The 360 Automation Audit Find $100K+ in Automation Value in 3 Weeks, or Don't Pay

A fixed-fee, three-week engagement that shows exactly where AI automation will pay off, ranks every opportunity by ROI, and ends with a fixed-price build plan.

8+ years in software and automation 200+ projects delivered 63% fewer onboarding tickets for a client

Why Every AI Automation Project Should Start With an Audit

Many AI projects stall because a tool was chosen before anyone fully understood the process behind it. Teams invest in platforms, run pilots, and then discover that the data isn't ready, the process works differently in practice, or the expected savings were never realistic.

As an AI automation agency, we've learned that the cheapest way to avoid those mistakes is to answer three questions before you build anything: where automation will create the most value, what it will take to get there, and what return you can expect. The 360 Automation Audit answers all three in three weeks, and backs the answer with your own numbers.

360-automation-audit-systems-to-plan

Who the 360 Automation Audit Is For

The audit is designed for mid-market and enterprise organizations, typically companies with 100 or more employees, that want to invest in AI automation with confidence. It's a strong fit if any of the following sound familiar.

“Leadership wants an AI plan, and we don't know where to start.”

The audit gives you a prioritized roadmap with modeled ROI for every opportunity, so you can bring a clear, defensible plan to your leadership team instead of a list of ideas.

“We've run AI pilots, but none of them made it to production.”

We review what you've already built, identify why it stalled, and show you the path to production for the opportunities that are worth pursuing.

“Our teams are buried in manual work, but every department wants something different.”

Our consultants work across your priority departments and rank every request by value and feasibility, so your investment goes where it will pay back fastest.

“We need a real number before we can get budget approved.”

Every opportunity comes with a business case and the top one comes with a fixed-price build proposal, which gives your finance team the numbers it needs to approve the next step.

What You Get From the 360 Automation Audit

At the end of three weeks, you walk away with everything you need to make a confident decision about AI automation, whether or not you choose to build with us.

Book Your Automation Audit
  • Process and systems map

    A clear picture of how work actually moves through your priority teams, which systems it touches, and where time and errors build up.

  • Ranked opportunity register

    A list of 10 or more automation opportunities, each scored by business value, feasibility, and risk, with a modeled ROI that your finance team can review and pressure-test.

  • Implementation plan for your top opportunity

    A detailed plan for your highest-value opportunity, covering the workflow design, the systems involved, the data required, and the success metrics. You see exactly how the automation would work before you commit a dollar to the full build.

  • Target architecture and security review

    A recommended architecture showing how the automation connects to your systems, along with a review of the security, access, and compliance considerations your IT team will want to see.

  • Fixed-price build proposal

    A detailed proposal for building your top opportunity, with a fixed price, a timeline, and clear acceptance criteria. There are no estimates or ranges, so you know exactly what the build will cost.

How the 3-Week Audit Works

We keep the audit focused and time-boxed, so your team's involvement is predictable and the results arrive when we say they will. Expect your team to spend about four to six hours a week with us during the audit.

Book Your Automation Audit
  1. Week 1: Discover

    Our consultants run working sessions with your priority teams, review your systems and data, and map how the key processes actually run day to day. We sign an NDA before kickoff and only request read-only access to the systems we need.

  2. Week 2: Model and Prioritize

    We score every opportunity by value and feasibility, build the ROI model, and start planning the highest-value opportunity in detail. You'll see progress during a mid-point review, so there are no surprises at the end.

  3. Week 3: Roadmap and Readout

    We finish the implementation plan, complete the architecture and security review, and prepare your fixed-price build proposal. The audit ends with a readout for your leadership team, where we walk through every finding and answer their questions.

Guarantee

Our Guarantee

If we don't identify at least $100,000 in annual value across your automation opportunities, you don't pay for the audit.

We agree with you at kickoff on how value will be measured, using hours saved at fully loaded cost, errors and rework avoided, and capacity gained, so there's no ambiguity at the end. Our goal in every audit is to find opportunities that pay for themselves many times over.

What the Audit Costs and How the Fee Is Credited

$4,500

Fixed fee, invoiced 50% at kickoff and 50% at delivery, with no additional charges for the work described on this page.

