AI Business Audit
We map where your team is losing time, score the tools and workflows you already rely on, and hand you a written 30/60/90 day roadmap. Run it yourself, give it to any vendor, or hand it to us.
Who this is for
Service businesses, contractors, consultants, and professional firms with 1–25 staff. Especially valuable for healthcare, legal, finance, and construction operators with regulatory exposure.
Problem we solve
Manual admin. Missed follow-ups. Disconnected tools. No AI strategy. And no clear answer to "what's safe to automate without putting the business at risk."
What you walk out with
- A written 30/60/90 day AI roadmap you can run yourself, give to any vendor, or hand to KV Intelligence.
- 5–10 AI/automation opportunities ranked by impact, effort, and payback.
- A tool-stack review covering your top 5 systems — with keep, replace, consolidate, or automate recommendations.
- Compliance-readiness flags for workflows involving client, employee, financial, health, legal, or regulated data.
Who this is for
Service businesses, contractors, consultants, and professional firms with 1–25 staff. Especially valuable for healthcare, legal, finance, and construction operators with regulatory exposure.
If you operate in a regulated industry (healthcare, legal, finance, construction, real estate), the audit also flags where your current workflow risks data-handling, recordkeeping, or disclosure issues that AI adoption could either fix or worsen if done blindly.
The problem we solve
Manual admin. Missed follow-ups. Disconnected tools. No AI strategy. And no clear answer to “what’s safe to automate without putting the business at risk.”
You may already be using ChatGPT, a CRM, and three other apps — and still missing leads.
How we run it
We use the same audit engine that powers our internal Sentinel agent — a deterministic checklist that scores tool-stack health, lead-handling quality, follow-up reliability, and compliance posture. The output is the same regardless of who runs it, which is the point.
Sentinel gives us a consistent scoring baseline. We still review every finding with business context before it goes into the report.
How we score opportunities
Each opportunity is scored across five practical factors:
- Time saved — measured in hours per week per person
- Revenue or follow-up impact — leads recovered, response time improved, deals not lost
- Implementation difficulty — how much work to actually build it
- Tool and data readiness — does the data live somewhere AI can reach it
- Risk level — regulatory exposure, data sensitivity, blast radius if it breaks
The goal isn’t to find every possible AI idea. The goal is to find the few worth acting on first.
See it live
On any sales call, ask us to run a signed Sentinel audit probe against our own system. You’ll see the report post to Slack in under five seconds. The version we run for you uses the same engine — with your data instead of ours.
Tiers
Starter pricing is public. Pro and Custom are quoted after the Free AI Opportunity Scan.
| Starter Workshop Public price | Pro Program | Custom Curriculum | |
|---|---|---|---|
| Best for | Owner-led businesses needing a focused diagnostic | Multi-department operations needing deeper workflow mapping | Regulated, multi-location, or multi-entity environments |
| Format | 1 week, written report | 2–3 weeks, written report + executive walkthrough | Scoped per engagement |
| Led by | KV Intelligence analyst using Sentinel engine | Karl Auguste, founder | Karl Auguste, founder |
| Scope | One business, up to 5 tools, one owner-operator group | Department interviews, deeper workflow mapping, vendor-cost review | Multi-location, multi-entity, or regulated-industry depth |
| Deliverables | 30/60/90 roadmap, 5–10 opportunities, top-5 tool review, compliance flags | Everything in Starter + stakeholder interviews + vendor-cost analysis + executive presentation | Everything in Pro + regulated-industry overlay for healthcare, finance, and construction + bespoke deliverables |
| Price | $1,500 | Starting at $5,000 | Quoted after Free Scan |
Starter Audit
Public price$1,500
1 week
One business, up to 5 tools, one owner-operator group. 90-minute discovery call, tool-stack and workflow review covering your top 5 systems, 5–10 AI/automation opportunities ranked by impact, effort, and payback, compliance-readiness flags for sensitive-data workflows, and a written 30/60/90 day roadmap. Multi-location, multi-entity, or regulated-industry depth lives in Pro and Custom.
Pro Audit
Starting at $5,000
2–3 weeks · led by Karl Auguste
Everything in Starter plus department-by-department interviews, vendor-cost analysis, regulatory-readiness notes for healthcare, finance, and construction workflows for review with your attorney or compliance officer, and a board-ready presentation.
Custom Audit
Quoted after Free Scan
Scoped per engagement · led by Karl Auguste
Multi-location, multi-entity, or M&A-driven audits with bespoke deliverables. Built for regulated industries and high-risk environments where AI adoption touches client data, employee data, financial workflows, healthcare-adjacent workflows, legal workflows, or multiple operational teams.
FAQ
How is this different from the Free AI Opportunity Scan? +
The Free AI Opportunity Scan is a 30-minute fit-check call to figure out whether an audit is the right starting point. The Starter Audit is a paid one-week diagnostic with discovery, scoring, recommendations, and a written roadmap you keep.
Do we need to share sensitive data? +
Usually no. Starter Audit can be completed with workflow descriptions, tool lists, screenshots, and sanitized examples. If sensitive data is needed, we define that before the engagement and work under NDA.
Is this a compliance audit? +
No. We provide compliance-readiness flags, not legal or regulatory certification. The output should be reviewed with your attorney, compliance officer, accountant, or qualified advisor where appropriate.
Will you push us to replace our current tools? +
No. The report may recommend keeping, replacing, consolidating, or automating around your current tools. The goal is practical improvement, not software resale. We don't take vendor commissions.
What if we only want the report? +
That's fine. The report is yours. Implement it yourself, hire another vendor to build it, or ask KV Intelligence to help — same report either way.
What if we operate in multiple locations or states? +
That usually moves into Pro or Custom because the discovery and risk surface are larger. The Free Scan is the right place to figure out which tier fits.
Do you sign NDAs? +
Yes. Send yours over before the engagement and we'll execute it.
How fast do we get the report? +
Starter is designed to land in one week from the discovery call, assuming required materials are received within 48 hours of the call.
Can we expense this on a corporate card? +
Yes. We invoice via Stripe and accept all major cards. Net-15 terms available on request.
Ready to see it work for your business?
A 30-minute call to identify where AI can save your business time, reduce manual work, or improve follow-up. We review your current workflows, spot the highest-value opportunities, and recommend whether an audit, automation buildout, training, or pilot makes sense — no pressure, no generic AI hype.