AI Workflow Assessment · $499 fixed fee

Find the recurring work worth improving first.

I look at how work moves through your business: who does it, what information they need, where it stalls, and what requires judgment. You leave with priorities and a practical plan for the first improvement.

Book an intro call

Free, 15 minutes. No prior AI experience needed.

Scope

Up to three agreed workflows.

We focus on one business unit and a small number of involved employees. Before starting, we agree on the workflows, representative examples, and access needed.

The recommendation may involve an existing tool, conventional automation, AI, or a simpler way of working. Implementation is quoted separately.

Who it suits

Bring a recurring bottleneck.

  • An owner or manager can sponsor the work
  • An employee can show the current process
  • Examples and relevant systems are accessible
  • You have time to review findings and decide what comes next

How it works

Walk through the work, then review the findings.

  1. 1

    Discovery

    A 60–90 minute owner session and up to two 30-minute employee walkthroughs. We examine completed examples, handoffs, and exceptions.

  2. 2

    Analysis

    I map the process and rank opportunities by impact and feasibility, including access, integration, costs, and human review needs.

  3. 3

    Review

    A 45-minute discussion of the findings and proposed pilot. Target delivery is within ten business days after receiving the necessary inputs.

A plan you can use independently.

Each opportunity records the baseline, evidence confidence, proposed change, rough effort, ongoing costs, and success measure. Numbers are labeled as measured, estimated, or unknown. The report also explains which ideas to defer and why.

You can take the plan to your team or another provider, commission a scoped implementation, or discuss the AI Operations Partner service. The assessment stands on its own.

This replaces the former tools and team readiness assessments. Existing engagements retain their agreed scope and terms.

Bring one task that keeps taking too much time.

The assessment is $499, including discovery, analysis, the report, and review. We confirm the scope before paid work begins.

Book an intro call