AI Readiness Audit

A department-by-department analysis of your business—and exactly where AI can save you time, money, and headcount.

AI Readiness Audit For Your Team

Understand where AI fits. Know what to automate. Get a roadmap designed specifically for your operations.

Fluent’s AI Readiness Audit is a comprehensive, two-week deep dive into your business.


We meet with your department leaders, map daily processes, examine your tech stack, and identify the exact opportunities where AI can reduce manual work, eliminate bottlenecks, and increase output—without a system overhaul.


This audit is designed for lean teams that need real efficiency gains, not theoretical innovation.


You walk away with a detailed AI strategy, build recommendations, timelines, COI analysis, and a clear 90-day & 6-month roadmap.

What the Audit Covers

Every department. Every workflow. Every inefficiency.

  • Operations & Internal Workflow Mapping

    We analyze:


    • Daily tasks
    • Manual data entry
    • Process handoffs
    • Redundant admin work
    • Accuracy gaps
    • Approval workflows

    We identify which processes can be replaced—or significantly reduced—using automation, AI agents, or improved workflow design.

  • Technology Stack Evaluation

    Your current tools become the foundation:


    Example:

    -Microsoft 365 + Copilot

    -Google Workspace

    -Egnyte

    -CRM platforms (HubSpot, Zoho, etc.)

    -Scheduling, financial, or logistics systems


    We find where AI naturally fits into what you already use, avoiding unnecessary software purchases or migrations.

  • Department-Level AI Use Cases

    We uncover high-impact ways your departments can leverage AI:


    Operations: workflow automation, scheduling, coordination, reporting

    Sales: email outreach, CRM updates, proposals, follow-ups

    Finance: reconciliation, invoice extraction, payment reminders

    HR: onboarding, policy FAQs, training documentation

    Customer Support: ticket routing, automated replies, support agents

    Logistics & 3PL: shipping label automation, exception handling, quoting


    Every recommendation is grounded in real data, ROI, and feasibility.

  • COI (Cost of Inaction) Assessment

    We calculate the real cost of continuing as-is:


    Hours lost per week

    Manual steps per process

    Employee overwhelm & burnout

    Compounding delays

    Accuracy & compliance risks

    Annual financial impact


    Businesses typically discover they are losing $3,000–$7,000/month simply from inefficient workflows.

  • Roadmap: Exactly What to Build First

    Your audit includes a prioritized list of AI opportunities:


    Quick Wins (0–30 days)

    High-Impact Automations (30–90 days)

    Advanced AI Systems (90–180 days)

    Future AI Champion Development

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