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.
AFTER THE ASSESSMENT
What we can build for you
The assessment identifies where automation pays off. These are the services we deliver to actually make it happen — all scoped from your report.
Process Optimization
Before we automate, we fix. Map, streamline, and rebuild your broken workflows — turn a 15-step mess into 7 clean steps.
Automation Builds
Custom workflows in n8n, Zapier, or Make.com. Connect your tools, eliminate copy-paste work, and let the machines handle the repetitive stuff.
CRM Setup & Integration
Deploy a CRM that actually fits your business. Connect it to your existing tools, automate follow-ups, and stop losing leads in spreadsheets.
Knowledge Systems
Custom GPTs trained on your company docs, SOPs, and playbooks. Answer 95% of internal and customer questions without lifting a finger.
Speed-to-Lead AI Agents
Instant, personalized responses to inbound leads — day or night. Qualify them, answer FAQs, and book meetings on your calendar automatically.
Custom AI Skills
Brand-voice content, email drafting, proposal generation. AI tools built around the exact way your team already works.
Not sure what you need? Start with the free assessment — we'll tell you.
Book your free assessment →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
HOW IT WORKS
Three 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
Your Report
Within one week
A comprehensive Gamma report with effort-vs-impact matrix, recommended solutions, a 4-day quick-win plan, and projected ROI.
STEP 3
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.
Within one week
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.
Full assessment · No commitment · 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
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