B2B AI Workflow Audit
$750-$2,500
Lead, CRM, client intake, admin, and reporting audit.
Engagements
Clear engagement options for AI operations work.
Some service firms need one high-impact AI operator. Others need an ongoing AI operations partner. We scope the workflow, data sensitivity, connectors, success metrics, and support model before final pricing.
Typical ranges
Pricing depends on workflow risk, integrations, and support.
Starter AI Operator
$5k-$15k setup
One production workflow with launch docs and handoff.
Department Buildout
$15k-$50k+
Multiple workflows across sales, service, admin, or reporting.
Managed AI Operations
$2k-$10k/mo
Monitoring, improvements, new workflows, and reporting.
Start here
B2B AI Workflow Audit
A focused discovery sprint for B2B service firms that identifies where AI can recover time, speed up follow-up, clean CRM, and improve reporting before anyone starts building.
- - Lead response and follow-up audit
- - CRM hygiene and pipeline workflow review
- - Client intake and request-routing map
- - Reporting automation and admin workload plan
- - 30-day first AI operator roadmap with ROI and risk priorities
First build
AI Starter System
One high-impact AI operator shipped end to end: lead follow-up, CRM automation, client intake, reporting analyst, document assistant, or admin workflow.
- - One use case scoped and built
- - Connected tools and data sources
- - Human approval rules where needed
- - Launch docs and team handoff
- - Next automation recommendation
Multi-workflow
AI Operations Buildout
A broader implementation for service firms ready to connect sales, client service, admin, reporting, and internal knowledge into one AI operating layer.
- - Multiple AI employees and workflows
- - CRM, inbox, files, billing, and app integrations
- - Voice or chat intake where useful
- - Reporting dashboards and audit trails
- - Training and operating rules
Ongoing partner
Managed AI Operations
A retained model for companies that want Deltabits to keep monitoring, improving, and expanding their AI operators over time.
- - Workflow backlog and roadmap
- - Monitoring and improvement cycles
- - Prompt, tool, and connector updates
- - New automation development
- - Monthly AI operations reporting
Why no public fixed price?
AI operations cost follows workflow risk, not seat count.
A low-risk reporting workflow and a finance workflow with approvals, private models, and custom connectors should not be priced the same. The audit makes the scope explicit before implementation.
Start with the B2B AI Workflow Audit
Find where your firm is leaking leads, time, and margin.
Get a workflow map, ROI ranking, security plan, and 30-day first-build roadmap before committing to implementation.