See where AI pays. Fix one thing first.
In 10 business days, we measure how your business really runs, put one working improvement in place and give you a fixed-price plan for the rest.
What you receive
Delivered in 10 business days
- A measured baseline of time and cost
- One working improvement in place
- Ranked opportunities, assumptions shown
- Simple rules for AI and customer data
- A fixed-price plan for the next step
Built for owners ready to act.
The Diagnostic suits businesses of about 3 to 50 people that want proof in their own business before they spend more.
Owners who know AI matters
You can see the potential but want to know where it pays in your business before you spend more.
Teams stretched thin
Calls, emails, quotes and admin eat the week. You want the biggest drain measured and the first fix in place.
Businesses after a stalled attempt
A tool was bought and never stuck. You want to understand why and get the next one right.
Little of your time. Real work in your business.
A kickoff, a few short walk-throughs and a findings session. We do the analysis, the set-up and the writing.
Kickoff
A 90-minute session with you and whoever runs operations. We agree what to look at and how value will be measured.
Look inside
Short walk-throughs with two or three of your people show how the work really runs. We measure hours, volumes and cost.
Fix one thing
We set up one working improvement in your business, such as missed-call capture, inbox triage or quote drafting.
Plan the rest
A 60-minute findings session: your baseline, ranked opportunities and a fixed-price plan for the rest.
The right fix, whoever makes it.
We recommend what fits your business, including tools we do not sell, and tell you in writing if we would earn a referral fee.
Expert guidance
Process redesign and simple rules for AI and customer data, led by an experienced advisor.
Training
Role-based training so your team uses the new way of working with confidence.
Tools you already own
Often the fix is a feature you already pay for, set up properly.
Our products or others'
Where a tool fits, such as Front Desk, we compare it with alternatives and tell you if we would earn a fee.
Your own team
Some fixes need no outside help. You get clear steps and a named owner for each one.
What you can count on.
Every Diagnostic ends with one working improvement running in your business and a fixed-price plan for the rest, measured against the baseline you confirm at kickoff.
And if AI is not right for your business yet, we tell you so in writing. The working improvement and the plan are still yours.
One fixed price. No surprises.
You know the price, timeline and deliverables before anything starts, with no hourly billing or open-ended scope.
AI Opportunity Diagnostic
Credited to your build$1,500fixed fee, USD
$750 to book. The balance is due when your findings and plan are delivered.
Everything included
- A measured baseline of time and cost
- One working improvement in place
- Ranked opportunities, assumptions shown
- Simple rules for AI and customer data
- A fixed-price plan for the next step
Booking starts with your free five-minute assessment.
Clear terms
- Duration
- 10 business days
- Outcome
- Every Diagnostic ends with one working improvement running in your business and a fixed-price plan for the rest, measured against the baseline you confirm at kickoff.
- Credit
- The full fee is credited to your build if you go ahead within 30 days.
How to book.
The Diagnostic builds on your assessment results, so booking starts there. It takes about five minutes.
Take the free assessment
About five minutes. You get your score, your biggest gaps and a personal proposal straight away.
Book your Diagnostic
Your proposal includes a secure online payment for the $750 deposit. Book whenever you are ready.
Meet your advisor
We email you within one business day with a short agreement and a link to book your kickoff.
Already have your report? Open your proposal and select Book your Diagnostic. Prefer to talk first? Contact an advisor.