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Plan · AI audit and roadmap

Know what to use, what to build and what to skip.

A fixed-price audit for owners who want a straight answer before spending money on AI. You get a written roadmap your team can actually follow.

Fixed $750 · Credited in full toward Automate or Build.

Prefer to talk? Call +1 645 241 6547

Who it's for

For owners who want a plan before they spend

  • You know AI could help, but you're not sure where to start.
  • People on your team already use ChatGPT or other tools, with no shared rules.
  • You've been pitched AI software and want an independent opinion first.
  • You want a cost and time estimate before committing to a bigger project.

What's included

What you get from the audit

Most of the work happens on our side. We need a kickoff call, a few example files, and short conversations with the people doing the work.

  • Process mapping

    We talk to you and the people doing the work, and map how quotes, reports, emails and admin actually get done today.

  • A look at the tools you already pay for

    Microsoft 365, Google Workspace, QuickBooks, your CRM. Many already include AI features nobody has switched on.

  • Tool selection

    A clear recommendation: ChatGPT, Claude, Gemini or Copilot, which plan, and for whom. Sometimes the answer is a tool you already have.

  • AI usage policy

    A short, plain-English draft: what's fine to paste in, what isn't, and who decides.

  • ROI estimate

    For each opportunity, an honest estimate of time saved and cost, so you can rank them. Estimates, not promises.

  • A written roadmap

    What to do now, what to do later and what to skip. Each item is marked Adopt, Automate or Build, with a price range.

Examples

What a roadmap can look like

Three kinds of recommendations you might see.

  • Do now: get the office team on one tool

    Set up a business AI plan for the office team and train them on quote emails and document summaries. Skip the custom chatbot for now.

    That's Adopt

  • Do next: stop retyping new leads

    Connect the website form to the CRM so every new lead gets a reply in minutes and lands in the right place.

    That's Automate

  • Later: a quote engine

    Your price sheets are clean enough to quote from automatically. Worth doing once the team is comfortable with AI.

    That's Build

  • Skip: the expensive add-on

    The AI add-on your software vendor is pitching does less than the plan you already pay for. Don't buy it yet.

Illustrative examples, not a real client's roadmap.

Price

One fixed price

  • AI audit and roadmap

    Fixed

    $750

    Credited in full toward any Automate or Build project.

    • Process mapping
    • Tool selection
    • AI usage policy draft
    • ROI estimate for each opportunity
    • Written roadmap and a review call

If the roadmap says you only need Adopt, or nothing at all, that's a good outcome too.

Timelines depend on how quickly we get time with your team and example files.

See full pricing

FAQ

Common questions

What if the roadmap says we don't need anything?
Then you've spent $750 to avoid spending a lot more. We'd rather tell you that than sell you something you don't need.
Is the audit credited toward Adopt?
The credit applies to Automate and Build projects. If you only need Adopt, we'll usually tell you on the free call, and you can skip the audit.
Do we always need the audit?
No. If the project is small and clear, like setting up missed-call follow-up or cleaning up one spreadsheet, we'll quote it after the free call. The audit is for when the right next step isn't obvious, and it's always required before a Build project.
Do we have to work with Kranbos after the audit?
No. The roadmap is yours. Use it with us, with someone else, or on your own.
How long does it take?
It depends on how quickly we can talk to your team and see example files. We'll agree on a date at the kickoff call.
Do you need access to our systems?
Usually just examples: a few quotes, a report, a look at the tools you use. We don't need admin access for an audit.

Not sure you even need an audit?

Book a free 20-minute call. If the answer is obvious, we'll tell you and you can skip it.

Book a free 20-min call

Prefer to talk? Call +1 645 241 6547