AI Operations Audit

We Map Where AI Actually Fits in Your Business

A four-week engagement that maps how work actually gets done, scores every recurring task in hours and dollars, and returns a build list ranked by payback speed.

Zero vendor pitchesActual operations mappingDirect builder access
$80,000
tech stack savings, one recent client
4 weeks
discovery to finished roadmap
99.2%
inquiry engagement at one practice
01

The real problem with AI adoption

Buying tools before mapping work

Teams buy AI tools before knowing which work is worth automating. You end up with software you do not use.

Security and billing sprawl

Scattered personal AI accounts create security risks and billing sprawl across your company.

Invisible costs

Nobody has priced the recurring work in hours and dollars, making it impossible to measure return on investment.

Automating bad habits

Tasks that exist only out of habit get automated instead of deleted. Nobody should automate work that should not exist.

02

How we compare

What you get
Typical AI consultantA slide deck
Wise RootsA ranked build list and working demo
Who does the work
Typical AI consultantJunior analysts
Wise RootsJosh Levine, who builds these systems
Starting point
Typical AI consultantGeneric industry trends
Wise RootsWalking your actual org chart
Software
Typical AI consultantReselling vendor tools
Wise RootsKeep-or-replace recommendations for your stack
Output
Typical AI consultantIdeas and theories
Wise RootsTask inventory scored in hours and dollars
What happens next
Typical AI consultantYou are left to build it
Wise RootsFee credits toward the build we do together
03

How the audit works

The audit starts from how your team actually works today, rather than generic industry trends. We price every recurring task in hours and dollars, and we flag work that exists only out of habit for deletion instead of automation.

One orthodontic practice went from missing nearly 1 in 3 new patient inquiries to a 99.2% engagement rate with zero additional staff.
Josh Levine, on deploying RICHARD at Demko Orthodontics
Investment

A $7,500 fixed fee regardless of company size. The full amount credits toward any build we do together afterward, meaning if the roadmap leads to builds, the audit effectively costs nothing.

The full fee credits toward any build we do together afterward.

Apply for the audit
04

Is this the right fit

This is for you if

  • You are done exploring AI and ready to deploy it
  • You have ideas to pressure-test with someone who has actually built this
  • You want a practitioner who has built these systems rather than a consultant reselling someone else's tools
  • You are a serious operator ready to invest in real systems

This is not for you if

  • You want a vendor pitch or a slide deck about AI
  • You are not ready to invest in building real systems
  • You want generic AI advice available free on YouTube
  • You are still in the exploring-options phase
05

What you build

  • A complete task inventory scored in hours and dollars
  • A ranked build list with the fastest paybacks first
  • Keep-or-replace recommendations for your software stack
  • A picture of which future hires become managers of AI systems instead of doers of work AI already handles
  • A working proof-of-concept demo built from your own operations
  • Your team moved off scattered personal AI accounts onto managed, secure ones
06

How deployment runs

  1. 1

    Phase 1: Discovery

    Week 1. Working sessions with each department. We walk the org chart and map what each role actually does in a typical week, along with a guided tour of your systems. About an hour per session, and your team keeps working.

  2. 2

    Phase 2: Task Mapping

    Weeks 2 to 3. Every recurring task is inventoried and scored on hours consumed, what those hours cost, and how much AI can absorb today. Tasks that exist only out of habit get flagged for elimination rather than automation.

  3. 3

    Phase 3: The Roadmap

    Week 4. You receive a prioritized build list ranked by payback speed. Quick wins felt within thirty days come first, followed by larger builds in order of return, plus keep-or-replace recommendations for your software stack.

We built this for ourselves first.

The same process was used to rebuild Wise Roots itself, from a twelve-employee agency into an operation run by specialized AI agents working around the clock.

07

Common questions

The audit runs for four weeks. Week one covers discovery sessions across your organization. Weeks two and three map your tasks and score them in hours and dollars. Week four delivers a ranked build list.

Ready to find out where AI actually fits?

Apply for your free brainstorm