Not Sure Where to Start with AI?
Your Low-Lift First Step into AI
We’ll take a look at your current tools, workflows, and team setup to help you see where AI could help—and where it might not be the right fit yet.
This is a simple, low-commitment way to figure out how ready your business is for AI—and where the best opportunities are. We’ll review how your team works, where you spend time, and what tools you already use. Then we’ll share back clear, no-fluff recommendations. You’ll get insight, clarity, and an easy-to-understand report.
No pressure to move forward, practical takeaways you can implement.
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We look at how your team works, what your real needs are, and how AI might support—not replace—those workflows. Our goal is to help you discover the opportunities that align with your values, your goals, and your pace of growth.
When strategy and operations are in sync, AI can actually help you work smarter, not harder.
We’ll ask a few straightforward questions about how your team works, what tools you use, and where things tend to bottleneck. From there, we’ll map out where AI could be useful, and where it’s probably not worth your time (yet).
01
We learn about your workflows, tools, and team
02
We check for anything you’d need to get started
03
We find quick wins and high-impact AI opportunities
04
We share a short, clear report with next steps
We keep things simple, collaborative, and clear so you can focus on what matters while we help you figure out how AI can actually support your work.
A short, easy-to-understand report outlining where AI could support your work
A list of quick wins and longer-term AI opportunities based on your current tools and workflows
Recommendations on where not to invest your time (equally important!)
Suggestions for tools, automations, or use cases to explore next
A follow-up call to walk through the findings and answer your questions
Every team has questions when they start exploring AI. We’re here to help you sort through the noise, find what’s worth your time, and make confident next steps without the overwhelm.
We identify where off-the-shelf solutions fall short—and where custom AI can create real value.
The audit gives you a clear, objective starting point tailored to your tools, team, and goals.
Our audit uncovers where automation can actually save time without creating more complexity.
We keep things simple, collaborative, and clear so you can focus on what matters while we help you figure out how AI can actually support your work.
Founder & CEO, EigenPatterns Inc.
“The founders seemed to take a personal interest in the project. The team was very motivated and invested time to understand the business need/technology beyond their immediate focus, which I think helped build a superior interface and workflows. OAK THEORY was easy to work with and the team was very smart and highly motivated. They bring cutting edge tools, an excellent design sense, and good product intuition. And, it was a fun experience to work on the project with OAK THEORY!”
VP, Product & Ad Operations at Aki
“The domain expertise that Oak Theory brings to that table has been absolutely incredible to say the very least. We were given an ambitious project with a tight timeline and Hannah & Vee were ramped up on the problem we were trying to solve and collaborating with our team on solutions from day one. The speed at which they were able to begin delivering prototypes with such high attention to the smallest details sets the bar for all creative studios, no contest.”
Founder & CEO, EigenPatterns Inc.
“The founders seemed to take a personal interest in the project. The team was very motivated and invested time to understand the business need/technology beyond their immediate focus, which I think helped build a superior interface and workflows. OAK THEORY was easy to work with and the team was very smart and highly motivated. They bring cutting edge tools, an excellent design sense, and good product intuition. And, it was a fun experience to work on the project with OAK THEORY!”
VP, Product & Ad Operations at Aki
“The domain expertise that Oak Theory brings to that table has been absolutely incredible to say the very least. We were given an ambitious project with a tight timeline and Hannah & Vee were ramped up on the problem we were trying to solve and collaborating with our team on solutions from day one. The speed at which they were able to begin delivering prototypes with such high attention to the smallest details sets the bar for all creative studios, no contest.”
Let AI do the heavy lifting, automate processes, uncover data insights, and spark innovation in ways you never thought possible for your organization.
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