AI Readiness Audit
Your business should be
using AI by now.
Let's figure out where.
A focused, two-hour audit that maps exactly where AI saves your business time and money — delivered with a clear 90-day plan you can act on immediately. No jargon. No fluff.
2x
Exited Founder
$782M
In exits, $632M in Second Exit to Roper Technologies
20+
Years in SaaS & Data Platforms
800+
Team Members Managed as COO
Background
Scott Waterbury co-founded BidClerk (2002), scaled it to eight-figure ARR through a PE exit, stayed on as COO of ConstructConnect, and drove a $632M acquisition by publicly traded Roper Technologies. He's been applying data and automation to real business operations for over 20 years.
-The Problem
Most businesses are stuck in the same three traps
None of them are about the technology. They're about not knowing where to start.
Too many tools, no system
You've tried ChatGPT, maybe a few other things. Some of it helped, most didn't stick. There's no coherent approach and it feels like everyone else has figured something out that you haven't.
Time lost to tasks AI could own
Reports, emails, research, scheduling, summarizing — hours every week going to work that AI handles in minutes. But without a map, you don't know which hours or which tools.
Competitors are moving faster
Businesses that figure out AI operations first will run at a structural cost and speed advantage. That gap is opening now. Waiting is a decision.
Plans include
Everything you need to move — nothing you don't
One focused engagement. A written plan you can hand to your team and execute.
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Pre-Audit Intake
A short async questionnaire covering your current tools, team structure, and biggest operational pain points. Review of any materials you share before we meet.
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2-Hour Discovery Session
Deep dive into your workflows, software stack, and where time and money are leaking. Live demonstration of 2–3 AI tools directly relevant to your business.
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Opportunity Map
A ranked list of where AI delivers the highest ROI for your specific business — not generic advice, built from your actual operations.
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Tool Recommendations
Specific platforms with rationale, cost, and implementation complexity for each. You'll know exactly what to buy, what to skip, and why.
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90-Day Action Plan
Phased, prioritized roadmap you can hand to your team and execute. Includes 2–3 quick wins you can implement this week at no cost.
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30-Day Follow-Up Call
A 30-minute check-in to review progress, answer implementation questions, and adjust the plan based on what you've learned.
From zero to a working AI roadmap in 10 days
Sign & Intake
Complete the intake questionnaire at your own pace. Share any relevant docs or context.
Day 1
Discovery Call
Two-hour video session. Deep dive, live demos, and every question answered.
Day 2 - 5
Written Report
Full AI Readiness Report and 90-Day Action Plan delivered to your inbox.
Day 5 - 10
Follow-Up Call
30-day check-in to unblock implementation and refine the plan based on progress.
Day 30
Guiding Increased Profitability & Operational Efficiency
One-time Expertise - Project Delivery & Change Management - Ongoing Fractional Support
We will navigate the journey alongside you to reach your next milestone.
Understand
With the right questions and curiosity.
We are certified experts, more importantly we have decades of experience across a variety of business verticals.
Educate
We all bring expertise to share.
When informed change is done right, you should not have to rely on expensive long-term consulting contracts.
Deliver
Solutions that address your concerns.
We ensure the value is two-fold: from our team & the recuperated efficiency and increased growth you expect.
Offering a broad range of Business Solutions and Expertise
Operations & Workflow
How you get business done should evolve alongside your growth with the 'right-sized' technology and upgrades to the software you use now.
The human side of how you work is equally important, as business flows between email, sales, products/services and accounting. We listen to our clients, learn their business needs, and then make recommendations based on our experiences.
> More about our general administrative services
Sales & Marketing
How is the sales team's 30 second pitch? Is your site attractive and communicate what the business does in one scroll?
Effective sales value messaging, sharp personnel, and a smooth pipeline is what we do best. We offer refreshers on value selling, crafting the right messaging and setting up smart referral programs that will pay dividends.
Optimize your channels to get the most out of every dollar you spend.
Finance, Accounting & Notary
Financial health and planning are important - and can be overwhelming. Whether it's bookkeeping, collections strategy or evaluating your process, terms and invoicing, we have to covered.
Our team has reconciled and migrated systems, launched flexible billing systems that delighted customers and negotiated better terms for payment platforms.
Small/Medium Business (SMB) Facts
What is the competitive landscape? Things seem to be running well, 'Don't fix what is not broken' is a healthy mantra... usually.
Times are not usual anymore, though. Statistics to show that spending a bit now more than pays for itself and gives you peace of mind. Chart out how to get there, and create a stronger team and value along the way.
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Highly aligned operations experience 19% faster growth and 15% higher profitability. SalesGenie
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51% of businesses use AI but only 19% of SMBs do. Integrating AI to automate daily tasks and optimize workflows improves process quality and reliability. pymnts.com
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86% of SMBs report that up to 30% of invoiced sales are paid late, with most chasing overdue payments 3-4 times. CFOdive
What are you waiting for?
