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. It is a standalone engagement: you keep the report.
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 would need to be built or bridged 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, at a fixed price, telling you where AI would pay for itself in your business and where it wouldn't.
Nothing gets built during the Assessment. If the report points to work worth doing, that's scoped and quoted on its own — and the roadmap is yours to use with us, with your own team, or with anyone else. The Assessment price stands on its own; it isn't a deposit on a build.
If the analysis shows AI isn't worth it for you right now, the report says so. That's a real 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
What it leads to
The Assessment is step one of Get Automated. When the roadmap points at something worth building, this is what gets built.
Custom automation
The workflow the Assessment found, built in your own environment and handed over. Boardwalk Games turned a spreadsheet per event into a calendar entry.
How workflow automation worksWhat gets built
The Assessment finds the workflow. These are the builds it leads to, each quoted separately.
Questions
Do I have to hire you to build anything afterward?
No. You keep the report. Use it with us or with anyone. If the roadmap points at work worth doing, that work is scoped and quoted on its own.
Does the $997 count toward a build?
No. The Assessment is priced as a report that stands on its own, not as a deposit, so nothing in it is shaped to sell you a build.
Can't I just use ChatGPT myself?
You can, and for some tasks you should. The Assessment answers a different question: which of your workflows are worth automating, in what order, and what each one would save, ranked in a roadmap you keep.
I tried AI before and got poor results. Why would this be different?
Most AI projects start by building before anyone has mapped the workflow. The Assessment maps first: it ranks where your time and money actually leak, then projects the return on fixing each one, so nothing gets built on a guess.
Is my business too specialized for this?
The Assessment maps your own workflows, not a template. Specialized work often runs on one-off spreadsheets and details retyped by hand, and that is usually where the hours go and where automation pays first.
Will this replace my staff?
It takes the repetitive work off their plate. When customers enter their own details once and the system carries them through, staff stop retyping and start checking, and their time goes back to the people in front of them.
What if you find nothing worth automating?
Then the report says so, and you still keep every deliverable. Knowing where AI won't pay for itself is a real result: it keeps the money in your business for something that will.
What access do you need?
Read-only access to the tools you run the business on, and one structured interview with you and anyone else who knows the workflow. Nothing gets built or changed during the Assessment.
How long does it take?
5–7 business days: access and the interview first, then the analysis, then all five deliverables and a 60-minute readout call.