A point-in-time audit that maps how your business runs, ranks every opportunity by impact and effort, and hands you a build-ready plan in your own numbers. Clarity, not code — in plain language.
Fixed price · one-time
The AI Audit — $2,500
100% credited toward any engagement that begins within 30 days
Not a cash refund: pay $2,500 for the audit, and the full $2,500 is applied to any work we do that begins within 30 days — so the diagnostic pays for itself.
A recorded ~45-minute interview. I map how your business actually runs today.
02
Map & score
Every workflow scored by impact and effort, so the order of operations is obvious.
03
Findings report
Ranked opportunities, specific named tools, ROI in your numbers, and a phased wave plan.
04
Review call
A ~30-minute walkthrough of the findings and your first-build decision.
What you get
A decision, not another AI demo.
A findings report you could hand to any operator
Your workflows mapped — where time, money, and leads leak today.
Every opportunity ranked by impact and effort, so you know what to do first.
Specific named tools for each one — not vague "AI strategy."
Quantified ROI in your numbers — hours back per week, dollars per month.
A phased wave plan plus quick wins you can start in week one.
What you walk away with
Clarity on which parts of your business AI should touch — and which it shouldn't.
The cost of doing nothing, written in your own figures.
A build plan you can execute with me, your team, or anyone else.
A clear next step — and $2,500 applied to any work that begins within 30 days.
100% build credit
Applied to any work that begins within 30 days.
In your numbers
Tied to your real volume, tools, economics.
Build-ready
A plan you act on — not a report in a drawer.
Honesty and scope: all time-savings and revenue figures in the findings report are planning models built from your inputs, not guarantees. Recommendations depend on your actual workflows, tools, and data. The $2,500 credit applies to any engagement that begins within 30 days of the audit; it is not a cash refund.
Proof, not a pitch
See an actual AI Opportunity Audit.
This is the real two-page report a client receives after the discovery interview — every opportunity mapped on a value/effort chart, scored and ranked, then sequenced into a build plan. The names and numbers below are a worked example.
Illustrative sample
Imagine AI · AI Opportunity Audit
AI Opportunity Audit
Real estate team · U.S. metro market
A representative composite — illustrative figures, not a specific client. Scored on Impact / Confidence / Ease (1–10) — the same rubric that feeds the build-first ranker.
01What I heard
A 4-person real estate team in a U.S. metro — a couple hundred transactions a year, with an affiliated title company. Leads come mostly from paid referral sites and Google PPC (evaluating live buyer-transfer vendors); the stack is a real-estate CRM as system of record plus a brokerage platform for transactions. The goal they kept returning to: a smaller, tighter, more profitable team — qualify leads with a system, hand them to lower-split agents, and move up-market. They've been pitched before and want proof, not a demo.
Team of 4~200 deals / yr8–10 listings / moCRM + brokerage platformU.S. metro market
The door they came through — the wedge
An AI clone so the team can mass-produce educational ‘interest media’ videos — probate, foreclosure, downsizing, out-of-state heirs, prepping a home to sell — across YouTube, Facebook, Instagram and LinkedIn, without filming each one. They want authority and inbound leads, not influencer fame.
02Value / Effort map
Wave 1 — now
Wave 2 — revenue engine
Wave 3 — later
dot = finding · numbered to the table
Impact →
Quick winBig betFill-inPark
1
2
3
4
5
6
7
8
9
10
harder to buildEase →easier
Build the top-right first. High impact and easy to ship — the Wave-1 layups that earn trust before the revenue engine. Big bets (high impact, harder) follow once a Wave-1 win is on the board.
Imagine AI · AI Opportunity Audit
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AI Opportunity Audit — sample report
10 findings · scored & ranked
03All findings, scored & ranked
#
Finding
Imp
Conf
Ease
Quadrant
Wave
Type
1
AI clone educational-video engine
8
6
7
Quick win
W1
Auto
2
Long-form → multi-platform shorts repurposer
7
8
8
Quick win
W1
Auto
3
Listing-video template (cinematic + social)
6
6
6
Quick win
W1
Auto
4
Speed-to-lead instant follow-up (CRM)
9
7
4
Big bet
W2
Auto
5
AI lead qualification + route to lower-split agent
8
6
4
Big bet
W2
Auto
6
Under-contract transaction comms
6
6
5
Big bet
W2
Auto
7
Lead-source consolidation / cut referral fees
6
5
5
Big bet
W2
Auto
8
Business second-brain (Nebula)
5
7
7
Fill-in
W3
KB
9
Interest-media content knowledge base
5
7
8
Fill-in
W3
KB
10
Title-company streamline + cross-sell
7
4
2
Big bet
W3*
Scope
Imp / Conf / Ease = 1–10, the inputs to the build-first ranker.Type: Auto = process automation · KB = Nebula knowledge base · Scope = needs scoping.
04Recommended sequence — the plan
Wave 1
Now · days, not weeks
Clone + educational-video engine
Long-form → shorts repurposer
Listing-video template
Goal: trust + visible output, fast.
Wave 2
After a Wave-1 win
Speed-to-lead on the CRM
AI qualify + route to lower-split agent
Under-contract comms · cut referral fees
The revenue engine — likely Imagine-managed.
Wave 3
Later · supporting
Business second-brain (Nebula)
Interest-media content knowledge base
Title-company cross-sell (scope first)
Plus title-company streamline — a separate conversation.
Scripts: Claude, from the team’s interest-media topic library
Shorts: OpusClip / Submagic for captioned cuts
Cinematic b-roll: Veo 3.1 where needed
Mockups: Claude Design for channel / landing pages
Net new spend is modest — roughly $50–100/mo on top of what you already run.
06Compliance flags
AI voice outreach (Wave 2) is TCPA-bound. No calls before 8am / after 9pm local, honor consent / DNC / opt-out, and disclose the AI caller — build it in.
AI clone video — the team owns its likeness. Consent is theirs; disclose AI-generated content per platform / FTC norms.
AI-altered listing imagery. If any listing video uses virtual staging, confirm state + MLS disclosure rules first.
Wave 1 is the layup — clone + educational-video engine. Earn trust on the thing they asked for, then build the revenue engine.
Imagine AI · Confidential
SCORES are this audit's inputs to the ranker — they drive build-first order, not marketing claims.
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Next step
Book a 15-minute fit call.
Confirm the audit is right for your business. Bring your monthly volume, your CRM, and your average transaction value.
