Within 48 hours of your AI Assessment intake call, you receive a written report built around your specific business. Not a template. Not a checklist someone filled in with your name at the top. It's built from what you said on the call: the workflows you described, the bottlenecks you named, the time you said it was costing you.
If you've been searching for an AI audit for your business, this is what the process actually delivers.
Here's what's inside.
The first thing in the report is the financial headline: which pain points were identified, and how many hours per week they're costing you or your team. Most business owners underestimate this number until they see it written down with a dollar figure attached. That number anchors everything else in the report.
Every bottleneck from the call gets plotted on a two-by-two grid: effort to fix versus impact if fixed. The quick wins, the ones that are low effort and high impact, are called out explicitly. You don't have to decide where to start. The matrix decides for you.
Specific tools, named by name, matched to your workflows. Not "consider adopting a CRM." More like: "You're spending 90 minutes every Monday pulling three reports manually, so here's the $42/month tool that pulls all three automatically, and here's how it connects to what you already use." Every recommendation ties back to something you described on the call.
A step-by-step plan for the first four days after you receive the report. Structured specifically to eliminate the paralysis that happens when you get a list of good ideas and don't know which one to do first. Day one is concrete. Day four is measurable.
Hours saved per week, multiplied by a $100/hour baseline, minus the monthly cost of the tools. The math is done for you. If you need to justify the investment to a partner or to yourself, this section gives you the numbers to do it.
The heavier lifts, like workflow changes or builds that take more than a week to implement, are flagged separately in the report. These aren't on your first-week plan. You'll know they exist, roughly what they cost to solve, and why they're worth coming back to.
The report arrives as a written document within 48 hours of the intake call. After that, you get a 30-minute follow-up call to walk through the findings, answer questions, and think through priorities. No slide deck, no presentation theater. A working document you can act on the same day.
The report is built from a 45-minute to one-hour structured intake conversation. The call covers your workflows: how leads come in, how jobs get scheduled, how invoices go out, where your team loses time, where things fall through the cracks. The more specific you are on the call, the more specific the report. Generic answers produce generic output. Most business owners are surprised by how quickly the conversation surfaces problems they had stopped noticing.
If you want to learn what the full assessment process looks like, that page covers the intake call, the report, and the follow-up in detail.
A trades business spending three hours every Monday on manual scheduling. A cleaning company chasing invoices by phone because their follow-up process was still a sticky note on a monitor. A pest control operator losing leads on weekends because nobody was watching the inbox.
These aren't unusual situations. They're just invisible until someone asks the right questions.
The assessment exists to surface the problems you've stopped noticing, then put a number on what they're actually costing you.
The written report arrives within 48 hours of your intake call. You then get a 30-minute follow-up call to walk through the findings, answer questions, and think through priorities.
It is built entirely from your intake call: the workflows you describe, the bottlenecks you name, and the hours they cost you. Every tool recommendation ties back to something specific you said. It is not a template with your name at the top.
A written working document you can act on the same day, plus a 30-minute follow-up call. No slide deck and no presentation theater.
No. The report includes a 4-day quick win plan written in concrete steps. Day one is a specific action and day four is measurable. You do not need to decide which tool to pick or how to connect it; the effort vs. impact matrix decides where to start for you.
One intake call. A written report within 48 hours. A 30-minute follow-up to walk through it.