Tusk Discovery

30-Day AI Business Intelligence Audit

See Everything

Before we build anything, we watch. Tusk Discovery gives you a complete picture of how your business actually runs — without touching a thing.

$2,500one-time · credits toward full build

Sound Familiar?

These are the problems our clients face before working with us.

You know something's off, but can't pinpoint exactly what
You've tried tools before and they didn't stick
Your team has workarounds for workarounds
You're not sure which department needs help most
You want AI but don't know where to start
You've been burned by consultants who didn't get your business

How It Works

1

Connect & Configure

We connect read-only to your existing tools — CRM, phone, email, scheduling. Takes about 2 hours.

2

30-Day Observation

Tusk agents silently observe your operations across every department. No changes, no disruption.

3

Analysis & Scoring

Each department gets a health score. We identify bottlenecks, waste, and quick wins.

4

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.

6 Departments Analyzed

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.

Departmental health scores
Risk and vulnerability assessment
Workflow bottleneck map
AI readiness evaluation
Prioritized 90-day implementation roadmap
Quick wins you can act on immediately
Cost of inaction analysis
Custom recommendations based on your industry

Security & Privacy

Your data security is non-negotiable. Tusk is built from the ground up with enterprise-grade protections.

Read-only access — Tusk never modifies, deletes, or creates anything in your systems
No customer data is stored permanently
All access is revocable at any time
We sign NDAs before every engagement
SOC 2 and enterprise-grade security practices

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.

Pricing
$2,500one-time · credits toward full build
Full 30-day AI observation across all departments
Daily intelligence summaries and pattern reports
Foundation Risk Check (risk, compliance, people, financial)
Prioritized 90-day implementation roadmap
$2,500 credit applied toward Full Build engagement
Post-audit strategy call to review findings
Start Your Discovery Audit