Ai Discovery & Assessment

Find the hours hiding in your business. Then do something about them.

A 20-minute Ai-led discovery call. An in-depth, customized report in 3 days. We quantify the ROI hiding in your business: hours reclaimed, sales recovered, and a definitive roadmap to claim both by next week.

$1,500
Flat fee. No retainer. Paid upfront.
20 min
The discovery call. Ai Agent-led, structured, fast.
3 days
From the call to a report in your inbox and the tangible ROI.Industry standard: 30+ days
What you'll walk away with

A clear path to the ROI we identified, and a definitive roadmap to claiming it.

Not a 40-page report you'll never read. Three things you can action.

01 · Clarity

You'll know exactly where the hours and sales are going.

Most owners can name three time sinks off the top of their head. The expensive ones are the two they can't, and the revenue leaks hiding between them. We find all of it and more.

02 · Priorities

You'll know what each one is worth to fix.

Every opportunity lands on the report with hours, dollars, and effort attached. Highest-return first. No murky 50-item buzzword filled list you can't achieve.

03 · Direction

You'll know what to do and how to do it by next week.

A plan in plain English. Take it and run with your team, or hand it back and have us implement. Your call.

Our approach

We map the ROI first. Then provide the turn by turn directions to follow.

Every small business is quietly paying for work the right tools should be doing on their own, and quietly leaving sales on the table in the process. Once we find both, most fixes cost less than a single employee-day to put in place. What you do with the time and the money is up to you.

Common questions

What people ask before booking.

How much does the assessment cost?

$1,500 flat, paid upfront. That covers the 20-minute Ai-led discovery call, an in-depth 7-10 page report delivered in 3 days, and a 30-minute live walkthrough. Fixed scope, fixed deliverables, no retainer, no scope creep.

How long does it take from booking to receiving the report?

Three days. You book the 20-minute call at a slot that works for you. Within 72 hours of the call, the report lands in your inbox. We schedule the walkthrough for any time that week. End-to-end most clients are done within 5-7 days from booking.

What does the actual report look like?

We published a worked example for a fictional client (a 7-person remodeling firm). Same format, same depth, every number illustrative. See the sample report →

Do I need to share confidential business data?

Only what surfaces during the discovery call. We ask about how time gets spent in your week, where revenue tends to leak, what tools you use. We do not need access to your CRM, financials, or systems. The call is recorded with your spoken consent at the start. Recordings are deleted after 30 days; transcripts are kept for the report build then archived.

What if I'm not technical?

This is built for non-technical owners. The Ai discovery agent does the technical translation in real time. The report is in plain English, not jargon. Every recommendation comes with what it costs, what it saves, what to do first, and which tool to use. If a recommendation requires technical setup beyond your comfort, we name that explicitly and offer a separate implementation engagement.

What happens after I get the report?

You get a 30-minute live walkthrough where we go through every recommendation, you ask whatever you want, and we hand off the document. From there, you can take it and run with your team, or hire us to implement specific items as a separate engagement (typically $3K-$5K per problem). There's no obligation either way.

Why $1,500 flat instead of a retainer?

Because retainers are how consulting firms hide costs. We sized the engagement to the actual work: a structured discovery, a deep analytical pass, and a written deliverable. That fits cleanly inside a flat fee. If we underestimated the work for your case, that's our problem, not yours. If we overestimated, you still get the same value. Predictable scope is part of the offer.

How is this different from a 30-day big-firm engagement?

Speed and price. A typical mid-tier consulting firm bills $15K-$50K for a similar Ai readiness assessment, with 4-6 weeks of meetings, slide decks, and a final presentation that often gets shelved. We deliver a single decision-grade document in 3 days for $1,500, focused on hours and dollars rather than strategy frameworks. The trade-off: you don't get a glossy deck. The plus: you get a plan you can actually implement.

What size business is this built for?

Small businesses with $250K+ in annual revenue and 3+ people on the team (employees or regular contractors). Below that, the math doesn't pencil. The 2-minute fit check at the bottom of this page screens for fit. If we're not the right call, we'll point you at free tools and tell you to come back when you've grown into it.

Do you take affiliate commissions on the tools you recommend?

No. We do not accept affiliate commissions, referral fees, kickbacks, or revenue shares from any tool, vendor, or platform we recommend in your report. Tool picks are based on what fits your business and your budget, period. We are paid by you, for your outcome, and that is the only revenue stream attached to the assessment.

Built and run by an automation industry veteran with a passion for process optimization. Timonium, MD

Start here

Take the fit check.

Six questions. We'll tell you right away if a full assessment fits, send the booking link if it does, or send a short write-up on where businesses like yours most often find hours if it doesn't.

No cost for the fit check.
No affiliate commissions. We are paid by you, for your outcome. Tool picks are not influenced by referral fees or kickbacks of any kind.