Phase 01 — Starting Point

The AI Diagnostic.
Clarity before you commit.

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 Diagnostic

$1,500 Flat fee · No retainer required · Written deliverable included

90-minute structured session with your leadership team
Written gap analysis delivered within 5 business days
Vendor risk assessment and sequencing guidance
No pitch, no upsell — just an honest read on your situation

What you walk away with

Four deliverables. One session.

Everything delivered as a single written report within 5 business days of your session — structured to share directly with your leadership team or board.

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Operational gap map

A clear picture of where your operations are creating friction, and which gaps are large enough to justify AI intervention versus process fixes.

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AI leverage assessment

Specific functions in your business ranked by AI potential — where the ROI case is strong, where it's weak, and what sequencing makes sense.

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Vendor risk briefing

An honest assessment of tools you're evaluating — what the vendors aren't telling you, and what to watch out for.

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Decision framework

A repeatable framework for evaluating future AI decisions — so the next vendor pitch doesn't catch you without a basis for comparison.

→

No pitch at the end.

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.

How it works

Simple process. No guesswork.

You submit the intake form

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 minutes

We schedule the session

Typically 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 days

The 90-minute session

Structured 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 minutes

Written gap analysis delivered

Within 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 days

Is this the right fit?

The Diagnostic works best in specific situations.

Good fit

Service business, $5M–$50M in revenue
You're growing but ops isn't keeping up
You're being pitched AI tools and can't evaluate them
You've had an AI implementation stall or fail
You need to communicate an AI strategy to your board
You want a second opinion before a major tool decision

Not the right fit

You already have a clear AI roadmap and just need execution
You're pre-revenue or under $2M — the economics don't work yet
You're looking for a technical build partner (we're advisory, not dev)
You need immediate implementation support in the next 30 days