AI Customer Experience Audit — Audit Before You Automate | ROI CX.ai
The AI Audit — Before Deployment

Audit before you automate.

A structured review of your calls, follow-up, handoffs, website, and operating procedures — so you know exactly where customers leak before you commit to any AI vendor. Including us.

WHAT YOU WALK AWAY WITH ONE AUDIT
01
Discovery Brief
Your public footprint — website, reviews, booking flow — before kickoff.
02
Call Audit & Leak Map
What people call about, what AI could handle, where demand is lost.
03
Draft SOP Playbook
Your actual best practice, documented from real calls.
04
Website Gap Report
What callers ask that your website doesn't answer.
05
Executive Readout
Every finding with evidence, a fix, and the proof to collect — readable in ten minutes.

Most AI pilots fail before they start.

Not because the AI was bad — because nobody found the real leak first. The demo answered calls beautifully while leads kept dying in a six-hour follow-up queue, or the handoff to a human dropped every bit of context the AI had collected.

If the handoff is broken, automation just makes the problem faster. The audit finds what's actually leaking — then you automate with evidence, or decide not to.

WHAT WE AUDIT
Calls & voicemail
Ring-outs, after-hours volume, abandonment, what people actually call about.
Follow-up & speed to lead
Time-to-first-response by channel, queue ownership, re-engagement.
Handoffs & escalations
Context transfer, warm vs cold handoffs, dropped threads, repeat contacts.
Website & booking flow
Whether the questions callers ask are answered — and bookable — online.
SOPs & operating practice
What your best people actually do, and where practice drifts by person or location.
Post-sale launch readiness
Numbers, fallback paths, dashboards, ownership — designed before go-live.
HOW THE AUDIT RUNS

Five steps. One leak map.

01
Discovery — before we even meet

We review your public footprint: website, reviews, booking flow, and how your main line answers today. Kickoff becomes confirmation, not data gathering.

02
Call audit — your real conversations

We analyze your call history: what people call about, how it's handled, what's resolved vs contained, and the revenue at risk in what's missed.

03
Leak map — findings, ranked

Every leak gets a finding: what's happening, the evidence, why it matters, and what it's costing — ranked by revenue and trust impact.

04
Workflow design — humans + AI, on paper first

For each leak worth fixing: who or what handles it, the fallback path, and the handoff design. Automation only where it's proven safe and repetitive.

05
Executive readout ARTIFACT

A report a non-technical operator can read in ten minutes and act on the same day — with the proof plan for whatever you fix next. Not another dashboard.

SCOPE

Three audit tiers.

Configured to your vertical and scale.
STANDARD
The wedge

The baseline every engagement starts with.

Call Audit & Leak Map
Discovery Brief
Executive readout
MOST ENGAGEMENTS
ADVANCED
The full audit

Standard, plus the operational layers.

Draft SOP playbook
Website gap report
Industry lens — vertical KPIs & risk flags
Compliance flags for regulated industries
ENTERPRISE
Multi-location & partners

Advanced, at network scale.

SOP conformance scoring
Location-by-location consistency scorecard
Competitive landscape brief
White-label reporting for partners
After launch, the audit becomes a rhythm — Continuous AI QA scores every conversation and reports on a 7/14/30 cadence.
[ PROOF NEEDED — SAMPLE REPORT ]
A real audit excerpt will sit here.
One anonymized finding — the leak, the evidence, the fix, the metric that moved — pending Carl's approval of the wording.
Our proof standards →

Find the leak first.

20 minutes. Your data. No pitch deck.

Book a 20-Minute CX Leak Review Download the Leak Audit Checklist