Find the Marketing and Operations Workflows Where AI Saves 5+ Hours Every Week
We review lead handling, follow-up, reporting, recruiting, client communication, and internal coordination so you can see where AI creates leverage before you commit to a larger engagement.
AI Readiness Assessment
$997 one-time
5+ hours/week of current manual labor identified, with the math shown, or we refund the assessment.
45-minute assessment call
We walk through your workflows, team handoffs, systems, and where time is disappearing.
Structured intake + transcript analysis
Your intake answers and call transcript are turned into a concrete map of automation opportunities.
Custom report with ranked recommendations
You get the highest-leverage AI opportunities first, with implementation notes and conservative savings math.
Live walkthrough with next steps
We review the report together so you know what to do yourself and what to hand off.
Assessment Walkthrough
See Exactly How The Assessment Works Before You Buy
This short walkthrough covers the mechanism, the proof, and the guarantee behind the AI Readiness Assessment.
Chris Sloane on the AI Readiness Assessment
Where We Usually Find The Time Waste
We do not hand you a generic AI checklist. We inspect the repetitive work inside operations like yours and rank what deserves attention first.
- Lead intake, routing, and missed-follow-up gaps
- Reporting, dashboard prep, and client update work
- Proposal, estimate, or sales follow-up sequences
- Recruiting, screening, and admin coordination
- Internal handoffs between sales, service, and fulfillment
Best Fit For
The assessment is designed for operators who want clarity before they spend money on a bigger automation project.
- Local businesses and operators who know manual follow-up and reporting are eating time every week
- Teams that want a concrete AI roadmap before committing to implementation work
- Owners who need practical workflow recommendations tied to real operating leverage
The Guarantee
If we cannot identify at least five hours per week of current manual labor that a practical AI workflow could reduce, we refund the assessment.
Sample Report Contents
What You Actually Get Back
The report is built to make the next decision easier. It shows the workflow, the math, the recommended first move, and what should stay human.
Workflow map
What We Check
The current handoffs, tools, owners, frequency, and where work gets repeated.
What You Get
A simple map of the workflow as it runs today, with the breakpoints marked.
Savings math
What We Check
How often the task happens, who does it, how long it takes, and what can realistically be removed.
What You Get
A conservative weekly time-savings estimate with the assumptions shown.
Opportunity ranking
What We Check
Impact, effort, data access, failure risk, and whether the team can maintain the change.
What You Get
A ranked list of what to build first, what to handle manually, and what to ignore for now.
Implementation path
What We Check
The systems involved, access needed, review steps, and what should stay human.
What You Get
A next-step plan that can become an internal task, vendor brief, or Heaviside build scope.
Not For You If
This Is Not a Cheap AI Brainstorm
The assessment works best when there is a real process to inspect and a team that wants an honest recommendation, including a recommendation to wait.
You want a generic AI tools list
This is a workflow diagnostic, not a list of apps to try over the weekend.
Nobody can describe the current process
We need enough operating context to map how work happens today.
You need a finished build this week
The assessment scopes the work. It does not replace an implementation sprint.
There is no repeated work to inspect
The guarantee depends on real manual labor, not speculative ideas that might save time later.
Example Path
An Assessment Can Become a Build When the First Workflow Is Clear
The goal is not to produce a prettier PDF. The goal is to find the work that deserves a system.
View the related case studyAssessment intake and delivery pipeline
Starting point
The assessment process needed structured intake, call context, report prep, and follow-up without turning delivery into manual document assembly.
Assessment finding
The highest-leverage work was not one prompt. It was a repeatable pipeline for intake, transcript review, recommendation drafting, and handoff.
Build path
The build became an intake and delivery system that keeps the human review step, but removes the repetitive collection and preparation work around it.
Refund Standard
What Counts as 5+ Hours Per Week
We count conservative estimated savings from current manual labor. We do not count vague future upside, brand-new strategies, or work your team is not doing now.
Named workflow
The savings must attach to a real task, handoff, report, follow-up loop, or review process in your business.
Current manual labor
We count conservative estimated savings from work your team is doing now, not theoretical upside from a future strategy.
Clear time math
The report shows frequency, current time spent, estimated time removed, and the assumption behind the estimate.
Practical implementation path
The recommendation must be specific enough that your team, Heaviside, or another qualified builder could act on it.
What Happens Next
Buy Once. Complete The Intake. Book The Working Session.
After checkout, we route you straight into the assessment intake so the call is built on your real workflows, systems, and constraints instead of surface-level assumptions.
AI Readiness Assessment
Your AI Readiness Assessment is paid. Now book the working session where we audit your lead flow, follow-up, reporting, and internal handoffs.
Assessment FAQ
Data, Confidentiality, and Handoff
What data access do you need?
Usually screen share, sample reports, workflow screenshots, CRM or spreadsheet exports, and the tools your team already uses. We do not need blanket admin access just to complete the assessment.
How do you handle confidential information?
We only ask for the context needed to evaluate the workflow. Sensitive examples can be anonymized, and anything shared for the assessment is treated as client operating information, not public proof.
What happens if we implement with someone else?
That is allowed. The report is yours. It includes enough workflow context, assumptions, and next steps to become an internal brief or a handoff to another qualified builder.
Can the assessment turn straight into a build?
Yes, if the first opportunity is clear and the access/risk profile is reasonable. If not, we will say what needs to be cleaned up before a build makes sense.