See exactly where AI creates leverage before you spend a dollar.

A full diagnostic of your tool stack, workflows, and automation potential. Delivered in 7–14 days. No commitment required.

7–14 days  ·  No commitment  ·  Real deliverables

You know something's broken.

These are the patterns we see in every engagement.

🔀

Tool Sprawl

12+ tools, none integrated, data trapped in silos. Your team wastes hours switching between systems that should be talking to each other.

💸

Wasted Budget

Paying for overlapping subscriptions nobody fully uses. Every new tool adds another login, another integration headache, another monthly bill.

📄

Strategy Decks

You hired a consultant and got a PDF. Nothing changed. The deck sits in a folder while the same inefficiencies continue.

A diagnostic built by engineers, not a strategy deck.

Five phases. Each one builds on the last. You see results at every step.

01

Intake

Connect your tools via OAuth. We map your entire stack automatically — CRM, project management, communication, data tools.

DeliverableComplete tool inventory with integration map
02

Discovery

An AI agent scans your connected accounts, identifies fragmentation, and scores overlap across every tool category.

DeliverableFragmentation score with category breakdown
03

Interview

Targeted questions based on what the discovery agent found — not a generic questionnaire. We dig into the workflows that matter.

DeliverableWorkflow analysis with pain-point mapping
04

Roadmap

AI-generated initiatives ranked by effort and impact. Each recommendation includes citations from your actual data and ROI projections.

DeliverablePrioritized roadmap with effort × impact scoring
05

Proof of Concept

We deploy a working proof of concept for the top recommendation — so you can see the value before committing to a full build.

DeliverableLive POC validating the #1 recommendation

Real insights, not slide decks.

Every audit produces an interactive report with prioritized recommendations, effort × impact analysis, and clear next steps.

AI Readiness ReportSample · Not real client data
EFFORT →IMPACT →123
1
Unified Client Portal4.2× ROI

Replace 4 disconnected tools with a single client-facing dashboard.

2
Automated Intake Pipeline6.8× ROI

Eliminate 15 hrs/week of manual data entry from new client onboarding.

3
AI Daily Ops Briefing8.1× ROI

Auto-generate morning summaries from CRM, calendar, and project tools.

Projected Aggregate ROI5.7×

Built for speed. Priced at zero.

30+
Workflows Mapped Per Audit
7–14
Days from Intake to Roadmap
$0
Cost for Initial Audit

See what I'd build for you — before you commit.

A free 30-minute diagnostic. I'll map your biggest AI opportunity and tell you exactly what I'd build, how long it takes, and what it costs. No pitch deck. Just an honest conversation.

Free 30-min call  ·  No pitch deck  ·  No commitment

Free AI Audit