Phase 1

AI Audit and
Strategic Planning

Our process for identifying the most applicable and
highest-ROI opportunities for your organization.

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Our Philosophy
Before you launch any AI initiatives, it is critical to have a proper strategic plan that is customized for your company's needs.

Watch the video to learn more from our founder, Steve Kilts.
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Transformation begins with clarity. Our audit helps us understand your business so we can create an optimal AI transformation roadmap to best serve your needs.
01
Discovery Interviews
We begin by immersing ourselves in your business through focused conversations with leadership, key managers, and on-the-ground individual contributors. These interviews reveal how the organization really operates, what’s working, where friction exists, and what opportunities are being missed.
Our Discovery Process
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One-on-one leadership and manager interviews, capturing diverse perspectives without group bias
Targeted conversations with front-line contributors to understand day-to-day realities
Optional AI voice-agent interviews with every employee (for mid-size and larger audits), surfacing hidden bottlenecks and workflow insights at scale
Deep dive into current business processes, tools, and decision points
Focus on goals, pain points, and opportunities for efficiency and growth
Outcomes
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Contextual analysis of current operations and decision-making
Mapped inefficiencies across acquisition, fulfillment, and support
Identify new opportunities for growth and revenue uplift
A data-driven foundation to build a roadmap
02
Identify Opportunities
With a clear picture of how the business runs, we translate what we’ve learned into a visual model of your operations. This “Ops Canvas” makes workflows visible end-to-end, showing how customers are acquired, services are delivered, and customers are supported. By mapping every step, we can clearly see where AI can remove friction, reduce repetition, and create new opportunites for growth.
Our Mapping Process
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Build an Ops Canvas of acquisition, fulfillment, and support flows
Tag bottlenecks and inefficiencies in current processes
Identify steps that are repetitive, manual, or error-prone
Highlight opportunities to expand revenue growth and scale with AI
Outcomes
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A clear, visual representation of how work flows across the organization
Pinpointed areas where AI can have the greatest effect
Early prioritization of high-impact opportunities
A shared operational model that aligns leadership and teams
03
Define AI Initiatives based on ROI
At this stage we identify actual AI projects that will address the needs of the business AND provide ROI. ROI estimates are provided in the final report along with the associated formulas so you can see the real financial impact for your business.
Our AI Project Selection Process
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This is the first stage where we actually talk AI technology
All AI projects are selected based on your specific business needs
Each AI project is quantified with ROI (financial impact) calculations
We are AI solution agnostic and avoid any conflicts of interest
Outcomes
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A list of AI initiatives that address the specific needs identified previously
Value quantified in dollars so leadership understands real impact
Formulas that allow leadership to modify values to dial in ROI
An unbiased and data-driven look at all of your AI options
04
Measure and Rank Opportunities
Not all AI opportunities are equal. To separate what's urgent from what's just interesting, we measure each initiative against two dimensions: business impact vs cost. We then plot them on an "AI Opportunity Matrix" to make tradeoffs visible and ensure leadership is aligned on priorities.
Our Evaluation Process
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Assess each opportunity for impact, ROI, cost, and delivery time
Plot opportunities on the AI Opportunity Matrix (impact vs. effort)
Easy visualization and quick reference for AI project analysis
Facilitate leadership alignment on what to pursue now vs. later
Outcomes
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A ranked portfolio of AI initiatives by impact vs cost
Clear visibility into quick wins, further optimization, and low-priority items
Understanding revenue impact vs cost for each proposed AI project
Confidence to focus resources where they'll create the greatest return
05
Create Strategic Roadmap
Once the highest-value opportunities are clear, we turn them into a phased plan of action. The roadmap balances quick wins that build momentum with larger, transformational initiatives that require more time and focus. This ensures every step compounds the next, creating sustained efficiency and impact.
Our Roadmapping Process
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Sequence initiatives for maximum ROI and organizational fit
Phase implementation: High-ROI and low effort projects prioritized first
Deep dives into the top opportunities with defined KPIs and value cases
