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Service 04

AI strategy & audits

Know exactly where AI will pay off — and where it won't — before you spend a dollar on building.
Time to live2 weeks
Starts fromFree first call
Typical resultA clear, costed AI roadmap
AI opportunity scorecard12 found
1. Lead follow-up12 hrs/wk
2. Invoice entry9 hrs/wk
3. Weekly reporting5 hrs/wk
The problem

Everyone says you should 'use AI', but nobody can tell you where to start, what it will cost or what it will return.

In plain words

We spend two weeks with your team, measure where time really goes and hand you a costed, prioritised plan. You can build it with us, in-house or not at all.

How it works
STEP 01We interview your team
STEP 02We measure where time goes
STEP 03We size every opportunity
STEP 04You get a 90-day roadmap
A real example
BeforeLeadership debates AI ideas for months with no data. A pilot gets picked because it sounds exciting, not because it pays.
→
With LumoA ranked list of opportunities with hours saved, cost and payback for each — and a clear first project.

What you get

✓Readiness audit
✓Opportunity sizing
✓Build vs buy calls
✓90-day roadmap

A great fit if…

→You know AI matters but don't know where to start
→You need numbers to get budget approved
→You want an honest outside view

FAQ

[08]

Questions teams ask before the audit

Straight answers on cost, data and timelines. Anything else, ask us on a call.

Still unsure?

Talk to a strategist — 30 min, no pitch.

Book a free audit
Most pilots are live in 4–6 weeks. We start with one high-value workflow, prove the ROI, then scale.
Every engagement starts with a free audit. Plans start at $2,900/month, with fixed prices per phase and no setup fees — and most clients see payback within one quarter.
Yes. Your data stays in your stack, we sign NDAs and DPAs, and we can deploy with private models when needed.
No. We build, document and hand over everything, then train your team to run and tweak it.
You do. All code, prompts, workflows and documentation live in your accounts from day one, so you're never locked in.
Whatever your team already uses — HubSpot, Salesforce, Zendesk, Slack, Google Workspace, Microsoft 365, Notion, Shopify, Xero and more. If it has an API, we can connect it.
We'll tell you. Our audit flags what to automate, what to buy off the shelf, and what to leave alone.

Free AI audit · limited spots each month

Ready to start with this service?

Book a free audit and we’ll scope it around your tools, team and numbers.

Book a free audit
See pricing

30 minutes

Costed plan

No pitch

NDA on request

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