AI OPPORTUNITY ASSESSMENT FOR B2B

Your AI Roadmap,
Built Around Your Business
- Not a Generic Template.

The gap isn't access to AI. It's knowing which move generates the most return — whether that's cutting operational cost, accelerating revenue, or both. LeanPath AI delivers a prioritized roadmap built around your business in 10 business days.

YOUR INVESTMENT
$3,500

Delivered in 10 business days

  • 12-page board-ready report
  • 5 prioritized AI opportunities
  • Financial impact across cost and revenue opportunities
  • One clear recommended starting point
  • Prepared exclusively for your business
The Reality on the Ground

You've heard the AI pitch. This isn't it.

01

Your operations run on institutional knowledge and manual effort - and everyone knows it.

The hours your team loses to process work are not invisible to you. They are just accepted because no one has handed you a credible, specific plan to do anything about it.

02

Every AI vendor promises ROI. None of them start from your numbers.

You need analysis grounded in your actual cost and revenue structure - not a slide deck built for a different audience.

03

The question isn't whether AI applies to your business. It's where to start.

Which of the twenty possible moves is the right first move, given your constraints, team, and returns you can actually see in 12 months?

How It Works

Four steps. Ten business days.
A roadmap that's actually yours.

Step 01

Complete the Intake

10 minutesOnline form

Answer structured questions about your business, operations, and biggest pain points.

Step 02

We Do the Research

Before we ever speak

We analyze your company, industry benchmarks, and operational signals to form a specific hypothesis.

Step 03

Discovery Session

60 minutesVideo call

One focused conversation that surfaces the financial stakes behind each opportunity.

Step 04

Receive Your Audit Report

Within 10 business days

A professional, board-ready report with prioritized opportunities, impact ranges, effort assessments, and a clear starting point.

The Deliverable

A report you can act on Monday morning.

  • 12-page professional PDF report personalized to your business - not a template with your name on it.
  • 5 prioritized AI opportunities with plain-language descriptions of what they are and why they matter to your business specifically.
  • Financial impact ranges covering both cost savings and revenue opportunity built from your numbers, not someone else's benchmarks.
  • Coverage of both internal operations and client-facing processes from invoicing and procurement to onboarding and service delivery — wherever your highest-leverage opportunities actually live.
  • Effort and timeline assessment for each opportunity, with realistic implementation context for a team your size.
  • One clear recommended starting point with explicit rationale - the highest-return, lowest-risk first move for your business.
  • A "What We Ruled Out" section showing the analytical rigor behind the recommendations - and why certain paths were not prioritized.
  • A suggested implementation sequencing plan so your team knows what to do in months 1-3, 3-6, and beyond.
Confidential - Prepared Exclusively For
AI Opportunity
Audit Report
Operational Efficiency & AI Readiness Assessment
OPPORTUNITY 1
OPPORTUNITY 2
OPPORTUNITY 3
OPPORTUNITY 4
OPPORTUNITY 5
Investment
$3,500

Delivered within 10 business days

For most clients, the first implemented opportunity pays for the audit within 60 days.

Best suited for companies with 25-500 employees and at least $5M in annual revenue.

Start Your Audit
25+ yrs

Over 25 years building enterprise B2B platforms from the ground up.

50+

Enterprise integrations across ERP, CRM, EDI, OCR, and AI.

10 days

Delivered in 10 business days - a complete, actionable roadmap.

100%

Confidential - prepared exclusively for your business, never shared.

Common Questions

Answers, not hedges.

There is no readiness requirement. The audit tells you where to start. Whether you're early in your thinking or you've already experimented, the output is the same: a prioritized, financially-grounded assessment of where AI creates value in your specific business - and a clear first step.

No. The audit stands alone. You will receive a complete, actionable report regardless of whether you engage further. Implementation is a separate conversation - one that only happens if you want it and if it makes sense.

Any B2B business where operations are complex — whether that's internal processes like invoicing and procurement, or client-facing experiences like onboarding and service delivery — and there are meaningful dollars attached to improving them.

After submitting, you'll be invited to schedule your 60-minute discovery session directly — most clients book in under a minute. If you don't see a time that works, we'll follow up within one business day with additional availability. We review your intake before every call, so we come prepared with specific observations about your business — not generic questions.

Get Started

Your next 12 months of AI investment,
prioritized in 10 days.

Start Your Audit - $3,500

Delivered in 10 business days. Confidential.