AI Transformation Audit — {{COMPANY_NAME}}

1

Executive Summary

2

AI Readiness Scorecard

Scored across 6 dimensions. Each dimension is weighted by its typical impact on Australian SMB AI transformation outcomes.

3

ROI Projections

ROI Formula (McKinsey / Forrester standard):
ROI (%) = ((Annual Hard Benefits × Utilisation Factor) − Annual AI Costs) ÷ Initial Investment × 100

Utilisation Factor = percentage of team actively using AI tools (typically 60–85% in year 1)
Annual Hard Benefits = (Hours saved/week × 52) × Blended hourly rate (AUD)

Scenario	Hours Saved	Annual Benefits	Annual AI Costs	Net Annual Benefit	ROI %	Payback

* Based on a $2,500 Discovery Audit investment + AgileAdapt monthly subscription. All figures in AUD. Initial investment includes onboarding and configuration.

4

Implementation Roadmap

gantt
    title AI Transformation Roadmap — {{COMPANY_NAME}}
    dateFormat  YYYY-MM-DD
    axisFormat  Day %j

    section Phase 1 — Foundation
    AI Voice Receptionist          :active, p1a, 2026-01-01, 3d
    CRM Implementation             :p1b, 2026-01-03, 7d
    Data Audit                     :p1c, 2026-01-07, 5d

    section Phase 2 — Quick Wins
    Google Review Automation       :p2a, after p1b, 7d
    Lead Follow-Up Sequences       :p2b, after p1b, 5d
    Quote Automation               :p2c, after p2a, 7d

    section Phase 3 — Scale
    AEO Deployment                 :p3a, after p2a, 14d
    Content Automation             :p3b, after p2b, 10d

    section Phase 4 — Optimise
    Analytics and Reporting        :p4a, after p3a, 14d
    ADM Compliance Review          :p4b, after p3b, 21d

5

Competitive Risk & Industry Context

Competitive Risk — The Cost of Inaction

AI Adoption Trends — {{COMPANY_INDUSTRY}}

6

Recommended Engagement

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