Paid, consultant-led diagnostic · $500

Know which AI agent is worth building — before you fund it.

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.

Decision-Ready Guarantee — one free revision, then a full refund

The math

$500 to replace guesswork with a documented go/no-go decision.

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

Six deliverables. One fixed price. Two-business-day report.

Every Assessment ships with the same deliverables. No scope negotiation, no 'it depends,' no surprises on the invoice.

  • 45-minute discovery call

    Recorded with your consent. We map the people, systems, decisions, exceptions, and costs inside your highest-friction workflows.

  • Presentation + implementation brief

    An 8–10-slide decision presentation plus a working implementation brief within two business days. Opportunities are ranked by value, risk, and effort.

  • 30-minute walkthrough call

    We review the report together, answer questions, and decide which opportunity to ship first. Recording is optional and requires your consent.

  • Prioritized opportunity list

    Top 3–5 agent workflows ranked by monthly value, implementation cost, data readiness, and operational risk.

  • Agent design recommendations

    The right model, approved tools and data, human approval points, escalation rules, and evaluation criteria for each opportunity.

  • Implementation roadmap

    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

Three days, three touchpoints. No consultancy theater.

  1. Day 0

    Book and pay.

    $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.

  2. Day 1

    Discovery call.

    45 minutes. We walk your stack, workflows, revenue motion, exceptions, and approval requirements. Recording is optional and consent-based.

  3. Day 3

    Report + walkthrough.

    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

Built for teams with real workflows and real accountability.

Right fit

  • Aerospace, aviation, industrial, or growing B2B teams
  • COO, VP Operations, sales leader, or founder-operator
  • Already using a CRM and 5+ SaaS tools
  • Team spends real hours on repetitive work they can name
  • Wants a human-reviewed agent shipped—not another AI demo

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 does the Decision-Ready Guarantee cover?

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.

How is this different from hiring a consultant?

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.

Do I have to commit to implementation after the Assessment?

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.

What tools do you recommend?

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.

How fast can we start?

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.

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 agent worth funding?

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.