Four Options — From Gut-Check to Boardroom
- One follow-up gap identified in your current process
- One administrative bottleneck costing hours weekly
- One specific automation opportunity
- 1 clear recommended next step
- Follow-up email summary delivered same day
- 5-page written assessment report
- Pain point inventory mapped to your business
- Verified tool recommendations with rationale
- Ranked priority list — what to act on first
- 1 clear recommended next step
- Delivered as a live Notion workspace
- Comprehensive written assessment report
- Complete operational pain inventory
- Prioritized action plan — quick wins and longer-term builds
- Tool recommendations verified and suited to each priority area
- 4-day quick-win plan you can run without us
- Conservative financial impact estimate
- Risk & security considerations section
- 30-min report review call included
- Delivered as a live Notion workspace
- 25-page boardroom-ready report
- Multi-stakeholder pain inventory
- Full ROI analysis — 3-year conservative/optimistic
- 30/60/90-day phased execution roadmap
- Compliance & vendor risk section
- 60-minute stakeholder presentation
- 30 days of report Q&A after delivery
- Full living Notion roadmap workspace
Mini-Audit vs. Full Assessment — the actual difference
The Mini-Audit is a condensed diagnostic: it tells you what's broken and what to act on first. The Full Assessment goes deeper on every section and adds three things the Mini-Audit doesn't include: a conservative financial impact estimate (what the gaps are costing you in dollars and hours), a dedicated risk & security section (what every recommended tool would touch and what to check before connecting it), and a 30-minute review call to walk through the findings live. If you're deciding between the two: the Mini-Audit proves we know what we're doing; the Full Assessment gives you the plan.
Inside Your Assessment Report
Every paid assessment produces a plain-language written report about your specific business — not a template with your logo on it. It's written to be acted on: you could hand it to your team tomorrow and start executing without us. Here's what's inside.
Executive Summary
The whole picture on one page: where your operation is losing leads, time, and revenue, what it's costing you, and the first three moves — readable in five minutes.
Operational Pain Inventory
Every workflow gap we found, described in your own operation's terms — where leads stall, where hours disappear, where knowledge lives in one person's head, where processes depend on the owner.
Prioritized Action Plan
What to fix first and why, split into quick wins you can knock out immediately and longer-term builds worth planning for. Ranked, not just listed.
Verified Tool Recommendations
Named tools for each priority area — verified as active and accurately priced within the past 7 days, with plain-language rationale for why each fits your workflow. Including, where honest, "you don't need a tool for this."
Financial Impact Estimate
A conservative estimate of what the identified gaps are costing you in dollars and hours, and what closing them is worth. Every figure footnoted, no inflated projections.
Risk & Security Considerations
Data-exposure and vendor-access flags for every recommended tool — what it would touch, what to check before connecting it, and what to never give it. Written from an offensive security background.
Immediate Quick-Win Checklist
Concrete steps you can execute yourself in the first days after delivery, without hiring us for anything further. The report has standalone value by design.
Live Notion Workspace + Review Call
Delivered as a living Notion workspace you keep — not a PDF that dies in a folder. Full Assessment and Strategic Roadmap include a live walkthrough call to work through findings and questions.
Depth scales with the tier. The Mini-Audit delivers a condensed version of these sections. The Full Assessment delivers all of them completely. The Strategic Roadmap adds 3-year ROI analysis, a 30/60/90-day phased execution roadmap, compliance & vendor risk coverage, and a stakeholder presentation.
Want the engagement flow step-by-step — discovery call to delivered report to what happens after?
See How It Works →Build Work Is Not Priced Here — On Purpose
Build work and recurring advisory are not priced on this page. They're scoped after the assessment — when we know what you're actually dealing with. The assessment identifies what should be fixed; any build work requires a separate written scope and signed SOW before work begins.
Our Commitment to You
Every tool we recommend is verified within the past 7 days — active, accurately priced, and genuinely suited to your situation. Every financial estimate is conservative and confidence-banded. If the Full Assessment isn't worth what you paid, we refund 50%. No outcome guarantees — results depend on execution — but the quality of the analysis is guaranteed.