Two weeks, fixed scope, flat fee. We inventory the systems you run, trace where the manual hours actually go, check whether your data can support automation, and hand you a graded scorecard with the five moves that pay back fastest. You can act on it with us or without us.
The deliverable is a short written report you can hand to a partner, a bookkeeper, or the next vendor who pitches you AI.
Every tool the business runs on, who owns it, what it costs, and which ones secretly depend on one person's memory. Most owners are surprised by the count.
Short conversations with the people who do the admin work, then a map of the repetitive steps: re-keying, chasing, copying, compiling. Measured in hours a week, not vibes.
Automation built on bad data just makes mistakes faster. We sample customer, job, and financial records across your systems and report how much cleanup stands between you and reliable automation.
A grade across seven dimensions, a plain-language map of what's conquered, what's fine, what's lacking, and what's unexplored, then five prioritized moves with rough effort and payback for each.
Thirty minutes. You describe the business and the task everyone dreads. We tell you whether the scan is worth it for you and quote the flat fee.
An hour with the owner, short conversations with the admin-heavy roles, and read-only access to the systems. We do the digging.
We sample the data, map the manual steps, and size each candidate move for effort, payback, and risk. Nothing is built yet.
A one-hour walkthrough of the scorecard and the five moves, plus the written report. Then you decide what, if anything, comes next.
Not because the technology is bad, but because nobody checked whether the business could use it yet.
Some tasks shouldn't be automated: the ones with judgment calls, angry customers, or money moving without a second set of eyes. The scan says which are which.
We run managed IT for small businesses and our founder runs IT for a regional environmental services company. We've lived with the systems we're scoring.
Every move comes with a note on where the data goes, which accounts touch it, and what a human still approves. Convenience never outranks a breach.
A flat fee, quoted on the free call before any work starts. It depends on how many systems and people are involved, not on what we find. Go on to a build or retainer with us and the fee is credited toward it.
Almost nothing. An hour of the owner's time, a few short conversations, and read-only access to the systems you want looked at. You don't fill out spreadsheets for us.
Then the report says so and tells you what to fix first, usually data cleanup or connecting two systems. That's the cheapest outcome, not the worst one.
Tell us the task everyone dreads. We'll tell you whether the scan is worth it and what it would cost. If you'd rather keep your systems running first, our managed IT plans are still the foundation everything else sits on.