Voice-agent assessment · $497 · Report included

Find the AI opportunity worth doing first.

Find the repeated work costing your business time, then get the practical tool, knowledge connections, and first action worth taking.

Get My $497 AssessmentFor the paid assessment: we’ll identify at least five hours per week you can reclaim—or refund the amount you paid.

The assessment method

Audit. Optimize. Automate.

We audit the work, optimize the workflow, and automate only what the evidence supports.

  1. 01

    Audit

    Repeated tasks
    Email
    CRM
    Spreadsheets
    Shared files
    Weekly frequency
    Time spent
    Handoffs
    Current tools

    Understand the repeated work, current tools, friction, weekly time cost, and desired outcome.

  2. 02

    Optimize

    Optimize the workflow
    FrequencyHow often the work repeats
    FrictionWhere work slows or falls through
    Time costHours consumed each week
    OutcomeMoney · hours · customer experience

    Simplify the workflow and prioritize the highest-value improvement before selecting technology.

  3. 03

    Automate

    1. Use an existing toolWhen the simplest option solves it
    2. Connect knowledgeOnly when business context is required
    3. Create a custom skillOnly when the workflow truly calls for one
    4. Take the first actionA practical next move you can execute

    Identify what should be automated, the right tool or conditional custom skill, and the first implementation step.

The best AI opportunity is usually hiding in work you repeat every week.
We make it visible.

A hand brings one cream card into the light beside everyday paperwork on a walnut desk.

What your report makes clear.

Your primary bottleneck.

The repeated work creating the greatest drag on time, revenue, or customer experience.

Reclaimable hours each week.

A credible estimate of the weekly time the opportunity can return.

The right tool or approach.

A practical recommendation weighted toward make more money, get hours back, make customers happier.

The first action to take.

The clearest first move, sized so you can act without a transformation project.

For the paid assessment: we’ll identify at least five hours per week you can reclaim—or refund the amount you paid.

From bottleneck to practical next move, in three steps.

01

Audit the bottleneck.

Understand the repeated work, current tools, friction, weekly time cost, and desired outcome.

02

Optimize the workflow.

Simplify the workflow and prioritize the highest-value improvement before selecting technology.

03

Automate the right work.

Identify what should be automated, the right tool or conditional custom skill, and the first implementation step.

Pay $497 → Talk with Annie → Receive your HTML and PDF report

How we build your agent

An agent that actually knows your business — layer by layer.

Six layers, one system. We structure your scattered knowledge at the base, then build up to a managed agent that works like a real employee.

  1. 01CLEAN DATA

    Your business knowledge, structured

    Scattered docs, inboxes, and know-how — organized into a foundation.

  2. 02TOOLS

    Simple actions your agent can take

    Email, calendar, CRM — small, self-contained functions.

  3. 03SESSION

    Every interaction makes it smarter

    Context carries over — no re-explaining yourself.

  4. 04SKILLS

    Your processes, automated

    The repeatable workflows that hand hours back every week.

  5. 05LLM

    The reasoning brain

    The model that thinks through your requests in plain English.

  6. 06AGENT HARNESS

    The management layer

    Ties every layer together so your agent runs reliably — managed by us, not you.

Reviewed by operators.

Corey GanimNick Spisak

Corey brings the operator's perspective. Nick brings the transformation engineering discipline. Together, they identify the practical AI opportunity worth acting on first.

Meet Corey and Nick →

FAQ

Who is this for?

Business owners with a repeatable workflow that is costing time, revenue, or customer experience.

What happens in the assessment?

Pay $497, then speak with Annie, our AI assessment guide, for 10–15 minutes. Your conversation becomes a personalized assessment report. An in-person assessment is available by application for $999.

When do I need to apply?

The in-person $999 assessment requires an application so we can confirm the fit. The $497 voice-agent assessment begins after payment.

Is there a guarantee?

For the paid assessment: we’ll identify at least five hours per week you can reclaim—or refund the amount you paid.

When will I receive the report?

Your HTML and PDF report arrives within three business days of your completed assessment call.

Find the AI opportunity worth doing first.

Your $497 voice-agent assessment includes the conversation with Annie and your personalized report. Prefer an in-person assessment? Apply for $999.We'll identify the repeated work costing your business time and recommend the practical next move.

Get My $497 Assessment