The Workflow Assessment
One working session. One honest roadmap.
$500 · flat · one-time · 5 hours found or it’s free
You talk for 45 minutes; I do the homework. You get a non-technical report of exactly which tools fit your business, what they cost, and what they buy back — built to stand alone whether or not you ever hire me again.
The Deliverable
Your report, section by section.
The actual structure of a delivered assessment — not a brochure promise. Every section is tailored to your business, your tools, and your comfort level with AI.
Benefits & the money math
page one
Hours returned per week, monthly capacity value in dollars, and what it costs to get there — calculated from your workflows, not industry averages.
Pain point inventory
sorted honestly
Quick wins (start here) · Major projects (after wins deliver) · Backlog (downtime) · Avoid for now (not worth your time yet — with the reason why). That last category is where you know the advice is real.
Tailored solutions & builds
costed
Each build lists setup time, monthly cost, expected savings, and maintenance — grounded in tools you already trust and matched to your values. No rip-and-replace, no heavy platforms before the ROI justifies them.
The 5-day quick-start plan
day by day
Your first workflow, from context capture to launch, in five short evenings — so week one already feels lighter.
Roadmap & next steps
never pushed
What comes after the quick wins — remaining projects, professional services, the concierge — mapped honestly. Then a 30-minute review call where I ask one question: DIY or with help?
The Honest Math
Why the fee is the smallest number here.
The average client finds 6+ hours a week for $20–40 a month in tools. Value your time at even $100 an hour and that’s roughly $2,600 a month back — the $500 fee disappears in the first weeks.
Just as important: every recommendation is chosen to align with your values and your comfort with AI. Human review stays in the loop, your voice stays yours, and nothing customer-facing changes until you’re ready. Comfort compounds — that’s what makes the changes stick.
And sometimes the best recommendation isn’t an AI tool at all. Sometimes an 18-step process just needs to become an 8-step process first. You’re paying for the right answer, not a fashionable one.
Fair Questions
Do I need to know anything about AI?
Is this a funnel for something bigger?
Will my customers talk to a robot?
How tailored is this, really?
Is what I share confidential?