Is my agency ready for AI? Get a scored, written answer in 15 business days.
Built only for marketing agencies of 10 to 40 people. You see how your team produces reports, content, and campaigns today, and where AI would help. Then you get a roadmap you can act on with or without Raquel.
Booking starts with a 20-minute call to confirm the audit fits your agency.
Who is this audit for?
You see the AI charges on the company card every month. You cannot say whether any of them save anyone time. This audit is for agency owners and operations leads whose team started using AI tools without a shared plan.
For example, picture an agency of 30. Account managers each run client reporting differently across HubSpot, Looker Studio, Google Ads, and Meta Ads. Project work is tracked in Asana or ClickUp. That agency is an illustration, and the audit adapts to the tools you run.
It is not built for in-house marketing teams, freelancers, or agencies above about 40 people. At that size, the workflow count makes a flat fee unrealistic.
How does the audit run?
- 01Kickoff and interviews
- 02Inventory and workflow maps
- 03Data review and scoring
- 04The call on each idea, and the risks
- 05Roadmap, pilot brief, readout
All ten steps, in detail
- Kickoff and access. You give Raquel view access to your project tool and reporting setup, plus a list of the AI tools in use. The 15 business days start here.
- Stakeholder interviews. Short conversations with the owner, an account lead, a content lead, and whoever runs paid media.
- Current-state inventory. Every tool, subscription, and AI account in the agency, who uses it, and what it costs each month.
- Workflow mapping. Three to five of your heaviest routines, drawn step by step. Think monthly client reporting, content production, campaign launch checks, or new client onboarding.
- Data review. Where client data sits, how it moves between platforms, and where it is copied into AI tools today.
- Use-case scoring. Each opportunity is scored on hours involved, retainer margin, client relationship risk, and how hard it is to build.
- Buy, build, integrate, redesign, or defer. A plain recommendation for every opportunity, including the ones to leave alone.
- Security and governance review. Gaps in how client data, logins, and AI tool use are handled, checked against what your client contracts say.
- Roadmap and pilot brief. A 6 to 12 month sequence, plus a brief for the first pilot that any builder can quote from.
- Readout and handover. A live walkthrough with your decision owner, then every document delivered in a format you keep.
What do you walk away with?
- Executive summary written for agency partners, not technologists
- Current-state inventory of tools, subscriptions, and AI accounts, with monthly cost
- Three to five workflow maps of your agency's heaviest routines
- Use-case scorecard ranked by hours, retainer margin, and client risk
- A buy, build, integrate, redesign, or defer call on each opportunity
- Vendor criteria for any AI tool you consider next
- Security and governance gaps, including client data in AI tools and contract terms on AI use
- A 6 to 12 month roadmap
- A pilot brief for the first build
- A training plan by role: account managers, strategists, writers, designers, and media buyers
- How AI assistants describe your agency today: what ChatGPT, Claude, and Perplexity say when a prospect asks about agencies like yours
What do you get, and what is this not?
What you get
- Every deliverable listed above, in documents your agency owns
- A readout session with your decision owner
- A pilot brief clear enough to hand to any builder, including your own team
What this is not
- No guaranteed return on investment, revenue, or retainer growth.
- No compliance certification, and no legal review of your client contracts. Raquel flags terms worth checking, and your attorney reads them.
- Not an implementation. Nothing is built or switched on during the audit.
- No plan to automate the whole agency. Strategy, client judgment, and anything published under a client's name stay with your people.
What does your agency need to bring?
- An owner or partner who will make the calls in the readout
- View access to your project tool, reporting setup, and ad accounts in scope
- Thirty to forty-five minutes each from three or four team members for interviews
- A list of the AI tools and subscriptions you pay for today, even the ones nobody uses
What we ask before booking
The price is flat, so no scoping questions move it. On the booking call, Raquel asks five things to confirm the audit fits:
- How many people work at the agency, including regular contractors?
- Which tools run your reporting, project management, and ad buying?
- Which two or three routines feel heaviest each month?
- Who will own the decisions when the roadmap is delivered?
- Do any client contracts mention AI, data handling, or confidentiality terms you know of?
What does it cost?
- What it covers
- Three to five workflow maps for one agency of 10 to 40 people. More workflows, or multiple agency brands, are quoted separately before booking.
- Payment
- 50% deposit at booking, 50% at delivery
What if it isn't worth it?
You keep every document, and the audit price commits you to no next purchase. If your agency is not ready, you get that in writing, with what to fix first.
Questions people ask before booking
What if our agency isn't ready for AI at all?
Then the audit tells you that in writing, with the reasons and what to fix first. Often a workflow needs a cleaner process or better data before any AI touches it. Knowing that before you sign up for another tool beats a rushed pilot.
Do you resell the tools you recommend?
No. Raquel earns no commissions, referral fees, or resale margin on any software. Each vendor recommendation comes with the criteria behind it, so you can check the reasoning. "Keep what you already pay for" is a common answer.
How much of our team's time does the audit take?
Mostly the interviews and one readout. Your account managers fill in no long questionnaires. Raquel works from what she sees in your tools and what people tell her in conversation. The owner or partner should expect a kickoff, a few quick questions by email, and the final walkthrough.
What happens after the audit?
You own the roadmap and the pilot brief. You can build with your own team, give the brief to another provider, or ask Raquel to scope the first pilot. Whatever you choose, the audit price commits you to nothing further.