Fee creditIf you decide to build with us within 60 days of the readout, the full $4,500 is credited against your production build. In practice, the audit costs you nothing if you go ahead with the automation it recommends.
See Full Pricing

Results From Our AI Automation Projects

When the right opportunities are automated, the results are measurable. These are results our clients have reported in verified reviews on Clutch.

Scientific instruments · AI module

AI module for a scientific instruments manufacturer

BeforeNew users were flooding the support team with onboarding questions.
AfterAn AI module now guides users through onboarding inside the product.

63% feweronboarding tickets, 45% higher user engagement, and a sales cycle about 20% faster.

"They asked insightful, challenging questions that showed a genuine desire to build a scientifically correct tool."Yulia Borysova, Project Manager
Read Yulia's Review on Clutch
Enterprise software · Workflow automation

Workflow automation for an enterprise WordPress company

BeforePublishing relied on manual steps, and the support queue kept growing.
AfterPublishing workflows are automated, and AI handles a large share of support.

60% of ticketshandled by AI, 45% less publishing time, and 15% higher user engagement.

"The project was executed flawlessly."Branden Katz, MP & Head of Product & Design
Read Branden's Review on Clutch
Cybersecurity SaaS · AI-powered RPA

Robotic process automation for a cybersecurity SaaS company

BeforeManual processing steps were slow and prone to errors.
AfterAI-powered RPA now handles the processing work end to end.

Faster, cleanerprocessing, with significantly reduced processing times and errors, delivered on time.

"They really understood AI — we felt like they already had answers before we even thought of questions."Lucy Szaszkiewicz, CEO & Co-Founder, 1Strike.ai
Read Lucy's Review on Clutch

What Our Clients Say

Verify Every Review on Clutch

Mark Lehmann

CTO, Nonprofit Organization

AI Development for Nonprofit Organization

“Their deep understanding of both AI technology and organizational goals is impressive. AI Automation Agency 360's solution has increased the client's campaign engagement by…”

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Dayna Smith

Founder & CEO, Digital Media Company

AI Compliance Monitoring Platform Dev & Design for Media Co

“AI Automation Agency 360 approached our challenges with respect for the sensitivity of medical information. AI Automation Agency 360's work received positive feedback from…”

Verify Review on Clutch

Kelly Pope

Strategic Advisor/Tech Consultant, Opportunities Exchange

AI Platform Dev for Early Care & Education Provider

“They translated complex requirements into a practical, user-friendly solution. AI Automation Agency 360's work has resulted in a 30% reduction in administrative overhead, faster…”

Verify Review on Clutch

Branden Katz

MP & Head of Product & Design, Enterprise WordPress Co

Workflow Automation Services for Enterprise WordPress Co

“The project was executed flawlessly. AI Automation Agency 360 delivered immediate results, including a 45% reduction in publishing time, 60% of support tickets handled…”

Verify Review on Clutch

Max Bratsun

Owner, Digital Agency

AI Development for Digital Agency

“They've genuinely understood both the technical and creative sides of our industry, making the collaboration smooth. AI Automation Agency 360's solutions have reduced the…”

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Yulia Borysova

Project Manager, Scientific Instruments Manufacturer

AI Module Dev for Scientific Instruments Manufacturer

“They asked insightful, challenging questions that showed a genuine desire to build a scientifically correct tool. AI Automation Agency 360's work reduced the client's…”

Verify Review on Clutch

Chris Branham

Co-Founder & COO, Smartbran

AI-Driven System Development for Digital Platform

“Their ability to translate technical concepts into operational benefits was especially impressive. AI Automation Agency 360's system has improved the client's efficiency, accuracy, and…”

Verify Review on Clutch

Lucy Szaszkiewicz

CEO & Co-Founder, 1Strike.ai

Robotics Process Automation for Cybersecurity SaaS Company

“They really understood AI — we felt like they already had answers before we even thought of questions. AI Automation Agency 360's solution significantly…”

Verify Review on Clutch

Kiila Riuttula

AI-Driven Content Optimization for Viral Media

“Working with AI Automation Agency 360 was a very positive experience. From the start, their team demonstrated strong domain understanding they asked the right…”

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Jack Kirschenbaum

AI Automation for Healthcare Administrative Operations

“Working with AI Automation Agency 360 was exceptional. Their team understood our unique operational challenges and delivered tailored AI solutions that reduced manual data…”

