Step 1 · The AI Operations Diagnostic
Stop guessing what to fix. Get the plan in one week.
Start with one priority workflow. We map it, measure it and give you all seven documents, then put one agreed workflow live. See it working in your business before choosing a monthly partnership. You keep the documents and the workflow whether or not you continue.
- Full refund within 3 days
- All-Seven Guarantee
- $1,000 credited when you continue
- 4 slots a month
Not sure which workflow? Take the free 15-minute Snapshot first — it tells you where the time is going.
$1,000flat · one time
- AI Operations Blueprintdone
- Tool and data inventorydone
- AI usage reportdone
- Top 3 opportunitiesdone
- Operating baselinedone
- Scope for the first fixdone
- 30-60-90 plandone
Credited to your first Partnership Tier month when the credit conditions are met.
Why we start here
See the plan. Then see one workflow work.
Because building the wrong thing well is the most expensive mistake in software. A week of measuring tells us which fix pays back, what data it needs, and what has to stay human — before anyone writes code you'll pay to undo.
You leave with a plan you can hand to us, to another developer, or to your own team. Whatever you decide next, the seven documents are yours.
What you receive
Seven documents. One live workflow.
The documents come first, followed by one scoped live workflow. Plus a bonus when you book: one reviewed prompt pack for a second role. Every document is yours to keep.
- 01AI Operations BlueprintA written map and a one-page diagram of how the workflow really runs.
- 02Tool and data inventoryEvery system you pay for, what data it holds, and whether it's safe to connect to AI.
- 03AI usage reportWhich AI your team uses, on which accounts, with each risk rated and its fix.
- 04Top 3 opportunitiesThree fixes, ranked on value, effort, risk, and readiness.
- 05Operating baselineVolume, cycle time, rework, and handoffs, each with its source.
- 06Scope for the first fixYour top fix written up, ready to build: what it does, what “done” means, and an estimate in engineering hours.
- 0730-60-90 planNext steps with owners and dates, and a straight answer on which Partnership Tier fits, or that you don't need one.
- BonusPrompt packBook the Diagnostic and get one reviewed prompt pack for a second role of your choice.
The week, day by day
Two live sessions. Five business days.
You put in the pre-work and show up twice. We do the rest. Capped at 4 Diagnostics a month so each one gets the week it deserves.
- Before day 1Pre-workWithin 48 hours of booking: the intake form, a few sample records, and access to the tools the workflow touches.
- Day 1KickoffA 90-minute working session: we walk the workflow with the people who actually run it.
- Days 2–3We dig inInventory, baseline, risks and ranked opportunities. No meetings required from you.
- Day 4Check-inA short call to confirm the first-fix scope before we write it up.
- Day 5ReadoutAll seven documents, walked through live, with the recommendation: build, buy, keep — or stop here.
The All-Seven Guarantee
Submit the pre-work and show up to both live sessions. If you don't have all seven documents at the readout, we keep working, at no extra cost, until you do.
If you continue
The $1K comes off what you build next.
The Diagnostic is credited in full against the first month of a Partnership Tier. It applies once, to whichever you sign first. Three conditions: submit the pre-work within 48 hours of booking; attend both live sessions; start a month-to-month Partnership Tier within 30 days of the readout.
- Full refund within 3 days of payment
- Software licenses and AI usage billed to you directly
- No obligation to continue — the documents are yours either way
Example · Strategic Partner, month 1
- Strategic Partner tier
- $4,500
- Diagnostic credit
- − $1,000
- You pay in month 1
- $4,500$3,500
Later months at $4,500 if you keep this tier. Month-to-month. Same credit applies to Direct Advisory ($2,500 → $1,500) and Fractional Product Lead ($7,500 → $6,500), when the credit conditions are met.
Questions before you book
What people ask on the first call.
What do you need from me?
The intake form, a handful of sample records, and access to the tools you choose to share, all within 48 hours of booking. Then 90 minutes on day 1, a short check-in on day 4, and the readout on day 5. That's it.
Do you build anything during the Diagnostic?
Yes. First, we map and measure the workflow and deliver all seven documents. Then we put one agreed workflow live, with a named human reviewer. The scope, access and acceptance criteria are agreed before implementation; go-live follows when those are ready.
Why not just buy a tool?
Sometimes you should, and the readout will say so. A tool without a workflow is just another subscription. The Diagnostic starts with the workflow, checks what you already pay for, and tells you buy, build or keep with numbers behind it, instead of a sales demo. Sometimes the answer is a tool you already own.
Our workflow is messy. Is that a problem?
Messy is the normal case. We map one workflow as it really runs, workarounds included; that's what the Blueprint documents. Then we scope the first fix to fit.
What happens after the readout?
You decide, with a straight answer from us. Continue into a Partnership Tier, and if you meet the three credit conditions, $1,000 comes off the first month. Or hand the plan to your own team, or stop. If you don't need a tier, we'll say so. The seven documents are yours regardless.
Can I get a refund?
Full refund within 3 days of payment. After that the work has started, and the All-Seven Guarantee covers it.
Do you guarantee results?
We guarantee the seven documents, in writing. We don't promise outcomes we haven't measured. The baseline we set in the Diagnostic week is how we measure every later change, so it's a number, not a story.
One workflow. One week. One plan you can act on.
Booking starts with a 30-minute call to pick the workflow and set your kickoff week. Nothing is charged online.