AI & Automation Assessment offers
25 industry offers — each has its own page you can send to a lead. Same $995 assessment; framing and discovery probes are vertical-specific. Free mini feeds the paid session, and clients can sign in at /assessments to reopen results — consecutive assessments across the suite compound on one profile.
Marketing agencies
The Agency Operating Blueprint
We'll find 40+ hours a month of manual reporting, onboarding, and status-update work inside your delivery team — mapped and ranked by what to kill first — in your AI & Automation Assessment. Target: reclaim at least 5 hours/week.
The Account Margin Teardown
We'll show you which accounts are unprofitable and why, down to the hour, through your AI & Automation Assessment. Target: reclaim 5+ hrs/week of AM waste.
Financial services
The Deal Flow Diagnostic
We'll show how many analyst hours a week go to deal enrichment and CRM hygiene — and what an automated pipeline recovers — in your AI & Automation Assessment. Target: surface 15+ hours/week of recoverable work (and at least 5 hrs/week to reclaim).
The LP Reporting Assessment
We'll map your quarterly LP update process end to end and show how to compress it dramatically through your AI & Automation Assessment. Target: reclaim at least 5 hours/week in that workflow.
The Family Office Operations Map
We'll map workflows across your entities and surface duplicated admin and overlapping software through your AI & Automation Assessment. Target: reclaim 5+ hrs/week or a clear path to six-figure annual waste.
Professional services
The Practice Operations Blueprint
We'll identify the equivalent of serious admin load inside intake and document workflows in your AI & Automation Assessment. Target: reclaim at least 5 hours/week.
The Firm Capacity Assessment
We'll show where busy-season capacity is leaking and what you can automate before peak season — via your AI & Automation Assessment. Target: reclaim 5+ hrs/week.
The Consulting Delivery Teardown
We'll find delivery hours going to work that has nothing to do with client outcomes, ranked for automation, in your AI & Automation Assessment. Target: reclaim 5+ hrs/week.
E-commerce and retail
The Ecom Operations Map
We'll identify labor and software waste across CX, inventory, and returns in your AI & Automation Assessment. Target: reclaim 5+ hrs/week with a clear annual impact path.
The Support Volume Assessment
We'll show what percentage of support tickets can be resolved without a human — using your recent ticket patterns — in your AI & Automation Assessment. Target: reclaim 5+ hrs/week.
The Multi-Channel Reconciliation Map
We'll find where inventory and order data go out of sync across channels and what that costs in oversells and stockouts — in your AI & Automation Assessment. Target: reclaim 5+ hrs/week.
Healthcare
The Patient Operations Assessment
We'll show what no-shows and manual insurance verification are costing you — and what automation recovers — in your AI & Automation Assessment. Target: reclaim 5+ hrs/week.
The Front Desk Capacity Report
We'll identify front-desk work that can run without staff across locations in your AI & Automation Assessment. Target: reclaim 5+ hrs/week.
The Practice Growth Diagnostic
We'll map client communication and scheduling workflows and show where you're losing repeat visits — via your AI & Automation Assessment. Target: reclaim 5+ hrs/week.
The Med Spa Revenue Leak Report
We'll show where leads die between inquiry and booked appointment and what that's worth — in your AI & Automation Assessment. Target: reclaim 5+ hrs/week or a clear revenue-leak path.
Construction and trades
The Builder Operations Blueprint
We'll map workflows from lot acquisition to closing and show where schedule slips actually come from — in your AI & Automation Assessment. Target: reclaim 5+ hrs/week.
The Commercial Project Controls Assessment
We'll identify rework, change-order leakage, and manual reporting across active projects in your AI & Automation Assessment. Target: reclaim 5+ hrs/week.
The Service Business Dispatch Map
We'll show how many billable hours a week you're losing to dispatch, scheduling, and follow-up gaps — in your AI & Automation Assessment. Target: surface 20+ recoverable hours/week (and at least 5 hrs/week to reclaim).
Logistics and manufacturing
The Warehouse Systems Teardown
We'll map receiving, inventory, and fulfillment workflows and identify recoverable labor — in your AI & Automation Assessment. Target: reclaim 5+ hrs/week.
The Freight Operations Diagnostic
We'll show how many hours a week go to carrier sourcing, check calls, and doc collection — and what automation recovers — in your AI & Automation Assessment. Target: reclaim 5+ hrs/week.
The Production Floor Data Map
We'll show every place production data gets entered twice and what the errors cost — in your AI & Automation Assessment. Target: reclaim 5+ hrs/week.
Sales-driven businesses
The Recruiting Throughput Assessment
We'll identify recruiter capacity inside your existing team without hiring — via your AI & Automation Assessment. Target: reclaim 5+ hrs/week.
The Agency Renewal Diagnostic
We'll show what renewal and endorsement work costs in service hours and what you can automate before renewal season — in your AI & Automation Assessment. Target: reclaim 5+ hrs/week.
The Loan Pipeline Map
We'll map every step from application to close and show where cycle time actually goes — in your AI & Automation Assessment. Target: reclaim 5+ hrs/week or a clear path to cut days off cycle time.