AI WORKFLOW ASSESSMENT
We find where AI saves you 10+ hours/week
A personalized assessment of your business workflows. We identify automation opportunities, recommend tools, and deliver a concrete plan — so you stop losing time to work a computer should be doing.
HOW IT WORKS
Four steps to reclaim your time
From first call to actionable plan — we handle the research so you can focus on your business.
STEP 1
Book a Call
20-30 min
Quick intake call over Zoom or phone. We map your current workflows, pain points, and tools — no prep needed on your end.
STEP 2
AI Research
3-5 days
We use AI to analyze your workflow gaps, research automation tools in your industry, and identify the highest-impact opportunities.
STEP 3
Your Report
Delivered via Zoom
A comprehensive Gamma report with effort-vs-impact matrix, recommended solutions, a 4-day quick-win plan, and projected ROI.
STEP 4
Implement
Your choice
Use the report to DIY, or let us handle it — from process optimization and automation builds to full CRM setup.
20-30 min
Quick intake call over Zoom or phone. We map your current workflows, pain points, and tools — no prep needed on your end.
3-5 days
We use AI to analyze your workflow gaps, research automation tools in your industry, and identify the highest-impact opportunities.
Delivered via Zoom
A comprehensive Gamma report with effort-vs-impact matrix, recommended solutions, a 4-day quick-win plan, and projected ROI.
Your choice
Use the report to DIY, or let us handle it — from process optimization and automation builds to full CRM setup.
PRICING
One assessment. Complete clarity.
Everything you need to understand where automation will have the biggest impact on your business.
Flat fee · No hidden costs
WHAT YOU GET
Executive Summary
Clear overview of your automation landscape and top opportunities
Effort vs. Impact Matrix
Visual prioritization of every workflow we analyzed
Recommended Solutions
Specific off-the-shelf tools matched to your workflows
4-Day Quick Win Plan
Immediate actions you can take in your first week
Financial Impact Analysis
Projected time and cost savings per automation
Implementation Roadmap
Phased plan for full automation rollout with upsell options
20-30 min intake call · Report delivered within one week
WHO WE HELP
Built for businesses like yours
We specialize in small businesses where the owner is still doing work a computer should handle.
Real Estate
Lead follow-up, showing scheduling, transaction coordination
Engineering & Construction
RFI tracking, submittal management, daily report automation
Professional Services
Client onboarding, invoice generation, appointment scheduling
Local Service Businesses
Review management, booking automation, customer follow-up
Why businesses choose us
Ready to reclaim your time?
Book a 20-minute intake call. We'll map your workflows and show you exactly where AI can make the biggest difference.
Report delivered within one week of your intake call