AI Audit.
A 2-week written read on what you’re already doing with AI and what to do next. Plain-language, no slides, no presentation theater.
For people who want to know first, commit second.
A retainer is a real commitment — six or twelve months, a monthly cadence, a relationship. Not everyone’s ready for that on day one. Some companies are already using AI in piecemeal ways and need an honest read on what’s working before deciding what to invest in next.
The Audit is two weeks of focused investigation that ends in a written deliverable: here’s your current AI surface, here’s what’s wasted, here’s what’s missing, here’s what to do next. Take it and run with it on your own. Or, if you want me to run the next 90 days, sign a retainer and the audit fee credits toward month 1.
A written report at end of week 2. That’s it.
No deck, no presentation, no consultant theater. A document you can read on a flight, forward to your team, and act on directly.
Sections of the report:
1. Current AI surface. What tools your company is using today, who’s using them, how. What got bought and never adopted. What people are using unofficially.
2. What’s wasted. Subscriptions that aren’t paying off. Workflows where AI is being used badly or for the wrong thing. Spend you can cut.
3. What’s missing. The 5–10 highest-leverage workflows where AI would help and isn’t there yet. Honest scoping — what’s a week of work, what’s a month, what isn’t worth doing yet.
4. Suggested 90-day roadmap. If you were going to spend the next quarter improving your AI posture, this is what I’d do, in what order, and why.
5. Tools and vendors I’d recommend. Not affiliated, not paid — my honest read of what fits your stack and what to avoid.
Two weeks. Light touch. Mostly my time.
- Day 1 Kickoff 30-minute call. Top 3 things you wish AI was doing for you, top 3 things that frustrate you about what it is doing.
- Days 2–7 Investigate I work through your stack, talk to 2–4 people you point me at, and write up findings.
- Days 8–13 Draft Report drafted, gaps surfaced, recommendations formed. I may come back with 2–3 follow-up questions.
- Day 14 Deliver Report delivered as a written document. Optional 30-minute walkthrough call if you want it.
Less than a discovery call would have asked for.
About 90 minutes total over two weeks. Kickoff call (30 min), 2–3 short follow-ups, optional walkthrough at the end (30 min).
Read access to the AI tools you’re currently using. Granted once for the audit period, revocable any time. I don’t need write access; I don’t need to touch anything live.
2–4 names I can talk to briefly — someone in operations, someone in sales, someone in finance, whoever knows where the friction actually lives.
Permission to be honest. If something you’re paying for isn’t earning its keep, the report says so plainly. The point of paying for an audit is to hear what your team can’t say out loud.
Audit fee credits toward month 1.
Most audits convert into one of two retainers: Fractional Chief AI Officer if your scope is mid-market and multi-stakeholder, or Realtor Toolkit Embed if you’re a solo realtor or small firm.
If you sign either retainer within 60 days of the audit delivery, the audit fee credits in full toward month 1. You don’t pay twice for the discovery work.
If you don’t want to sign a retainer, that’s fine too — you have the report. You can take it to your team, to another consultant, or do nothing. The work stays useful regardless of what you decide next.
The questions that come up before signing.
How is this different from a free strategy call? +
Free strategy calls are sales tools — the consultant’s job is to scope you into a deal. The Audit is paid work; the deliverable is the value, not the relationship. You can take the report and never talk to me again.
Also: a 30-minute call can’t actually read your stack. The Audit is two weeks of investigation, including time looking at what your team is using day to day. Different artifact.
What happens if I don’t sign a retainer afterward? +
Nothing — you have the report. The audit fee isn’t a deposit. It’s payment for the work, and the work is done when the report is delivered. No follow-up sales pressure.
The 60-day credit window exists for clients who want to keep going. If you don’t, the audit was the engagement.
How sensitive is the data I have to share? +
Read-only access to AI tools you point me at — ChatGPT/Claude/Gemini accounts, AI features inside your CRM or productivity suite, etc. Nothing operational. No source code, no production databases, no customer PII unless that’s specifically what we’re auditing the use of.
The 2–4 conversations with your team are at your discretion — you pick who, you brief them on what they should and shouldn’t share. I’m auditing your AI surface, not your business.
Can I share the report with my team? +
It’s yours — share it however you want. Forward it, print it, paste pieces into your strategy deck. The point is for it to be useful, not for me to control it.
How is this different from the fCAIO 90-day roadmap? +
The fCAIO 90-day roadmap is internal to a signed retainer — it’s the plan we execute against for the next quarter. The Audit is a standalone written read on your current surface that you take and use however you want. Different artifact, different relationship.
The Audit is also more diagnostic and less prescriptive than the fCAIO roadmap — it tells you what’s wasted and what’s missing across your whole AI surface, not just what we’re going to build first.