AI Opportunity Audit
Find out where AI actually pays in your business.
A two-week audit for owner-run businesses. We document how your work happens today, then hand you a ranked list of 5 to 10 places AI saves real hours or wins real work, each with a dollar estimate and one recommended first move. The roadmap is yours to keep, whether or not you buy anything else.
Want the roadmap without the interviews? The Trailmap is $495.
The problem isn't finding AI tools. It's knowing which one pays.
Every week there's a new tool, a new demo, a new promise. Meanwhile you're running jobs, chasing receivables, and covering for whoever called in. You don't have time to test twelve apps to find the one that matters , and buying the wrong one costs more than money. It costs your team's willingness to try the next thing.
Most businesses respond one of two ways: freeze, or sprint in the wrong direction. Both leave the same hours on the table every week while faster competitors quietly bank them.
What you get
A ranked, priced roadmap. Not a slide deck.
A map of how your work actually happens
We document your real workflows , estimating, scheduling, billing, follow-up , the way they run today, not the way the org chart says they run.
5–10 opportunities, each with a dollar estimate
Ranked by payoff and ease. Every item names the number it should move: hours saved, faster response, higher approval rate, more jobs won.
One recommended first move
Not a wish list , a starting point. Sometimes it's a tool. Sometimes it's a process fix that costs nothing. If that's the answer, we say so.
Security and cost guardrails are part of every recommendation, not a separate line item.
Sample roadmap rows
Two rows from a real roadmap.
| Rank | Opportunity | Value found | Payoff | Cost | Risk | First move |
|---|---|---|---|---|---|---|
| 1 | Automatically reconcile every carrier scope and estimate against your contractor scope before accepting the insurer's offer. | $5,200/job average across 50+ jobs | High | Low | Low | Deploy an insurance reconciliation process/tool on all insurance jobs. Included in roadmap. |
| 2 | Reconcile actual job cost against budget and final invoice before it goes out. | $2,600/job avg, 93+ jobs | Medium | Low | Low | Run your last 10 closed jobs through a reconciliation pass. Bill what was missed. Deploy Change Order Process. |
Two rows from a real roadmap. Yours has 5 to 10 of these, ranked.
Sample report
The 12-page format both products use.
A complete sample, labeled fictional (Bluestem Property Management LLC). It shows the report format. The two rows above are the real proof.
Why believe us
We ran this playbook on a real roofing company first.
Trailpoint builds and runs AI inside a roofing and restoration company we consult for. These are not projections. They are results from live jobs.
Saved per job reviewed
Document work that took an afternoon now comes back as a reviewed draft.
Average found per job in work done but never billed
Completed work that a rushed manual process was leaving off the bill now gets documented.
Live jobs and counting
Plus 100+ jobs through estimator engines for roofing, gutters, siding, and repairs, integrated with the tools the client already runs.
How it works
Two weeks, three steps.
Survey
A few structured conversations with you and the people who do the work, plus a look at the tools you already run. You keep running your business , we do the documenting.
Rank and price
We score every opportunity by payoff, cost, and risk, and attach a dollar estimate to each one.
Walk through the roadmap
We hand you the ranked roadmap and talk through the first move. What you do next , with us or without us , is your call.
Fair questions
Asked before. Answered straight.
Why is this paid when everyone else offers a free assessment?
A free assessment is a sales call wearing a costume. The audit replaces our discovery call with two weeks of real work, and you keep the deliverable either way. Paying for it is also what makes the roadmap honest , we're not steering it toward whatever we'd like to sell you next.
We're not tech people. Is that a problem?
It's the point. The audit maps your business in your terms (jobs, invoices, estimates, schedules) and translates AI into the number each change should move. No jargon survives contact with the roadmap.
What do you need from us?
A few conversations and an honest look at how the work happens today. No system migrations, no downtime, no homework between sessions.
What happens after the audit?
The roadmap is yours whether or not you buy anything else. Some clients run it themselves. Some hire us for the next step. Both outcomes are fine with us , it says so in the deliverable.
Price
AI Opportunity Audit: $5,000
The roadmap is yours either way.
Where the number comes from
Where the number comes from: at one client, across 50+ live jobs, this playbook found an average of $5,200 per job in completed work that never made it onto a bill. One average job covers the audit at full price.
We count dollars we can point to, and nothing that depends on a forecast. The audit finds your version of this leak.
After the audit
The path from free to full guidance.
- Mini-audit. Free, 3 minutes. Take the mini-audit →
- The Trailmap. $495, one-time, delivered in 3 business days. Get the Trailmap →
- AI Opportunity Audit. Two weeks. You are here. Price: $5,000.
- Implementation. $2,500 to $9,000 fixed fee per build. Every build can carry a Care Plan: 10 to 15% of the build per year, billed monthly, $100/mo minimum, optional, cancel anytime.
- Strategic guidance. Advisory from $4,000/month, or Fractional CAIO from $5,000/month.
Where to start
Two weeks from now, you'll know your number.
Book the audit
Tell us who you are. We'll reply within one business day.
Thanks. We'll reply within one business day to set up the owner interview.
Your first step is the guided intake, about 20 to 25 minutes; the link is in our reply.