AI Growth Assessment
A 15-minute call. A written Diagnosis. A clear next move.
A 15-minute phone conversation about how the business actually runs — calls, jobs, follow-ups, where things stall. You leave with a written Diagnosis naming the bottleneck costing you the most and the first place AI can give you time back.
24/7 · 15 minutes · No prep · Diagnosis follows by email · (817) 760-2754
Assessment coverage
Revenue
Missed calls, slow follow-up, weak qualification, stalled proposals.
Operations
Manual handoffs, approval drag, repeated admin work, unclear ownership.
Finance
Stale reporting, margin blind spots, reconciliation work, spreadsheet drift.
Support
Repeated questions, scattered SOPs, inconsistent escalation paths.
Data
Source-of-truth gaps, duplicate records, disconnected systems, access risk.
EDI
Trading partner errors, mapping debt, acknowledgments, vendor lock-in.
What you leave with
A build order, not a pitch deck.
01
Bottleneck map
The workflow, system, owner, failure mode, and business impact in one operating view.
02
Opportunity score
A ranked list of where AI will create the fastest measurable lift and where it will not.
03
First-system recommendation
The smallest reliable system to ship first, with the source of truth and review path defined.
04
Launch requirements
The data, approvals, integrations, QA samples, and fallback rules needed before production.
05
Build sequence
A practical order of operations for what ships first, what waits, and what should be ignored.
How the Assessment runs
Four steps from pain to production path.
01
Map the work
We trace the workflow as it actually runs: inputs, owners, tools, exceptions, and reporting.
02
Score the leak
We rank problems by dollar impact, urgency, implementation risk, and measurable outcome.
03
Choose the first system
We define the first AI system worth building and the operating layer it needs around it.
04
Confirm the gate
We identify what has to be true before production data, customers, partners, or payouts are touched.
Fit
What this is not.
Generic AI training with no workflow attached.
Public package pricing before scope is understood.
A one-off chatbot with no owner, QA gate, or business metric.
Replacing your current tools when the real leak is the handoff between them.
Frequently Asked Questions
Questions before you book
The Assessment is built to decide what should ship first and what should wait.
Start here
Pick the bottleneck. Ship the system.
15 minutes by phone. A written Diagnosis follows by email. We only talk again if you want to scope the build.
24/7 · No contracts · No public pricing · Scope follows the bottleneck