AI audits and adoption for small and mid-sized businesses

Know where AI pays back before you spend a dollar on it.

Claronta audits your whole business, ranks every AI opportunity by dollar impact and effort, then implements the plan and trains your team. Nothing gets built without a business case.

3-week fixed-price audit. Senior engineers, not slideware. Raleigh, North Carolina; clients nationwide.

Opportunity scorecardExample · HVAC contractor, 42 staff
Quote generation from site photosSales · 310 h/month today
$118K/yr
Inbound call triage and bookingDispatch · 24% missed calls
$96K/yr
Invoice matching and collectionsFinance · 14 days DSO gap
$52K/yr
Technician job summariesField · 20 min per job
$37K/yr
Predictive maintenance offersMarketing · needs 12 mo data
Wave 3
Scored on impact, feasibility, effort, risk and readiness. Values are conservative annual estimates from the audit.
3 weeksfrom kickoff to a ranked, priced roadmap
8 to 12opportunities scored, each with a payback month
1 wave at a timeyou never commit to more than 90 days of work
The method

Audit first. Build second. Train always.

Every engagement runs the same five stages. The audit stands on its own; you can take the report anywhere. Most clients keep going with us because the plan is already built to ship.

Opportunity Scan

A 90-minute workshop with your leadership team and a one-page snapshot of where AI is likely to pay back. Go or no-go on a full audit.

AI Readiness Audit

Up to 15 interviews, a full process inventory, a review of your data and tools, and a scored opportunity matrix.

12-month roadmap

Three waves: quick wins in 90 days, core workflows, then differentiators. Every item carries a cost, a value and a payback month.

Implementation sprints

One roadmap item shipped end to end per sprint: built, integrated with your systems, tested, documented, handed over.

Training and retainer

Role-based workshops so the team actually uses it, then monthly reviews, upkeep and one new use case per quarter.

What the audit scores

Five criteria, one weighted score, no opinions.

Every recurring process in your business is inventoried with its volume, hours and systems, then scored. Opportunities land on an impact-versus-effort matrix. Quick wins go first. Money pits never make the list.

Impact

Hours or dollars saved, revenue unlocked, errors removed, per year.

30%
Feasibility

Is the data there and clean? Do your tools have APIs? Can the rules be written down?

25%
Effort

Build and integration cost plus the change-management load on your team.

20%
Risk

Compliance exposure, customer-facing failure cost, what happens when it is wrong.

15%
Readiness

Team appetite, owner sponsorship, familiarity with the tools involved.

10%
Services and pricing

Fixed prices. Scoped deliverables. No surprises.

Start with the Scan if you want a low-risk look. Start with the Audit if you already know AI belongs on your roadmap and want to know exactly where.

Start here

Opportunity Scan

$1,500 credited toward the audit
  • 90-minute leadership workshop
  • One-page opportunity snapshot
  • Go or no-go recommendation
  • Delivered within one week
Book a Scan
The product

AI Readiness Audit

$12,000 fixed, 3 weeks
  • Up to 15 structured interviews
  • Process inventory and tooling review
  • Scored opportunity matrix, 8 to 12 cards
  • 12-month roadmap with payback per item
  • Written report and leadership readout
  • Extended version with 2 prototypes: $24,000
Start an Audit
Then ship

Sprints and Retainer

from $18,000 per sprint
  • One roadmap item per 4 to 6 week sprint
  • Integrated with your CRM, ERP or practice tools
  • Training workshops, $3,500 each
  • Adoption retainer from $4,000 / month
Talk to us

All prices in USD. Audit billed 50% on signature, 50% on delivery. Scope caps and acceptance criteria are written into every statement of work.

Who it's for

Operations-heavy businesses with 10 to 250 people.

You have a back office, a CRM or ERP you already pay for, and at least one process that everyone knows is broken. You do not have an AI team, and you do not want to hire one to find out what is worth doing.

Home and field servicesLaw firmsAccounting and CPA firmsInsurance agenciesLogistics and distributionHealthcare practicesProperty managementLight manufacturingE-commerce and retail

Good fit if at least two of these are true

A back office of five or more people doing repetitive work in email, spreadsheets and PDFs.
A CRM, ERP or practice-management system already in place, even if nobody loves it.
A known bottleneck: quoting, intake, scheduling, support, collections or reporting.
An AI experiment that stalled, or a vendor pitch you could not evaluate.
Why Claronta

Independent audit. Senior engineering. Training built in.

We are not selling you a tool

The audit is priced and delivered on its own. The recommendation is not a pitch for our software, because we do not have any to sell you.

Nothing on the roadmap is unbuildable

The people who score the opportunities are the people who ship them: 15 years of production systems for banks, logistics and retail, now applied to businesses your size.

Adoption is the deliverable

Every sprint ends with the people who will use it trained on it, a runbook, a named owner and a kill switch. We measure usage, not launches.

Questions

What owners ask us first.

Do we have to implement with you after the audit?

No. The report and roadmap are written so any competent team can execute them. About three quarters of our audit clients continue with us because the wave 1 proposal is already scoped and priced at the readout.

What do you need from us during the audit?

About 15 hours of your team's time across three weeks: interviews of 45 minutes each, read-only access to your main systems, and a 90-minute readout with the leadership team. One point of contact on your side.

What happens to our data?

It stays in your systems. We work on read-only access and short-lived exports kept in an encrypted per-client workspace, deleted 30 days after the engagement. AI providers are used under business terms that exclude training on your data. Healthcare clients get a BAA before anything touches a model.

Which AI tools do you use?

Whatever pays back fastest for the process in question. Usually a mix of off-the-shelf assistants, workflow automation connected to the tools you already own, and small custom applications when the volume justifies it. We never recommend custom model training for a business your size.

How is the value estimated?

Hours saved times loaded hourly cost, plus revenue effects stated conservatively, all from numbers your team gives us during interviews. Each estimate is shown with its assumptions so you can challenge it.

Where are you based?

Raleigh, North Carolina. We work on site across the Triangle and Charlotte, and remotely with professional-services firms nationwide. Interviews run remotely or in person; readouts and training are in the room whenever we can get there.

Get started

Book a 30-minute discovery call.

Tell us about the process that hurts most. We will tell you on the call whether a Scan or a full Audit makes sense, or whether you should not spend money on AI yet.

Prefer email? hello@claronta.com

Or pick a time now: book the 30-minute call.