Start with the
diagnosis. No
guesswork.
A 30-minute strategic call. We map your funnel, score your highest-leverage AI opportunities, and give you a 90-day plan with ROI estimates. No commitment to work with us after.
- 01
Funnel & pipeline map — every lead source, handoff, and drop-off point documented.
- 02
Automation opportunity matrix — every opportunity ranked by revenue impact vs. build effort.
- 03
ROI & effort estimates — payback period, time savings, and revenue impact for the top 3 opportunities.
- 04
90-day execution roadmap — phased, sequenced, and ready to hand to your team or a builder.
- 05
Fixed-fee build proposals — scoped and priced if you want us to build any of it. No obligation.
Tell us about your business.
4 quick questions. We review before the call so you get a sharper readout.
YOU SUBMIT
What happens after you book.
No ghosting. A structured two-week process from form to full readout.
We review your inputs
Before the call, we review your form answers, look up your business, and map the obvious questions we want to dig into. You won't repeat yourself on the call.
We schedule the call
You'll get a calendar invite for a 30-minute video call. Bring whoever owns revenue, ops, or both. We run the call — you answer, we take notes and ask questions.
You get the full readout
A 90-minute readout with your leadership team. We present the opportunity matrix, ROI estimates, the 90-day roadmap, and our build proposals — then we answer every question you have.
Six areas we cover in every audit.
The same methodology every time. Built to surface the opportunities most businesses don't know they're missing.
Funnel & Pipeline Mapping
Every lead source, handoff, conversion event, and drop-off point traced from first touch to close — or where they fall off.
Tool & Stack Inventory
Every tool you pay for, what's actually used, what overlaps, what's missing, and where you're over-paying for things that don't connect.
Process & SOP Review
Your current workflows — manual steps, tribal knowledge, and the processes that live in someone's head instead of in a system.
Automation Opportunity Scoring
Every opportunity scored on revenue impact vs. build effort. You get the full matrix — not just the easy wins.
AI Readiness Assessment
Your data quality, team bandwidth, and infrastructure evaluated against what AI actually needs to work reliably in production.
Vendor & Stack Recommendations
Specific tools and platforms that fit your stack, budget, and team — with migration paths where you need to make a switch.
QUESTIONS