PDF Deliverable Template

PDF Deliverable Template — AI Opportunity Audit Report

The branded, Carbone/Gotenberg-rendered report clients hold in their hands.

Engine: Carbone (DOCX/HTML→PDF) or Gotenberg (HTML→PDF) self-hosted on your Hostinger VPS. Input: JSON from n8n (the approved analysis drafts — see Asset 3 pipeline). Design notes: Match your Framer site — primary color [#HEX], neutral grays, one accent. Use a clean sans (Inter/Plus Jakarta Sans). Generous whitespace. Charts as images (rendered by n8n/QuickChart) embedded into the template.

This file is the content + structure spec of the PDF. Below is the exact page-by-page layout and the merge tags Carbone replaces. Build the actual template (HTML or DOCX) from this spec.

Replaceable merge tags are in {braces}. Loops are {d#each ...}{/d} in Carbone syntax.

DESIGN SYSTEM

Fonts: Inter (body), Plus Jakarta Sans or Inter Display (headings).
Colors:
- Primary: [#0B1F3A] (deep navy)
- Accent: [#3B82F6] (electric blue) — for the score, CTAs
- Score band colors: Vulnerable [#DC2626] (red), Aware [#F59E0B] (amber), Active [#10B981] (green), Leading [#6366F1] (indigo)
- Neutrals: [#F8FAFC] (page bg), [#1E293B] (body text), [#64748B] (muted)
Logo: top-left on every page; footer with page numbers + “[CLIENT] · AI Opportunity Audit · [DATE] · Confidential”.
Page size: A4 (international) or Letter (US clients). Margins: 25mm.
Charts: rendered as PNG via QuickChart (radar, bar) and embedded. Or generate SVG in n8n with a chart library and embed as image.

PAGE 1 — COVER

[CLIENT LOGO (top-right)]            [YOUR LOGO (top-left)]

AI OPPORTUNITY AUDIT
A readiness assessment and opportunity roadmap for

{client_company_name}

Prepared for: {client_poc_name}, {client_poc_role}
Prepared by: Dwad Lane, Fractional Chief AI Officer
Date: {delivery_date}
Engagement ID: {engagement_id}
Tier: {tier_label}

[Branded cover graphic — subtle radar chart watermark or gradient]

CONFIDENTIAL — Prepared under engagement letter dated {engagement_date}

PAGE 2 — EXECUTIVE SUMMARY

EXECUTIVE SUMMARY

Headline box (full width, accent background):
─────────────────────────────────────
  YOUR AI READINESS SCORE
  {overall_score} / 100      [{band_label}]
  "Most businesses score between 35 and 55. You scored {overall_score}."
─────────────────────────────────────

The headline:
{money_slide}      ← e.g. "Estimated 24-month net savings: $187K (6,233% ROI on a $3,000 audit)."

Your binding constraints (the two lowest dimensions — where the money is hiding):
1. {binding_constraint_1_name} — {binding_constraint_1_score}/100
2. {binding_constraint_2_name} — {binding_constraint_2_score}/100

The 3 highest-leverage opportunities we found:
1. {top_opportunity_1_name} — {top_opportunity_1_savings}/yr est.
2. {top_opportunity_2_name} — {top_opportunity_2_savings}/yr est.
3. {top_opportunity_3_name} — {top_opportunity_3_savings}/yr est.

Our recommendation in one paragraph:
{exec_summary_recommendation}

PAGE 3 — THE AI READINESS SCORECARD

YOUR AI READINESS SCORECARD

[RADAR CHART IMAGE — 7-axis spider, your score filled vs. benchmark line]
(embedded image URL: generated by QuickChart in n8n)

Score breakdown by dimension:
┌─────────────────────────────────────────┬───────┬──────────┐
│ Dimension                               │ Score │ Rating   │
├─────────────────────────────────────────┼───────┼──────────┤
│ 1. Strategy & Leadership                │ {s1}  │ {r1}     │  ← 1.5× weight
│ 2. Data Readiness                       │ {s2}  │ {r2}     │
│ 3. Technology & Tooling                 │ {s3}  │ {r3}     │
│ 4. Process & Automation Opportunities   │ {s4}  │ {r4}     │
│ 5. Talent & AI Literacy                 │ {s5}  │ {r5}     │
│ 6. Governance, Security & Compliance   │ {s6}  │ {r6}     │
│ 7. Value / ROI (current realization)    │ {s7}  │ {r7}     │
├─────────────────────────────────────────┼───────┼──────────┤
│ OVERALL (weighted, binding-constraint)  │ {ov}  │ {band}   │
└─────────────────────────────────────────┴───────┴──────────┘

How we score: we grade your overall maturity by your two lowest dimensions
(the binding constraints), not the average — because that's the ceiling on
your AI results. Fix those first and everything else compounds.

{#each dimensions}
{dimension_name} — {dimension_score}/100
{dimension_justification}        ← 1-paragraph evidence-based note

Lever: {dimension_lever}        ← one concrete action to move this score
{/each}

Rating scale: 0–39 Critical (red) · 40–59 Developing (amber) · 60–79 Strong (green) · 80–100 Leading (indigo).

