Free AI Audit for
Small & Medium Business
A free 30-minute AI opportunity audit for growing businesses. Klevere maps your workflows, identifies the highest-ROI AI agents to build, and delivers a written roadmap in 5 working days. You keep the report whether you engage us or not.
What you get from your free AI audit
The audit is designed to give you clarity in one week, not a sales pitch. Every deliverable is written, plain-English, and specific to your business.
30 to 60 minute discovery call
A real conversation about your workflows, tools, team, and where AI could actually help. Not a demo, not a pitch. We record it so you can share with your team afterwards.
Written AI opportunity map
A structured report identifying every workflow we assessed, the AI agent we would build for each, the effort estimate in weeks, and a rough ROI projection. Delivered within 5 working days.
Prioritised sequence
Not just "here is a list". We rank the opportunities by expected ROI, integration complexity, and time-to-live, so you know where to start and why.
Tool stack integration check
We look at your existing CRM, accounting platform, comms tools, and project management setup. For each recommended agent, we flag whether integration is standard, custom, or blocked.
Risk flags
The bits where AI is not the right answer yet. Data quality gaps, compliance blockers, or workflows where a human should stay in the loop. Honest, not sold-in.
Scoped proposal (if you want one)
If the audit uncovers a project worth building, we turn it into a scoped proposal with fixed timelines and deliverables. No obligation to accept.
Who the free AI audit is for
Klevere works with small and medium businesses (5 to 500 employees) that want to move beyond ChatGPT and put AI agents into real workflows. If any of the below sounds like you, the audit will be useful.
Accountants and bookkeepers
Data entry, MTD prep, tax season chasing, client query volume.
Law firms and solicitors
Matter intake, contract review triage, document generation, client updates.
Recruitment agencies
CV screening, candidate matching, interview scheduling, ATS admin.
Marketing agencies
Client reporting, campaign brief generation, content production at scale.
Ecommerce brands
Product descriptions, customer support, review response, inventory alerts.
Estate and letting agents
Enquiry response, property descriptions, viewing scheduling, compliance.
Professional services firms
Proposal writing, onboarding admin, invoice chasing, knowledge search.
Founders and ops leaders
You know AI could help but do not know where to start or which workflow to attack first.
Anyone plateaued on ChatGPT
You use ChatGPT / Claude / Copilot but need AI that connects to your tools and runs unattended.
How the AI audit works
Four steps, five working days from start to written roadmap.
Book
Fill in the short form below. We reply within one working day with a calendar link for the discovery call.
Discovery call
A 30 to 60 minute conversation about your workflows, tools, team, and where AI could realistically help. Recorded so you can share.
Assessment
We map the opportunities against your tool stack, estimate effort and ROI for each, and rank them by priority.
Written roadmap
You get the written AI opportunity map within 5 working days. Yours to keep whether or not you engage Klevere.
Book your free AI audit
Fill in the short form below and we will reply within one working day with a calendar link. No sales pitch, no obligation, no auto-enrolment.
Frequently asked questions
Is the AI audit really free?
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Yes. There is no charge, no obligation to buy, and no auto-enrolment into a paid plan. The audit is the first step of every Klevere engagement, whether you go on to work with us or not.
How long does the audit take?
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The core audit is a 30 to 60 minute discovery call, followed by a written AI opportunity map delivered within 3 to 5 working days. If you want a deeper session covering multiple departments, we schedule a second call.
What do I get at the end of the audit?
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A written AI opportunity map covering the workflows we assessed, the specific AI agents or automations we recommend, an effort estimate (in weeks) for each, a rough ROI projection, and a prioritised sequence. The report is yours to keep whether or not you engage Klevere.
Who is the audit for?
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Small and medium businesses with 5 to 500 employees who are AI-curious but unsure where to start. It is especially useful for accountants, law firms, recruitment agencies, marketing agencies, ecommerce brands, estate agents, and professional services firms.
What does the audit actually cover?
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We map your current workflows across sales, operations, marketing, finance, and support. For each, we identify where AI agents can save time, cut cost, or unlock revenue. We look at your existing tools (CRM, accounting, project management, comms) and check integration paths. We also flag risk areas where AI is not yet the right answer.
Do I need to prepare anything before the call?
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A short list of the workflows or roles that feel most painful is useful, but not required. We also ask you to send a screenshot of your current tool stack (CRM, accounting platform, comms) so we can prep integration options in advance.
What happens after the audit if I want to move forward?
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We turn the opportunity map into a scoped proposal with fixed timelines and deliverables. Every Klevere engagement is scoped and priced individually based on the agents you want built and your priorities. Typical first-project timelines are 3 to 8 weeks.
Do you sign an NDA before the audit?
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Yes, on request. We can sign a mutual NDA before the discovery call. We are also happy to sign a data processing agreement if any client data will be shared during the audit.
What if I already use ChatGPT, Claude, or Copilot?
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Great starting point. Most SMBs plateau after using off-the-shelf assistants because they cannot connect to internal data, other tools, or run on a schedule. The audit shows where custom AI agents can pick up the workflows generic assistants cannot.