What exactly do I get from an AI Strategy & Audit?

You get a prioritized list of 3 to 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. It is a short, specific document you can act on, not a 50-page PDF. Delivered in 1 to 2 weeks. Pricing is quoted after a free discovery call.

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, and there is no lock-in either way. 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 runs 1 to 2 weeks and 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."

Businesses under five employees rarely need a formal audit. The free AI Automation Opportunity Map at /ai-automation-opportunity-map 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.

Strategy · 1 to 2 weeks

AI Strategy & Audit

We find the 3 to 5 highest-impact automations. You get a plan with a fixed price.

Book a free discovery call Get your free opportunity map →

What it is

Here's the short version.

An AI Strategy & Audit answers the question of where AI is worth investing in your business. PerezCarreno & Coindreau runs a structured 1 to 2 week engagement that produces a ranked list of the 3 to 5 automations most likely to save your business time and money, with realistic time savings estimates and a fixed-price implementation plan. We interview your team, shadow your core workflows, and turn the findings into a clear plan, not a 50-page recommendation deck. Most clients walk away with a list of automations that save 10 to 20 hours per week once implemented. The audit fee is credited toward implementation if you build with us.

Timeline

1 to 2 weeks

Best for

Businesses that know AI could help but don't know where to start

What you get

Everything in the box.

Each engagement is scoped and quoted up front, so the work is clear before we start.

Kickoff workshop to align on goals and constraints
2 to 4 team interviews (60 to 90 minutes each)
Workflow mapping across sales, ops, finance, and admin
Vendor-agnostic automation scoring matrix
ROI model with conservative, expected, and optimistic estimates
Final written report and live readout call
30 days of Slack/email follow-up for questions

Who it's for

Is this a fit for you?

Owners of 10 to 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 clear steps.

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 to 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

The outcomes.

Clear list of 3 to 5 automations worth building, ranked by ROI

10 to 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

FAQ

AI Strategy & Audit: questions we hear

What exactly do I get from an AI Strategy & Audit?: You get a prioritized list of 3 to 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. It is a short, specific document you can act on, not a 50-page PDF. Delivered in 1 to 2 weeks. Pricing is quoted after a free discovery call.
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, and there is no lock-in either way. 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 runs 1 to 2 weeks and 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 AI Automation Opportunity Map at /ai-automation-opportunity-map 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.

Who leads this work

Armando J. Perez-Carreno

Est. 2008

Every engagement is led by Armando J. Perez-Carreno, founder of PerezCarreno & Coindreau and host of The Web Talk Show. He's shipped production software for 18+ years and served 100+ businesses across 11 industries. He's an Upwork Expert-Vetted engineer (top 1%) and a lifelong San Antonian who works in English and Spanish. Past clients include IBM, GoDaddy, and FEMSA.

Read Armando's bio → Listen to The Web Talk Show →

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Let's talk

Let's see if this is right for you.

Book a free 30-minute call. We'll look at your work together and tell you honestly where AI helps, and where it doesn't.

Book a free discovery call Get your free opportunity map →

We usually reply within a day.

Last updated June 2026