A structured 90-minute session and written gap analysis. You'll leave knowing exactly where AI can create leverage — and what risks your vendors aren't telling you about.
Designed to be useful whether or not you work with us afterward.
Book the DiagnosticEverything delivered as a single written report within 5 business days of your session — structured to share directly with your leadership team or board.
A clear picture of where your operations are creating friction, and which gaps are large enough to justify AI intervention versus process fixes.
Specific functions in your business ranked by AI potential — where the ROI case is strong, where it's weak, and what sequencing makes sense.
An honest assessment of tools you're evaluating — what the vendors aren't telling you, and what to watch out for.
A repeatable framework for evaluating future AI decisions — so the next vendor pitch doesn't catch you without a basis for comparison.
The Diagnostic stands alone. If you want to continue to the Advisory Retainer, we'll discuss it — but only if the Diagnostic shows it's warranted.
We ask about your business, team size, current tools, and the primary pressure you're feeling. This gives us context to prepare — so the session is focused, not exploratory.
Takes 5 minutesTypically within 5–7 business days. We'll confirm the format (video or in-person if you're in Houston) and who should be in the room — usually the CEO or COO plus one operations lead.
Within 5–7 daysStructured interview covering your operations, team, tools, and decision-making process. We ask the questions vendors never ask — and we're not trying to sell you anything in the room.
90 minutesWithin 5 business days you'll receive the written report — gap map, leverage assessment, vendor risk briefing, and decision framework. Something you can actually use.
Within 5 business daysYes, if we determine within the first 30 minutes that this isn't the right fit for your business, we'll end the session and refund the fee in full.
No. The Diagnostic is a standalone engagement. We'll discuss the Advisory Retainer only if the Diagnostic shows it would be valuable — and only if you bring it up. There's no pitch at the end.
Typically the CEO or COO and one operations lead. We don't need the whole team — just the people who understand how work actually flows through your organization. Two to three people is ideal.
Yes. Most sessions are conducted via video. If you're in the Houston area and prefer in-person, we can accommodate that as well.
Service businesses across professional services, field services, healthcare staffing, logistics, and similar sectors. The common thread is operational complexity at the $5M–$50M revenue stage — not a specific industry vertical.
Consultants and agencies typically make money when you buy tools or hire them to build. We make money on advisory — which means our incentive is to tell you what not to do as much as what to do. We don't sell software, don't take referral fees, and don't build anything ourselves.
Fill out the form and we'll follow up within one business day to confirm the session and send a brief intake questionnaire.
Request received.
We'll be in touch within one business day to confirm your session.