Resources › Operations
AI Audit for Business: the AI Self-Audit Workbook to find where AI will pay back
A free 12-page workbook that walks you through auditing your own business for AI: find your costliest problems, test which tasks AI can handle, rank them, and work out savings and payback for your top three.
What is an AI audit for a business?
An AI audit is a structured review of your own business that finds your costliest problems, tests which tasks AI can handle, and ranks them. This free 12-page workbook walks you through it and ends with savings and payback for your top three opportunities.
What problem does this solve?
Most companies buy the tool first and look for the problem later. The tool collects dust, the team goes back to the old way, and leaders conclude that AI does not work for them.
How does it work?
Work through nine steps: set measurable outcomes, find where you lose money, map the business through interviews, break the work into tasks, test what AI can really do, rank by value and effort, calculate savings and payback, plan for your people, and write a 90-day roadmap.
What will you get?
A short list of workflows ranked by value and effort, a dollar estimate of savings and payback for your top three, and a 90-day plan that includes how your team adopts the change.
What is inside the AI Self-Audit Workbook?
- Nine steps with questions and fill-in tables
- An interview guide and sheet for your team
- A four-question test for what AI can handle
- A value and effort grid to rank your list
- Savings, payback, and return formulas with a worked example
- A 90-day roadmap page
Questions people ask
Who is this workbook for?
CEOs and COOs of companies between $10M and $100M in revenue who are deciding where to start with AI.
How long does the audit take?
About two weeks. You interview 5 to 10 people for 30 to 45 minutes each, then score, rank, and calculate.
Do I need a technical background?
No. The steps are about your operations, your costs, and your people, not code.
How do you do an AI audit for your business?
Find your costliest problems, test which tasks AI can handle, rank the options, and work out savings and payback for the top three. The workbook walks through each step.
Is the AI self-audit workbook free?
Yes. It is a free PDF. Enter your name and email on this page to see the download.
Related free resources
- AI Readiness Checklist: A free 20-question checklist that scores your workflows on volume, rules, data, and risk, so you pick the 2 to 3 where AI will pay back first.
- CEO 90-Day AI Playbook: A free 7-page playbook for CEOs of $10M to $100M companies. It covers the five AI decisions only you can make, a 30, 60, and 90-day plan, and the seven numbers to show your board.