01
Walkthrough
You, whoever runs the office, and me. We screen-share the systems you actually work in, so I see how work moves rather than how it's supposed to move.
Day 1 · 90 minutesAI Assessment / One week, paid
Find out where the work
and the money are leaking.
One week, inside the systems you actually work in. You come out with a findings report that names every leak, what each one costs you a month, and what to fix first.
Book a call to scope one →Fixed fee · Quoted on the call
12+ yrsEngineering for enterprises & startups
6+ yrsAt Goldman Sachs
AAAAccelerator certified practitioner
01 / Who this is for
Work passes through many hands.
Nobody owns the whole path.
The signs are consistent: leads arrive through three different doors and only one of them gets logged. Quotes sit for days because the person who writes them is also running jobs. Nobody can say what a missed enquiry actually costs, because it was never written down anywhere.
You might not need oneFor a single, clearly defined problem, we can discuss a standalone solution on the call. A full AIOS installation always starts with this paid assessment so the build reflects your business context.
02 / How it works
One week.
Start to finish.
Four steps. It runs on exports and conversations, so there's nothing to install and no one's week gets rearranged. Call it half a day of your team's time in total.
02
Interviews
Short 1:1s with everyone who touches a lead or a job. The office sees what actually happens to an enquiry, which is rarely what the org chart says.
Day 1–2 · 2–3 people03
Trace the work
Pull the exports — inboxes, quote logs, the customer file, the accounting system. Reconcile what came in against what got logged, and put a number on the gap.
Day 2–3 · off-site04
Findings report
Where work is lost, what to fix, in what order, with the revenue impact of each. Walked through live, not emailed as a deck.
Day 503 / What you walk away with
A findings report.
Not a deck about AI.
Built from your own records, walked through live, and written to be handed over.
What the report covers
- Every leak found, and where in the process it happens
- What each one costs a month and a year, drawn from your own records
- A fix list in priority order, most expensive first
- A sequenced plan — what to do in which week
From a sample assessment. Ridgeline Power Systems is a fictional standby-generator business built to mirror a real engagement — the figures are illustrative, the format and the depth are exactly what you receive.
04 / What it costs
A fixed fee.
Agreed before it starts.
You won't see an hourly rate or an invoice you didn't expect. It's scoped to your business, because a 6-person operation and a 40-person one are not the same week of work, so I quote it on the call once I know what I'm looking at.
It is paid work. You're buying the findings, and they're yours whatever you decide to do next.
05 / What happens after
The report is yours.
No commitment.
If you want to run the fixes with your own team, or hand it to someone else, that's a perfectly good outcome — it's written to be handed over.
If you want me to build them, that's a separate engagement, quoted separately, once we both know what's actually worth building. The assessment doesn't commit you to anything.
Start with a conversation
30 minutes, free.
Then decide.
We'll work out whether an assessment is the right next step — or whether you just need one thing fixed.