Four structured weeks, start to finish
Every audit follows the same proven process. Rigorous enough to produce meaningful findings. Efficient enough to respect your team's time.
Intake & Discovery
We get the lay of the land — your tools, your team, and your ambitions.
- Kickoff call with agency leadership (60 min)
- Stakeholder questionnaires distributed to Leadership, Operations, Production/Creative, and Client Services
- Tool and tech stack inventory collection
- Current AI usage self-assessment
- Scheduling of Week 2 deep-dive sessions
Deep Dive
We go beyond the questionnaires to see how work actually gets done.
- 3–5 workflow mapping interviews (60 min each)
- Shadow key processes to identify automation opportunities
- Review of existing SOPs and documentation
- Assessment of data pipelines and content workflows
- Identification of tool usage patterns and shadow IT
Analysis & Scoring
We synthesize everything into a scored, prioritized picture of your readiness.
- Score each of the 8 categories on a 1–5 scale
- Identify specific gaps and opportunities per category
- Research and price implementation recommendations
- Build prioritized implementation roadmap
- Categorize opportunities into Quick Wins, Medium-Term, and Strategic
Delivery & Debrief
We hand you a complete picture — and make sure your team knows how to use it.
- Deliver the full Agentic Readiness Report
- 90-minute debrief presentation with leadership
- Q&A and next-steps discussion
- Prioritization workshop (optional)
- Implementation proposal (Premium tier)
We hear from every voice in the room
A readiness audit is only as good as the perspectives it captures. We design our process to surface the full picture.
Leadership
Vision, strategy, budget appetite, and competitive positioning.
Operations
Workflows, tools, bottlenecks, and process documentation.
Production & Creative
Daily work, tool usage, pain points, and AI experimentation.
Client Services
Client expectations, delivery challenges, and AI use in deliverables.
What you walk away with
Start your audit in Week 1
Book a 30-minute discovery call to confirm fit and kick things off.