— AI Operations Audit —

Find the AI automations hiding in your business.

We audit your operations, tools, and workflows — and ship a 30-page report with prioritized AI implementations you can act on in 90 days.

See sample report

47+ audits completed across $5M–$15M SMBs · 7-day money-back guarantee

Metageeks_AI_Audit.pdf · page 17 of 30
06 / PRIORITIZED RECOMMENDATIONS
Three plays we'd ship first
est. 90 days · $353K Year 1 impact
R1 · 4 WEEKS · ICE 9.2$180.6K
Appointment reminders + AI rescheduling
Multi-channel confirmations + AI-handled reschedule conversations. Confirmation rate 71% → 92%.
R2 · 2 WEEKS · ICE 9.0$41.8K
AI review response with approval queue
AI-drafted Google review responses, 1-click human approval. 12% → 100% response rate.
R3 · 8 WEEKS · ICE 7.4$131.1K
Lapsed-customer reactivation agent
AI agent monitors your CRM and triggers personalized re-engagement when customers go dormant. 8% → 22% reactivation rate.

— From a recent audit · 5-location service business · $8.1M revenue —

$612K
Annual leverage identified
47%
Front-desk hours recoverable
7
High-impact interventions
90 days
To first measurable ROI

— How it works —

From intake to insight in 7 days.

01

Complete intake

Fill out a 15-minute form about your operations, stack, and workflows.

02

We analyze

We review your tooling, identify AI opportunities, and rank them by ROI.

03

Get your report

Receive a 30-page prioritized report in 7 business days, ready to act on.

— What's inside —

Six deliverables, one report.

AI-readiness scorecard

Five dimensions scored 0–10 — data quality, process maturity, leadership readiness, integration capacity, operational bandwidth — with a peer benchmark.

Workflow analysis

A teardown of your top operational workflows with friction points called out.

Prioritized recommendations

Up to seven plays scored by Impact × Confidence × Ease — top three flagged for the first 90 days, the rest sequenced over 9 months.

Vendor & tool shortlist

Curated picks per recommendation — what to buy, what to build, what to skip.

90-day implementation roadmap

A week-by-week sequence to ship the highest-leverage plays in your first quarter.

ROI projections

Annualized $ saved + hours-back estimates, grounded in your team's actual rates.

— Inside the audit —

Not a slide deck. A working document.

The $40K–$80K consulting deliverable, productized. Same rigor — ICE scoring, peer benchmarking, KPI tracking, risk register, sequenced 13-week roadmap. Different price point.

01 · ICE Prioritization

Every play scored Impact × Confidence × Ease.

No vague priorities. Each of the 7 recommendations gets a 1–10 score on three axes. The roadmap sequences plays by score, not by hunch.

R1 · Reminders + reschedule9.2Days 1–30
R2 · AI review response9.0Days 1–30
R3 · Hygiene recall agent7.4Days 31–90
R7 · Marketing attribution5.4Months 7–9

02 · KPI Targets

Baseline → Day 30 → Day 90 → Year 1.

Every audit ships with a measurable KPI table. You'll know on Day 31 whether the rollout is working — not at the end of the quarter.

KPI
Base
D30
D90
Y1
Confirmation rate
71%
85%
92%
94%
No-show rate
9.4%
7.5%
5.5%
4.5%
GBP response
12%
100%
100%
100%
Hygiene recall
8%
15%
22%

03 · Peer Benchmark

Where you sit vs. 47 SMBs in your revenue band.

Five-dimensional readiness scorecard, benchmarked against the 47 multi-location SMBs in the $5M–$15M band who've completed an audit with us in the last 18 months.

Data quality
8/10
Process maturity
7/10
Leadership readiness
8/10
Integration capacity
4/10
Operational bandwidth
5/10

Bar = your score · vertical mark = peer median (n=47)

04 · Risk Register

What can break the rollout, with mitigations.

Every recommendation comes with the failure modes you'll actually hit — vendor delays, staff resistance, scope creep — and a mitigation pre-baked into the roadmap.

Vendor implementation delayL: MedI: Med
Staff resistance to new SMS workflowL: LowI: Med
Custom build scope creepL: MedI: High
Ops contractor hiring delayL: MedI: Med

— After the report lands —

Three ways to proceed. You pick.

A

Execute independently

Use the report as the playbook. Engage the recommended vendors directly. You own the rollout.

$0 to Metageeks (tooling only)Best fit: Strong internal ops capacity
B

Vendor-managed coordination

Metageeks coordinates vendor selection, contract negotiation, and 90-day rollout. We project-manage; vendors execute.

+ coordination feeBest fit: Reduce execution variance
C

Full Enterprise build

Metageeks delivers the custom AI agent builds end-to-end (R3 hygiene recall, R5 follow-up) plus coordinates the vendor pieces.

+ custom build engagementBest fit: Fastest path to full leverage

— Outcome —

Same business, different outcomes.

Without the audit

  • Wasting hours on manual tasks
  • Missing AI opportunities
  • Trial-and-error tool selection
  • No clear roadmap

With the audit

  • Clear automation priorities
  • Curated tool stack
  • 90-day execution plan
  • Measurable ROI targets

— Testimonials —

Founders, in their own words.

The audit identified $612K of annual leverage we'd been sitting on. We'd been quoted $65K for an enterprise AI assessment — this was $497, delivered in a week, and surfaced three plays we shipped in the first 30 days.

Dr. Anjali Patel
Owner · BrightSmile Dental Group · Austin, TX

We'd been quoted $65K by two consulting firms just to scope the work. Metageeks turned around a sharper roadmap in seven days for under five hundred bucks. We shipped the dispatch automation play in the first month — paid for itself before the report was even cold.

Mike Reeves
Operations Director · Apex Heating & Cooling · Phoenix, AZ

— Guarantee —

Seven days, no questions asked.

Not satisfied with the audit? Email us within 7 days and we'll refund the full $497. No friction, no clawback.

— What else we do —

Beyond the audit.

Product · Coming soon

Local SEO Rank Tracker

Built for agencies tracking hundreds of keywords across multiple locations. Get notified when we launch.

Enterprise · Custom

Custom AI for teams.

AI agents, consulting, and custom development for organizations ready to ship at scale. Fixed-fee engagements.

Let's talk →

— FAQ —

Questions, answered.

How fast do I get the report?+

You'll receive your complete audit report within 7 business days of completing the intake form.

How does the refund work?+

We offer a 7-day money-back guarantee. If you're not satisfied, email us within 7 days and we'll refund the full $497 — no friction, no clawback.

Who's the audit for?+

SMBs in the $5M–$15M revenue band running real operations on digital tools. If you've already been quoted $40K–$80K by enterprise consulting firms for an "AI strategy assessment" and bounced, this is the productized version — 7 days, $497, fixed scope, sample PDF you can read in 20 minutes.

What happens after the audit?+

You get the full 30-page report and choose how to proceed: execute the roadmap yourself using the vendor shortlist, have Metageeks coordinate vendor selection and rollout, or engage us for the custom AI agent builds end-to-end via the Enterprise track.

— Ready? —

Ready to find what's hiding?

Your 30-page audit, delivered in 7 days. Fixed price. No upsells.

See sample report

47+ audits completed across $5M–$15M SMBs · 7-day money-back guarantee