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AI Signal Audit

The Signal Audit is the research method WalterSignal is named after. Most AI projects fail because the wrong work was automated. The audit maps your workflows, surveys the AI landscape against them, and returns a written report naming three pilots worth running, in order.

It is built for insurance agents, small-firm lawyers, med spas, financial advisors, and dental or specialty medical practices that need to know what to do before buying another tool.

What you get

A decision document, not a pitch deck.

Workflow map across the process under review

AI opportunity register with risks and dependencies

Prioritized shortlist of three pilots

Risk and governance notes for the owner and workflow lead

Recommended 90-day sequence

PDF report plus a 60-minute walkthrough

What to ignore

Ideas that sound impressive but lack data, workflow ownership, or a business case get ruled out in writing.

What to build

The report names three pilots with tools, dependencies, risks, and success criteria.

What to run

If a pilot is worth operating after launch, the audit explains the governance and maintenance load before the build starts.

Common questions

About the Signal Audit.

What is the AI Signal Audit?

A fixed-price research engagement that maps your workflows, surveys the AI landscape against them, and returns a written report naming what to automate, what to ignore, and three pilots worth running, in order. It is the research method WalterSignal is named after.

How much does the AI Signal Audit cost?

It is a fixed price of $4,500 with no credits, rebates, or obligation to continue.

How long does the audit take?

Ten business days from kickoff to a delivered report.

What do I receive?

A Signal Audit Report of 20 to 30 pages plus a 60-minute walkthrough: a workflow map, an AI opportunity register with risks and dependencies, a prioritized shortlist of three pilots with success criteria, governance notes, and a recommended 90-day sequence.

Do I have to continue after the audit?

No. The report is delivered as a PDF and you may stop there. There is no obligation to continue to a build.

What do I need to provide?

One 60-minute kickoff, two 45-minute interviews, and read access to your CRM and one workflow tool.

Start with the audit

Signal Audit. $4,500. Ten days.

Ten days from kickoff to a clear, written plan you can act on.