AI workflow assessment · Service businesses
Map your workflows.Build your AI plan.
Five questions. Personalized tool picks and a 90-day rollout — built for teams that serve clients.
Free · 3 minutes · No sales pressure
- Focused questions
- 5
- To your blueprint
- 3 min
- Rollout roadmap
- 90 days
- Free, no card
- $0
01 / What you get
Everything you need to start with confidence.
Pinpoint your time drains
Identify the single workflow — follow-ups, scheduling, proposals, admin — where AI pays back fastest.
Explore guide Pinpoint your time drains (opens in a new tab)Tools that actually fit
Vetted recommendations matched to your team size, industry and current AI maturity. No bloated stacks.
Explore guide Tools that actually fit (opens in a new tab)A 90-day rollout plan
Week-by-week steps to pilot, connect and scale — without disrupting the clients you already serve.
Explore guide A 90-day rollout plan (opens in a new tab)Readiness score
A clear 0–100 benchmark so you know where you stand today and what 'good' looks like next.
Built for service teams
Agencies, firms, practices and field teams — examples speak to how client work really gets done.
Practical, not hype
Plain-language guidance focused on hours saved and client experience, not buzzwords.
02 / How it works
Clarity, step by step.
01 — 03
- 01
Answer 5 questions
About your team, workflows and goals. Takes under 3 minutes.
- 02
Get your blueprint
Personalized tool picks, readiness score and a 90-day rollout plan.
- 03
Book a consultation
Optional: walk through your plan with an advisor, free.
03 / Client stories
Service teams, hours back.
“We finally had a plan instead of a pile of AI tabs. The follow-up workflow alone saved our coordinators about six hours a week.”
Dana R.
Operations Lead, Creative Agency
“The blueprint was refreshingly specific. Two tools, one pilot, clear steps. Our partners signed off in a single meeting.”
Michael T.
Managing Partner, Accounting Firm
“Scheduling was eating our mornings. Within a month of following the plan, no-shows were down and the phones were quieter.”
Priya S.
Owner, Wellness Practice
04 / Questions
Good to know.
- Is the assessment really free?
- Yes. The assessment and your blueprint are free, and the consultation is optional.
- Do I need technical skills?
- No. Recommendations are written for business owners and operations leads, not engineers.
- What happens after I submit?
- You see your blueprint immediately. If you opt in, an advisor reaches out to schedule a consultation.
Ready when you are
See where AI fits in your business.
Get your personalized blueprint in about three minutes.
Start the assessment