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AI Operations Diagnostic

One week. One workflow. Everything in writing.

A diagnostic, not a build. Pick the workflow that keeps landing on your desk. In five business days, we map it, measure it, and scope the first fix, in seven documents. Whatever you decide after, you keep all of it.

  • $499 flat
  • 7 documents, in writing
  • 90 min from you on day 1
  • $1,000 off month 1 if you keep going (conditions)
A hand pinning an index card to a wall of cards arranged in five columns
Day 5: the readoutBlueprint, baseline, and the scope for your first fix.

Sound familiar?

The same workflow keeps landing on your desk.

  • Every “quick question” comes back to you.Pricing. Status. The odd exception. You answer it. Then you answer it again.
  • Your team uses AI. Nobody set the rules.Different tools, personal accounts, and nobody checking what goes out.
  • You’ve paid for AI. Nothing changed.Another subscription. Same Tuesday.
  • You’re the most expensive person doing the cheapest work.And it never shows up on a report.

Example

$62,400

A year of your time, at 8 hours a week and $150 an hour. The Diagnostic costs $499. That's less than one week of the problem.

Why AI hasn't fixed this yet

AI isn't failing. Hype-first AI is.

Big companies can afford to burn money finding out what works. You can't. So the Diagnostic starts from your problem, not from a tool.

  1. The money pitThe biggest AI model for every small task

    Problem-firstThe right-sized tool for each jobCheap and fast for sorting and drafting. Big models only where judgment matters.

  2. The money pitA new AI subscription for every problem

    Problem-firstWhat you already pay for, firstWe inventory your tools. Many have AI features nobody turned on.

  3. The money pit“Everybody, use ChatGPT more.”

    Problem-firstAI built into the workflowIt drafts inside the process and your team approves. Nobody has to learn prompting from scratch.

  4. The money pit“It’ll make us more productive.”

    Problem-firstA number, or it goesWe measure the baseline first. If a fix can’t beat it, we tell you to cut it.

Everything you get

Seven things you can hold. Named before you pay.

Not “insights.” Not a slide deck. Each one ends a problem you have right now.

  1. AI Operations Blueprint

    Ends: “Only I know how this works.”

    You get: A written map of the workflow as it really runs, plus a one-page diagram. Each step names the record, the context, the owner, the decision, and the feedback.

    After: Someone other than you can follow the workflow, and every later fix starts from the same map.

  2. Tool and data inventory

    Ends: Paying for a tool you already own.

    You get: One table: every system you pay for, what data it holds, who can see it, and whether it's safe to connect to AI: yes, no, or with limits.

    After: You know what to keep, what overlaps, and what can safely touch your data.

  3. AI usage report

    Ends: AI nobody is watching.

    You get: A short report by role: which AI tools, for which tasks, on company or personal accounts. Each risk is rated high, medium, or low, with the fix.

    After: You know where client data goes today, and which rules to set first.

  4. Top 3 opportunities

    Ends: Fixing the wrong thing first.

    You get: Three fixes, ranked and scored on value, effort, risk, and readiness. Each is labeled with the kind of fix it needs: prompt pack, SOP, automation, AI employee, or custom build.

    After: You know what comes after this week, and what to ignore.

  5. Operating baseline

    Ends: “It feels faster.”

    You get: A scorecard for the workflow: volume, cycle time, rework, and handoffs. Each number shows its source and how we counted it.

    After: Every later review reports against these numbers, so “did it work?” gets a real answer.

  6. Scope for the first fix

    Ends: A build nobody scoped.

    You get: Your top opportunity written as a scope: what it must do and what it won't, where its data lives, how we'll know it's done, and an estimate in dev hours. Nothing is built during the Diagnostic.

    After: Whoever builds it, us or anyone else, starts from a written scope, and you know how many hours it needs.

  7. 30-60-90 plan

    Ends: “So… what now?”

    You get: What happens in the first 30, 60, and 90 days, who owns each step, and which baseline number it should move. Plus a straight answer: which Foundation tier fits, or that you don't need one.

    After: You leave the readout with next steps, owners, and dates, whether you hire us or not.

  8. Bonus

    A bonus prompt pack

    Book the Diagnostic and get one reviewed prompt pack for another role of your choice.

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Your price for all seven, plus the bonus$499Book my Diagnostic

Keep going after the readout, and you get $1,000 off your first month, on three conditions. Here's how.

The first fix, scoped

Day 4: your top fix, written up and ready to build.

Nothing is built during the Diagnostic. You leave with a scope for your first fix, with its hours estimated, ready for whoever builds it. It can cover any of these.

  • An AI employee for one job, with its instructions, reference documents, and review rules
  • One tool you already use, connected to your team’s AI assistant
  • A workflow SOP for your staff
  • A reviewed prompt pack (5–10 prompts) for a single role
  • An automation in a tool you already own
  • A custom build, sized in dev hours

The week

Two sessions and a check-in. We do the heavy lifting.

