The AI Operations Assessment.
Find the five to seven places software and AI can buy back hours, speed up your revenue, or sharpen your operation, and the exact plan to get there. A recorded working session, then a written report. The assessment is a flat $797, credited in full toward your build; we confirm your dates on the first call.
Finding 2 of 6: quotes sent without follow-up
Illustration. From the sample report below; fictional company.
Eight concrete deliverables.
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An AI intake, by text or on the phone.
Maya, our AI assistant, answers our phone and our website chat and asks a few intake questions before you book. If you book straight from the calendar, she texts you the same questions within minutes. The first proof that we use AI ourselves, not just talk about it.
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A recorded working session.
Fifty minutes where we go deep on how your business actually runs today, recorded with your permission so we can analyze every word later.
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A custom analysis of your operations.
Your business scored 0 to 100 in five areas: how you win work, how customers experience you, how the office runs, reputation and growth, and how clearly you see your numbers. We use AI to analyze the transcript; the founder reviews and refines every output.
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A dollar figure on every finding.
Not vague observations. Real math showing what each gap costs you per year, with the math shown so you can check it yourself.
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People, process, and tooling on every recommendation.
Not just "buy this software." Who changes what they do, how the steps change, which tool makes the change stick, and what it costs. Every finding is tagged Remove, Simplify, Standardize, or Automate, and the process fix always comes before the tool.
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A plan in three stages.
Phase 1 (30 days), Phase 2 (30 to 90 days), Phase 3 (90 to 180 days). You see what to do this month versus what to plan for next quarter.
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A two-week plan of quick fixes.
Day-by-day instructions for the first two weeks so you start seeing results now, not after a six-month rollout.
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A 30-minute review call.
We walk you through the report on screen-share. You ask everything. You leave with a plan you could implement yourself, hire someone else for, or hire us for.
What you would hold at the end of day seven.
Eight pages for a fictional remodeling contractor, built the same way a real one is: five scores on the same scorecard every client gets, every gap in dollars per year with the math shown, six fixes with the process fix before the tool, a two-week plan, and a six-month plan. Harbor Point Remodeling LLC and its owner do not exist; the figures are illustrative.
Page 1 · Summary and scores (PDF)
Page 3 · Finding with the math (PDF)
Page 7 · What gets connected (PDF)
Every page is marked as a sample. A real report is built from your recorded working session and your own numbers.
Open the full sample (PDF)From working session to written report. No mystery.
Book a call.
Book a free 20-minute first call, by phone, by chat, or straight from the calendar. Maya, our AI assistant, asks a few short questions on the way in. Your answers brief us before we ever speak.
First call.
Twenty minutes with the founder. No pitch. It is for both of us to decide whether the assessment fits your situation. If it does, we send the $797 invoice and book your working session.
Working session.
A 50-minute recorded session where we walk your business end to end: every step, tool, team role, and slow spot.
Analysis.
We go through the recording against the five areas. You get a check-in email during the analysis so you know real work is happening.
Report build.
Full written report with your five scores, every gap in dollars per year, five to seven fixes across people, steps, and tools, the two-week plan of quick fixes, and the six-month plan.
Review call.
Thirty-minute screen-share walkthrough of the report. You ask everything. You leave with a plan you can act on, hand off, or hire us to build.
What this is not.
- Not a generic "AI strategy" deck full of buzzwords.
- Not a sales call disguised as a free consult.
- Not a recommendation to buy software you do not need.
- Not a template. Every assessment is built from your call transcript, not a swipe file.
Guarantee: if we cannot identify measurable time savings or revenue impact worth more than the assessment fee during the review call, we refund the fee. No negotiation required.
The fee is a flat $797, and it credits in full toward your build.
Who this is for.
The assessment delivers the most value when:
- You run a service business in South Florida.
- You do $1M to $10M in annual revenue.
- You have 5 to 30 employees, including part-time and contractors.
- You are the owner, partner, or operations lead, someone who can act on the recommendations.
- You have at least one office task that is wasting time but you have not had time to fix.
Not the right fit if:
- You are pre-revenue or just starting out.
- You need marketing or sales help (different problem, different firm).
- You want someone to "just plug in an AI tool." We are not it.
Three ways forward.
Implement it yourself.
The plan is written in enough detail that an office manager can follow it. Some owners do exactly that. The report is yours regardless.
We build it for you.
A fixed written quote priced from your plan, one engine at a time. The assessment fee credits in full.
Build and run.
We build, then keep it running month to month: watching it, fixes, and new pieces as your business changes. Cancel with 30 days' notice.
Book your free first call.
Twenty minutes. Free. We decide together whether the assessment is right for your situation, and set the dates with you.
Book your free first call