Current State Assessment
I will find $50,000 in your operation. Or you don't pay.
Two to three weeks. I sit with your team, map every workflow you run, and hand you a document that shows exactly where the money is leaking, what to fix first, and what it costs to keep doing nothing.
$3,500, credited in full toward anything we build together.
Who this is for.
This is for you if
- You do $2M to $50M a year.
- Your data lives in six or more tools.
- Your team re-enters the same information in more than one place.
- You have tried AI and it did not stick.
- You are still the routing layer for your own company.
This is not for you if
- You are under $2M. Start with the $999 assessment.
- You want someone to build one automation.
- You are shopping for the cheapest quote.
Under $2M? Start with the $999 assessment. Same thinking, right size.
The work
What I do, in order.
01
Map every workflow
With the people actually doing the work, not just leadership.
02
Cut what should not exist
Most processes are twelve steps when they need seven.
03
Price the cost of inaction
In your numbers, pulled from your calls, not mine.
04
Design the system
Architecture, data flow, security. Before and after, side by side.
05
Hand you the plan
Phased, priced, with an ROI you can hold me to.
You own the plan whether or not I build it.
The deliverable
What you receive.
01
Executive summary
Your situation, my proposal, and the expected outcome. One page, in your language.
02
Current state
Visual process maps for every major workflow. Who owns each step, where handoffs break, where data gets re-entered, where work sits waiting.
03
Cost of inaction
Dollars lost per month, hours burned per week, opportunity cost, and the risk you are carrying today.
04
Proposed solution
Architecture diagram, before and after process maps, specific tools, data flow, and security.
05
Implementation roadmap
Phases with deliverables across weeks 1 to 4, 5 to 8, and 9 to 12. Daily demo items in a shared Slack.
06
Quantified ROI
Hours saved a month, dollars saved a month, capacity unlocked, and the payback period.
07
Investment
Total cost, breakdown by phase, payment terms, what is included, and what is not.
08
Next steps
Kickoff timeline and exactly how we start.
Most companies have never seen their own operations drawn out. The moment they do, they get it.
The guarantee
I will identify at least $50,000 in annualized reclaimable cost inside 14 days, or you don't pay.
And the $3,500 is credited in full toward anything we build together.
The cost of doing nothing
Before you spend a dollar on AI, know what the current way is costing you.
Move the sliders. This is the same math I run on every assessment call, using your numbers instead of mine.
20
$125
4
$500,000
That is what doing nothing costs you this year.
20 hours a week, 4 people, at $125 an hour, across 50 working weeks.
After the assessment
Most companies ask me to build what it found.
That is the Agent HQ install, from $15,000, and your $3,500 comes off the top. After it ships, the operating retainer keeps it maintained, adopted, and growing. If the assessment says you are not ready to build, I will tell you that too.
Questions.
- How long does it take?
- Two to three weeks from the first session to the delivered document.
- How much of my team's time does it need?
- Three to five hours total, spread across short sessions with the people who actually run the work.
- What if we decide not to build anything?
- You keep the document. It stands on its own, and it is yours to hand to any implementation partner you want.
- Do you need access to our systems?
- For the assessment, no. I need conversations and screen shares. Access comes later, only if we build.
- What if you don't find $50,000?
- You don't pay. That has to be a real risk for the guarantee to mean anything.
- How is this different from the $999 assessment?
- The $999 assessment prescribes tools you can turn on this week. This one maps your whole operation and produces a build plan. Different buyer, different problem.
Let's see what your operation is actually costing you.
Atlanta first. I will come to you.