A fast, specific AI diagnosis.
Backed by a guarantee.
45 minutes on Zoom with Joe. A custom 8-slide report in 48 hours. A 30-minute walkthrough. That's the entire engagement.
Book the AssessmentThree steps. No long contracts.
From booked call to walkthrough, the entire engagement wraps in under a week. Every dollar of it is backed by the guarantee.
Discovery call
A real conversation with Joe on Zoom. You talk through what your team does, what slows you down, and where the time goes. No pitch. No script. Just questions.
Custom report
An 8-slide deck mapped to your business: impact-effort matrix, 3-5 specific tools (named, priced, scoped), a 4-day quick-win plan, and the dollar value of the hours we identified.
Walkthrough
We review the report together, pick your first quick win, and decide if you want help implementing anything deeper. No pressure, no follow-up sequence.
An 8-slide deck you own forever.
Same format every time. Adapted slide-by-slide to what we hear in your discovery call.
- 01
Cover
Branded for your business.
- 02
Executive Summary
Top pain pattern in plain English.
- 03
Impact-Effort Matrix
Every issue, sorted by Quick Win.
- 04
Recommended Tools
3-5 named, priced, scoped.
- 05
4-Day Quick Wins Plan
One concrete action per day.
- 06
What Comes Next
Pre-scoped deeper paths.
- 07
Financial Impact
Hours saved × dollar value.
- 08
Your Next Steps
Walkthrough call + decision points.
Every pain point, mapped.
The Impact-Effort Matrix is the centerpiece. Every issue we surface in the discovery call lands in one of four quadrants, and the report focuses on the Quick Wins.
- Executive summary of your top pain pattern
- Impact-Effort matrix of every issue surfaced
- 3-5 specific tool recommendations (named + priced)
- 4-Day Quick Wins plan you can start Monday
- Quantified weekly time + dollar impact
- Pre-scoped paths for deeper implementation work
Quick Wins
High Impact · Low Effort
This is what we focus the report on.
Major Projects
High Impact · High Effort
Worth scoping into a deeper engagement.
Fill-ins
Low Impact · Low Effort
Do them if there's time.
Ignore these
Low Impact · High Effort
Walk away. We'll tell you why.
Before you book.
Why $999? That seems high for a report.+
Three reasons. One: every recommendation in the report is tied to a specific tool with a specific implementation plan. You can run with it yourself, and most clients save the $999 back inside the first month. Two: at $999, clients take the recommendations seriously. We tested lower prices. At $200 people read it and put it down. At $999, they implement. Three: it's backed by the guarantee. If we don't find at least 5 hours a week of quick wins, you get every dollar back.
What if the assessment doesn't actually save me 5 hours/week?+
Full refund, no questions. That's the guarantee. In practice the average we identify is about 6 hours a week and we've never had to refund anyone. Email overload alone usually gets you 1-2 hours back with a $7/month tool. But if your situation is the exception, you're not out anything except 30 minutes.
Who actually runs the call?+
Joe. Every assessment. He's a working AE in another life, so question-asking and listening for the real pain is the part of this he's best at. The AI does the heavy lifting on the analysis side, pattern-matching what you said, pulling specific tools from current databases, building the report. But the conversation is a real conversation with a real person.
What if I just need a specific thing, like an automation or a custom GPT?+
Then skip the Assessment and book a call, and we'll scope the SKU directly. Process Optimization runs $3K-$5K. Automation Builds are $1K-$3K. Custom GPTs are $2K-$5K+. We can usually start within a week.
We're already using ChatGPT / Copilot. Will this still help?+
Yes. The assessment isn't about whether you use AI. It's about where it actually moves the needle. Most companies use AI in the wrong places and don't use it in the places where it would save them ten hours a week. The report is about the gap between those two.
What if the report doesn't surface anything useful?+
Hasn't happened yet. If it ever does, full refund, no questions. The agent is good enough at digging that we always find something.
45-min call · 48-hr report · 30-min walkthrough
5 hours a week back. Or every dime refunded.
If the Assessment doesn't surface at least 5 hours per week of quick wins you can implement in the next 30 days, we refund 100% of the fee. No paperwork. No hard feelings.