AI Tool Audit
Get more out of the AI tools you already pay for.
Most sales teams already pay for AI: Microsoft Copilot, ChatGPT, Gemini, Claude, or the AI built into Salesforce and NetSuite. But licenses go unused, people use the tools for little more than rewriting emails, and nobody knows what's working. We audit how your team actually uses its AI tools, then show you how to get real time savings from what you already have, before you buy anything new.
Our team brings 12 years of enterprise sales, business development, and alliance experience, including 127% of quota at Oracle NetSuite. We've trained and onboarded sales teams across the US, LATAM, and EMEA. We work every day, hands-on with Claude, ChatGPT, Gemini, and Microsoft Copilot, and with CRMs including Salesforce and NetSuite.
Who this is for:
- Established businesses looking to drive efficiency without buying more tools
- Sales, business development, and partner teams paying for AI tools without clear results
- Leaders who need to justify AI spend or decide what to renew
- NetSuite partners and technology services firms
How it works:
1. Strategy Call: 60 minutes, $100
We'll look at your team, your tools, and your goals, and decide whether an audit makes sense. If you book an AI Tool Audit within 14 days, the $100 is credited toward it.
2. AI Tool Audit: fixed fee, 2 to 3 weeks
- Essentials: up to 10 users, $2,500
- Team: 11 to 25 users, $4,500
- Department: 26 to 50 users, $7,500
Larger teams: custom quote.
Every audit includes:
- Tool and license review: what you pay for, who uses it, and what's sitting idle
- Team survey and interviews: a short survey for everyone, plus interviews with 3 to 5 sellers and leaders
- Workflow review: where AI fits into prospecting, call prep, follow-up, proposals, QBRs, and partner work, and where it doesn't
- AI scorecard: how your team is doing on adoption, use cases, data safety, and results
- Prioritized recommendations: quick wins you can roll out this month, features you already have but aren't using, and licenses to cut or reassign
- Starter prompt library built for your team's real work
- 60-minute readout with your leadership team
3. Adoption Sprint: 30-60 days, $5,000
After the audit, we help your team put the top recommendations into practice with hands-on working sessions, office hours, and a follow-up check that measures what changed.
4. Quarterly Tune-Up: $2,500 per quarter
AI tools change fast. Each quarter we will review usage, flag new features worth turning on, update your prompt library, and run a refresher session for the team.
Often paired with: AI Training for Sales & Partner Teams and NetSuite Partner & Alliance Strategy
Ready to start?
Book a 60-minute Strategy Call for $100, credited toward your next step if booked within 14 days.