AI Audit for Small Businesses

The SafeStart Audit is a two-week, fixed-price engagement starting at $2,000. In two weeks you get a full inventory of your tools, a data safety review, a written AI usage policy, live team training, and a prioritized roadmap — all yours to keep, whether or not you spend another dollar with us. Built for small businesses in Orange County and across Southern California that want AI working for them without hiring an AI team.

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Five Deliverables In Two Weeks

01
Tool & AI Inventory

A full map of the tools your team already uses and exactly where AI fits — and where it doesn’t.

02
Data Safety Review

What your team is already putting into AI tools, where that data goes, and what needs to stop.

03
AI Usage Policy

A starter policy in plain language, ready to hand to employees on day one.

04
Live Team Training

A working session for your whole team so everyone knows what’s safe and what’s useful.

05
Prioritized Roadmap

What to set up first, what it costs, and what it saves — ranked by impact.

Two Weeks, Start To Finish

Week 1
Discovery & Inventory

We interview your team, audit the tools in use, and map where your data flows today. Nothing changes yet — we listen and document.

Week 2
Policy, Training & Roadmap

We hand over your AI usage policy, run a live training session for the whole team, and walk you through a prioritized roadmap of what to do next.

Starting At $2,000, Fixed

One fixed price, no hourly billing, no surprises. Continue onto the retainer within 30 days and the audit fee is credited toward it. If the audit finds that your real problem isn’t an AI problem — a messy CRM, inconsistent data entry — we’ll tell you plainly and scope any cleanup separately, so you never pay for AI that can’t work yet.

Questions, Answered

How long does the AI audit take?

Two weeks from kickoff to handover. Week one is discovery and inventory; week two delivers the policy, the training session, and the roadmap.

What does the audit cost?

The SafeStart Audit starts at $2,000 as a fixed-price engagement, so there are no surprises. If you continue onto the retainer within 30 days, the audit fee is credited toward it.

Do we need anyone technical on our side?

No. The audit exists for businesses that want AI working for them but don’t have anyone technical to own it. We handle the technical decisions and explain everything in plain language.

What do we actually walk away with?

Five things you keep regardless of what you do next: a tool and AI inventory, a data safety review, a written AI usage policy, a recorded team training, and a prioritized roadmap.

Are we locked into anything afterward?

No. The audit is standalone. Most clients continue onto the retainer because the roadmap makes the next steps obvious, but that is entirely your call.

What if our problem turns out not to be an AI problem?

We’ll tell you. If the real issue is a process or data problem, we say so and quote any cleanup separately, so you never pay for AI that can’t work yet.

Related Insights

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2026 pricing ranges and what you should actually get for the money.

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How to Write an AI Usage Policy for Your Small Business

The policy the audit hands you, explained — plus a starter template.

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Is ChatGPT Safe for Business Data?

What leaks, what settings help, and how to set up a safer workflow.

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Start With A Free Conversation

A 30-minute discovery call, no pitch. Tell us how your business runs and we'll tell you honestly whether this is the right fit.

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