Layer in timing, dependencies, and resource requirements
Outcomes
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A phased rollout plan that builds momentum and sustains transformation
Clear sequencing of initiatives to minimize risk and maximize ROI
Defined business cases showing cost savings and revenue uplift
A data-backed case that gives leadership clarity, confidence, and alignment
New Clarity built a Claude enhancement that automates financial modeling from P&L statements, saving me countless hours of manual data entry.
Rob K.
Fractional CFO
The AI audit and strategic plan from New Clarity have been extremely valuable for MOSO Pillow and Queen Anne Pillow. It gave us a transparent view of how much time we were losing to manual tasks and how AI could reduce that workload while protecting our Amazon sales and improving our retailer pipeline. The roadmap made it easy to decide what to do first, what to postpone, and how each project fits into the long term vision for the business.
Travis L.
Owner and CEO of Queen Anne Pillow
"The client loved the results of New Clarity's AI analysis, and the 500 CEO in the room was blown away by the insights."
Peter Sheahan
C-Suite Adviser and Keynote Speaker
Prior to working with New Clarity, our sales conversion rate was low, and we were losing time spent on calls that ultimately did not lead to revenue. Our new AI sales agent has led to an exponential increase in sales-qualified leads, while actually reducing our overall time spent on sales calls.
Andrea S.
Owner of Wellbeing Company
The AI stock analysis engine built by New Clarity has given us invaluable insights into our trading strategies and has even improved our offering to clients.
Jason U.
CEO Iron Bridge
New Clarity built a Claude enhancement that automates financial modeling from P&L statements, saving me countless hours of manual data entry.
Rob K.
Fractional CFO
Our latest case studies
The AI audit and strategic plan from New Clarity have been extremely valuable for MOSO Pillow and Queen Anne Pillow. It gave us a transparent view of how much time we were losing to manual tasks and how AI could reduce that workload while protecting our Amazon sales and improving our retailer pipeline. The roadmap made it easy to decide what to do first, what to postpone, and how each project fits into the long term vision for the business.
Queen Anne Pillow
Home goods
January 30, 2026
The AI audit and strategic plan from New Clarity have been extremely valuable for MOSO Pillow and Queen Anne Pillow. It gave us a transparent view of how much time we were losing to manual tasks and how AI could reduce that workload while protecting our Amazon sales and improving our retailer pipeline. The roadmap made it easy to decide what to do first, what to postpone, and how each project fits into the long term vision for the business.
AI Agent that scans news feeds and identifies stock market events that are likely to create price movements
Iron Bridge Technologies
Financial Services / Capital Markets
January 30, 2026
The AI stock analysis engine built by New Clarity has given us invaluable insights into our trading strategies and has even improved our offering to clients.
"The client loved the results of New Clarity's AI analysis, and a Fortune 500 CEO in the room was blown away by the insights."
Peter Sheahan
Professional Services / Consulting
January 30, 2026
"The client loved the results of New Clarity's AI analysis, and the 500 CEO in the room was blown away by the insights."
Created a system that takes complicated questions and requires LLMs to compete for the best answer. The LLMs vote on the best answer, and provide feedback to each other to continuously improve.
AI-Driven Finance Automation
Finance, Accounting, Enterprise Operations
January 30, 2026
Prior to working with New Clarity, our sales conversion rate was low, and we were losing time spent on calls that ultimately did not lead to revenue. Our new AI sales agent has led to an exponential increase in sales-qualified leads, while actually reducing our overall time spent on sales calls.
Custom Model Context Protocol (MCP) server in Python to streamline financial workflows by intelligently mapping data between spreadsheets on a local file system
Intelligent Sales Psychology Engine
Sales, SaaS, B2B Services
January 30, 2026
AI sales agent customized to wellness companies that converts more website visitors to paying clients
Wellbeing Clinic
Technology, Professional Services, Consulting
January 30, 2026
A psychology-based customer analysis engine that performs a psychological profile of a client and explains to the sales person how to best approach the end customer
Predictive Market Intelligence
Finance, Investment, Market Research
January 30, 2026
New Clarity built a Claude enhancement that automates financial modeling from P&L statements, saving me countless hours of manual data entry.
Converted a highly technical textbook to a chatbot with secondary RAG system for images that identified context of the images for proper retrieval
AI-Powered Customer Insights
E-commerce, Retail, Consumer Goods
January 30, 2026
"The client loved the results of New Clarity's AI analysis, and the 500 CEO in the room was blown away by the insights."
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AI impact requires clarity.
See where AI pays off most before investing.
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