IN-PERSON · $999
Work through the opportunity with us.
Apply for a 45-minute in-person AI Opportunity Assessment and a personalized report. We review every application before payment or scheduling.
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INCLUDED WITH THE IN-PERSON ASSESSMENT
Your AI Opportunity Report
Your report follows the Audit, Optimize, Automate process and gives you a practical plan for the work you discuss in person.
STEP 1 · AUDIT
Understand the work worth improving.
Your conversation establishes the starting point: the real workflow, tools, friction, weekly time cost, and desired outcome.
- One recurring bottleneck
- The outcome you care about
- A clear starting point for your report
- Business and outcome
- Repeated task
- Workflow friction
- Weekly time and owner
- Desired change
Your conversation starts the audit:
- One recurring bottleneck
- The outcome you care about
- A clear starting point for your report
STEP 2 · OPTIMIZE
Simplify before selecting technology.
We improve the workflow on paper and rank the highest-value opportunity before recommending a tool.
- A simpler workflow on paper
- The highest-value opportunity
- Clear technology requirements
- A priority grounded in business value
Your workflow review
- Current workflow
- Unnecessary steps
- Priority
- Technology criteria
What we prioritize:
- A simpler workflow on paper
- The highest-value opportunity
- Clear technology requirements
- A priority grounded in business value
STEP 3 · AUTOMATE
Leave with the right automation decision.
Your report identifies what should be automated, the right tool or conditional custom skill, and the first implementation step.
- Your primary bottleneck
- Reclaimable hours each week
- The right tool or approach
- The first action to take
- Knowledge connections that make the work possible
- A custom skill when relevant
Your opportunity report
- Your primary bottleneckIN REPORT
- Reclaimable hours each weekIN REPORT
- The right tool or approachIN REPORT
- The first action to takeIN REPORT
- Knowledge connections that make the work possibleIN REPORT
- A custom skill when relevantIN REPORT
Find the repeated work worth fixing first.
Apply for an AssessmentApply for the $999 in-person assessment
Five questions. We review every application before payment and scheduling.