Service 01 · AI Assessment
We interview you about how your company actually runs — workflows, tools, pain points, goals. Then we process it and hand you a custom report: the exact AI tools to adopt, the workflows to automate, and the quick wins that will move revenue in the next 30 days.
How it works
From first call to shipped playbook — usually inside a week.
We get on a call with you and the people who actually run the business. What takes your team's time? Where does revenue leak? What tools do you already use? We take it all in.
Offline, we map every workflow you described to what AI is actually good at today. We sift through the hundreds of tools out there, pick the 3–5 that fit, and design the integrations.
You get a written report, not a slide deck. Specific tools. Prioritized quick wins. An implementation roadmap. Estimated ROI. Risk flags. Ready to hand to your team — or to us.
What's in the report
No generic trend commentary. No "explore GenAI." We name the exact tools, the exact workflows, the exact wiring — and rank them by impact so your team knows where to start Monday morning.
See sample outputs ↓Tool recommendations, with reasoning
Specific products (Claude, Fathom, Granola, Clay, Make, n8n, Cursor, etc.) matched to your actual workflows — plus why each one beats the alternatives for your stack.
Prioritized quick wins
The 3 things you can turn on in the first 2 weeks that will return more than they cost. Ranked by impact, effort, and risk.
Workflows to automate
A written diagram of what trigger fires what tool, where the data flows, and who stays in the loop. Built to hand to an engineer — or to us.
Implementation roadmap
A 30 / 60 / 90-day plan. What to ship first, what to layer in after, what to wait on. With time and cost estimates grounded in reality.
Risk flags & guardrails
Where AI will hallucinate, where data privacy matters, which tools shouldn't touch customer data, and what review loops to put in place.
Sample outputs
These are real assessment outputs (with fictional company names). Download any of them to see exactly what your custom playbook looks like.
The offer
AI Company Assessment
Flat rate. Paid at booking.
Hire us to implement it afterward and the $995 comes off the invoice. You only pay once.
Pick a time that works. We'll bring the questions.
Book your AI Assessment →