  1. Before day 1

    YouThe pre-work, within 48 hours of booking: a short intake, a few sample records, and tool access.

    UsWe read all of it and come in ready.

  2. Day 1

    YouA 90-minute kickoff.

    UsWe walk the workflow, the people, and the AI your team uses today.

  3. Days 2–3

    YouNothing. Run your business.

    UsInventory, baseline, risks, and ranked opportunities.

  4. Day 4

    YouA short check-in on the scope for your first fix.

    UsWe write the scope: what it does, what “done” means, and the hours it needs.

  5. Day 5

    YouThe readout.

    UsAll seven documents, and a straight answer on what’s next.

Next: a 30-minute call to pick your workflow and set your kickoff week. 4 Diagnostics a month, so each one gets full attention.

How the credit works

Keep going, and you get $1,000 off your first month.

Stop after the readout, and you still keep everything. Here are both paths.

If you stop after day 5

$499

Paid once. Then you're done. You keep all seven documents, including:

  • The blueprint of how the workflow really runs
  • Your baseline numbers
  • The scope for your first fix, ready to build
  • Your 30-60-90 plan

No tier required. No pressure.

If you keep going

$1,000 off month 1

Start any Foundation tier's 3-month term within 30 days of the readout. You get $1,000 off your first month: the full $499 you paid for the Diagnostic, plus $501 from us.

Strategic Partner, month 1$4,500

Diagnostic credit−$1,000

You pay for month 1$3,500

Diagnostic plus month 1: $3,999. $501 less than month 1 on its own.

Every tier is a 3-month commitment with no onboarding fee. The credit works the same on all three.

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Three things earn the credit

  1. Submit the pre-work within 48 hours of bookingSo the week runs on your real records, not guesses.
  2. Attend both live sessionsThe day 1 kickoff and the day 5 readout, so decisions get made with you in the room.
  3. Start a Foundation tier's 3-month term within 30 days of the readoutSo the plan starts while the numbers are fresh.

Sign any Foundation tier at the readout, and a half-day Team AI Training session is included on top.

Diagnostics are capped at 4 a month so each one gets full attention. When this month's are gone, you get the next open slot. The credit applies once and doesn't stack.

The All-Seven Guarantee

All seven, or we keep working. No extra cost.

Submit the pre-work and show up to both live sessions. If you don't have all seven documents at the readout, we keep working, at no extra cost, until you do.

  1. AI Operations Blueprint
  2. Tool and data inventory
  3. AI usage report
  4. Top 3 opportunities
  5. Operating baseline
  6. Scope for the first fix
  7. 30-60-90 plan

Read what's in each one

This is for you if

You're done being the bottleneck.

  • You’re the owner, and one workflow keeps landing back on your desk
  • Your team uses AI, but nobody set the rules for what it does and who checks it
  • You want proof in a week, not a promise in a quarter
  • You’ll give us 90 minutes on day 1 and show up for the readout on day 5

This is not for you if

You want magic.

  • You want something built this week. The Diagnostic writes the scope. Building comes after, with us or anyone you choose.
  • You want five workflows fixed at once. The Diagnostic does one, properly.
  • You want a guaranteed percentage up front. We measure first, then report what changed.

Software licenses and AI usage costs are yours. You pay those directly.

Before you book

Diagnostic questions, answered straight.

What do you need from me?

A short intake, a few sample records, and access to the tools you choose to share. Then 90 minutes on day 1, a short check-in on day 4, and the readout on day 5. That's it.

Do you build anything during the Diagnostic?

No. The Diagnostic is documents only. You leave with a written scope for your first fix, with its dev hours estimated. We can build it on a Build Add-On, or you can take the scope to anyone.

Why not just buy an AI tool?

Because a tool without a workflow is just another subscription. The Diagnostic starts with the workflow, checks what you already pay for, and scopes the smallest fix that works. Sometimes that's a new tool. Sometimes it's one you already own.

What if my workflow is too messy for a week?

Good. Messy is normal. We map one workflow as it really runs, mess included, and scope the first fix to fit.

What happens after the readout?

You get a straight answer. Meet the three credit conditions above, and you get $1,000 off the first month of a Foundation tier. If you don't need one, we'll say so. No pressure, no pitch deck.

Can I get a refund?

Full refund within 3 days of payment. After that the work has started, and the All-Seven Guarantee covers it.

Do you guarantee results?

We guarantee the seven documents, in writing. We don't promise percentages we haven't measured. We measure your starting point instead, so every later change is a number, not a story.

Next week, the fix could be in writing.

Or it could still be on your desk with no plan. Book the Diagnostic, or start free with the Snapshot and bring it to the kickoff.