Two Weeks to See Your Operations Clearly
See your operations the way an architect sees a building.
The Agent Readiness Audit is a diagnostic. We map your entire go-to-market stack, score your automation maturity against industry benchmarks, and deliver an architecture diagram with the three highest-ROI opportunities. The deliverable is a working reference, not a slide deck. Most clients use it as the basis for their next 6 months of operations investment.
What You Walk Away With
Every deliverable is a working reference document, not a slide in a deck. Your team uses these daily, not just in the review meeting.
Architecture Diagram
A complete map of your GTM stack with data flows, decision points, and integration gaps. Not a slide deck. A working reference your team uses daily.
Data Quality Scorecard
Field-level audit of your CRM and connected systems. Null rates, format consistency, duplicate detection, and enrichment coverage.
Agent Automation Opportunity Map
Every process where agents can replace manual work, ranked by ROI. Includes hours saved, error rates reduced, and implementation complexity.
3 Prioritized Recommendations
The three highest-leverage changes you can make, with estimated ROI for each. Specific enough to scope as build engagements.
Automation Maturity Scorecard
Your operations scored against industry benchmarks across six dimensions: routing, specialization, governance, memory, cadences, and observability.
90-Day Implementation Roadmap
A sequenced plan for the next 90 days with quick wins in month one, structural changes in month two, and optimization in month three.
Week by Week
Two weeks. Four phases. Your team commits 3-5 hours total. We handle the rest.
Discovery + Intake
Days 1-3We interview 3-5 stakeholders, review your tech stack, and map how work actually flows. Not how the org chart says it flows. How it actually moves through your systems.
- Pre-discovery questionnaire sent 48 hours before kickoff
- 30-minute stakeholder interviews (3-5 people)
- Tech stack inventory and access confirmation
- Current-state workflow documentation
Analysis + Scoring
Days 3-7Deep analysis of your data flows, integration points, and process inefficiencies. Every finding is quantified: hours lost, error rates, revenue impact.
- CRM data quality analysis (field-level)
- Integration mapping and health check
- Process timing and bottleneck identification
- Automation maturity scoring against benchmarks
Architecture Design
Days 7-10We design the target-state architecture. Where should agents operate? Where should humans decide? What does the operating layer look like?
- Target-state architecture diagram
- Agent topology design (what each agent does)
- Governance framework (what runs autonomously)
- ROI estimation for each opportunity
Presentation + Handoff
Days 10-14You receive the full deliverable package. We walk through every finding and recommendation in a 60-minute session. The architecture becomes yours.
- 60-minute walkthrough with your team
- Full documentation package delivered
- 90-day roadmap with prioritized next steps
- 30 days of follow-up support included
The Five Questions
Every architecture we design must pass these five questions before we present it. If any answer is missing, the design goes back to the drawing board. This is not optional.
What happens when the primary data source is unavailable?
What does the agent do when it receives unexpected input?
Which human approves before the agent takes irreversible action?
How does the client know the system is working without asking us?
What does rollback look like in the first 30 days?
The Audit Is Designed For
- Marketing Ops Managers spending more time maintaining automations than building new ones
- VP/Directors who know AI should be transforming operations but have no architecture for it
- Operations teams with 5+ tools that do not talk to each other properly
- Companies that have piloted AI in isolated experiments but have no production deployment
- Organizations where lead routing, data enrichment, or reporting is still manual
Skip the Audit If
- Companies with fewer than 50 employees (the overhead of the audit exceeds the value)
- Teams looking for a single-tool implementation (we design systems, not configure tools)
- Organizations not ready to act on findings within 90 days
What Audits Have Revealed
Manual attendee matching replaced with semantic AI. A process that consumed half a day now runs in under two minutes.
A complete multi-touch attribution architecture designed through agent-powered research. Built entirely on existing CRM infrastructure.
7,179 lines of enterprise code synthesized into structured operational documentation. Implicit knowledge made explicit and searchable.
Audit Questions
See Your Operations Clearly
Two weeks. EUR 5,000-10,000. An architecture diagram, a maturity scorecard, and the three highest-ROI opportunities in your go-to-market. The audit fee is credited if you proceed to a Build.