PAGE 4–5 — THE OPPORTUNITY MATRIX

YOUR AI OPPORTUNITY MATRIX

[2x2 IMPACT-EFFORT MATRIX IMAGE — opportunities plotted as dots]
(QuickChart scatter, quadrants labeled: Quick Wins / Strategic Bets / Fill-In / Park)

We identified {opportunity_count} concrete opportunities for {client_company}:

{#each opportunities}    ← ranked by impact ÷ effort, descending
{rank}. {opportunity_name}                     [{quadrant_label}]
    {opportunity_description}

    Impact: {impact_score}/5     Effort: {effort_score}/5
    Data readiness: {data_readiness}
    Estimated savings: {annual_savings_range}/yr   ({hours_saved}/wk)
    Time to value: {ttv_weeks} weeks
    Suggested owner: {owner_suggestion}
{/each}

Opportunity card design: each opportunity is a bordered card with a colored left edge (green = quick win, blue = strategic, amber = fill-in, gray = park). Consistent structure so the page reads like a catalog, not a wall of text.

PAGE 6 — THE 30/60/90 ROADMAP

YOUR 90-DAY ROADMAP

This roadmap sequences your work by binding constraint first, then quick wins,
then scale. It's built so a competent operator could start Monday.

PHASE 1 — DAYS 1–30: FOUNDATIONS (fix the binding constraints)
{#each phase_1_initiatives}
■ {initiative_name}
  What: {initiative_what}
  Why: {initiative_why}    (addresses: {initiative_addresses_dimension})
  Owner: {initiative_owner}    Dependency: {initiative_dependency}
  Success metric: {initiative_success_metric}
{/each}

PHASE 2 — DAYS 31–60: QUICK WINS (ship the highest impact/effort opportunities)
{#each phase_2_initiatives} ... {/each}

PHASE 3 — DAYS 61–90: SCALE (strategic bets + governance hardening)
{#each phase_3_initiatives} ... {/each}

Visual: a horizontal 3-phase timeline graphic at the top of the page (Phase 1 → 2 → 3), then the detail cards below.

PAGE 7 — ROI PROJECTION

ROI PROJECTION

[STACKED BAR CHART — cumulative net savings: Year 1 vs Year 2, by opportunity]

MONEY SLIDE (large, centered):
─────────────────────────────────────
  Estimated 24-month net savings: {roi_24mo_net}
  ({roi_24mo_pct}% ROI on a ${audit_fee} audit)
─────────────────────────────────────

12-month projection:    {roi_12mo_summary}
24-month projection:    {roi_24mo_summary}

Assumptions (be conservative, show the math):
{#each assumptions}
• {assumption_text}
{/each}

How we got there:
{#each opportunities}
• {opportunity_name}: {hours}/wk × ${loaded_cost}/hr × 48 wks × {adoption_pct}% adoption = ${annual_savings}
{/each}

Note: These are estimates based on the information you provided and stated
assumptions. Actual results depend on implementation quality, adoption, and
factors outside this audit's scope. We round down.

PAGE 8 — GOVERNANCE & RISK (Deep Dive tier only)

GOVERNANCE, SECURITY & COMPLIANCE REVIEW

Risk exposure by area:
┌──────────────────────────────┬──────┬──────────┐
│ Area                        │ Risk │ Finding  │
├──────────────────────────────┼──────┼──────────┤
│ AI usage policy             │ {r}  │ {finding}│
│ Sensitive data handling     │ {r}  │ {finding}│
│ Regulatory awareness        │ {r}  │ {finding}│
│ Vendor / sub-processor risk │ {r}  │ {finding}│
│ Shadow AI usage             │ {r}  │ {finding}│
└──────────────────────────────┴──────┴──────────┘

Priority remediation:
{#each governance_actions}
■ {action}
{/each}

Relevant frameworks referenced: NPC DPA (RA 10173), GDPR (where applicable),
NIST AI Risk Management Framework, EU AI Act (where applicable).

PAGE 9 — NEXT STEPS & HOW TO USE THIS REPORT

HOW TO USE THIS REPORT

1. Watch the walkthrough (Loom link enclosed) — 7 minutes.
2. Review your binding constraints — these are your ceiling.
3. Pick 1–3 quick wins from the matrix to start within 30 days.
4. Share the roadmap with whoever will own implementation.
5. Book your debrief call (link enclosed) — we'll pressure-test it together.

NEXT STEPS WITH [YOUR COMPANY]

This audit is diagnostic. If you want help implementing, options:

• Implementation sprint — we build your top quick wins (quoted separately).
• Fractional CAIO retainer — ongoing AI leadership, monthly cadence.
• Your audit fee is credited 100% against either within 90 days.

Contact: {your_email} · {calendar_link}

PAGE 10 — APPENDIX

APPENDIX

A. Methodology — the 7-dimension scorecard, binding-constraint scoring,
   and frameworks referenced (Gartner AI Maturity, Microsoft RAI-MM,
   McKinsey QuantumBlack, KPMG AIMA). [1 paragraph each]

B. Data sources — intake form responses, {n} stakeholder interviews
   (list of roles, dates), documents reviewed.

C. Limitations & disclaimers — advisory in nature; ROI is an estimate;
   based on information provided; not a guarantee of results.

D. About the consultant — 1-paragraph bio + relevant credentials + link.

E. Glossary — quick definitions for non-technical readers (binding
   constraint, iPaaS, agentic AI, RAG, shadow AI, etc.).

THE SHAREABLE SCORE GRAPHIC (separate, not in the PDF)

Generated separately by Placid / Bannerbear, two sizes:

Square 1080×1080 (LinkedIn/Instagram):

[CLIENT LOGO]
AI READINESS SCORE
{overall_score} / 100
[{band_label}]

"We found {opportunity_count} opportunities.
Est. {roi_24mo_net} in 24-month savings."

— Audited by Dwad Lane, Fractional CAIO
[yourdomain.com]

Landscape 1200×627 (LinkedIn article/X): same content, wider layout, mini radar chart on the right.

These are the assets clients share to their network — they carry the referral link when posted.