Several teams, no clear priority
Sales, delivery, finance and ops all want AI. You need one sequenced plan, not four competing wish lists.
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ai assessment
Know exactly what to automate first, before you build anything.
A fixed-scope, three-week assessment across your teams. We map how work actually moves, score every automation opportunity, and hand you a sequenced roadmap you own.
3 weeks
from kickoff to roadmap
Up to 4
teams interviewed and mapped
$6,000
fixed fee, with a fixed scope
Credited
toward builds over $15,000 started within 30 days
who it’s for
You want AI across the business, without guessing where to start.
Tools that don’t talk to each other
Your CRM, project tools and inbox are full of data, but people are still the glue between them.
Burned by pilots before
You want to know what will actually stick, what needs process work first, and what to leave alone.
Sound like your team?
Book an assessment call
how it works
Three weeks, three steps.
Week 1
Discovery
Interviews with each team’s leads, process maps of the core workflows, and an audit of your tools and the integrations between them.
Week 2
Opportunity analysis
Every automation candidate scored on hours returned and build effort, plus an AI readiness check of your data, processes and tooling.
Week 3
Roadmap
Priorities sequenced into phases, with effort estimates, build-vs-buy calls and a presentation to each team and to leadership.
what you get
A roadmap that doubles as the build plan.
Every recommendation comes with an effort estimate and a build-vs-buy call. The roadmap is yours, with no obligation to build with us.
- 01 Discovery sessions with up to four teamsLed by the senior people who would scope and build the work.
- 02 A systems auditYour CRM, call handling, quoting, follow-up and reporting, checked against a standard list.
- 03 A scored inventory of opportunitiesEach ranked by impact and effort, with the cost of leaving it alone.
- 04 A sequenced roadmapPhased so each stage produces the data the next one depends on.
- 05 Team presentations and a leadership readoutSo every team leaves with the same plan and the same language.
“They were tremendously helpful in diagnosing the specific pain points various departments and functions at VAAN were experiencing and how thoughtful automated solutions could streamline them.”
16
automation candidates surfaced
12
priorities sequenced over 20 weeks
3
weeks from kickoff to roadmap
Who needs to be involved?
The lead of each team in scope, for a discovery session and a presentation. Most people spend a few hours in total.
Do you need access to our systems?
Walkthroughs and screen shares are usually enough. Where we need more, read-only access is plenty.
What if we don’t build with you?
The roadmap is yours to keep and use with any team. There’s no obligation to build with us.
Is it only for sales teams?
No. It covers any team where manual work is piling up, including sales, delivery, finance, operations and support.
How is the fee handled if we do build?
If you start a build over $15,000 within 30 days of the roadmap readout, the full $6,000 is credited toward it, so the assessment works like a deposit rather than an extra cost.
Get the map before you spend on the build.
Book a 30-minute call. We’ll tell you whether an assessment is the right first step, or whether you already know enough to build.
Book an assessment call