Diagnostic Consulting for Small Business

Most service businessesare losing revenue they can't see.

We analyze your workflows, follow-ups, and missed opportunities to reveal exactly where money is leaking, and what to automate first.

Get Your AI Efficiency Assessment

Not sure if you're a fit? Take the free 3-minute efficiency score first →

Delivery
Custom report within 48 hours
Scope
Built for your specific business
Included
30-min founder walkthrough
What we actually do

We sell judgment, not software.

Most "AI consultants" want to sell you a tool subscription or lock you into an agency retainer. We don't. We study how your specific business runs - the workflows, the bottlenecks, the missed handoffs - and tell you exactly where automation makes sense.

That distinction matters. Generic advice doesn't survive contact with a real operation. Business-specific diagnosis does.

We start with a diagnosis

Before recommending anything, we study your operation. Your workflows, your team, your time drains. The recommendations follow the evidence - not a vendor's pricing page.

We rank by revenue impact

Not every automation opportunity is worth pursuing. We prioritize by what actually moves the number in your specific context. Hours recovered. Costs eliminated. The work that compounds.

You get a plan you can act on

The output is a specific, sequenced roadmap, not a concept deck. Named tools, estimated hours saved, and measurable gates at every phase.

How it works

Three steps. One starting point.

01
Diagnose

The AI Efficiency Assessment

We map your workflows, surface the highest-cost inefficiencies, and score your automation opportunity. One intake call. Custom output built around what we find.

02
Prioritize

Your custom roadmap

A ranked list of automation opportunities with ROI estimates, named tools matched to your workflows, and a 30/60/90-day plan with measurable outcomes at each stage.

03
Implement

Hands-on execution

For businesses that want more than a plan, we work alongside you through the build. Hands-on build, not another deck. Available to clients who complete the assessment first.

Who this is for

Service businesses that are ready to stop running on memory.

If your process lives in someone's head, your follow-up is inconsistent, and your tools don't talk to each other, this work is built for you.

Roofing & Construction HVAC & Home Services Marketing Agencies Healthcare Practices Landscaping Legal & Professional Services Dental & Medical Financial Services Coaching & Consulting Fitness & Wellness
You're buried in follow-up Scheduling, reminders, and status updates eat hours your team should spend on actual work.
Good leads go quiet Something happens between first contact and the signed contract. You suspect it's follow-up. You're right.
You're paying for tools that don't connect CRM here, scheduling there, invoicing somewhere else. None of it talks to each other and you're still doing the handoffs manually.
You know AI matters but don't know where to start Not for your specific business. Not with your specific team. Not in a way that's actually worth the time to set up.
You want to grow without just hiring more people Every new dollar of revenue shouldn't require a new hire. There's a different path - most businesses haven't mapped it.
What you get

Not insights. A specific plan.

1
A scored breakdown of your operations Where you stand on AI readiness, which workflows carry the most inefficiency, and what that translates to in time and money.
2
Automation opportunities ranked by impact Specific opportunities ordered by ROI so you know exactly which one to start with - not just a list of things you could theoretically do.
3
Named tools matched to your workflows Specific recommendations for your budget, team size, and technical comfort. Matched to the gaps we found - not a generic tool list.
4
A 30/60/90-day action plan Sequenced by priority with named owners, measurable outcomes, and review gates so you always know what to do next.
5
Quick wins you can ship this week Three changes with outsized returns and low setup cost - so you start recovering time before the longer-horizon work is done.
6
Private walkthrough with our founder 30 minutes to review the findings together, answer questions, and make sure you leave with a clear first move.
Not sure if you're ready?

Start with the free efficiency score.

Free · 3 Minutes

Business Efficiency Score

Eight questions. Three minutes. You'll get a scored breakdown of your time waste, revenue leakage risk, and automation readiness, plus a tier rating that shows how significant your opportunity is. No commitment, no credit card.

Take the free score
Get in touch

Have a question before you start?

Reach out directly. We respond to every inquiry within one business day.

AI Efficiency Assessment

If there are gaps in your business,this will show you exactly where.

One intake call. A custom report built around what we find. A plan you can act on the same week it arrives.

Get Your AI Efficiency Assessment

Not sure if you're a fit? Take the free efficiency score first →