Strategy · 1–2 weeks
AI Strategy & Audit
Find the 3–5 automations that save the most time.
An AI Strategy & Audit from PerezCarreno & Coindreau is a structured 1–2 week engagement that produces a prioritized list of the 3–5 AI automations most likely to save your business time and money, with realistic ROI estimates and a clear implementation roadmap. We interview your team, shadow your core workflows, and turn the findings into an action plan — not a recommendation deck. Most clients walk away with a list of automations that save 10–20 hours per week once implemented.
Starting at
$7,500
Timeline
1–2 weeks
Best for
Businesses that know AI could help but don't know where to start
What's included
Everything you get, in the box.
- ✓ Kickoff workshop to align on goals and constraints
- ✓ 2–4 team interviews (60–90 minutes each)
- ✓ Workflow mapping across sales, ops, finance, and admin
- ✓ Vendor-agnostic automation scoring matrix
- ✓ ROI model with conservative / expected / optimistic estimates
- ✓ Final written report and live readout call
- ✓ 30 days of Slack/email follow-up for questions
Who it's for
Is this the right engagement for you?
Owners of 10–200 person businesses who suspect they are losing 10+ hours a week to manual work
Teams that bought AI tools but have not seen ROI
Leaders who want a second opinion before committing to a large AI project
Companies in professional services, healthcare, e-commerce, auto, or SaaS
How it works
4 steps. No surprises.
Discovery
Free 30-minute call to confirm fit. If we are not the right firm, we will tell you and point you somewhere that is.
Interviews
We interview 2–4 people on your team — owners, operators, and a frontline user — to map the real work, not the org chart.
Mapping
We document each core workflow, score automation potential, and estimate time savings with conservative assumptions.
Roadmap
You receive a written report plus a live 60-minute readout. You own every artifact — take it to any vendor you like.
What you walk away with
Outcomes, not deliverables.
Clear list of 3–5 automations worth building, ranked by ROI
10–20 hrs/week saved per client once top 3 are live
Vendor-neutral recommendations — no lock-in
A shared vocabulary so your team and future vendors are aligned
Pricing
Starting at $7,500
Fixed-fee engagement. Final scope confirmed after the free discovery call.
FAQ
AI Strategy & Audit: Questions we hear
- What exactly do I get from an AI Strategy & Audit?
- You get a prioritized list of 3–5 AI automations ranked by ROI, a technology recommendation for each, implementation timelines and cost estimates, a workflow map of your current operations, and a 90-day implementation roadmap. Not a 50-page PDF — a short, specific document you can act on. Delivered in 1–2 weeks. Starting at $7,500.
- Do I have to implement with you afterward?
- No. The audit deliverable is vendor-neutral and designed to be handed to any qualified build team, including your in-house engineers. Many clients do choose us for the build phase because we already understand the context — but there is no lock-in. We would rather have the audit be genuinely useful than use it as a sales tool.
- How is this different from a free discovery call?
- The free discovery call is 30 minutes and gives you a directional answer. The AI Strategy & Audit is 1–2 weeks, includes stakeholder interviews, documented workflow mapping, ROI modeling, and written deliverables. It is the difference between "here is what I would probably do" and "here is the roadmap with numbers and names attached."
- Who is this not for?
- Businesses under five employees rarely need a formal audit — the free quiz at /assessment plus a discovery call usually gets you where you need to go. Enterprises with dedicated AI teams also rarely benefit; this engagement is built for small and mid-size businesses without in-house AI expertise.
More services
Other ways we help.
Custom AI Automation
We build AI workflows that plug into your existing tools — CRM, email, spreadsheets, whatever you already use. Invoice processing, follow-ups, data entry, scheduling. The boring stuff that eats 10–20 hours a week.
Learn more →
◆AI Integration & Development
For businesses ready for advanced solutions. Custom AI agents that understand your business context, RAG systems that search your knowledge base, API integrations that connect your entire stack.
Learn more →
△AI Training for Teams
Not a one-time workshop where everyone forgets everything by Friday. We do hands-on training with your actual tools, your actual workflows. Then we stick around for ongoing support.
Learn more →