Most automation proposals are guesses. Ours is a paid assessment.
We map your operation department by department, then hand you a roadmap with the build already scoped and priced. If you move forward, the assessment fee comes off the build.
fixed fee, credited forward
$6,000 fixed. Credited toward any build over $15,000.
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
Two references, both started here
Certified n8n and Anthropic partner. Builder of the Streamline Connector node, used by 400+ teams.
vaan group
Ran the assessment as a paid engagement and received a 30-page operational roadmap.
Ran the assessment as a paid engagement and received a 30-page operational roadmap.
Chuong Nguyen-Thanh
COO of Vaan Group
tech24
The assessment-to-stack reference. Five AI agents across four departments, connecting n8n and Power Automate into one operating layer.
n8n
Power Automate
Four departments
The Problem
You’ve read the deck before
Most agencies scope your project on a discovery call and a hunch, then send a proposal built on assumptions nobody validated. You’re asked to sign a five-figure build before anyone has actually looked at how your operation runs.
the other way around
You pay for the mapping first, you own the output, and you decide afterward whether we build any of it.
what you get
A roadmap, not a proposal
The deliverable is structured around your operation, section by section. Each one covers what we found, what the opportunity is, and what it costs to build.
in every section
Current-state findings
What’s actually happening today, in your systems, in your process.
in every section
The opportunity
What breaks, what it costs you, and what changes if it’s fixed.
in every section
A scoped recommendation
Phase, deliverable, price. A build number attached to every recommendation.
By the last page you know exactly what Phase 1 is and what it costs. No follow-up proposal required.
how it’s structured
Built around how your business actually runs
The roadmap follows the shape of your operation, so the recommendations map to real departments instead of generic categories.
Field service and home service
Intake and dispatch, after-hours support, call-to-quote, reactivation, aftercare, and reporting.
Creative and digital agencies
Brief-to-tasks, meeting-to-actions, client reporting, scope monitoring, and new business intake.
eCommerce and ERP-grade retail
Integration backbone, support triage, retention flows, catalog and returns operations, and a leadership command center.
what’s in the box
Fixed scope, fixed price
timeline
Four weeks from kickoff to readout
Time-boxed on purpose. You know what you’re buying and when it lands.
Discovery calls with up to four departments you select
A systems audit against our standard checklist, covering your core platform — FSM, CRM, project management, ERP or storefront — plus call handling and intake, quoting or briefing, follow-up, and reporting
A presentation to each department
One full readout of the completed roadmap
pricing
$6,000, and it comes back to you
Same price regardless of your industry or company size.
the price
$6,000
Fixed. No tiers, no per-seat maths, no surprises at signature.
the credit
Full
The full $6,000 applies against any single build over $15,000, or any multi-module stack, within 30 days of the readout.
no obligation
Yours
The roadmap is yours either way. If you take it in-house or to another partner, that’s a legitimate outcome and you keep the document.
where it leads
What happens after the readout
Most clients start with one or two modules and add from there. Nothing gets built that wasn’t scoped in the assessment first.
step 01
Assessment
You get the map and the scoped build options. Fixed fee, credited forward.
$6,000 fixed
step 02
Build
We deploy the modules you approved, priced from the roadmap you already read.
Priced in the roadmap
step 03
Retainer
We monitor what we built, clear what the system can’t resolve on its own, and add modules as you grow.
Scales with your operation
FAQ
Answers to the questions we get
Why do you charge for an assessment?
Because a free assessment is a sales call with a document attached. Paid work gets our senior time, your team’s real access, and an output you own outright.
What if we don’t build anything with you?
You keep the roadmap. It’s written to be executable by any competent team, including your own.
Who needs to be involved?
One call per department, up to four. Usually operations, plus whoever owns your core platform. Expect a few hours total from your side.
Do you need access to our systems?
Read-level access to your core platform makes the audit sharper, but it isn’t required. We can work from screen shares and documentation.
Ready to stop patching it together manually?
Book a 30-minute call. We will review your operations stack and tell you exactly where automation makes sense and where it doesn't.
Brands we worked with
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.