AI Opportunities Audit

Get Clarity on AI - Before You Bet Big

You know your business must embrace AI to stay competitive. The pressure is mounting; from your board, your investors, and the market. But the deeper you look, the more unclear it becomes. Vendors are queuing up to sell you their AI-powered dream. Each promises transformation. None show how it will work for your business.

This is the frustration many senior leaders face today; especially in mid-sized and larger, ambitious businesses with turnover above £10m. Whether you're a new CEO, a CMO looking to accelerate growth, or a Sales Director under pressure to hit stretch targets, the reality is the same:

You know AI is essential, but you don't know where to start.
You can't afford to choose the wrong tech.
Your teams are overloaded and under-equipped to lead this internally.

Our AI Opportunities Audit gives you what you need: an expert, objective, and practical roadmap that shows you what AI could and should do for your revenue-driving functions.

The Problem

Overwhelmed, Under-Advised, and Falling Behind

You're caught in the crossfire of:

Information overload

from all the different sources about AI as to silver bullet without any context.

Scepticism

from IT teams who either want to own it or don’t understand what the revenue teams need.

Risk

of making big decisions based on incomplete understanding and silo’ed software pitches from vendor.

You've likely tried to consult internal teams, but many IT departments don't fully understand the goals and nuances of sales, marketing, and customer retention. You’ve probably been burned before; where technology sold a dream and delivered complexity, not performance.

What’s worse? Every month you delay is another month your competitors move ahead.

What Needs to Change

(This Is Where the Audit Comes In)

Mid-sized+ businesses don’t fail to adopt AI because they lack intent. They fail because they:

Don’t have a clear strategy. Most leaders don’t know where to start or what’s truly possible.
Fall for vendor bias. They get sold a tool, not a solution; let alone a joined-up plan.
Underestimate internal resistance. IT often wants to lead AI but lacks revenue-focus. Sales and marketing want results but lack technical knowledge.
Overlook the bigger picture. AI can’t just be added on; it needs to fit into your entire revenue engine.

This audit reframes the question from "What AI tool should we buy?" to "What outcomes do we want, and how can AI help us get there faster, smarter, and with less friction?"

With Innovation Visual’s AI Opportunities Audit, you get:

Listening-first consultancy

We open with a discovery workshop that puts your specific situation at the centre. We hear your goals, understand your processes, and identify where the real friction lies.

Technology + context analysis

We don’t just assess your systems; we evaluate how they’re used by your teams, where inefficiencies are, and what AI could realistically improve today and tomorrow.

Objective, ROI-led recommendations

You receive a tailored roadmap showing what AI opportunities are right for your business, in priority order, with practical steps for implementation.

What You'll Walk Away With

A bespoke roadmap for adopting AI across your revenue-generating teams
Clear prioritisation of AI initiatives by business impact, ease of implementation, and ROI
Actionable next steps with practical guidance for execution
The ability to confidently lead your organisation’s AI evolution; without wasting budget, time or credibility

All of this is delivered through two key workshop sessions; kick-off and findings; designed to engage leadership, align stakeholders, and build momentum.

Who We Are

Innovation Visual has spent years helping mid-sized businesses transform their revenue systems through technology. We’re not AI cheerleaders; we’re performance strategists. From building AI agents in Hollywood to transforming the tech stack of industry leaders, we bring:

Deep technical experience and highly informed team

Award-winning credentials (including HubSpot Platinum Partner status)

A clear-eyed, practical approach to AI

Why Now?

The longer you wait:

The more your competitors benefit from AI efficiency gains.
The harder it becomes to catch up.
The more fragmented your technology and processes become.

The businesses winning right now aren’t guessing. They’re auditing. They’re building smart foundations. They’re unlocking performance without gambling their future.

Complete the form to book a personalised AI Opportunities Audit with our expert team and lead your organisation into the AI-enabled future with confidence.

Knowledge Hub

Looking for practical insights to boost your business growth?

Our Knowledge Hub is packed with expert guides, industry analysis and actionable tips to help you navigate the complex world of RevOps and digital transformation. Dive in to learn how to align your systems for maximum impact.