Charlotte & Lake Norman

AI Audit

Know Exactly Where AI Can Move the Needle in Your Business

Most Charlotte businesses are either ignoring AI entirely, using it haphazardly with shadow tools nobody approved, or spending money on subscriptions that deliver no measurable ROI. Our AI Audit gives you the full picture — opportunities, risks, and a prioritized action plan — in weeks, not months.

The Problem Most Charlotte Businesses Don't Know They Have

AI adoption without a plan creates more problems than it solves.

🚫

Shadow AI Risk

Your team is already using ChatGPT, Claude, and Gemini for work tasks — often with company data, customer information, and proprietary content. Without a policy and audit, you have no idea what's leaving the building.

💸

Wasted Spend

The average SMB is paying for 3-5 AI tool subscriptions. Most deliver a fraction of their potential because there's no structured adoption process. You're paying for capability you're not using.

🎯

Missed Opportunity

Only 5.1% of North Carolina businesses currently use AI systematically. Your competitors are in the same boat — which means 2026 is the year where moving first becomes a real competitive advantage in the Charlotte market.

78% of organizations globally now use AI in at least one business function.

In Charlotte, the majority of small and mid-size businesses haven't started yet. The gap is real — and it's closing fast.

What Your AI Audit Delivers

Every AI Audit produces five tangible deliverables your team can act on immediately.

🗺️

AI Opportunity Map

A visual map of every workflow in your business scored by AI impact potential, implementation ease, and estimated ROI. You will know exactly where to start and why.

🔍

Current State Assessment

A complete inventory of every AI tool your team is already using — paid or free, approved or not. Includes data handling review, vendor terms analysis, and compliance flags.

⚠️

Risk & Compliance Register

A clear register of AI-related risks specific to your business: data privacy exposure, vendor lock-in, IP ownership issues, and regulatory considerations relevant to your industry.

📋

90-Day Action Roadmap

A prioritized implementation plan with 30-day quick wins, 60-day strategic pilots, and 90-day transformation goals. Specific enough for your team to execute without us holding their hand.

💰

ROI Projections

Projected time savings and cost reduction estimates for each recommended AI use case, based on your actual operational data — not industry averages and wishful thinking.

🛠️

Tool Recommendations

Specific tool recommendations matched to your workflows, team size, and budget — with honest assessments of what each tool actually does well versus what it is marketed to do.

How the Audit Works

A structured four-phase process designed to minimize disruption to your team while producing a comprehensive, actionable output.

1

Discovery Call

60-minute kickoff with your leadership team to map your business model, key workflows, team structure, and current technology stack.

2

Deep Dive Analysis

Department-by-department workflow interviews, AI tool inventory, data infrastructure review, and competitive landscape scan for your specific market.

3

Report & Scoring

We score every identified AI opportunity on impact, feasibility, and time-to-value — so you always know which moves to make first and which to defer.

4

Readout & Roadmap

A live presentation of findings with your leadership team, Q&A, and handoff of the complete 90-day action roadmap and all deliverable documents.

Who This Is Built For

The AI Audit is purpose-built for Charlotte-area businesses at a specific inflection point.

You're not using AI yet

You know AI matters but you do not know where it fits in your specific business. The audit gives you a clear, confident starting point instead of a generic tutorial.

You're using AI, but haphazardly

Your team has adopted various tools without a plan. You need to consolidate, set policy, and make sure the tools you are paying for are actually delivering value.

You're concerned about AI risk

You have heard about data leaks, compliance exposure, and vendor IP terms and want a professional assessment of what your actual risk posture looks like before something goes wrong.

You're preparing to scale

You are growing and want AI embedded in your operations from the start — not bolted on later. The audit ensures AI is wired into the foundation rather than retrofitted around broken processes.

Not a fit if...

You are looking for a generic AI overview presentation or a vendor who will recommend their own proprietary tools. We are tool-agnostic and results-focused. If you want a rubber stamp, we are not your team. If you want an honest diagnosis, we are.

AI Audit Investment

Transparent, flat-fee pricing. No hourly billing surprises. No scope creep. You know exactly what you are getting before we start.

AI Snapshot

$1,500
Flat fee

Best for solopreneurs, micro-businesses, and single-department teams.

  • 60-minute discovery session
  • Top 3 AI opportunity analysis
  • Current tool inventory & risk flags
  • 30-day quick-win roadmap
  • Delivered in 1 week
MOST POPULAR

AI Business Audit

$3,500
Flat fee

Built for small businesses with 5-50 employees across multiple departments.

  • Full workflow mapping (all departments)
  • Complete AI tool inventory & data risk review
  • AI Opportunity Map with ROI scoring
  • Risk & Compliance Register
  • Specific tool recommendations
  • Full 90-day action roadmap
  • Live readout with your leadership team
  • Delivered in 3-4 weeks

AI Enterprise Assessment

$6,500+
Starting price

For mid-size companies (50-250 employees) with complex workflows, compliance requirements, or multiple locations.

  • Everything in Business Audit
  • Multi-department stakeholder interviews
  • Industry-specific compliance review
  • AI governance policy draft
  • Competitive AI landscape analysis
  • Board/executive presentation version
  • Delivered in 6-8 weeks

Not sure which tier fits?Schedule a free 20-minute scoping call. We will tell you honestly which audit makes sense for your business — or whether you need something different entirely.

Book a Free Scoping Call

Serving Charlotte's Business Community

We work with businesses across the Charlotte metro from our Davidson headquarters — in person, remotely, or a combination of both.

Charlotte

Uptown, South End, SouthPark, Ballantyne, NoDa, Plaza Midwood

Davidson

Our headquarters — Lake Norman corridor startups and professional services

Mooresville

Manufacturing, logistics, distribution, and racing industry businesses

Cornelius

Lake Norman-area retail, hospitality, and service businesses

Huntersville

Growing business community between Charlotte and Lake Norman

Concord

Cabarrus County businesses, retail, professional services, and light industry

Don't see your city? We serve clients across the greater Charlotte metro. Get in touch — location is rarely a barrier.

Stop Guessing. Start Knowing.

The businesses that thrive in Charlotte over the next three years will be the ones that figured out their AI strategy in 2026 — not 2028. An AI Audit is the fastest, most affordable way to get a clear picture of where you stand and what to do next.

✓ Davidson HQ serving all of Charlotte metro  |  ✓ Tool-agnostic, vendor-neutral recommendations

✓ Flat-fee pricing — no hourly billing surprises  |  ✓ Results-focused, not buzzword-focused