A short, structured assessment that gives you a personalised picture of how AI could realistically help your business. You complete an 8-minute assessment and get your readiness score instantly. We then talk through it together on a free 30-minute call and deliver a written report within 24 to 48 hours.

How much does the AI audit cost?

Nothing. The assessment, the call, and the written report are all free. No payment details, no trial, no fine print.

There isn't one. Some of the businesses we audit ask us to implement what the report finds, and that paid work is how we keep the audit free. If you take your report and act on it yourself, that outcome works for both of us.

Am I obligated to hire you afterward?

No. There's no pitch built into the call, and we hold nothing back in the report. Some owners run with the report themselves, some ask us to help implement it. Both are normal.

Who is the AI audit for?

Small and mid-sized service businesses, typically two to fifty people. Any industry. You don't need any technical background.

How long does the whole process take?

Under a week in most cases. The assessment takes about 8 minutes. The discovery call is 30 minutes. The written report lands within 24 to 48 hours of the call.

Do I need any technical knowledge?

No. The process reads like a conversation with a knowledgeable friend, in plain English throughout.

What happens during the discovery call?

We walk through your business, workflows, bottlenecks and customer journey in detail. The assessment gives us the starting point.

What will my report include?

A written document covering the specific opportunities we identified, tools that fit your stack, an implementation path, and next steps. You're free to take it anywhere.

Is my business information kept confidential?

Yes. We don't share or resell your responses, and the report is yours alone.

What if I'm already using AI in my business?

That's common. The audit maps where you are against where you could be, and surfaces gaps that experienced users miss.

Checklists

The 20-point AI audit checklist for small businesses

Daksham BugrejaJuly 5, 20268 min read

This is the working checklist behind our own AI audits, adapted for self-service. Finish it and you will hold the same raw material a consultant collects on a discovery call: where your hours go, what a machine could take over, and which fix comes first.

Grab a notebook and block 45 minutes. Score each item 0 (no), 1 (in places), 2 (yes). Scoring bands are at the end.

Part 1: Where the hours go (items 1–6)

You can name your three biggest weekly time sinks and put an hour count on each.
Email takes under 5 hours a week, counting triage, drafting, routing, and follow-ups.
Clients book themselves, and a reschedule takes one click instead of a phone call.
Quotes and invoices go out the same day. A quote that takes three days loses to whoever answered in an hour.
No one re-enters data between systems. Each manual hop between form, CRM, and invoice is a task a machine can do.
A weekly report lands without anyone assembling it. If a person builds the numbers by hand from three tools, score zero.

Part 2: Customer-facing workflows (items 7–11)

New leads hear back within an hour. Response speed is the highest-leverage automation in most service businesses.
A sequence handles follow-up, so no one has to remember it.
An automated first line answers your repeat customer questions. If staff answer the same ten questions daily, that volume is measurable and removable.
Your system logs phone enquiries somewhere better than the receptionist's memory: a transcript, a summary, or a CRM note.
An AI notetaker captures your meetings and lists the action items. This sits among the cheapest wins available in 2026.

Part 3: Tools and data (items 12–16)

You use at least one AI tool beyond a chat window. Prompting ChatGPT is a starting point.
Your core records live in one system rather than a spreadsheet-and-memory hybrid. Automation needs a source of truth.
Your tools talk to each other. At least one workflow crosses two tools without a human bridging them.
Someone owns each tool. Unowned software drops out of daily use within months, and then the tool takes the blame instead of the rollout.
You know your monthly software spend. Consolidation tends to be the first saving an audit finds.

Part 4: Readiness (items 17–20)

You can name the one thing you would automate first. Specificity here predicts implementation success better than budget does.
Your timeline has a date in it. Vague intentions lose to the day job, year after year.
Someone on your team wants this. One internal champion beats any consultant.
A written plan would change your next month. If you would file the plan away unread, no audit will help yet.

Scoring your audit

Checklist scoring bands from 0 to 40, and the move each band points to.

Score	What it means
0–13	Heavy manual load and a big recoverable upside. Start with one workflow, scheduling or lead response in most businesses, and skip the grand plan.
14–26	Typical for an established small business. You own systems that ignore each other. Integration is your lever.
27–34	Ahead of most. Your remaining wins sit in the harder categories: agents, reporting, and end-to-end workflows.
35–40	You could have written this checklist. Your question is sequencing.

What to do with your results

Each zero is a candidate project, and the checklist runs in rough ROI order from top to bottom. For a scored, personalized version of this exercise, our free AI readiness assessment takes about 8 minutes and reads your written answers to find your specific gaps. It doubles as step one of the free Opesera AI audit, and you keep the score either way.