A structured review of your calls, follow-up, handoffs, website, and operating procedures — so you know exactly where customers leak before you commit to any AI vendor. Including us.
Not because the AI was bad — because nobody found the real leak first. The demo answered calls beautifully while leads kept dying in a six-hour follow-up queue, or the handoff to a human dropped every bit of context the AI had collected.
If the handoff is broken, automation just makes the problem faster. The audit finds what's actually leaking — then you automate with evidence, or decide not to.
We review your public footprint: website, reviews, booking flow, and how your main line answers today. Kickoff becomes confirmation, not data gathering.
We analyze your call history: what people call about, how it's handled, what's resolved vs contained, and the revenue at risk in what's missed.
Every leak gets a finding: what's happening, the evidence, why it matters, and what it's costing — ranked by revenue and trust impact.
For each leak worth fixing: who or what handles it, the fallback path, and the handoff design. Automation only where it's proven safe and repetitive.
A report a non-technical operator can read in ten minutes and act on the same day — with the proof plan for whatever you fix next. Not another dashboard.
The baseline every engagement starts with.
Standard, plus the operational layers.
Advanced, at network scale.
The AI CX Audit is a structured review of your calls, follow-up, handoffs, website, and operating procedures that finds where customers leak before you commit to any AI vendor. You walk away with a Discovery Brief, a Call Audit and Leak Map, a draft SOP playbook, a website gap report, and an executive readout.
Most AI pilots fail not because the AI was bad, but because nobody found the real leak first. A demo can answer calls beautifully while leads die in a six-hour follow-up queue. If the handoff is broken, automation just makes the problem faster — so we find what's actually leaking, then you automate with evidence or decide not to.
The audit examines calls and voicemail, follow-up and speed to lead, handoffs and escalations, your website and booking flow, your SOPs and operating practice, and post-sale launch readiness. We look at ring-outs, after-hours volume, time-to-first-response, context transfer, and whether the questions callers ask are answered and bookable online.
The Leak Map ranks every leak we find as a finding. Each one shows what's happening, the evidence behind it, why it matters, and what it's costing — ranked by revenue and trust impact. From there, workflow design decides who or what handles each leak, the fallback path, and the handoff, on paper first.
Standard is the wedge — the Call Audit and Leak Map, Discovery Brief, and executive readout every engagement starts with. Advanced adds the draft SOP playbook, website gap report, industry lens, and compliance flags. Enterprise scales to multi-location and partners with SOP conformance scoring, consistency scorecards, and white-label reporting.
The audit runs before deployment to find where customers leak and design the workflow. Continuous AI QA runs after launch, scoring every conversation on a 7/14/30 cadence. After launch, the audit becomes a rhythm — the same accountability, ongoing. Many operators start with the audit, then move into QA once workflows go live.
20 minutes. Your data. No pitch deck.