30-Day AI Business Intelligence Audit
Before we build anything, we watch. Tusk Discovery gives you a complete picture of how your business actually runs — without touching a thing.
Sound Familiar?
These are the problems our clients face before working with us.
How It Works
Connect & Configure
We connect read-only to your existing tools — CRM, phone, email, scheduling. Takes about 2 hours.
30-Day Observation
Tusk agents silently observe your operations across every department. No changes, no disruption.
Analysis & Scoring
Each department gets a health score. We identify bottlenecks, waste, and quick wins.
Delivery & Roadmap
You get a full intelligence report with a prioritized 90-day implementation plan.
What's Included
Multi-Department Coverage
Front desk, sales, ops, finance, HR, marketing, and technology — all observed.
Read-Only & Safe
Zero risk. Agents observe but never modify your systems or data.
Health Scores
Each department scored on efficiency, risk, and AI readiness.
Actionable Roadmap
Not a 40-page report. A clear, prioritized 90-day plan.
ROI Projections
See exactly where you're losing money and what fixing it is worth.
Full Build Credit
Your $2,500 investment is credited toward any Full Build engagement.
What Tusk Observes
Tusk quietly connects to your existing systems and watches how work actually flows across every department — no disruption, no changes, no risk.
Front Desk & Intake
Calls, messages, response times, missed opportunities
Sales & Pipeline
Lead flow, follow-up patterns, close rates, bottlenecks
Operations & Workflows
Job scheduling, hand-offs, task completion, team coordination
Financial Clarity
Invoicing cadence, collection timelines, profit margin patterns
Team & Communication
Internal messaging, role clarity, information silos
Technology & Tools
Software utilization, redundant tools, integration gaps
Your Discovery Report Includes
Not a generic template. A custom intelligence report built from 30 days of observing your actual operations.
Security & Privacy
Your data security is non-negotiable. Tusk is built from the ground up with enterprise-grade protections.
One recovered insight pays for the entire audit.
Most businesses find $10K–$50K in annual waste, missed revenue, or operational drag within the first two weeks of observation.