AI Opportunity Audit

Find the opportunities worth pursuing

Find where AI and automation could make a useful difference to your business. We review one business team or operational area, identify opportunities and help you decide what to tackle first.

£1,500 + VAT · Up to three stakeholder interviews · Up to five workflows

Receive a written report, a 60–90 minute decision workshop and a practical 90-day action plan. Delivery is within ten working days once the required information and access have been provided.

Is this the right starting point?

The audit suits a team dealing with repetitive administration, disconnected systems or several ideas for AI without a clear order of priority. We consider simpler processes, conventional automation and AI, including work that should remain with people.

Already have a defined project? Explore our AI & automation consultancy.

WHAT YOU RECEIVE

Prioritised opportunity register: a clear list of the strongest opportunities and the problems they address.
Structured assessment: potential value, feasibility, complexity and risk for each opportunity.
Dependencies and controls: the data, integrations, permissions, governance and human oversight required.
Recommended roadmap: what to explore now, what to prepare for and what not to pursue.
Decision workshop: a 60–90 minute session to review the findings and agree priorities.

Fixed scope: £1,500 + VAT

For one business team or operational area, the fee includes up to three stakeholder interviews; review of up to five workflows and the principal systems, information, hand-offs and controls involved; a written report and practical 90-day action plan; and seven days of follow-up questions by email.

Delivery is within ten working days once the required information and access have been provided.

Not included: Production implementation, software or API licences, data cleansing or migration, custom integrations, formal cybersecurity or legal assessments, data-protection impact assessments, or additional interviews, workflows and revisions. Wider or multi-department audits are quoted separately.

Questions about the audit

Does the audit include implementation?

Production implementation, custom integrations and software or API licences are not included. The audit gives you the evidence and a prioritised plan for deciding what to do next.

Will every recommendation involve AI?

We assess the process first. A clearer workflow or conventional automation may be more suitable. We also identify work that should remain with people because of judgement, reliability or risk.

How much time will our team need?

The scope includes up to three stakeholder interviews and a 60–90 minute decision workshop. You also provide the information and access needed for the review; we confirm these requirements when agreeing the scope.

Can the audit cover the whole business?

The £1,500 + VAT fee covers one business team or operational area and up to five workflows. Wider or multi-department audits are quoted separately.

What happens next

Tell us what you want to improve. Describe the team, operational area or process you have in mind.
Confirm the scope. We agree the interviews and workflows to review, along with the information and access needed.
Review the findings. We discuss the report, assumptions and 90-day action plan in the decision workshop. Seven days of follow-up questions by email are included.

Implementation and ongoing consultancy are scoped separately. Read how we work for the engagement options.

What our clients say

Experience in their own words

Clients work with Futuro on CRM, connected systems and digital acquisition. Their reviews describe the projects, support and improvements they have experienced.

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Maria A.

Since 2018, we have been working with Futuro Digital Consultancy, and our experience has been very positive. Under Robert's skilled guidance, our CRM and digital marketing initiatives have seen substantial improvements at Harding Chartered Surveyors. With their support, our revenue has more than doubled and our lead generation has increased significantly. Robert and his team offer insightful and practical solutions that have markedly enhanced our business operations. We appreciate their dedication to delivering measurable results and would recommend their services to those seeking to improve their digital strategies.

Ava K.

Review My CRM built my website which I am perfectly happy with. They took on board everything I have asked for, plus they gave me good advice on technical issues and SEO. I highly recommend them.

Kate S.

Rob is a real asset. He will sort out any issues promptly and has great ideas for improvements. He ensures that everything runs smoothly.

James B.

Rob has been our CRM consultant for a number of years now. He knowledge and expertise are greatly appreciated and he is always on hand to help resolve issues quickly. He has allowed us to scale our basis with a top notch CRM that is bespoke and has automation which saves us countless hours.

Find out where AI and automation could create real value.

Enquire about the audit