FusionAudit · Available now

A written plan for what to automate first. And what to leave alone.

The FusionAudit is a consultant-led review of how your organization actually runs. It ends in written findings and a phased Blueprint360 roadmap that is yours to keep, whoever builds it.

The audit stands on its own. It does not commit you to a build, and the six builds we accept each quarter are a limit on builds, not on audits.

  • Consultant-led and interview-led
  • A written plan that is yours to keep
  • No commitment to a build
Who it is for

Built for organizations where the leader is the bottleneck.

  • 01Owner-led businesses with a small team stretched thin, roughly five to twenty-five people
  • 02Nonprofits where supporter follow-up, program administration, and grant or board reporting eat staff time
  • 03Organizations paying for more tools than anyone has had time to connect
  • 04Leaders who want a plan they can hand to anyone, not a pitch for a platform
How it works

Six steps. Two to three weeks.

Typically two to three weeks from the first interview to the walkthrough, depending on how quickly interviews can be scheduled.

  1. Start a conversation

    Use Contact Us. We confirm the FusionAudit is the right fit before anything is scheduled.

  2. Join and schedule

    Once membership terms are in place, we book your interviews, usually within a week.

  3. Interviews

    A working session with you, then shorter sessions with the people who do the day-to-day work. We ask how things really get done, not how they are supposed to.

  4. Systems and spend review

    We look at the tools you pay for, where data gets copied by hand, and how you appear to the people looking for you online.

  5. Analysis

    Every finding is checked against what we heard and what we observed, and each opportunity is sized in hours and dollars.

  6. Walkthrough

    About a week after the final interview, we go through the results together and you leave with the full written plan.

The platform

Every audit runs on our own platform.

Each FusionAudit is tracked stage by stage, from the first interview to the written plan, so nothing is skipped and we always know where your audit stands. When your report is published, you receive a private link to it.

The FusionAudit platform showing a project's lifecycle: onboarding, scheduling, interviews, transcribing and analysis complete, findings under consultant review, then KPIs, roadmap and completion.
FusionAudit platform · shown with a fictional business
What you receive

Eight things you keep. Take them to any vendor.

Carry the plan out in house, hand it to another vendor, or ask us about FusionDelivery. Nothing about the audit requires a build.

Findings

Findings report

What is working, where time and money are leaking, and why.

Tool and subscription review

Overlap, gaps, and what is paid for but unused.

Online presence check

Your website and public listings, read the way a new customer or supporter reads them.

Action plan

Where the findings become decisions: what to do first, what it is worth, and how the first 90 days run.

Opportunity map

Every recommendation sorted into do now, plan next, consider later, and set aside, with the reason for each.

Blueprint360 roadmap

A phased plan that opens with the first 90 days, with the first moves at the top.

Impact summary

Estimated hours recovered and annual value, with the working shown.

Handoff

Visual summary

A short deck for sharing the results with your team or board.

Walkthrough session

Time with the people who wrote the plan, to go through it and answer questions.

A partly redacted page from a sample Blueprint360: an opportunity map sorted into do now, plan next, consider later and set aside, and the first 90 days with owners and measures.
A page from a sample Blueprint360, partly redacted · fictional business, illustrative figures

What we ask of you: access to the right people and systems, prompt replies to scheduling requests, and your attendance at the walkthrough. Interviews are recorded only with permission.

FusionAudit or FusionAudit Pro

FusionAudit is available now. FusionAudit Pro is being built.

Both rest on evidence. FusionAudit Pro adds our own platform and repeat measurement when it opens.

CompareAvailable nowFusionAuditWaitlist openFusionAudit Pro
AvailableFusionAuditNow, through Contact Us.FusionAudit ProNot yet. The waitlist is open.
EvidenceFusionAuditInterviews with you and your team, checked against what we observe in your systems.FusionAudit ProPlanned: the same interviews, plus automated checks of your systems.
Repeat measurementFusionAuditA one-time plan you keep. Follow-up is your choice.FusionAudit ProPlanned: re-measurement at 30, 60 and 90 days, and each later cycle.

What FusionAudit Pro adds →

Next step

Start with a conversation. No pitch, no obligation.

Tell us about your organization and what is eating your week. If the FusionAudit is not the right fit, we will say so.

Questions

Straight answers, before you ask for one.

What is the FusionAudit?

The FusionAudit is a paid, consultant-led review of how an organization actually runs. Interviews with the owner or executive director and the team, a review of systems, spend and online presence, and written findings lead to a phased Blueprint360 roadmap for what to automate first, what it is worth, and what to leave alone.

What do I receive when the audit is finished?

Members receive a written findings report, an opportunity map, the Blueprint360 roadmap, an impact summary with the working shown, a tool and subscription review, an online presence check, a visual summary for the team, and a walkthrough session. All of it is yours to keep, and it can be taken to any vendor.

How long does the FusionAudit take?

Typically two to three weeks from the first interview to the walkthrough. Interviews are usually booked within a week of joining, and the pace mostly depends on how quickly the right people can be scheduled.

Do I have to buy a build after the audit?

No. The Blueprint360 roadmap is yours whether or not AiFusionX builds any of it, and it is written so that another vendor can execute it. A build is a separate decision, quoted separately.

Does the FusionAudit work for nonprofits?

Yes. Supporter and donor follow-up, program administration, volunteer coordination, and grant and board reporting are the same kind of repeatable work the audit is designed to find, and the plan is written for an executive director and a board as readily as for an owner.

How is the FusionAudit different from FusionScore Lite?

FusionScore Lite is sixteen self-reported questions that return a tier and a written report, and it is free. The FusionAudit tests that picture against interviews and evidence, sizes what each gap costs, and produces a roadmap. The score says roughly where an organization stands; the audit says what to do about it.

How is the FusionAudit different from FusionAudit Pro?

Both are evidence-based. The FusionAudit is consultant-led and available now. FusionAudit Pro runs on our own platform, is built to measure all nineteen domains directly, and re-measures at 30, 60 and 90 days. FusionAudit Pro is not open yet, and the waitlist is.