Paid diagnostic

Discovery Day

A structured audit for owner-led and leadership-led companies that need to know where AI can create real capacity before they spend implementation money.

Who it is for

Companies with enough complexity for friction to cost real money.

5-150 employees

You are large enough that informal handoffs are breaking, but not so large that an enterprise transformation team owns the problem.

Owner or leadership involvement

Discovery Day works when the people who know the business can name the bottlenecks and make implementation decisions.

Operational bottlenecks

Examples include slow intake, manual reporting, quote delays, rework, missed follow-up, or knowledge trapped in key employees.

Budget for implementation

Discovery Day is a filter. It is designed for companies that can act if the numbers support the investment.

Deliverables

You leave with an owner-readable plan, not a vague consulting deck.

01

Workflow map

Current-state map of where requests, decisions, data, and handoffs actually move.

02

Savings estimate

Annual time-value, hours reclaimed, payback range, complexity, and confidence level.

03

Priority roadmap

What to build first, what to defer, and what should remain human-controlled.

04

Implementation menu

Module options with expected effort, value, dependencies, and owner decisions.

05

Maintenance options

Continuous, quarterly, or annual refresh paths so the system does not drift.

Sample scenario

Bluffton service company, 8 employees, $2M revenue.

Discovery Day finds slow intake, manual status updates, and reporting rework. The first build focuses on the highest-confidence modules instead of boiling the ocean.

$76KAnnual time-value
$23KImplementation fee
$2.5KDiscovery Day credit
$20.5KNet project fee
Apply

Start with Discovery Day.

If the application is a fit, we schedule Discovery Day and collect the fee before discovery begins.

Apply for a Discovery Day