Workflows
Where time goes, which handoffs break, and what gets entered twice.
AI READINESS ASSESSMENT · FIXED SCOPE
Know where AI fits in your business
before you spend on it.
A short, fixed-scope engagement. We map how work moves through your business, review your tools and data, and give you a prioritized plan, including what isn’t worth doing.
WHO IT’S FOR
A straight answer
for your own operation.
Owners and operations leaders at established businesses who keep hearing about AI and want a straight answer for their own operation, without signing up for a big project first.
WHAT WE REVIEW
Workflows, tools,
data, and people.
Tools
What you run today, such as QuickBooks, NetSuite, ServiceTitan, Housecall Pro, Jobber, custom applications, and spreadsheets, and how they connect (or don’t).
Data
What you have, where it lives, how clean it is, and what’s sensitive.
People & risk
Who would use AI, what needs human review, and what should never be automated.
WHAT YOU GET
Three deliverables.
One clear next step.
- 01
Workflow review
A map of how work moves through the processes we reviewed, and where time and information get lost.
- 02
Prioritized AI and automation opportunities
Ranked by value and effort, including what isn’t worth doing.
- 03
A written roadmap with an estimate
The recommended first project, its scope, and what it would cost to build.
HOW IT RUNS
It starts with a free
30-minute discovery call.
If the assessment is a fit, we schedule it. It takes about 1–2 weeks.
- 01Kickoff
- 02Working sessions with the people who do the work
- 03Review of tools and sample data
- 04Roadmap and estimate walkthrough
PRICE & SCOPE
Flat fee,
starting at $1,500.
The scope is fixed before we start, and the assessment takes about 1–2 weeks. The full fee is credited toward the build if you proceed with us.
AFTER THE ASSESSMENT
You own the plan.
Implement it yourself, with another firm, or with us.
How we engage ↗QUESTIONS
Before you start.
What is the AI Readiness Assessment?
A flat-fee engagement, starting at $1,500, taking about 1–2 weeks. You get a workflow review, prioritized AI and automation opportunities, and a written roadmap with an estimate. If you go ahead with a build, the fee is credited toward it.
How much does it cost?
The discovery call is free. The AI Readiness Assessment starts at $1,500 and is credited toward a build. Builds are priced as a fixed bid per phase; typical project budgets run from under $25,000 to $150,000+, and the assessment’s written estimate tells you the cost before you commit. See How We Engage.
Is our data safe with AI tools?
We use OpenAI and Anthropic through their business API tiers, with Azure OpenAI or a self-hosted model on request. We never use client data to train models, and we delete project data within 30 days after an engagement ends. Read our AI Data Policy.
START WITH THE WORK
Start with a free 30-minute discovery call.
Tell us about the process you’d like AI to help with. We’ll tell you honestly whether the assessment is the right next step.
Book a consultation↗