AI consulting: an audit to find your most valuable use cases

You know AI could reshape your business, but you are not sure where to start. Our AI consulting helps you find your most valuable use cases, without jargon or vague promises. You walk away with a clear audit and a prioritized roadmap.

The problem: too many options, no priorities

AI now comes in dozens of forms: AI virtual assistants, AI phone bots, automation, enterprise AI agents. Faced with so many options, many owners and leaders at small businesses, mid-sized companies, and large SMEs are not sure which project to start with.

The real risk is spreading yourself across poorly prioritized projects, or picking a tool before the need is even clear. Our AI consulting starts from the opposite direction: we start from your processes and your goals, not from whichever technology happens to be trending.

Our audit approach

We start with a free 30-minute consultation to understand your business, your processes, and your priorities. This first step scopes the audit and confirms that AI consulting is the right fit for where you are.

We then run a full audit of your technical environment and internal processes:

  • Mapping your processes: existing workflows and the tasks that eat up the most time.
  • Spotting opportunities: for automation or improvement, on the customer-facing side or the internal productivity side.
  • Industry-specific analysis: tailored to your sector, whether e-commerce, insurance, real estate, travel, manufacturing, or B2B services.
  • Accounting for your constraints: budget, regulatory, and organizational.

A prioritized roadmap

At the end of the audit, you get a clear AI roadmap, not a list of vague ideas. Each use case we identify is ranked by potential impact and ease of implementation.

For every project we recommend, we estimate a realistic cost range and a rollout timeline. You know exactly what to start with, what can wait, and why.

This roadmap is yours to use. You can act on it in-house, with another provider, or with MarketerZ.

Support with rollout and training

If you want MarketerZ to build the projects we recommend, we support you from design through to production. Our AI virtual assistants, AI phone bots, automation and orchestration, and enterprise AI agents all connect naturally to the roadmap that comes out of your audit.

That gives you one consistent path, from advice to hands-on delivery, with no gap in between.

We also train your teams: hands-on workshops and knowledge transfer, so you gain more autonomy over your AI tools over time.

GDPR and AI Act compliance

Every AI recommendation has to hold up under GDPR and the European AI Act. We build these requirements into the audit itself, not bolt them on at the end.

In practice, we help you:

  • Classify your AI projects by the risk level set out in the AI Act.
  • Identify the transparency obligations that follow, such as user disclosure and documentation.
  • Check that your personal data processing meets GDPR requirements, with anonymization where it makes sense.

This is the same approach we apply to projects already in production. Our claims analysis AI agent for HomeAssur, for example, went through an AI Act compliance review before it went live. For more on how we handle security and data protection, visit our security and compliance page.

Under the hood: our audit method

Our AI consulting follows the same method as every MarketerZ project, adapted to a consulting engagement:

  1. Free consultation and needs audit: interviews with your teams, analysis of your processes and existing technical environment.
  2. Custom design: prioritizing the use cases we identified, estimating cost and timeline, drafting the roadmap.
  3. Review and scoping: presenting the roadmap, discussing priorities, defining the tracking indicators that matter for your business.
  4. Follow-through: if you move forward with MarketerZ, this roadmap becomes the foundation for the design, integration, and follow-up stages of each service.

Every audit accounts for the technology already in your stack, whether that is your CRM, your ERP, or your billing tools, along with the open technologies we typically integrate, such as n8n for automation or LangGraph for enterprise AI agents.

Frequently asked questions

It depends on your company's size and the complexity of your processes. We agree on a realistic timeline together during the free 30-minute consultation.

Yes. The initial 30-minute consultation is free, with no commitment. It confirms that AI consulting is the right fit before we go any further.

No. The roadmap we hand you is yours. You can act on it in-house, with another provider, or with MarketerZ.

We classify your AI projects by AI Act risk level and check your personal data handling against GDPR requirements, starting from the diagnostic phase.

Let's map out your AI roadmap

Book a free 30-minute consultation. We will scope your AI audit together and outline your first use cases.

Book my free AI audit