A practical, plain-English review of your business — in about a week — that shows exactly where better process, better systems, automation and AI are worth it, where they aren’t, and what to do first.
Book the Assessment callNot ready for this? Start with the free audit — you answer a few questions, we send a report within 48 hours, and there’s no call and no cost. The Assessment is the paid step after it: a week of our time, fixed fee, credited in full toward implementation if you go ahead.
Five clear deliverables — no jargon, no 200-page deck.
Where better process, better systems, automation and AI can each help — ranked by value vs effort, in plain English.
The three highest-impact opportunities, with an estimate of the time and money each could save.
A concrete recommendation for the first thing to automate — and how it would work for you.
A clear, costed plan to implement — so you know exactly what it takes and what it returns.
A plain-English walkthrough of the findings, with time for your questions.
Your total time investment is two calls and a little email — we do the rest.
A working session on how work actually moves through your business — not how the org chart says it does.
We chart the real flow of work and mark every handoff, re-key and wait. You keep working; we mostly stay out of your way.
Each opportunity is scored on value against effort — including the ones where our honest advice is “don’t automate this”.
The Opportunity Map, top three quick wins, your first automation specified, and the costed plan are written up.
A plain-English walkthrough of everything, with time for questions. You keep the documents either way.
For most businesses: two calls and a little email. A kickoff call to understand how work flows today, and a live readout at the end of the week. We do the mapping, scoring and roadmap work in between.
Less than you might expect. We work from walkthroughs of how work actually happens, read-only looks at the tools you already use, and whatever you are comfortable sharing. NDAs are welcome, and we never need administrative control of your systems to run an Assessment.
Even better. We look at where it is genuinely earning its place, where a plain workflow automation would beat a chatbot, and where the gaps are. The Assessment is about the workflow, not the tool — existing AI use just gives us more to work with.
You own the roadmap — you can implement it with us, with your own people, or with anyone else. If you do proceed with us, the Assessment fee is credited in full toward the implementation.
Because a new advisory has to earn trust rather than assume it. If the readout does not give you a clear, actionable plan, you get your fee back — that keeps the risk of trying us on our side of the table, where it belongs.