DISCOVERY ASSESSMENT

Know what to automate before you build.

A focused review of your workflows, systems, handoffs, and recurring problems. You receive prioritized recommendations, estimated implementation effort, and a practical first project.

Request an introductory call $3,000 fixed assessment

WHAT YOU RECEIVE

A decision-ready automation plan.

  • A review of up to three related office workflows and the systems involved
  • A map of the current steps, handoffs, delays, and recurring exceptions
  • Prioritized automation and AI opportunities with value and effort estimates
  • A practical implementation roadmap with a defined first project
  • A results meeting and separate implementation proposal when requested

THE PROCESS

From interview to recommendations.

  1. PrepareConfirm the people, systems, and workflow in scope.
  2. AssessRecord the working session, document the current process, and identify gaps.
  3. ScopeCompare opportunities by impact, complexity, dependencies, and cost.
  4. ReviewPresent the findings, answer questions, and agree on possible next steps.

TIMING AND PAYMENT

A focused engagement with clear boundaries.

The assessment is normally completed in about ten business days after the scheduled working session, subject to timely access to the people and information in scope.

$1,500 is due before kickoff. The remaining $1,500 is invoiced after delivery of the report and results meeting and is due within seven calendar days. Implementation is scoped and priced separately.