The AI readiness audit · $2,450 fixed · about a week

What is your business actually allowed to do with AI?

Your team is already using it. The question is whether your obligations, your client contracts and your professional standards say that's fine. This is a written answer to that question, at a fixed price, in about a week. If you commission a build within 90 days, the fee comes off it.

5.0 on Google

A document you can hand to someone else. That's the whole product.

Not a strategy deck, and not a list of things you could theoretically automate. A plain-English answer to what your business may safely put into an AI tool, what it should keep well away from one, and what's worth building. Written so a client, a board or an insurer can read the relevant section without you having to translate it.

What you get

Six things, named up front.

A fixed price with no scope attached is just "contact us" with extra steps. Here is exactly what lands in your inbox.

  1. 01

    An inventory of what actually leaves the building

    Every AI tool anyone is using, the plan tier it's on, who pays for it, and what kind of information goes into it. This is usually the part that surprises people. There's almost always an account nobody knew about.

  2. 02

    Your information, sorted into three tiers

    What can never leave the network, what can go out once identifying details are stripped, and what genuinely doesn't matter. Most businesses have never drawn this line, and nearly every later decision depends on where it sits.

  3. 03

    The obligations that actually apply to you

    Not a summary of Australian privacy law. The specific ones that bite for your business, whether that's the tax agent code, the money-laundering rules that landed in July 2026, legal privilege, health records, or the privacy policy change commencing 10 December 2026.

  4. 04

    A verdict on each tool, in writing

    Safe for this, not safe for that, and what to change in the settings. Where the honest answer is that the tool you already pay for is fine once it's configured properly, you'll get that, and it costs you nothing further.

  5. 05

    The work I'd keep away from AI entirely

    A named list. Telling you what not to buy is the part most consultants leave out, and it's usually the most valuable page in the document.

  6. 06

    What to build first, with a number against it

    The two or three jobs worth doing, in order, with a realistic cost. If anything genuinely warrants running on your own hardware, that's costed too, along with the honest case for not bothering.

What it costs

$2,450, and it comes off the build.

Fixed before we start, so there is no hourly meter running while you think. If you commission a build inside 90 days, the whole $2,450 comes off the price of it, which means the audit costs you nothing extra for deciding to act on it. If you decide to do nothing, you still have the document, and that is a perfectly good outcome. What it does not include is implementation, legal advice, or an ongoing retainer. Those are separate, and priced separately, and I will tell you plainly if you need none of them.

How the week runs

Two calls and a document.

Roughly two hours of your time in total. The rest is mine.

  1. A call to start

    About an hour. What you do, what your team is using, what you're worried about, and which client or regulator prompted the question.

  2. I go through it

    Your tools, your plan tiers, your settings, and whatever contracts or professional obligations are in play. This is the part you're paying for.

  3. You get the document

    Written in plain English, structured so you can hand a single section to a client or a board without explaining the rest of it.

  4. A call to go through it

    About 45 minutes. What it means, what to do first, and what to ignore. You keep the document either way.

Want to try the questions yourself first? The free assessment and the workbook in the private AI course ask the same ones. If you can work through them and act on what you find, you don't need to pay me.

Start here

Twenty minutes, no obligation.

Tell me a bit about the business and what prompted the question. On the call we work out whether the audit is worth doing at all. Sometimes the answer is one setting and a five-minute explanation, and you'll get that for free.

Prefer to just talk? Call 0418 858 937.

Step 1 A few quick questions

What prompted the question?

Whatever's driving it. This shapes what I check first.

What AI tools are in play?

Official or not. "Not sure" is a common answer, and a useful one.

What sort of information does the business hold?

Roughly is fine. The proper tiers get drawn in the audit itself.

Tell me about the business.

How many of you?

Where should I get back to you?

I'll come back with whether the audit is worth doing for you at all. No obligation, and sometimes the answer is one setting.

Questions

The ones that come up most.

What exactly do I get for $2,450?
Six things, in one written document: an inventory of every AI tool in use and what goes into it, your information sorted into three sensitivity tiers, the specific obligations that apply to your business, a written verdict on each tool, a named list of work to keep away from AI, and the two or three jobs worth building first with costs against them. Plus a call at each end.
How long does it take?
About a week from the first call. Sometimes faster if your setup is simple, occasionally longer if there are contracts to read. You'll know which after the first conversation.
Is the fee really credited against a build?
Yes. If you commission a build within 90 days, the full $2,450 comes off the price of it. The audit is meant to help you decide, so it shouldn't cost you extra to act on it.
What if the answer is that I don't need to do anything?
Then that's the answer, and it's a legitimate outcome of the audit rather than a failure of it. Plenty of businesses are fine once a plan tier changes and a setting gets switched. You'll have it in writing, which is worth something the next time a client asks.
Is this legal advice, or an audit in the accounting sense?
Neither, and both are worth being clear about. It isn't legal advice: where something needs a lawyer's opinion, the document says so and says why. A solicitor can draft your privacy policy wording; they generally can't tell you what your software is doing with client data, which is the hard part. It also isn't an assurance engagement under the auditing standards, so nothing here gets signed off the way a financial audit would be. The word is used the way people use it for a security audit or an SEO audit: a systematic examination of what your systems actually do, written down, mapped against the obligations that apply to your industry.
Who is it for?
Businesses somewhere between about 5 and 150 staff that hold information belonging to other people. Accounting and bookkeeping practices, law firms, clinics and allied health, conveyancers, property managers, financial advisers, and anyone who supplies a larger organisation that has started sending AI questionnaires.
Do you just run it through AI yourself?
AI helps me draft and structure it, the same way it probably helps you. What you're paying for is the checking. Every regulation, date, price and penalty in your document gets verified against the primary source before it goes in, because a confident wrong answer in a compliance document is worse than no document at all. I'll also tell you which parts I'm certain about and which need a lawyer.
What if I just want the cheap version?
Take the free assessment and work through the private AI workbook in the course. The assessment scores how automated your business is; the workbook walks you through sorting your own information and checking your own settings. Between them you can get a long way on your own. What they can't give you is the checked, written version, with your obligations verified against the primary sources, and that's what the audit is.