Paid assessment
AI Readiness & Automation Assessment
A two-week assessment that reviews your workflows, current tools, pain points, privacy considerations, and implementation options.
Starting point
Timeline: 2 weeks from kickoff to final report.
Format: Client preference based on location. Local Puget Sound clients can meet in person when useful; remote clients can complete the process online.
What is included
A roadmap before implementation.
Workflow discovery call
A practical step toward identifying the right automation opportunity and avoiding costly wrong turns.
Review of current tools, systems, and pain points
A practical step toward identifying the right automation opportunity and avoiding costly wrong turns.
Identification of high-value AI and automation opportunities
A practical step toward identifying the right automation opportunity and avoiding costly wrong turns.
Prioritized automation roadmap
A practical step toward identifying the right automation opportunity and avoiding costly wrong turns.
Risk, privacy, and data-sensitivity notes
A practical step toward identifying the right automation opportunity and avoiding costly wrong turns.
Recommended tools or deployment options
A practical step toward identifying the right automation opportunity and avoiding costly wrong turns.
Estimated implementation phases
A practical step toward identifying the right automation opportunity and avoiding costly wrong turns.
Written summary/report
A practical step toward identifying the right automation opportunity and avoiding costly wrong turns.
Follow-up review call to walk through the findings
A practical step toward identifying the right automation opportunity and avoiding costly wrong turns.
After the assessment
Monthly AI Automation Support
After the client approves the implementation plan, ongoing support is available for $500/month.
- Monthly check-in
- Prioritized small-request queue
- Workflow tweaks, prompt adjustments, and configuration changes
- Preferred client pricing for larger implementation work, quoted case-by-case
- Can be paused at any time
Next step
Start with a Free AI Automation Feasibility Call
Talk through your workflows, repetitive tasks, and possible AI automation opportunities in up to 30 minutes.