What if the quick wins don't add up to five hours?
Then you get a full refund, and you still keep the report. We'd rather lose the fee than have you tell people the assessment wasn't worth it. In practice, once a business has more than a handful of employees, the hours are almost always there. What surprises owners isn't whether we find them. It's which part of the business they turn out to be hiding in.
What if AI isn't the right answer for us?
Then the report says so, in writing. Plenty of quick wins resolve to a $40 a month off-the-shelf tool, or a process change that costs nothing at all. The report also has a section for what to ignore outright. An assessment that can't come back negative isn't an assessment, it's a sales document.
Why only four to six quick wins?
Because a list of twenty gets filed and forgotten, and because we'd rather name four things worth doing than pad the list to a round number. That range is what a team can absorb in a quarter, and it leaves room to build each one out properly: the problem, the solution, the tool, the cost, the setup time, and the hours it saves. Anything bigger still goes in the report, under major projects, sequenced for after the quick wins are banked.
Who is this actually for?
Businesses with a real team behind the owner, roughly ten people and up, where admin hours are expensive and somebody is clearly doing work a system should be doing. Professional services, agencies, medical and dental practices, property management, distribution, and well-run home services all fit. We work with clients across the US, remotely.
Do I need to be technical?
No, and it's better if you aren't. You bring the knowledge of how your business actually runs. We bring the technical side. That division of labor is the entire service.
How much of my team's time does this take?
Under two hours total: about fifteen minutes on the questionnaire, a 45-minute assessment call, and a 45-minute walkthrough at the end. Everything in between happens on our side.
We've already tried some AI tools. Does that change anything?
It helps. You'll have opinions about what didn't work, which is useful information. A good portion of what we find in businesses that have experimented is tools bought and never wired into anything, quietly costing money every month.
Am I obligated to buy anything afterward?
No. The report is yours whether you implement it yourself, hand it to someone else, or file it. There's no retainer attached to the assessment and nothing renews automatically.