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Frank S

AI Automation System for Facility Management

“Working with AI Automation Agency 360 was a fantastic experience. Their team quickly understood our needs and delivered a powerful automation platform that improved…”

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Jun He

Director Of Technology at Student.com

AI-Powered Student Matching and Automation Platform

“Working with AI Development Agency 360 was an excellent experience from start to finish. Their team delivered a scalable AI solution that reduced manual…”

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Daniel Rios Solis

AI-Powered Event Management & Automation Platform

“Working with AI Development Agency 360 was a fantastic experience from start to finish. Their team quickly understood the complexity of our operations and…”

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Ahmed Khattat

AI-Powered Customer Support Automation

“Working with AI Automation Agency 360 was an excellent experience. Their team was proactive, communicative, and deeply knowledgeable about AI implementation in high-volume environments.…”

Verify Review on Clutch

What Happens After the Audit

The audit gives you a clear recommendation, but the next step is always your decision. There are three paths you can take.

Start With One Workflow

Put your highest-value opportunity into production first and measure the results before expanding. Builds start from $15,000 and are fixed-price projects scoped from the audit.

Go Straight to a Production Build

If the implementation plan and business case are strong enough, many clients move directly to a full build using the fixed-price proposal from the audit.

Take the Roadmap In-House

Everything we deliver belongs to you. If your team prefers to build the automation itself, the roadmap, architecture, and implementation plan give it a strong head start.

Prefer to Talk? Start With a Discovery Call.

Not sure whether an audit is the right first step? Book a free 30-minute call with a senior solutions architect, tell us what's slowing your team down, and we'll give you an honest recommendation.

Talk to a senior solutions architect, not a sales rep · Reply within 12 hours · NDA on request

5.0 on Clutch (8 verified reviews) 200+ projects delivered 8+ years in software & automation Offices in San Francisco & Los Angeles
Client result: 63% fewer onboarding tickets for a scientific instruments manufacturer

Frequently Asked Questions

What is an AI automation audit?

An AI automation audit is a structured review of your processes, systems, and data that identifies where AI and automation will create the most business value. Our 360 Automation Audit goes a step further than most by modeling the ROI of every opportunity, planning the best one in detail, and ending with a fixed-price proposal to build it.

How is this different from a free consultation?

A free consultation is a conversation about what might be possible. The audit is three weeks of hands-on work by our consultants and engineers, including process mapping, ROI modeling, and a detailed implementation plan for your top opportunity. It gives you evidence and a fixed price, not just ideas.

How much time will our team need to commit?

Expect your team to spend about four to six hours a week with us across the three weeks. That usually includes working sessions with the people who run each process, a mid-point review, and the final readout with your leadership team.

What access do you need to our systems?

We only request read-only access to the systems that are relevant to your priority processes, and we sign an NDA before kickoff. Your data stays inside your environment throughout the audit.

What happens if you don't find $100,000 in value?

You don't pay for the audit. We agree on how value will be measured at kickoff, so the outcome is clear and objective. You still keep everything we delivered.

Do we have to build with you after the audit?

No. Everything we deliver, including the roadmap, the architecture, and the implementation plan, belongs to you. The fee is credited to your build if you work with us, but you're free to take the work in-house or to another partner.

Which departments can the audit cover?

The audit typically covers two to four priority departments, such as finance, operations, customer support, sales, or HR. We agree on the scope with you before kickoff so the work stays focused on where the biggest opportunities are likely to be.

How soon can we start?

Audits typically start within two to three weeks of signing. Book a discovery call and we'll confirm your start date.

Book Your 360 Automation Audit

Tell us about your business and the processes you'd like to automate. We'll confirm whether the audit is the right fit, agree on the scope, and schedule your kickoff.

Dr. Thomas Kwon
You'll speak with Dr. Thomas Kwon UCLA PhD engineer with multiple patents

What Happens Next

  1. We review your request and reply within 12 hours.
  2. You meet a senior solutions architect for a 30-minute scoping call.
  3. You receive a scoped audit proposal and a confirmed start date.

Reply within 12 hours · NDA on request · 5.0 on Clutch (8 verified reviews)

Prefer email? Contact [email protected] or call 415-888-9185.

Get Your Automation Audit Scoped

Takes about two minutes. Required fields are marked *.

    No obligation. We'll tell you honestly if automation isn't the right fit.