How It Works
From questionnaire to deliverable in 48 hours
The diagnostic is a structured process. No discovery calls, no proposals, no scope creep. You answer questions, we deliver a report.
01
Authorize payment
Your card is authorized for $1,500 but not charged yet.
- Fill in your name, email, and company name on the intake form.
- Enter your payment details. Your card is authorized (a hold is placed) but not charged.
- If the diagnostic determines your situation is not a fit, the hold is released and you pay nothing.
- The authorization ensures we only charge buyers we can actually help.
02
Complete the questionnaire
25 to 45 questions about how your business actually runs.
- Questions cover 6 areas: your business profile, where your time goes, your AI exposure, budget, implementation capacity, and closing context.
- The questionnaire adapts based on your answers. A solo operator sees different questions than a business with 20 employees.
- Everything is in plain language. No AI jargon, no technical vocabulary.
- You can save your progress and come back later. Your answers are preserved.
- Takes about 15 minutes for most people.
03
Receive your diagnostic
A 12 to 18 page PDF built specifically for your business.
- Your diagnostic names specific tools, specific configurations, and specific outcomes to expect.
- It includes a cost breakdown: one-time costs, monthly costs, and a 12-month total.
- It tells you what NOT to do, based on where your business is right now.
- It includes 3 to 5 things you can do this week, whether or not you engage further.
- Every diagnostic is reviewed by a human before delivery. No automated sends.
04
Choose your engagement tier
The diagnostic recommends a tier. You decide how to proceed.
- Tier 1: Self-implementation. The diagnostic itself is your guide. Detailed enough to execute on your own.
- Tier 2: Coaching ($1,500 to $2,500 follow-on). You do the work with structured remote support.
- Tier 3: Done-for-you ($7,500 to $25,000 follow-on). We build it, including onsite kickoff where needed.
- The recommendation is based on your actual situation, not a sales pitch. We will recommend the lowest tier when that is the right answer.
No charge if you do not qualify
If the questionnaire reveals your business is not a fit, your card authorization is released. You pay nothing.
48-hour delivery after questionnaire
Your diagnostic is delivered within 48 hours of completing the questionnaire, usually faster.
Save and resume
Close the browser mid-questionnaire and come back later. Your progress is saved automatically.