Diagnosis before prescription.
Over one to two weeks, we map how your business actually runs, find where AI and automation create real leverage, and tell you what it's worth in dollars — so you know whether or not to build a thing before you spend on one.
- Duration
- 1–2 weeks
- Your time
- 4–6 hours total
- Format
- On-site or remote
- You keep
- The full roadmap
Built for businesses tired of AI hype.
The assessment is for owners and leadership teams who want a straight answer: where does AI actually pay off in this business, and where doesn't it? No preparation or homework required from your team — we do the work.
- You're hearing about AI everywhere and want to know what it means for your business specifically
- You've tried tools or experiments that never made it into daily operations
- Your team is doing manual, repetitive work you suspect shouldn't exist anymore
- You want a dollar-backed case before committing to any build
- You'd rather have an honest 'don't automate this' than a vendor selling you everything
Five steps, two weeks, one roadmap.
Discovery interviews
Short, focused conversations with leadership and the people doing the work — because they see different problems, and the gap between those answers is usually where the money is.
Operations mapping
We draw how your business actually runs: where work originates, how customers arrive, how work gets delivered, and where time, quality, and revenue quietly leak out.
The opportunity matrix
Every flagged problem gets a candidate solution plotted on two axes — business impact and effort — so quick wins, big swings, and honest 'not yets' sort themselves.
Validation workshop
A working session where you challenge the matrix. You know things about your team and customers no interview surfaces, so you leave with a plan you authored.
Findings report
A written report for your leadership: what we found, what it's worth, the order to build in, and the financial case — yours to act on with us, in-house, or not at all.
The AI & Automation Report.
Every assessment ends with a written report built for your leadership team — not a slide deck and not a sales proposal. It's a roadmap you can act on with us, with your own team, or not at all.
The operations map
Your business end to end on one page — every step, handoff, and dependency visible.
The prioritized roadmap
What to build, in what order, and why — quick wins first, larger bets sequenced behind them.
The financial case
Hours saved, cost recovered, and revenue unlocked — from your real numbers, not industry averages.
An honest no-list
What we looked at and decided not to automate, and why — usually the most valuable page in the document.
Start with your AI readiness score.
Take the free AI & Automation Scorecard to see where your business stands in a few minutes — or book a conversation and we'll start with the full assessment.