue enabled. Every recommendation is attached to a number.

04

Risk & Compliance Assessment
For healthcare, law, and real estate, a clear-eyed look at where AI introduces risk and how to manage it responsibly.

05

Implementation Roadmap
A phased, prioritized plan to move from audit to action. What to build first, what to defer, and what to avoid.

06

Executive Presentation
A board-ready summary of findings, priorities, and projected outcomes designed to drive alignment, not just inform it.

PROCESS

Five phases.
No AI guesswork.

The audit is built to turn curiosity into a usable plan. We review the business, identify the right opportunities, and give your team a roadmap before tools are selected.

Align the website with the business goal.

We start by understanding your company, audience, services, competitors, and what the new website needs to accomplish.

01

Stakeholder discovery

02

Business goals and audience review

03

Website priorities and success metrics

04

Scope, timeline, and launch plan

Evaluate every workflow for AI suitability.

Each process assessed against four criteria: automation potential, data quality, regulatory risk, and implementation complexity. Structured evaluation, no speculation.

01

Workflow-by-workflow AI suitability assessment

02

Data quality and availability review

03

Regulatory risk evaluation per workflow, HIPAA, attorney ethics, real estate compliance

04

Implementation complexity scoring

Put real numbers on every opportunity.

Every viable AI opportunity sized against time saved, cost reduced, or revenue enabled. ROI projections built from your actual data, not industry benchmarks pulled from a case study.

01

ROI projection modeling per opportunity, time, cost, revenue

02

Prioritization matrix, impact vs. complexity

03

Risk and compliance analysis per recommendation

04

Vendor and platform evaluation for shortlisted opportunities

A live session built to drive alignment.

We present findings, take questions, and work through the prioritization in the room, so your leadership team leaves with a shared view of what to do next.

01

Executive presentation of all findings and recommendations

02

Live Q&A and challenge session

03

Priority consensus facilitation

04

Stakeholder alignment documentation

Leave with a plan you can actually execute.

A phased implementation roadmap: what to build first, what to defer, what to avoid, and what success looks like at each stage. Written for decision-makers, not developers.

01

Phased implementation roadmap with sequenced priorities

02

Success metrics and measurement framework per phase

03

Internal ownership and resourcing recommendations

04

Optional: 20/20 implementation engagement scoping
  • TOOLS & STACK

What we build with.

We match the platform to the project, not the other way around. The goal is a website your team can use, your audience can trust, and your business can grow with.

DESIGN

Figma

CMS

WordPress

PAGE BUILDER

Elementor

ANALYTICS

Google Analytics

COMMERCE

Shopify

HOSTING

Siteground

PERFORMANCE

Lighthouse

SELECTED WORK

Proof, not
promises.

AI work moves faster when the right use cases are clear before anything gets built.
hormone-clinic-rebuilt-to-be-found-by-patients-and-AI-alike
Legal
  • Identity + Impact
A certified trial attorney, given a website worthy of the credential.
James M. Porfido is one of fewer than 50 attorneys in New Jersey with Supreme Court certification as a Criminal Trial Attorney, but his old site was unbranded, thin, and buried inside another firm’s domain. In just over six weeks, we shipped a 42-page, SEO-first, AI-optimized site built to own his name and his market.
Read full case study

42+

Pages designed and built

6 weeks

From kickoff to launch

36

Targeted SEO landing pages

A-certified-trial-attorney
Healthcare
  • Impact + Insight
A hormone clinic, rebuilt to be found by patients and AI alike.
Advanced Hormone Solutions had run the same site since 2015, but search engines couldn’t fully read it, AI engines rarely cited it, and its Google Business Profile barely described what the clinic actually does. In four weeks, we cleared every critical error, rebuilt the technical foundation, and turned a thin local listing into a 13-service, 20-city presence built for how patients search now.
Read full case study

85 → 94

Site Health Score (+9 points)

15 → 0

Critical errors cleared (100%)

1,124

Warnings fixed (62.8%)

FAQs

Questions
worth asking early.

What do we get at the end of the audit?

You get a complete written report covering your current state, every AI opportunity we identified, an ROI projection for each, a risk and compliance assessment, and a phased implementation roadmap.

We also present the findings in a live session designed to create alignment across your leadership team, operators, or board.

Most AI audits take 3-4 days, depending on the number of workflows, tools, teams, and stakeholders involved. A focused audit for one department can move faster. A broader operational audit takes more discovery, review, and prioritization.

No. The audit is valuable on its own. You can take the roadmap to your internal team, another vendor, or use it to guide future planning.

If you want support after the audit, we can help implement the highest-priority workflows, but there is no requirement to continue with us.

We focus on service-based and regulated industries where workflow clarity matters: healthcare, law, real estate, professional services, and growing small businesses.

The audit is especially useful for teams handling intake, documentation, follow-up, scheduling, client communication, marketing, and internal operations.

We limit access to what is needed, avoid unnecessary data exposure, and review where sensitive information lives before recommending any AI workflow.

For healthcare, legal, or confidential business processes, we flag privacy, compliance, and approval requirements before anything moves into implementation.

Yes. In that case, the audit helps separate what is working from what is risky, redundant, or not worth scaling. We review the tools, prompts, workflows, team habits, and results you already have, then turn scattered experimentation into a clearer roadmap.
  • RELATED

Often paired with -

An AI audit often leads to automation, integration, or stronger operating systems.

AXIS 3 · IMPACT

AI Automation
The audit tells you what to automate. We build it.

AXIS 3 · IMPACT

Development Integration
Many AI opportunities require better system integration first.

AXIS 2 · INSIGHT

GEO
The audit often surfaces AI search visibility as a missed opportunity.
  • NEXT STEP

Bring us the questions.
We’ll find the leverage.

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