Step One
Assessments — Where We Start
Entry Point
Free Snapshot
$0
- 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
Entry Paid
Mini-Audit
$500
- 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
Most Popular
Standard
Full Assessment
$2,000
- 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
Premium
Strategic Roadmap
$5,000
- 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
Assessment Before Build Scope
Build work and recurring advisory work are discussed after the assessment review, when the actual workflow problems, risk level, tools, and scope are clear. The assessment identifies what should be fixed. Any build work requires a separate written scope and signed SOW before work begins.
How It Works
From First Call to Delivered Report
01
Discovery Call
45–90 minutes. We ask questions, you talk about your business. No pitch, no tools mentioned, just listening.
02
We Build the Report
Within 48 hours. Every tool verified. Every dollar figure footnoted. Three reads before it leaves our desk.
03
Review Call
30-minute walkthrough. We present findings, answer questions, and discuss next steps. Pricing comes up here — never before.
04
You Decide
Three options, always. You choose your level of engagement. No pressure. The report has value whether or not you hire us again.
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.