$500
Assessment fee
Stripe at booking. One-time.
AI Readiness Assessment
Know exactly where AI pays off in your business — in three days.
A 45-minute discovery call, an 8–10 page written report in 48 hours, and a walkthrough of the top three opportunities ranked by ROI. No fluff, no frameworks, no homework.
$5,000/month recoverable — or full refund
The math
$500 up front. 10× recovered in month one — or full refund.
The assessment pays for itself the moment you ship the first automation. If it doesn't, you get your money back. No paperwork, no dispute process.
$5,000
Recoverable per month
Minimum target across the top three opportunities.
10×
ROI in month one
Before compounding into Sprints, Builds, or retainer.
What you get
Six deliverables. One fixed price. Three business days.
Every Assessment ships with the same deliverables. No scope negotiation, no 'it depends,' no surprises on the invoice.
45-minute discovery call
Recorded on Granola. We walk your revenue stack, ops workflows, and the three places you're burning the most hours.
8–10 page written report
Delivered as PowerPoint + a live Notion workspace in 48 hours. ROI-ranked opportunities, tool recommendations, sequencing.
30-minute walkthrough call
We review the report together, answer questions, and decide which opportunity to ship first. Recorded and sent to you.
Prioritized opportunity list
Top 3–5 automations or AI systems ranked by time saved per month, cost of implementation, and team disruption.
Tool + stack recommendations
Specific tools (Zapier, Make, n8n, Claude Projects, custom) mapped to each opportunity — not a generic vendor list.
Implementation roadmap
30 / 60 / 90 day sequence showing what to build, in what order, and what each phase should cost.
How it works
Three days, three touchpoints. No consultancy theater.
- Day 0
Book and pay.
$500 via Stripe. You pick a 45-min discovery slot on Calendly on the confirmation page. Intake questionnaire emailed the same hour.
- Day 1
Discovery call.
45 minutes. We walk your stack, workflows, and revenue motion. Recorded on Granola so nothing gets missed.
- Day 3
Report + walkthrough.
PowerPoint + Notion workspace delivered within 48 hours of the call. 30-min walkthrough to review together and pick what ships first.
Who it's for
Built for operators, not tire-kickers.
Right fit
- $5M–$50M revenue, 15–200 people
- VP Ops, COO, Head of Sales Ops, or founder-operator
- Already using a CRM and 5+ SaaS tools
- Team spends real hours on repetitive work they can name
- Wants specific automations shipped — not a strategy deck
Not a fit
- Pre-revenue or sub-$1M ARR (no paid ops waste to recover)
- Agencies looking to white-label AI for clients
- Teams that need custom ML/research, not applied AI ops
- Buyers who want a 'strategy framework,' not shipped work
Common questions
Answers to what operators actually ask.
What if you don't find $5,000/month in recoverable waste?
I refund the $500. No forms, no dispute process, no retention call. The guarantee exists because in every company I've audited at this size, the first $5K/month is sitting in plain sight — but if we can't surface it, you shouldn't pay for the audit.
How is this different from hiring a consultant?
Consultants sell you a framework and a slide deck. I ship the report in 48 hours, quote implementation costs up front (Automation Build $1–3K, Sprint $2.5–3.5K, full Build $7.5–15K), and only keep working with you if you want specific things built.
Do I have to commit to implementation after the Assessment?
No. Many clients take the report and implement with their own team. If you want me to ship the work, the Automation Build tier ($1–3K for a single workflow) is the usual next step. Retainer is only pitched after a Build, never cold.
What tools do you recommend?
Whatever fits your stack: Zapier, Make, n8n, Claude Projects, Cursor for ops, custom Python when needed. I don't sell tools and I don't take affiliate commissions — recommendations are scored on ROI and your team's maintenance capacity.
How fast can we start?
Calendly typically shows discovery slots within 3–5 business days. Report lands 48 hours after the call, so most clients have a full roadmap in under a week from booking.
Can we do this under NDA?
Yes. Mutual NDA on request before the discovery call — send me your standard template or I'll send mine.
Ready to find the first $5,000?
Book below. Report lands 48 hours after the call. If the math doesn't work, I refund the $500.