A fast, lower-commitment screening step
2-Day AI Agent Readiness Assessment
A quick, focused look at your organization's overall AI agent readiness posture: what's out there, what could go wrong first, and where the full review would matter most.
This is a screening product, not a compressed version of the full review. It is scoped to what two business days can honestly produce across a program: a snapshot of the AI agents and workflows in place, a prioritized list of risks and gaps, and a verdict on where you stand overall — plus a recommendation of which workflow(s), if any, most warrant the full Production Readiness Review. It is not a substitute for the deeper review when a specific workflow is high-impact or the answer needs to hold up under scrutiny.
When to use it
- Before deciding which AI agent or workflow — if any — is the right next candidate for the full Production Readiness Review.
- When you need a directional answer quickly, not a comprehensive audit trail.
- Early in a program, to catch obvious authority, data, or failure-handling problems across deployments before they get expensive to unwind.
- When budget or timeline can't yet support the full review, but "where do we stand overall?" still needs an independent answer.
What you get
Program-level snapshot
What AI agents and workflows exist across your organization, and in broad strokes what they can access and do — the landscape as built or in flight, not a full authority map for any one of them.
Prioritized risk and gap list
The issues most likely to matter across the program, ranked, with enough context to know what each one is and why it's on the list.
Overall readiness verdict
A clear read on where your AI agent program stands today, with a recommendation of which workflow(s), if any, most warrant the full deep review next.
What it is not
The assessment does not include a full authority and control map, a full threat and failure register, or a full remediation plan for any single workflow. Those are what the AI Agent Production Readiness Review produces for the workflow identified as the priority, and they take the full ten-day engagement to do properly. Two days is enough to survey the program and tell you where you stand and what to look at first — it is not enough to trace every delegation path for any one workflow or leave a defensible evidence trail. If your organization has a workflow that's clearly high-impact, regulated, or needs to withstand scrutiny later, the assessment's own recommendation will say so and point to the full review.
Scope and commercial model
The assessment is fixed-scope and takes two business days once the evidence and participants are available. It is not a certification or compliance attestation. Delegated Trust is an independent practice and is not affiliated with, sponsored by, or endorsed by Salesforce. A very large or highly complex AI agent program, evidence gaps that require a longer discovery, implementation, penetration testing, and legal advice require separate scope — typically the full Production Readiness Review for the workflow identified as priority.
The assessment can use diagrams, walkthroughs, configuration excerpts, and representative evidence. Production access, write access, customer data, and source code are not assumed.
Founding pilot
Your AI agent program. Two business days. $6,500.
Two founding pilot slots are available for the assessment. Each slot is one client and one engagement, surveying your organization's AI agent program as a whole rather than one named workflow. These slots are separate from the two founding pilot slots for the full Production Readiness Review — the two tiers each have their own pool of two.
- Fixed fee of $6,500 USD.
- Two business days once the evidence and participants are available.
- Program-level snapshot, prioritized risk and gap list across your AI agent deployments, an overall readiness posture verdict, and a recommendation of which workflow(s) most warrant the full deep review next.
- No per-workflow authority and control map, threat and failure register, remediation plan, implementation, penetration test, certification, or unlimited follow-up — the full review covers those for the workflow identified as priority.
After the assessment
The recommendation points to one of two next steps: your AI agent program looks broadly on track for now, or the findings identify which workflow the full AI Agent Production Readiness Review (starting at $20,000, two founding pilot slots of its own) should cover next. There is no obligation to move to the full review, and the assessment fee does not carry forward as a credit unless agreed in writing.
Start with your program
Describe the AI agents and workflows you have in flight, what concerns you most, and the decision the assessment needs to support.
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