How to Present AI Audit Findings

August 2, 2025
Read Time: 5 minutes

I just walked into a boardroom with a simple presentation.

No complex charts. No technical jargon. No sales pitch.

Just one simple mini deck that showed a 47-person company exactly where they were bleeding $340,000 per year.

Their own business processes mapped out with every inefficiency highlighted in red.

The CEO stared at it for 30 seconds, then looked up and said: "When can you start fixing this?"

That's the power of the right presentation framework.

The Slide That Changes Everything

Most consultants present findings like academic research papers.

Endless bullet points. Complex analysis. Theoretical recommendations.

Wrong approach.

The best AI audit presentations tell a story in pictures.

The Story Structure:
• Here's your business as it actually operates (Ops Canvas)
• Here are the friction points costing you money (highlighted inefficiencies)
• Here are the solutions ranked by impact and effort (Opportunity Matrix)
• Here's exactly what it's worth to you (ROI calculations)

When executives can see their own business processes visualized with clear problems and solutions, the decision becomes inevitable.

The Ops Canvas: Making the Invisible Visible

The most powerful moment in any AI audit presentation happens when you show them their Ops Canvas.

This isn't a flowchart. It's a visual map of how their business actually works, broken down into three core engines:

Acquisition Engine: How they find and sign new customers
Delivery Engine: How they deliver their product or service
Support Engine: How they handle customer questions and issues

But here's the magic: every step is tagged with friction indicators.

🟡 Time Sinks: Manual, repetitive tasks consuming employee hours
🔴 Quality Risks: Steps prone to human error or inconsistencies

When they see their entire business laid out with every inefficiency color-coded, the problems become undeniable.

[This is exactly what I show them in my complete AI Audit Workshop - the full Ops Canvas framework with templates you can use immediately. Get access here]

The Opportunity Matrix That Prioritizes Everything

After showing them what's broken, you show them how to fix it.

The Opportunity Matrix plots every AI solution on two simple axes:

• Business Impact (horizontal)

• Implementation Effort (vertical)

This creates four clear quadrants:

⭐ Quick Wins (Low Effort, High Impact): Start here
🚀 Big Swings (High Effort, High Impact): Plan for these
👍 Nice-to-Haves (Low Effort, Low Impact): Consider later
🗑️ Deprioritize (High Effort, Low Impact): Avoid completely

The beauty is that executives instantly understand the strategy: knock out the Quick Wins first, then tackle the Big Swings.

No complex prioritization discussions. No analysis paralysis. Just clear action steps.

The Money Slide That Closes Deals

But the slide that gets immediate approval is the ROI Summary.

This isn't theoretical savings. It's hard numbers based on their actual processes:

For Each Solution:

• Current manual hours per week

• Employee cost per hour

• Annual cost of the current process

• Implementation cost of AI solution

• Annual savings after implementation

• Simple ROI percentage

When a CEO sees that a $5,000 AI implementation will save $47,000 annually, the math is simple.

But here's the advanced move: you also calculate the revenue uplift.

"These 16 hours per week Sandra saves on data entry? If she spends that time on client outreach instead, that's potentially $83,200 in additional revenue annually."

Suddenly you're not selling cost savings. You're selling growth opportunities.

[The complete ROI calculator with all formulas is included in my AI Audit Workshop - you can literally plug in any business's numbers and get instant calculations. Get access here]

The Validation Session That Builds Buy-In

Here's what separates amateur consultants from pros who get paid serious money:

You don't present your findings as final truth.

You co-create the solution with the client.

After mapping their processes and identifying opportunities, you schedule a validation session:

"Looking at these Quick Wins, which resonates most strongly with the challenges your team described?"

"We've identified automated CRM updates as high-impact. Are there any team dynamics we might have missed?"

"What's your team's track record with adopting new technology?"

By the end of this session, they're not buying your recommendations.

They're buying the plan they helped build.

The Presentation Flow That Never Fails

Slide 1: Scope & Objectives
Restate what you were asked to investigate. Shows you understood their needs from day one.

Slide 2: The Ops Canvas
Their entire business mapped visually with inefficiencies highlighted. This is where jaws drop.

Slide 3: Opportunity Matrix
All solutions plotted by impact and effort. Makes prioritization obvious.

Slide 4-6: Quick Win Deep Dives
For each top recommendation: current vs. future state, time saved, ROI calculated.

Slide 7: The Money Slide
Complete ROI summary showing total annual savings and revenue opportunities.

The Result: A logical progression from "here's what we found" to "here's what it's worth" to "when do we start?"

Why This Works When Others Fail

Most AI audit presentations fail because they're too technical or too theoretical.

This framework works because:

It's Visual: Executives see their business, not abstract concepts
It's Logical: Each slide builds naturally to the next conclusion
It's Collaborative: They help validate and refine the recommendations
It's Financial: Every recommendation has clear ROI calculations
It's Actionable: The next steps are obvious and prioritized

You're not convincing them to buy something.

You're showing them how to stop bleeding money.

The Follow-Up That Seals Implementation

After the presentation, you provide everything:

• The complete slide deck

• All ROI calculations

• Process maps and opportunity matrices

• Implementation timelines

• Vendor recommendations

Then you wait.

Not because you're playing hard to get, but because the logic is so compelling that they'll come to you.

"Have you had a chance to review the implementation roadmap? Any questions about getting started?"

Most of the time, they're already asking: "Can you handle the implementation for us?"

The Complete System

This newsletter barely scratches the surface of what goes into a professional AI audit presentation.

The real value is in the templates, frameworks, and step-by-step processes that make this repeatable.

My complete AI Audit Workshop includes:

• The exact Ops Canvas mapping templates

• Opportunity Matrix frameworks and examples

• ROI calculator spreadsheets with all formulas

• Complete slide deck templates

• Stakeholder interview scripts

• Real audit examples and case studies

• Implementation roadmap templates

Get the complete system for here

The difference between consultants who struggle to get buy-in and those who get immediate approval isn't their expertise.

It's their presentation framework.

But for now, ask yourself:

📊 Are your presentations showing problems or just sharing information?
📊 Could an executive look at your findings and immediately understand the ROI?

Your answers determine whether you're conducting audits or just expensive research projects.

See you next week,

– Andrew

P.S. I'm looking for a couple more people to take on in my one-on-one Vibe Consulting coaching. Reply with 'INTERESTED' and let's see if you're a good fit.