Start with the processthat isn’t working.
Two ways in. The free Check looks at one problem and gives you one practical recommendation. The assessment looks across several connected workflows and gives you a prioritized roadmap.
If you need one simple automation, you don’t need me.
| Systems Opportunity Check | Systems & AI Opportunity Assessment | |
|---|---|---|
| Best for | One process or problem that isn’t working | Several connected workflows, or “where do we even start?” |
| How it works | A detailed intake form, my personal review, then a 15 to 20 minute conversation if it’s a fit | Stakeholder discovery and a review of your tools and processes, then a planning session to walk through the roadmap |
| You get | One practical recommendation for your next move | A manual-work inventory, AI readiness and use cases, impact-versus-effort priorities, quick wins and a practical roadmap |
| Written report | No | Yes, with every recommendation sorted from process change to custom build |
| Price | Free | $997, credited in full toward a build if you go ahead |
How every recommendation is sorted
The assessment report puts each opportunity on one of four rungs, so you can see what needs no new technology at all before anything gets built.
A process change
No new technology. Cut steps and make clear who owns what.
Better use of what you have
The CRM and tools you already pay for, configured properly.
AI assistants and training
Knowledge bases, specialized assistants and practical workshops.
Custom integrations and agents
Connected workflows, where the volume justifies them.
Start the free Systems Opportunity Check
Tell me about one process or problem. The more specific you are, the more useful my recommendation can be.
Request a Systems & AI Opportunity Assessment
Tell me what’s going on across the business. I’ll confirm fit and scope before any invoice, and nothing is charged until we’ve agreed on it.
$997Credited in full toward a build if you go ahead.
Questions about starting
Is the free Check really free?
Yes. There’s no charge and no obligation. I review your submission and, if it looks like a fit, we talk for 15 to 20 minutes and you leave with one practical recommendation.
Does every free Check lead to a conversation?
No. I read every submission, and I follow up when I can say something useful about the problem you described.
How does paying for the assessment work?
You request it, I confirm it’s a fit and agree the scope with you, then I send an invoice. Nothing is charged until we’ve agreed on scope.
What does “credited in full toward a build” mean?
If you go ahead with a build after the assessment, the full $997 comes off the build price.
Does the assessment include building anything?
No. The assessment diagnoses and recommends. The build is separate, scoped from what the assessment finds.
Do I need a particular CRM or AI tools?
No. I start with how work actually moves through your business and use the tools you already have wherever I can. AI only comes up where it improves a defined process.
Rather just talk it through?15 minutes, with me. No pitch.
Book a discovery call