Agent Audit
Map your workflows, data sources, and operational leaks. Identify which agents to staff, where approval gates belong, and what measurable loops to prioritize first.
Start with auditFor owner-led service and growing digital businesses drowning in tool chaos. We bring the agents, the oversight, and the operating discipline. Not DIY chatbot builders.
Human-approved actions. Weekly digests. Clear accountability for spend, publish, and outreach.
Agents integrate with your existing business systems
Each agent specializes in a business function while working together toward shared outcomes. Human approval keeps accountability clear.
"Not one AI assistant. A coordinated team."
Agents that understand context and collaborate across your business functions.
Connect, analyze, and report on business data. Identify trends, anomalies, and opportunities in your revenue operations.
Qualify leads, manage pipeline health, automate follow-up sequences, and surface deals that need attention.
Monitor campaign performance, optimize channel mix, draft content variants, and coordinate multi-channel execution.
Automate recurring workflows, flag process bottlenecks, coordinate cross-functional tasks, and maintain system documentation.
We staff your agent team based on your specific business needs. Every action requiring spend, publishing, or outreach requires explicit human approval.
Assess your business systems, identify opportunities, and define agent responsibilities.
Deploy the right mix of Data, Sales, Marketing, and Operations agents for your needs.
Track agent performance, business outcomes, and areas where human decisions add the most value.
Refine agent behavior, expand capabilities, and adjust team composition as your business evolves.
You have a CRM, marketing platforms, analytics tools, spreadsheets, and Slack integrations that don't talk to each other. We staff the agent team that makes sense of it.
Agencies, consultancies, and professional services managing multiple clients across disconnected tools and manual reporting cycles.
E-commerce, SaaS, and digital product companies with growing channel complexity and scattered operational data.
Multi-location or regional operations that need coordinated oversight without adding management layers or building internal AI capability.
Our agent teams are designed with approval gates, audit trails, and clear ownership. You stay in control.
Agents cannot spend budget, publish content, send customer outreach, or make production changes without explicit approval from designated team members.
Every agent action, recommendation, and decision is logged with context so you can review, understand, and improve agent behavior over time.
Agents use approved credentials with least-privilege access. Sensitive data handling follows documented security and retention policies.
No black boxes. You understand what each agent does, how it makes decisions, and how to adjust its behavior to match your business needs.
Pricing depends on scope, complexity, and team size. A written statement of work confirms deliverables and fees before any engagement begins.
Map your workflows, data sources, and operational leaks. Identify which agents to staff, where approval gates belong, and what measurable loops to prioritize first.
Start with auditStand up 1–2 agents in a defined business area. Includes agent board, human approval workflows, one measurable improvement loop, and handoff documentation.
Discuss sprintWe manage your agent team: weekly digest of findings and recommendations, approval-gated spend/publish/outreach, continuous optimization, and capacity expansion as needs evolve.
Explore managed servicePricing is scoped after the Agent Audit based on your specific workflows, tool stack, and approval requirements. These engagement types are starting points for the scoping conversation, not binding quotes.
Cherry Valley Analytics is led by Sergio Flores, whose background spans branding, digital marketing, creative direction, product development, project management, and data analytics.
That combination helps design agent teams that understand business context, not just technical possibilities. Engagements are structured around outcomes, approval workflows, and practical integration with how your team already operates.
Clear expectations about how agent teams work, what they can do, and how human oversight functions.
A chatbot answers questions. An agent team performs work: analyzes data, monitors systems, drafts content, coordinates tasks, and recommends actions. Agents operate continuously and work together across business functions with human approval for critical decisions.
Agents can analyze data, generate reports, monitor systems, flag opportunities, draft content, and prepare recommendations. They cannot spend money, publish externally, contact customers, modify production systems, or delete data without explicit human approval.
No. We bring ready agent capabilities and customize them to your business. You define what outcomes you need; we staff the right agents, configure workflows, and set up approval gates.
Common integrations include CRM platforms, marketing automation tools, analytics systems, financial software, project management tools, and communication platforms. Custom integrations are assessed during the discovery phase.
Approval gates prevent agents from taking irreversible actions without human review. All agent work is logged and auditable. When an agent produces poor output, we refine its training and adjust workflows to prevent recurrence.
The Agent Audit identifies opportunities within 1-2 weeks. Most Agent Sprint engagements deliver measurable value within 2-4 weeks. The Managed Agent Team provides continuous optimization as agents learn your business patterns.
After an Agent Sprint, you receive documented workflows, training materials, and access to your agent coordination interface. You can manage agents yourself, engage us for additional sprints, or move to a Managed Agent Team retainer for ongoing optimization and expansion.
This qualification form helps us prepare a useful first conversation. We'll respond within 1-2 business days.