New • Standalone Offer

Find Your Biggest AI Wins Before You Spend a Dollar

A 60-minute deep-dive into your business to identify exactly where AI and automation will save you the most time and money — with a prioritized roadmap you can act on.

$500one-time

Book Your Audit See What's Included

60-min consultation · Report in 5 business days · $500 credit applies to any CTI bundle

You Know AI Could Help. Where Do You Even Start?

Most business owners know they're losing money to inefficient processes, missed calls, and manual work that could be automated — but they don't know which problems to tackle first, what tools are actually worth the hype, or how to estimate the ROI before committing.

The AI Audit solves that. We sit down with you, understand your business, and hand you a ranked list of specific opportunities with projected dollar value — so you know exactly what to do next.

What You Get

Six concrete deliverables. Everything you need to know where to invest next.

Process Deep-Dive

60-minute live consultation to map how your business actually runs — where calls come from, how leads flow, where time gets burned.

Opportunity Map

Every process ranked by automation potential, cost savings, and time-to-value. You see the biggest wins first.

Recommendation Report

A written report with specific tool recommendations, automation plays, and process changes tailored to your business.

ROI Projections

Concrete estimates of revenue recovered, hours saved, and money in your pocket — based on your actual numbers.

Prioritized Roadmap

A 90-day action plan showing exactly what to implement first, second, and third — with effort vs. payoff scoring.

Setup Fee Credit

If you move forward with any CTI bundle within 30 days, the $500 audit fee applies as a credit toward your setup.

Risk-Free

The Audit Pays for Itself

If you become a CTI client within 30 days of your audit, the full $500 is credited toward your bundle setup fee. Essentials setup drops from $497 to $0. Growth from $1,497 to $997. Premium from $2,997 to $2,497.

Either way, you walk away with a plan worth far more than $500 — even if you implement everything yourself.

Questions & Answers

Business owners and operators who know AI could help but aren't sure where to start. Especially useful for service businesses (home services, professional services, healthcare, etc.) doing $250K-$5M in annual revenue.

Nothing formal. Come ready to talk about your day-to-day: where calls come from, how leads are handled, what takes up your team's time, and where you lose money. We'll guide the conversation.

Yes. The report is written to be actionable whether you work with us or not. Many recommendations are free tools or simple process changes. For the AI answering piece, our bundles are the fastest path — but there's no obligation.

If you purchase any CTI bundle (Essentials, Growth, or Premium) within 30 days of your audit, we deduct $500 from the one-time setup fee. So the audit effectively costs you $0 if you become a client.

The consultation is 60 minutes. The written report is delivered within 5 business days.

We're confident in the value. If after the audit you don't feel you got at least $500 of actionable insight, email support@cassontech.com and we'll refund it — no argument.

Ready to Find Your Biggest Wins?

60 minutes. $500. A clear plan. Refundable if we don't deliver.

Book Your Audit