AI Operational Readiness Audit · Built for CCIMs

90% of CRE firms are piloting AI. Only 5% actually operate it.

The gap between those two numbers is where most CCIM practices are stuck. The AI Operational Readiness Audit finds exactly where you sit on that curve. Then it hands you the roadmap to close it. Fixed fee, and independent of any build work.

Book Your Discovery Call See What the Audit Covers
7
Readiness Dimensions Scored
12-wk
Operationalization Roadmap
1–2 wks
Turnaround to Delivery
The problem

Most CCIMs are stuck between piloting and operating.

01
The piloting trap
You have tried ChatGPT. Maybe a market tool or two. The pilots are interesting, but they never become how the practice actually runs.
02
The 4-hour underwriting tax
Most CCIMs lose 3 to 4 hours per deal on prep work. Comps, demographics, supply data. That work is research, not analysis.
03
Disconnected tools
CRM in one place, data tool in another, AI in a browser tab. Nothing talks to anything. The real workflow lives in your head.
04
No governance, no ROI proof
Without a readiness baseline you cannot defend AI spend or show what it returns. So it stays a side experiment instead of a system.
The audit

A clear read on where your practice actually stands.

The AI Operational Readiness Audit looks at your practice end to end. It scores you across seven dimensions, then shows exactly what would move you from piloting AI to operating it.

01
AI Strategy & Governance
Whether you have a defensible plan and fiduciary-grade guardrails for using AI in your practice.
02
Data Readiness
Whether your deal, market, and contact data is structured enough for AI to actually use it.
03
Process Operationalization
Which of your workflows are ready to run on AI today, and which ones are not yet.
04
Team Capability
Whether you and your team can run the systems once they are live, without leaning on a vendor.
05
Technology Stack
What you already pay for, what overlaps, and what is missing from your current tools.
06
Security & Compliance
How client data is handled, where fiduciary duty applies, and where your regulatory exposure sits.
07
Financial ROI-Readiness
What AI should return in your specific market, and how you would measure that return.
What you walk away with

Four deliverables. Zero guesswork.

Deliverable 01
7-Dimension Readiness Scorecard
A scored baseline of where your practice sits today, dimension by dimension, with the friction points called out.
Deliverable 02
12-Week Operationalization Roadmap
A phased plan that tells you what to build or buy, and in what order, so AI becomes part of how you operate.
Deliverable 03
Executive Walkthrough Deck
A 15 to 20 slide deck that walks you and your team through the findings and the recommended path.
Deliverable 04
Financial ROI Model
A model built on your market and your numbers, so the AI spend is defensible and the return is measurable.
Pricing

Two ways to run the audit.

Both tiers are a fixed fee. Both are completely independent of any build work you might hire me for afterward.

Tier A
Quick-Start Assessment
$5,000
Fixed fee · one-time
Turnaround: about 1 week
  • Focused 7-dimension readiness scorecard
  • Your top operational friction points identified
  • A prioritized 90-day action shortlist
  • A 60-minute findings walkthrough
Book a Call to Start
Most chosen
Tier B
Core Audit
$7,500
Fixed fee · one-time
Turnaround: about 2 weeks
  • Full 7-dimension readiness scorecard
  • Complete current-stack and data audit
  • 12-week operationalization roadmap
  • Financial ROI model for your market
  • Executive walkthrough deck, 15 to 20 slides
  • Two review calls during the engagement
Book a Call to Start

The audit is a fixed fee, completely independent of any build work you might ask me to do for you afterward. So my recommendations are honest whether you hire me to build or not.

David Monroe, CCIM
CCIM Instructor 14 Yrs CRE USMC · 11yr Multifamily AI Builder
Who runs your audit

Built by an operator, not a vendor.

I'm David Monroe, CCIM. I have spent 14 years in commercial real estate as a multifamily investor and broker. I also teach for the CCIM Institute, one of roughly 60 instructors worldwide.

Before that I served 11 years in the United States Marine Corps. I have closed deals and I have lost on them, including $1.3M on one. I have also shipped real AI tools that brokers use today. This audit comes from operating the work, not from selling software.

"I do not credit the audit fee against build work. That is what keeps my recommendations honest, whether you hire me to build afterward or not."
David Monroe, CCIM CCIM Instructor · Multifamily Investor & Broker
How it works

From booked call to operating roadmap.

Five steps. You stay in your practice. I do the heavy lifting and bring you a plan you can act on.

1

Discovery Call

A 45-minute conversation about your practice and where AI might fit.

2

Intake

We gather your tools, your data, and how your workflows run today.

3

Scoring

I score all seven readiness dimensions and find the real friction.

4

Roadmap & ROI

I build your 12-week roadmap and the ROI model for your market.

5

Walkthrough

We review the findings together so your team knows the next move.

Questions

Straight answers before you book.

Is this just a sales pitch for your software?
No. The audit is a fixed fee and independent of any build work. You get honest recommendations whether you hire me afterward or not.
Which tier should I pick?
Tier A is a fast read if you want a focused baseline and a shortlist. Tier B is the full picture: complete scorecard, 12-week roadmap, and ROI model. Most CCIMs choose Tier B. We can confirm the right fit on the call.
What if we have not really started with AI yet?
That is fine. The audit meets you where you are. Starting from zero just means a clearer runway and fewer habits to undo.
What do you need from my team?
A short intake on your tools and data, and access to the people who run your key workflows. The lift on your side is light.
How long does it take?
Tier A runs about one week. Tier B runs about two weeks from intake to the executive walkthrough.
Do you do the implementation too?
I can. But that is a separate decision and a separate agreement. The audit stands on its own and is priced on its own.
Is my data confidential?
Yes. Your deal data, client data, and practice details stay private and are used only to produce your audit.
What happens on the discovery call?
We talk through your practice and whether the audit is a fit. No pressure. If it is not right for you, I will tell you.
Ready to start

See where your practice stands on the AI curve.

Book a 45-minute discovery call. We will talk through your practice and whether the audit is the right next step. No pressure, no pitch deck.

Book Your Discovery Call
Prefer to text first
251-220-2534
Or email me
david@davidmonroeccim.com