The Leverage Audit. The plan most AI attempts are missing.
A fixed-fee, ~2-week independent diagnostic that maps where the work breaks, ranks every opportunity by impact, and ships a clear path your team can execute.
The plan stands on its own. Implementation is optional and separately scoped.
What you receive
Four standalone documents that form a complete planning package. No follow-up engagement required to get value.
Workflow Evidence Map
Where the work moves and where it stalls. Every handoff gap and friction point documented from structured discovery and workflow review.
See the evidence map
Opportunity Matrix
Every improvement opportunity ranked by business value, implementation effort, and organizational readiness. Prioritized, not just listed.
View ranked opportunities
Delivery Plan
Now / Next / Later phasing with dependencies, rationale, and success indicators for each initiative. Actionable enough for any competent team.
Preview the phased plan
Next-Steps Memo
A decision memo with paths forward, trade-offs for each option, and a clear recommended next action. You choose the path.
Read the decision memoHow the engagement unfolds
Six stages from first conversation to plan in hand. Evidence at every step.
Common questions
What exactly are we buying?
Four deliverables packaged into an independent planning document: Workflow Evidence Map, Opportunity Matrix, Delivery Plan, and Next-Steps Memo. The package is fully portable. You own it and can use it however you choose: execute internally, hand it to another team, or ask us to advise on implementation.
Can we use the audit without hiring you for implementation?
Yes. That is the entire point. The deliverables are designed to be independent. No lock-in, no dependency. Use them with another vendor, your internal team, or set them aside for later. The plan stands on its own. Advisory support is optional.
How long does it usually take?
From kickoff to plan delivery, the engagement typically takes about two weeks. The exact timeline depends on scope and your team's availability. We confirm the schedule in the statement of work before anything starts.
Do you sign NDAs?
Yes, as standard practice. We detail data-handling requirements in the SOW before any work begins.
Request a Leverage Audit
Tell us about your firm and we will follow up with scope and pricing.
The plan stands on its own. Advisory support is optional and separately scoped.
Stop missing the plan. Start with the Leverage Audit.
Four deliverables. A walkthrough. A clear path forward, whether you work with us again or not.
Request a Leverage AuditQuestions? hello@marginshift.tech