Small business owner reviewing business performance on a tablet

    For Business Owners

    Find the Opportunity Before Choosing the AI.

    The Business AI Audit is a 20-question assessment designed to identify where your business may be limiting revenue, losing opportunities, creating unnecessary work, or struggling to scale.

    Discover Your Business AI Potential in 20 Questions

    Gain clarity on where AI can accelerate your business growth and reveal gaps in revenue and productivity. Answer 20 strategic questions and receive a personalized report which will include the following.

    An Executive Summary of your current business position

    Five Key Findings drawn directly from your answers

    Identified AI opportunities, projected financial impact, and a clear Path Forward

    What the Audit Examines

    The Complete Customer and Business Journey

    The 20 questions look across your entire business — how customers find you, how they buy, how you deliver, and how ready you are to grow.

    Business goals and priorities
    Core business processes
    Content and visibility
    Qualified lead generation
    Lead response time
    Lead follow-up
    Sales conversion
    Booking and purchasing experience
    Client onboarding
    Service delivery
    Customer communication
    Administrative workload
    Business systems and AI usage
    Business performance numbers
    Owner dependency
    Growth priorities and readiness

    The Process

    The Business AI Audit Process

    1. 01

      Complete the Free Audit

      The business owner completes the 20-question Business AI Audit.

    2. 02

      Receive the Free Results

      The free audit provides an initial Business AI Opportunity Snapshot.

      The results identify potential opportunities related to Visibility, Revenue, Client Results, Operations, and Scale.

      The free audit also provides an initial action plan.

      It does not provide a complete customized strategy, complete implementation plan, software setup, or full business-transformation roadmap.

      Visibility
      Revenue
      Client Results
      Operations
      Scale
    3. 03

      Free 15-Minute Review

      Carol reviews the audit results and helps identify the one priority opportunity that deserves further attention.

      The 15-minute review does not include a complete growth strategy or tool implementation.

    4. 04

      Start With the AI Growth Report

      The AI Growth Report turns your audit results into one priority focus, one recommended AI tool or AI-supported solution, and a practical quick-win plan. The AI Growth Report is $497 and becomes available after your review call.

    AI Growth Report

    $497

    Available after you complete the free Business AI Audit and 15-minute review call. 50% is credited toward any tool you implement.

    • 45 Minute Strategy Call
    • Strategy-call recording
    • Focus on one priority pain point
    • One recommended AI tool or AI-supported solution
    • Current estimated cost of the recommended tool
    • Explanation of why the tool supports the selected pain point
    • Video walkthrough of the report
    • Audio Breakdown of the report
    • Delivery of Digital report
    • Recommended next steps

    The report focuses on one pain point, one recommended AI tool or AI-supported solution, and one practical quick-win plan.

    What Happens After the Report?

    If you would like help redesigning the process, building the automation, organizing your business knowledge, creating a custom workflow, implementing the recommended tool, or receiving ongoing support, Adaptify AI can discuss the appropriate next step during your strategy call.

    Done With You

    AI Acceleration Program

    The AI Acceleration Program provides hands-on strategic and implementation support for clients who want to work alongside Adaptify AI to improve a process, build a system, or introduce AI into a specific business function. Engagement runs 30 to 90 days.

    • Process Redesign
    • Automation Builds
    • Knowledge Systems
    • Custom Workflows
    • Full Implementation
    • One 45-minute call per month during the engagement
    • Call recordings

    Premium Implementation and Advisory Support

    AI Elite Advisory

    AI Elite Advisory is a monthly engagement for clients who want Adaptify AI to help implement a selected tool or AI-supported solution and continue providing ongoing strategic guidance.

    • Two 45-minute advisory calls per month
    • Between-call messaging access
    • Responses within 12 business hours
    • Claude Co-Work setup
    • Claude Projects organized by business function
    • Custom Skills built around the client's existing workflows
    • Pre-call onboarding form
    • Dedicated Google Drive folder
    • Call recordings
    • One-page recap after each call
    • Top three action items included in every recap

    Business AI Audit FAQ

    Yes. The 20-question Business AI Audit is free and gives you an initial Business AI Opportunity Snapshot with an initial action plan.

    The audit has 20 questions. Most business owners finish it in one sitting; the more detail you give, the more useful your results.

    Carol reviews your results with you on a free 15-minute call and helps identify the one priority opportunity worth focusing on first.

    The AI Growth Report is $497. It becomes available after you complete the free audit and review call, and includes a 45-minute strategy call, one recommended AI tool or solution with its current cost, a quick-win plan, and video and audio walkthroughs. 50% of the $497 is credited toward any tool you implement.

    No. The audit and review call are free. The AI Growth Report, AI Acceleration Program, and AI Elite Advisory are optional next steps.