Where to start
Know Exactly What AI To Build, And In What Order
A 2-week discovery that maps every workflow, identifies the highest-ROI automation opportunities, and delivers a prioritised 90-day plan you can act on immediately.
AI Audit + 90-Day Roadmap is a done-for-you build offered by Crescent AI, an AI automation agency helping small and medium businesses automate repetitive workflows without hiring in-house AI engineers.
2 WKS
From first call to actionable 90-day plan
3-4 HRS
Total time required from your team
90 DAYS
Sequenced implementation plan, week-by-week
The Problem
Most businesses start with the wrong AI project
They pick a tool they read about, spend months trying to make it work, and end up with something that saves 20 minutes a week. The problem isn't the technology, it's starting without a map.
Teams run AI experiments that don't connect to revenue
The wrong processes get automated while the expensive ones stay manual
No one agrees on which tools to buy, build, or skip
Pilots stall because there's no defined success metric going in
How it works
How We Run the Audit, Day by Day
We kick off with your team on Day 1, conduct 2-3 staff interviews over Days 2-4 to see how work actually happens, map every workflow and bottleneck by Day 6, score automation opportunities by ROI on Day 8, research specific tools and budgets through Day 10, then deliver and walk through your 90-day roadmap on Day 14.
Kickoff & Access Setup
Day 1We align on scope, get access to the tools and documentation involved, and schedule interviews with the people who actually run each process.
Workflow Interviews
Days 2-42-3 structured interviews with the staff running each process, not just management assumptions about how work actually happens.
Process Mapping
Days 4-6Every workflow documented: the steps involved, the tools touched, the time spent, and exactly where it breaks down.
Opportunity Scoring
Days 7-8Each workflow scored on implementation effort versus ROI potential using a consistent framework, not gut feel.
Tool & Budget Research
Days 8-10Specific tool recommendations matched to your existing stack, with realistic cost ranges for build and ongoing maintenance.
Roadmap Drafting
Days 10-12The 90-day plan sequenced week-by-week, prioritised by the opportunity scores from Day 8.
Delivery & Walkthrough
Day 14The roadmap delivered and walked through live, so your team understands the reasoning behind each recommendation, not just the output.
What's included
What You Get at the End of 2 Weeks
You receive a detailed workflow map showing what's manual and automated, an AI opportunity matrix scoring each automation by effort versus ROI, a week-by-week 90-day implementation plan, specific tool recommendations matched to your existing stack, and realistic budget ranges for each automation phase.
Workflow Map
Every process documented: what's manual, what's automated, and where your team's time actually goes each week.
AI Opportunity Matrix
Each workflow scored by implementation effort vs. ROI potential. Shows exactly which automation to build first.
90-Day Implementation Plan
A sequenced roadmap - what to build, what to buy, what to skip, and in what order. Week-by-week for the first 30 days.
Tool Recommendations
Specific tools matched to your existing stack - not a generic list. With rationale for each recommendation.
Budget Estimate
Realistic cost ranges for each implementation phase, including build, subscriptions, and ongoing maintenance.
Coverage
Areas We Map During the Audit
The audit covers customer support, sales and lead follow-up, internal operations, data and reporting, onboarding, scheduling and bookings, document processing, finance and invoicing, marketing content, and compliance and risk.
Fit check
This is built for you if…
You're most likely to benefit if you have multiple manual workflows consuming 10+ hours per week, tried AI tools without success, or are about to hire a new role. Business owners who've been told to 'use AI' but feel stuck, operations managers with broken processes, and companies spending thousands on manual tasks are ideal fits.
Business owners who've been told to 'use AI' but don't know where to start
Operations managers with multiple manual or broken processes
Companies who've tried AI tools that didn't deliver results
Teams about to hire who want to automate first
Any business spending 10+ hours per week on repetitive tasks
Why Crescent AI
Why Choose Crescent AI for Your AI Audit
Where the risk sits
Fixed price. Deliverable-based, you receive the roadmap on day 14. You own it. Use it with us or anyone else.
Start your project
Start with the Audit. Not a Sales Call.
30 minutes. We map the workflows eating your team's time, rank your top automations by ROI, and tell you honestly what's not worth touching yet. You get a written summary. No slide deck. No pitch.
Fixed price. Built on your existing tools. You own everything we build.