Free AI assessment
Book your free AI assessment.
Answer a few questions about your business and watch a preliminary estimate build as you go. We’ll bring a draft to the call, and you’ll leave with a written plan, whether or not you work with us.
- A 30-minute call, video or phone
- Written summary in about 3 business days
- No cost, no obligation
Tell us about your business.
Five short steps, about 4 minutes. Rough answers are fine, and you can skip anything you’d rather cover on the call.
Thanks. We’ve got it.
We’ll reply within one business day to find a time for your call, and we’ll bring a draft estimate built from your answers. Look for an email from hello@example.com.
What happens next
Three steps, no pressure.
- 01
We reply within one business day
We find a 30-minute slot that suits you. Video or phone, your choice.
- 02
We talk through your business
We come with a draft estimate built from your answers, then check it against how your work really flows. No preparation needed.
- 03
You get a written summary
Typically within 3 business days, from the people who would build your agents. Yours to keep.
The free assessment
What you leave with.
- Your top three AI opportunities, ranked by estimated value and effort
- A rough savings estimate, labeled as a modeled estimate, with the assumptions shown
- A suggested first project and what it would take
See a sample summary for a fictional roofing company, with the same three parts numbered.
It isn’t a hard sell. If AI isn’t the right fix for your business right now, we’ll say so and tell you what we’d do instead.
Free, with no obligation. We never ask for passwords or system access on the call.
Gablecrest Roofing & Exteriors
Fictional business · 85 staff · roofing and exteriors · written after a 30-minute call
Top three opportunities, ranked by value and effort
Reply to every new lead within a minute
Customer Agent · Low effort · Live in about 2 weeks
$89,760 to $179,520added gross profit a year
Cut search ads that never produce a lead
AI Marketing Director · Low effort · Savings in 30 to 60 days
$32,400 to $64,800less ad spend a year, same leads
Hand routine calls and texts to the agent
Customer Agent · Comes with #1 · Same rollout
$5,973 to $13,612362 to 550 office hours a year
Rough value, with the assumptions
$128,133 to $257,932 a year
Base case to upside, in profit terms. Added revenue of $264,000 to $528,000 a year is context only and isn’t in the total.
- 500 new leads a month; 40% book an inspection, and 4 in 10 wait over an hour for a reply today
- Those slow-reply leads book 10% to 20% more often when answered in a minute: 96 to 192 more inspections a year
- 25% of inspections close; $11,000 average job at a 34% gross margin
- 6% to 12% of the $45,000 monthly search budget buys no leads and is cut
$89,760 + $32,400 + $5,973 = $128,133 base case
Suggested first project, and what it would take
Start with #1: it is the largest opportunity and the quickest to prove. The office time in #3 comes with it.
- Week 1Agent spec signed off: approved answers, price ranges, what always goes to a person. Calendar access is book-only.
- Week 2Live on after-hours leads, with your OK on each booking. Two weeks of today’s reply times logged as the baseline.
- Weeks 3–6Every lead, day and night. A short weekly check-in; booked inspections measured against the baseline.
From your team: a couple of hours in week 1, then about 30 minutes a week of reviews.
What we’d leave alone
The inspection and the quote. Homeowners buy from the estimator at the kitchen table, so the agent books the visit and your people sell it.
FIG. 1 Illustrative assessment summary, condensed to one screen. Gablecrest Roofing & Exteriors is a fictional 85-person roofing company; every figure comes from its worked example on the results page.
Not a quote or a guarantee. Estimates exclude the cost of the engagement.
Before you book.
Is it really free?
Yes. No cost and no obligation. The written summary is yours either way.
Who will I talk to?
The people who would design and build your agents, not a sales rep.
Do I need to prepare anything?
No. If you can, bring one example of work that eats your team’s time: a report, a common customer question or an inbox you dread.
How accurate is the preliminary estimate?
It’s a modeled range, not a quote: your answers times published benchmark rates, from the base rates in our research at the low end to the optimistic ones at the high end, never beyond. Where you weren’t sure, it uses typical values and says so. On the call we swap in your real numbers, and your written summary carries the revised estimate. See how we estimate.
How do I know if we’re a good fit?
You’re likely a good fit if the same kinds of work come up every day or week, like routine questions, data entry or a report someone rebuilds by hand; if that work runs through software with logins, such as email, a calendar, accounting software or a CRM; and if someone can make decisions for a couple of hours in the first week.
It may be too early if the work is different every time or the volume is small. We’ll tell you that on the call.
What if we’re not ready for AI?
Then we’ll tell you, and share what would get you ready. That’s a useful outcome too.
How do you handle our data?
We use what you share only to prepare for the call, and we never ask for passwords or system access during the assessment. If we work together, you’ll get our practices in writing. See how we handle access and data.