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Case studies

They saw their own business first. Every conversation started there.

Three stories from real Audity engagements. Different markets, same move: score-first selling. The prospect scored their own business, or saw it mapped out, before anyone pitched, so the first real conversation started from their results, not a slide deck.

01

Lead generation with a ReadyLink

From a standing start to a 60-lead launch and a firm-wide rollout

An established technology and consulting firm had an enterprise client roster and a sales team ready to sell, but no AI advisory line of business. No methodology, no deliverables, nothing productized to pitch.

The newly appointed practice lead saw Audity on a demo call in late 2025. On that first call she laid out the plan: run it internally, put the assessment on the website as a lead magnet, and run it into email campaigns. That's exactly what launched, on their own timeline.

They ran Audity internally, trained their sales team on sample deliverables, and landed their first paying AI discovery client while they were still evaluating it. They activated Audity Pro and finished white-label setup, so the prospect-facing assessment carried only their branding.

The public launch was a workshop for their market. The mechanic behind it was score-first selling: a white-labeled ReadyLink on their own subdomain. Every prospect who completed it scored their own business, and every completion fed a lead into their funnel. Their logo, their tagline, their contact footer. Prospects never saw Audity.

Our market launch for AI Audits went really well. We've collected leads and had some promising sales conversations. The result looks great. Everything went smoothly.

The launch workshop brought in 60 leads on day one, from a service line with zero pipeline before it went live. Sales conversations were already moving the next day. Off the back of the launch, the firm is now rolling Audity out to the rest of the team.

1st

Paying discovery client, before launch

60

Leads from the launch workshop

Firm

Rolling Audity out firm-wide

This launch ran on a ReadyLink. ReadyLinks come with every plan, Scout included.

02

Paid discovery on Audity Pro

One upload. 18 scoped opportunities. A foot in the door.

A UK-based strategic venture designer with a 30+ year consulting career came to Audity with a live prospect already on deck. Not a sandbox run. A real non-profit in the middle of a classic transformation problem: consolidating several operational spreadsheets into one annual reporting workflow.

He had almost no time to prepare. He wanted to know whether Audity could produce a recommendations summary he could defend, and take it straight into the client conversation.

He dropped in a discovery-call transcript and two prior annual reports. Audity returned 18 ranked recommendations, built on figures pulled from the uploaded documents, including numbers buried inside charts, not just plain text.

It was looking at the conversation we had, going into the annual report, pulling out figures, whether they were in charts or whatever, and talking about how we could improve this figure from there to there.

The client's procurement policy capped any single non-competed supplier at a fixed amount per year. Above that, competitive bidding was required. Rather than pitch a larger engagement and lose on procurement, he used the cap as the way in. He picked the recommendation from the 18 that fit under the ceiling and scoped his proposal around it. The project was funded. The other 17 stayed on the table as pre-scoped competitive bids for the next round.

The client saw their own figures, pulled from their own reports, before they saw a proposal. His recommendations were built on the client's own numbers, so he walked in with proof instead of a pitch.

18

Ranked recommendations from one session

17

Still open as competitive bids

1st

Funded bid out of a single upload

Document intake, stakeholder interviews and a scored gap analysis run on Audity Pro.

03

Paid discovery on Audity Pro

How a podcast appearance became a $22K engagement and $100K+ pipeline

Ed Krystosik, CAIO consultant and Audity co-founder, was a guest on a podcast about AI in professional services. After the recording, the host, who ran a mid-size law firm, asked if Ed could come consult for them. They'd been hearing about AI for months without a clear place to start. They'd tried a few tools, none of them stuck, and the host wasn't sure whether the problem was the tools or the approach.

The firm knew AI mattered to their business. They just didn't know how to prioritize it. Every vendor wanted to sell them a specific tool. Nobody had sat down and asked "what are you actually trying to fix?" They had pain across document review, client intake and internal knowledge management, and nobody had mapped it to specific, measurable opportunities.

Ed's opening move was a structured discovery on Audity: stakeholder interviews, process mapping, a gap analysis and ROI projections for each opportunity. It took a fraction of the time a traditional consulting assessment would have. The platform handled data collection and analysis, which left Ed free for the parts that need a human: asking the right questions, reading the room, and translating what's technically possible into business language the partners understood.

At the end, the firm had a report with specific recommendations, projected ROI for each one and a clear implementation roadmap. Not a generic "you should use AI more" deck. A plan they could execute.

Within weeks of the report, they signed a $22K implementation project with Ed to deliver the top-priority recommendations. That project opened the door to ongoing advisory work, and the total pipeline from that one relationship grew past $100K. The discovery fee was credited toward the implementation project, which removed the last objection before they signed.

$22K

First paid engagement

$100K+

Pipeline from one client

1

Discovery to start it all

Stakeholder interviews, gap analysis, ROI and the roadmap run on Audity Pro.

The pattern across all three: score first, sell second.

Different markets, different buyers, different go-to-market moves. Same mechanic: the prospect saw their own business before anyone pitched. In the first story, that was a readiness score from a ReadyLink. In the other two, it was ranked recommendations and ROI pulled from the client's own documents and people.

When the evidence is theirs, the next conversation isn't a pitch. It's a conversation about what they just learned, and what they want to do about it.

That's what Audity is built around. Scout puts a scored readiness report in front of every prospect you send a ReadyLink to, and is complete on its own for business development. Audity Pro is for consultants who run paid AI discoveries. Pick the one that fits the work you do.

Run the play from the story that looks like your work.

Lead generation runs on Scout. Paid discovery runs on Audity Pro. Same platform, your call.

Bringing Audity to your firm? Talk to sales.