The questions we hear most before someone books a call — on cost, fit, timing, and process. If something's still unclear, the call is free.
The free call is zero commitment. Project scope and price get defined before anyone pays anything.
The 15-minute scoping call is free — no card, no commitment. If there's a fit, most projects run $500–$2,000 fixed price, depending on scope. We define the scope on the call before anyone commits. No hourly billing, no retainer.
If the economics don't make sense for your business size, we'll say so on the call. We'd rather lose a project than sell you something that doesn't pencil out.
We only recommend proceeding when we can see a 70% or better ROI floor — meaning the efficiency gain pays back the project cost within a reasonable timeframe. If we can't see that on the call, we'll tell you.
The free assessment is specifically designed to answer this question honestly. We look at your current workflows, volume, and bottlenecks — then run the numbers. No vague promises about "transforming your business."
We work with solo operators, small teams, and firms up to 50 people across a range of service industries.
Yes — this is our best fit. Solo operators and small practices are disproportionately affected by repetitive admin work (intake, scheduling, follow-up, document processing) and have the most to gain per hour recovered.
The patterns we automate — client intake, document handling, communication triage — are the same regardless of firm size. A 2-person legal practice benefits just as much as a 15-person one.
Also a strong fit. At 10–50 people you're likely managing enough volume that process inefficiencies multiply. The most valuable output for firms this size is often the "what not to build" list — avoiding a $30K custom software project that would have been the wrong call.
We've seen the biggest gains in this range when teams have started exploring AI but haven't had a structured way to evaluate what's worth pursuing.
Yes. We work across legal, real estate, healthcare, dental, HVAC, accounting, and marketing agencies. The underlying workflow patterns — client intake, document processing, scheduling, communication follow-up — repeat across all of these.
The assessment adapts to your specific industry. We're not applying a generic checklist — we're looking at the actual bottlenecks in your business.
Fast start, no pressure. The call is the lowest-stakes move available.
The free scoping call is typically available within a few business days. If there's a fit, we can kick off the assessment the following week. Kickoff to written deliverable runs two weeks.
The two-week timeline is fixed-scope by design — it keeps the engagement focused and prevents scope creep in both directions.
Book the call anyway. The scoping call is 15 minutes, zero obligation. It doesn't start a project — it just establishes whether there's a fit and what it would look like.
If you're 3 months out, we can talk through what to watch for in the interim and what the engagement would look like when you're ready. There's no pressure to commit on the call.
Understood. If you're mid-engagement with another firm or consultant, we won't push to displace it. The honest version: if the current work is going well, keep going.
If you're running into friction — missed timelines, vague deliverables, unclear ROI — we're worth a 15-minute call before you renew. No pressure to switch. Just a data point.
What happens on the call, what you get, and how we handle your data.
A scoping call, not a sales pitch. No slides. No deck. We ask about your current workflows, the biggest time sinks in your operation, and what you've already tried.
At the end, we give you an honest read: whether AI is likely to move the needle for your specific business, what it would roughly cost, and whether we're the right fit to do it. If we're not, we'll say so.
No. Every engagement is fixed-scope and fixed-price. You pay for the assessment. You get the deliverable. That's the end of the formal engagement.
No retainer, no monthly fee, no lock-in. If you want to work together on implementation after the assessment, that's a separate conversation — and you're never obligated to use us for that part.
Standard confidentiality applies to everything you share. What you tell us on the call, your workflow details, any documents you share — stays with us and is not shared with third parties.
Any case work we reference publicly (like on the proof page) is anonymized — no business names, no identifying details. Your data belongs to you. The assessment deliverable belongs to you. We don't retain rights to your business information.
The call is free and 15 minutes. We'll give you a straight answer on fit before anyone commits to anything.
Book a Free 15-Min CallFree call. No commitment. Honest answer on fit.