The Flagship — AI Business Assessment

Know exactly where AI pays for itself —
before you spend real money on it.

95% of AI pilots fail — almost always because they automated the wrong thing. We start where the pros start: find the constraint. A guided discovery, then our engine maps your operation, your market, and your digital presence — and hands you the plays, the math, and the order to run them in.

Two Tiers, One Standard

Start with the Snapshot. Go Strategic when the stakes justify it.

Tier 1 · Start Here

AI Opportunity Snapshot

$500 flat

~15 pages · about 3 business days

  • Readiness score across 7 dimensions — including the security check most consultants skip
  • Digital presence scan — your site as your next customer (and their AI assistant) experiences it
  • Top 3 plays, one page each: what, how, payoff, first step
  • 90-day plan sequenced by fastest payback, with a one-page ROI estimate — assumptions shown
Get the Snapshot

Credited in full toward the Strategic tier or a Wedge Sprint within 60 days.

Tier 2 · The Flagship

Strategic Assessment & Market Roadmap

$5,000–$10,000 by scope

55–65 pages · 2–3 weeks

  • Everything in the Snapshot, at full research depth with a verified source register
  • Competitor audit — up to 6 rivals scored, plus what AI assistants say when your buyers ask
  • Where your market is headed — regulation, industry trajectory, and the operator profile that wins it
  • Five plays across three horizons + an 18-month quarter-by-quarter roadmap
  • Full financial model with sensitivity analysis — every number traceable
Scope the Strategic

The report our clients take to their partners and their bank. Fee credits toward implementation.

INSIDE BOTH TIERS 01

Your AI readiness score — across 7 dimensions.

We score your operation the way an engineer would: data, tools, process, people, security, budget, and customer experience. You see exactly where you're ready for AI today, where you'd be wasting money, and which gaps are cheap to close. Including the one most consultants skip: security — what AI should be allowed to touch in your business, and what it never should.

READINESS SCORE — SAMPLE CLIENT
Process maturity
7.8
Data readiness
6.2
Tool stack fit
7.1
Security posture
3.8
Team adoption
6.6
FLAGSecurity first: shared passwords + no access boundaries — fix before any AI touches customer data
INSIDE BOTH TIERS 02

The wedges — small programs your team could start next week.

Most of your core work needs human judgment, and we'll never tell you to automate it. What the assessment finds instead are the wedges: high-frequency friction points with objective pass/fail rules — the packet that bounces for a missing form, the lead that waits days, the data typed twice. Each wedge comes quantified from your own numbers: what it costs you now, what the fix returns, why it's near-zero risk.

WEDGES FOUND — SAMPLE CLIENT
WEDGE 1Job packets checked complete before review — kills the 3-day missing-photo bounce · ~$14k/yr
WEDGE 2Every web lead answered inside the hour, in your voice · ~$21k/yr at your close rate
WEDGE 3Quote data flows to invoicing — 6 hrs/wk of re-keying gone
RULEJudgment stays human. The machine only checks objective rules.
INSIDE BOTH TIERS 03

The math — with the do-nothing number in writing.

Not "consider exploring AI solutions." Named tools matched to what you already run, an integration map, and an ROI page built on conservative assumptions you can check: what it costs, what it returns, and what waiting costs you per month. The Strategic tier extends this into a full financial model with a sensitivity appendix — what moves the number, and by how much.

ROI ONE-PAGER — SUMMARY
$2,340/moLeakmissed follow-up + rework, at your close rate
$610/moStack costlean tier — tools named, prices confirmed
3.8×Returnconservative case, month one
$28k/yrCost of waitingthe do-nothing number, in writing
STRATEGIC TIER ONLY

Your market, your competitors — and what the AI assistants say about you.

The Strategic tier audits up to six competitors with the same scan we run on you, probes what ChatGPT and Claude actually tell buyers who ask for businesses like yours, maps where your industry is consolidating and where the premium layer will sit in five years, and prices the cost of inaction. Every load-bearing claim is re-verified against a primary source and logged in an appendix — this is the report you can defend in front of a partner, a lender, or a board.

COMPETITIVE PROBE — SAMPLE
VISIBILITYAsked 8 buyer questions, AI assistants name you once — two competitors own the answers
MOVESCompetitor B added online booking + AI chat in Q2 — closing the convenience gap you led on
OPENINGNobody in your metro owns the "same-day quote" position — play 2 takes it
VERIFIEDEvery claim → source → status, logged in the appendix
Inside the Report

This is the intelligence you'll be holding.

Real pages from the assessment deck — your numbers, your business, presented so clearly you could run the meeting yourself.

Sample assessment slide: revenue leak map showing dollar losses per month by category
The Revenue Leak Map — what every gap costs you monthly, computed from your real numbers.
Sample assessment slide: AI readiness scores across 7 dimensions with overall score
The Readiness Score — 7 dimensions, honestly graded, with the security flags most consultants skip.
Sample assessment slide: 90-day AI adoption roadmap in three phases
The 90-Day Roadmap — what to do in what order, sequenced by fastest payback.
How It Works

A guided discovery. Then the engine goes to work.

01

Tell us about your business

The 3-minute form below — who you are, who you sell to, where it hurts.

02

Guided discovery

A structured conversation about how your business actually runs — including the question that finds the constraint: if you had 10× the business tomorrow, what breaks first?

03

The engine goes to work

Your operation mapped against tools, benchmarks, your market, and your digital presence. Strategic tier adds the full competitor and market sweep, every claim verified.

04

Your plan, delivered

Snapshot in about 3 business days; Strategic in 2–3 weeks. Either way: a plan you could hand to any implementer. We just hope it's us.

Yours to keep either way — and the fee never dies.

The assessment stands on its own; there's no obligation to build anything with us. If the honest answer is "AI isn't worth it for you yet," that's what the report will say. And if you do continue — Snapshot fees credit toward the Strategic tier or a Wedge Sprint, and Strategic fees credit toward implementation.

Start Here

Tell us about your business.

Three minutes. We'll show you exactly where revenue is leaking — and what AI can recover.

What are you after?
Who you are
Your business
Where it hurts — check all that apply
Where do you feel the leaks? (check all that apply)
A little context

We reply within one business day. Your answers stay between us — no lists, no spam.