Find Out Where AI Actually Fits
We come in, map how your business actually runs, rank where the time and money are leaking, and hand you a report that says which of those problems AI can solve — and which it can't. You keep the deliverable.
The Assessment applies to any business with a process worth examining — not just the health and wellness practices we build voice systems for. It is a standalone engagement: what you do with the findings is a separate decision.
Timeline
5–7 business days
Investment
$997 fixed
One price, no implementation commitment
Deliverables
5 documents
Workflow map, bottleneck analysis, ROI projection, roadmap, tool assessment
Five Deliverables. One Clear Decision.
Every Assessment produces these five artifacts. They are yours to keep, act on, or hand to another vendor.
Complete Workflow Map
A visual diagram of your current processes — including handoff points, manual steps, and tool connections — specific to your industry and tools.
Bottleneck Analysis
A ranked list of your top process failures with time and revenue impact estimates drawn from your actual workflow data.
ROI Projection
Projected time savings and revenue impact based on your specific numbers — not generic industry averages.
Implementation Roadmap
A scoped, sequenced plan with timeline and pricing for the automation work that applies to your business.
Tool & Integration Assessment
A clear picture of what connects, what doesn't, and what we'd need to build or bridge to make your automation work properly.
What Happens Over 5–7 Business Days
The Assessment is structured so your team's involvement is minimal — a single kickoff interview and a final readout call. The rest is analysis on our end.
Days 1–2
Kickoff & Access
We collect read-only access to your tools, review your current workflows, and conduct a structured stakeholder interview to understand your business.
Days 3–4
Analysis & Mapping
We map your actual processes, identify bottleneck points, calculate your time and revenue leakage, and assess tool integration feasibility.
Days 5–7
Report & Readout
You receive all five deliverables and a 60-minute readout call where we walk through findings, answer questions, and present the implementation roadmap.
What You're Buying — and What You're Not
You're buying analysis and a decision. Five documents and a 60-minute readout, delivered at a fixed price, telling you where AI would pay for itself in your business and where it wouldn't.
You are not buying implementation. Nothing gets built during the Assessment. If the report points to work worth doing, that's quoted and scoped separately — and you're free to take the roadmap to anyone you like, including your own team.
If the analysis shows AI isn't worth it for your business right now, the report says so. That's a valid outcome and you still keep every deliverable.
Included
$997, fixed
All five deliverables, yours to keep
A 60-minute readout call with Carlos
An honest go/no-go recommendation
No obligation to build anything with us
Is an Assessment Right for Your Business?
Good fit
- You suspect AI could help but can't scope it yourself
- You're losing time or revenue to manual, repetitive work
- You're losing revenue to missed calls, after-hours voicemail, or front desk overload
- You're using modern tools with API access
- You want a real analysis — not a vendor pitch
- You'd act on a clear recommendation within the next few months
Not the right fit (yet)
- You want someone to build something you've already specced
- You're not using any tools with API access
- You're looking for off-the-shelf software you can buy today
- You need the answer this week