Site Wise Software

Victoria, BC · AI Opportunity Audit

Find out where AI actually pays off in your business — before you spend on it.

A fixed-price, one-week audit for Victoria trades, service businesses, and professional services. We look at how calls, leads, quotes, and admin really move through your business, then hand you a short, ranked plan: what to automate, what to leave alone, and what it should cost.

$750 CAD, fixed price.

Book your audit

or call (778) 488-8324

What’s included

Kickoff call (60 min)

Walk us through a normal week — phones, inbox, quoting, scheduling, follow-up.

Leak review

Missed calls and voicemail, slow lead response, dormant leads in your CRM, open quotes nobody chased, copy-paste admin.

Tool check

What you already pay for (phone system, CRM, Xero/QuickBooks, booking, website) and whether it can do more before you buy anything new.

Ranked recommendations

3–5 opportunities scored by impact, effort, and cost — productized agent vs custom build vs “not worth it yet.”

Written plan + 30-min review call

Plain-language report you keep, whether or not you hire us.

Optional implementation

If you want us to build after the audit, we quote that separately. The $750 audit stands alone and is not credited toward a project.

Who it’s for

  • Owner-operated trades and service businesses in Greater Victoria (HVAC, plumbing, electrical, roofing, cleaning, landscaping, property services)
  • Professional offices drowning in intake, scheduling, and follow-up
  • Teams that know “we should be using AI” but don’t want to buy a tool first and figure it out later

Not a fit: enterprise IT strategy, 500-person governance programs, or anyone looking for a slide deck with no follow-through.

How it works

  1. Step 1

    Book

    Pick a time, short intake form.

  2. Step 2

    Kickoff call

    We map your week.

  3. Step 3

    Review

    We dig into calls, leads, quotes, and tools (read-only access where you’re comfortable).

  4. Step 4

    Plan delivered

    Within about a week, with a review call.

  5. Step 5

    Your call

    DIY it, hire us, or do nothing. No pressure.

Stop guessing where AI fits.

Book a $750 AI Opportunity Audit with a Victoria team that builds and runs the systems it recommends.

Book your audit(778) 488-8324info@sitewisesoftware.com

More on our approach: AI consulting in Victoria, BC

FAQ

How much does it cost?
$750 CAD, fixed. No hourly surprises.
Do I have to buy something afterward?
No. You keep the written plan either way. The audit fee is not credited toward later build work.
Is this just a sales pitch for your agents?
No. If the best answer is “use what you already have” or “not yet,” that’s what the report says.
What do you need from me?
About 90 minutes total of your time, plus optional read-only access to things like call logs or your CRM.
Do you work with businesses outside Victoria?
Yes — Greater Victoria, Vancouver Island, and Vancouver, delivered remotely or in person around Victoria.
What kind of AI do you usually recommend?
Often the expensive leak first: missed-call recovery and speed-to-lead, dormant-lead reactivation, quote follow-up, and workflow automation for scheduling and admin. Custom systems only when off-the-shelf won’t do.
Are you the same as Sitewise Analytics or AWS SiteWise?
No. Site Wise Software Inc. is an independent Victoria, BC studio at sitewisesoftware.com.