$500
Assessment fee
Stripe at booking. One-time.
Paid, consultant-led diagnostic · $500
A 45-minute discovery call, an 8–10-slide presentation and working implementation brief within two business days, and a 30-minute walkthrough of the top opportunities ranked by value, risk, and implementation effort.
The math
The Assessment shows the current-state baseline, quantified assumptions, approved sources, human-review boundary, implementation range, and next step. A well-supported 'do not build' decision still creates value.
$500
Assessment fee
Stripe at booking. One-time.
1+
Go/no-go decision
At least one workflow with a documented decision and operating boundary.
2 days
Report delivery
Within two business days after the discovery call.
What you get
Every Assessment ships with the same deliverables. No scope negotiation, no 'it depends,' no surprises on the invoice.
Recorded with your consent. We map the people, systems, decisions, exceptions, and costs inside your highest-friction workflows.
An 8–10-slide decision presentation plus a working implementation brief within two business days. Opportunities are ranked by value, risk, and effort.
We review the report together, answer questions, and decide which opportunity to ship first. Recording is optional and requires your consent.
Top 3–5 agent workflows ranked by monthly value, implementation cost, data readiness, and operational risk.
The right model, approved tools and data, human approval points, escalation rules, and evaluation criteria for each opportunity.
A 30 / 60 / 90 day sequence showing what to pilot, how to test it, what each phase should cost, and who must own it.
How it works
$500 via Stripe. You pick a 45-minute discovery slot on Calendly on the confirmation page, then I send the 10-minute intake questionnaire by email.
45 minutes. We walk your stack, workflows, revenue motion, exceptions, and approval requirements. Recording is optional and consent-based.
Presentation + implementation brief delivered within two business days of the call. Then a 30-minute walkthrough to choose what to pilot.
Who it's for
Common questions
If the Assessment does not give you a documented go/no-go decision for at least one workflow—with the current-state baseline, quantified assumptions, approved data sources, human-review boundary, implementation range, and next step—I revise it once at no cost. If it still does not, I refund the $500.
You get a fixed-scope decision presentation and working implementation brief within two business days, explicit implementation pricing, and a pilot recommendation with evaluation criteria, human approval points, and escalation rules. Further work is optional.
No. You can implement the roadmap with your own team. If a revenue follow-through workflow is already clear, the 30-Day Pilot ($3,500) is the usual next step.
Whatever safely fits your stack and operating constraints. Recommendations cover the model, approved data and tools, human review, evaluation, monitoring, and maintenance. I don't sell software or take affiliate commissions.
Available discovery times appear after checkout. If no listed time works, email me and I will arrange one directly. The presentation and implementation brief are delivered within two business days after the discovery call.
Yes. Mutual NDA on request before the discovery call — send me your standard template or I'll send mine.
Book below. If the Assessment does not support a documented go/no-go decision, I revise it once at no cost. If it still does not, I refund the $500.