Know where AI pays off before you spend a dollar on it
The AI Discovery Audit maps exactly where your business loses time, what it costs you, and what to automate first. You own the roadmap either way. Every custom build starts here.
The AI Discovery Audit
A structured review of your daily operations: we meet your team, map the manual work, check what your current software can support, and rank every automation opportunity by payback. You get a written, prioritized roadmap. Then you choose: have us build it, or take the plan and run it internally.
- Workflow analysis: the manual tasks costing the most hours, with the math
- Software compatibility check: what your CRM, accounting, and files can support today
- Data readiness review: whether your information is organized for safe AI use
- Phased plan: what to automate first, second, and third, ranked by payback
100% of the audit fee is credited toward any build that starts within 90 days. Remote by default, with on-site available across Northeast Florida.
Three audit packages, sized to your team
Each box below is one of the audit packages. Find the one that matches your head count and that is exactly what your audit includes. Every package ends in a roadmap you own, whichever way you take it from there.
Small Business
1 to 24 staff. One audit session and a written roadmap.
- Manual workflow walkthrough with your team
- Software compatibility check against what you already run
- Ranked automation opportunities by payback
- Written roadmap you own either way
Growing Team
25 to 99 staff. Two sessions and a roadmap with ROI estimates.
- Working sessions across departments
- ROI estimate for each automation opportunity
- Data-readiness review
- Phased roadmap ranked by payback
Mid-Market
100 or more staff. On-site option, process maps, and a priority matrix.
- Multiple sessions, remote or on-site
- Process maps across departments
- Priority matrix ranked by payback and complexity
- Executive-ready roadmap for stakeholder buy-in
AI Training & Coaching
Tools only pay off if your people use them. We run live workshops tailored to your industry and your actual workflows, coach staff on writing prompts that produce consistent results, and keep your team current as the tools change.
- Team workshops on the AI platforms you already touch (Claude, ChatGPT, Copilot)
- Prompt and workflow coaching for consistent, repeatable output
- Recurring enablement as models and capabilities change
- Hands-on practice using your team's own documents and workflows, not generic examples
- A standing point of contact for follow-up questions between sessions
What are the key AI topics every employee should know?
AI Fundamentals
What AI actually is, in plain terms: the difference between a tool that follows fixed rules and one that learns patterns from your data, and where each one actually fits in your business. This is the shared vocabulary that makes every other AI conversation on your team faster.
Practical AI Tools
Hands-on comfort with the tools your team already has access to. Writing prompts that get consistent, usable results on the first try, drafting content faster, and automating the repetitive parts of a workday, like data entry and scheduling.
Ethical AI & Security
Using AI in a way that holds up to scrutiny: recognizing when a tool is producing biased or unreliable output, keeping customer and company data out of the wrong systems, and staying inside the compliance rules that already govern your industry.
Role-Specific Workflows
Applying AI to the actual work of a given role, not a generic use case. Specific, measurable wins in marketing, sales, customer service, and HR, each tied to the workflow that role already runs every day.
Continuous Growth
AI tools change every few months; a one-time training session doesn't. Ongoing coaching, a learning path suited to each employee, and regular check-ins keep your team's skills current instead of going stale six months after the workshop.
Plan your approach to AI
Some teams need alignment before they need automation. Strategic AI Roadmapping is available on its own, no build required.
Strategic AI Roadmapping
Working sessions with your leadership team that turn AI from a vague ambition into a phased deployment plan scoped to your tools, your people, and your risk tolerance. We run as many as the decision actually takes: one is enough for some teams, others work through priorities, budget, and sequencing over several. Best for teams that need alignment before they need automation.
A part-time AI Strategist, Trainer, and Advisor in one
After the audit or the build, the question becomes "what next?" Models change, pricing changes, and the roadmap needs a standing owner who can turn it into decisions, coaching, and follow-through.
The Part-time Professional is one senior expert who covers every role on the right from a single pool of hours. Where those hours go changes month to month, depending on where they're needed most, and you buy them one of two ways: a Monthly Retainer for steady work, or Flexible Hours with no commitment.
How the hours flex
- The alignment month: a roadmap review, two leadership working sessions, and a tool evaluation
- The enablement month: a team training workshop, prompt coaching follow-ups, and a written playbook
- The decision month: a model and pricing review, one vendor assessment, and next quarter prioritized
Every example is illustrative: your mix is scoped to your month and quoted before anything starts.
A few of the roles your Part-time Professional can cover
These are just some of the job duties your Part-time Professional can take on here — the exact mix flexes to whatever your business needs most that month.
AI Strategist
Keeps the roadmap current as models, pricing, and your priorities move.
AI Advisor
A standing decision-maker on call for what to adopt, defer, or drop.
AI Trainer
Workshops and hands-on sessions built on your own documents and workflows.
AI Coach
Prompt and workflow coaching so the tools you adopt actually get used.
AI Product Manager
Turns an AI idea into a scoped product plan with owners, milestones, and a launch path.
Questions we get asked
How much time does the audit take from my team?
A few brief sessions with the people who actually run the work, not a week-long audit that stalls your team. A small business usually needs one session. A growing team runs two, with ROI estimates built in. Mid-market moves through several, remote or on-site, depending on how many departments are involved. We handle the analysis, the software compatibility check, and the roadmap between sessions, so your team’s time goes into the conversation, not the paperwork.
What do I actually receive?
A written strategic blueprint: a technical roadmap ranked by impact, not a slide deck. It documents the manual work costing you the most hours, checks what your current software can actually support, reviews whether your data is organized enough for safe AI use, and lays out what to automate first, second, and third, each ranked by payback. You own it either way, whether you build with us or hand it to your own team.
What happens after the audit?
Your choice, decided before you commit to anything else. Hire FirstCoast.ai to build what the roadmap recommends, and 100% of the audit fee credits toward the project, as long as you start within 90 days. Take the written plan instead and run it with your own team or another vendor. Either way, the roadmap is yours to keep.
My business is traditional. Will this even help?
Yes. Every business, however traditional, runs on administrative work: scheduling, invoices, inventory, and follow-ups that eat hours without ever showing up as a line item anyone tracks. That is exactly the work that automates well, and it is where the Discovery Audit starts: mapping what your team actually does day to day, not pitching generic software you would have to learn from scratch. A contractor, a commercial property owner, and a professional services firm all arrive at this audit running a different business, and each walks away with the same kind of ranked list: the manual work worth automating first.
Who manages the projects?
A PMP-certified project manager oversees scope, timeline, and delivery on every engagement, not a developer juggling project management on the side. You get one point of contact who tracks what was promised against what is shipping, flags scope creep before it becomes a change order nobody agreed to, and keeps the roadmap’s priorities intact as the build progresses. That is project management discipline applied to AI work, not just code delivered on a schedule.
Start with the blueprint
One audit tells you what AI is worth to your business, in your numbers.
The full fee is credited toward your build within 90 days.
