The AI Operations Assessment

A complete map of where AI pays off in your business, and where it doesn't.

Every paid engagement starts with the AI Operations Assessment. You get an exact fixed-fee quote on the Discovery Call, before it begins, and you keep the FollowThru Blueprint either way.

If the AI Operations Assessment doesn't find at least 5 hours a week of recoverable time, we refund the fee in full.

The doctrine

AI doesn't fix a workflow you can't describe.

AI works where the logic already exists. Your best people already know how a lead gets answered, how an estimate gets built, how a job gets closed out. The Assessment finds that logic, prices what running it by hand costs you, and maps every door from there: we build, we guide, or we operate.

A drawn territory of a business's workflows: an intake horn, an estimate bench, filing racks, conveyors, and a stamping press joined by routes, with one gold route running station to station toward an open doorway
The process

What actually happens

A drawn listening machine: a brass horn feeds a recorder inscribing onto a rotating cylinder

The Discovery Call feeds the analysis.

The 30-minute call highlights how work actually moves through your business. In your own words, that becomes the first layer of the map.

A drawn measuring bench: calipers and a dial gauge over a document stack

The Snapshot goes deep.

Completed as onboarding, the Snapshot, a short intake form, captures what a call can't: your tools, your handoffs, where work waits, and who's waiting on it.

A drawn drafting table holding a route map, the chosen route stroked in gold

We build the FollowThru Blueprint.

Every opportunity gets mapped, measured against your own numbers, and ranked. The anatomy is below, and two sections of a real Blueprint are shown further down this page.

A drawn doorway standing open at the end of a route, the chosen path stroked in gold

The 45-minute walkthrough.

Within one week of your completed Snapshot, we go through the Blueprint together, page by page. It ends on three questions: which opportunity is most urgent, whether you act on it yourself or with help, and on what timeline. Your answers, not our pitch, set what happens next.

The deliverable

What's inside the FollowThru Blueprint

  1. Opportunity Map

    Every workflow where AI can carry real weight, mapped as cards: what happens today, what it costs in hours, what it becomes, and where a human stays in the loop. If an opportunity is small, the map says so.

  2. Priority Matrix

    The opportunities plotted on your own numbers: hours recovered against effort to implement. It ends the "where do we even start" conversation on one page.

  3. Tool Verdicts

    Every tool you already pay for gets a verdict: replace it with something you already own, keep it, or cancel it. Most businesses find savings here before anything new gets built.

  4. Build Sequence

    The order to do the work in, starting with the first two weeks, with us or without us.

  5. Financial Impact

    What doing nothing is costing you, priced on assumptions you confirmed at the walkthrough, never on industry averages. Every number traces to something you told us.

A drawn parts diagram: a bound plan folder fanned into five sheets, a mapped page, a quadrant chart, a ledger table, a numbered route, and tally rows, the top sheet carrying a gold seal
See it before you buy it

Read a sample Blueprint

A composite drawn from real engagements, details changed. Same format clients receive, dollar figures redacted, and every number carries its receipt.

Sample
Section 1 of 5

Opportunity Map

One of the six workflow cards from this business's Opportunity Map. All six are plotted in the Priority Matrix below.

Lead follow-up

TodayInquiries arrive by phone, web form, and referral email. First response averages 9 business hours (composite input). Two a week get no response at all.
BecomesEvery inquiry answered inside 15 minutes with a qualifying reply drafted from the intake, queued for a human send.
Human staysThe owner or office lead approves every outbound reply.
Composite input: 4 hrs/week recoverable.
Section 2 of 5

Priority Matrix

Every opportunity plotted on this business's own numbers: hours recovered per week against effort to implement. Where a workflow also touches revenue, the ranking weights it up.

Build first Phase in later Fit in when there is room Leave alone Revenue-linked Lead follow-up 4 hrs/week Invoice follow-through 2 hrs/week Estimate drafting 6 hrs/week Customer status updates 3 hrs/week Review requests 1 hr/week Field knowledge retrieval 2 hrs/week Hours recovered per week Less effort More effort Effort to implement

After it come the tool verdicts, the build sequence, and the financial impact. You see all five sections at the walkthrough.

The guarantee

The guarantee

If the AI Operations Assessment doesn't find at least 5 hours a week of recoverable time, we refund the fee in full. Not a credit, not a discount on something else: a full refund of the Assessment fee.

Either way, the Blueprint is yours to keep. Take the map to your own team, or to another firm: that was a successful Assessment. It's built to stand without us.

Pricing

What it costs

Pricing depends on three things: workflow complexity, how much of the business we map, and how many systems we examine to map it. You get the exact figure on the Discovery Call, fixed before the Assessment begins. No estimates that grow later.

A straight read

Who this is for

For you

You run an owner-led business. Your best people can describe how the work should move. Too much of it still waits on you, and you want a map before you commit to anything.

Not for you

You want a chatbot on the website and nothing else to change. You want us to invent a process from scratch rather than write down the one your best people already run. You want the outcome owned entirely outside your team. We'll say so on the call, and point you somewhere better suited.

Next step

Start with the call

The free Discovery Call takes 30 minutes and is recorded. You leave knowing where AI can help and where it cannot, and within 48 hours you get a written Read-Back naming the one opportunity we'd tackle first.

If the AI Operations Assessment doesn't find at least 5 hours a week of recoverable time, we refund the fee in full.

Book the free 30-minute Discovery Call

Every engagement begins with the paid Assessment. The Discovery Call is where it gets priced, and it costs nothing.