The workflow diagnostic · Free 20-minute call
One workflow. One call. One clear answer to whether AI is worth your time.
Tell us about one workflow that's eating your team's hours, quoting, follow-up, scheduling, anything. On a free 20-minute call we walk you through the exact AI stack we'd build for it, plus a one-page diagram you can hand to anyone.
You walk away with at least one workflow you could put in place on your own, even if we never speak again. If you want to go further, the next step is a discovery session that maps your whole business.
What you walk away with
- ✓ A 20-minute live walk-through, with a human who's installed this exact pattern before in a Northeast Ohio business with a team size similar to yours.
- ✓ A 1-page PDF stack diagram, every tool, every integration, every step from trigger to output. Print it. Put it on the wall. Share it with your team.
- ✓ A specific hour-savings estimate, math, not hype. "Your scheduler runs this 12 times a week at 25 minutes each. Hermes handles it in 3 minutes. That's 4.4 hours of her time per week, back."
- ✓ A worked example you can copy, the actual prompt, the actual setup, in enough detail that a competent team member could try it Monday morning.
No-pitch promise
It's a working call, not a sales call. The goal is that you leave with at least one workflow you could implement yourself, whether or not you ever hire us. Worst case, you spent 20 minutes and got a diagram.
Book your diagnostic call
Pick a time, bring one workflow, and spend 20 minutes with a human. You get the diagram right after.
Book a call →Free · No obligation · No pitch
Examples of workflows people send us.
Any of these sound like something happening on your team this week? Send it. We'll diagnose it.
"Our intake paralegal spends 11 hours a week summarizing intake calls and routing them to the right attorney."
"After every job we send a service report email. Same template, 30 a week, takes the lead tech 6 hours."
"Quoting auto policies from inbound leads, 15 minutes per quote, 40 leads a week. We can't keep up."
"Daily inventory reconciliation across three locations takes our ops manager 8 hours a week."
"Writing MLS listings, 45 minutes per listing, 12 listings a week. The agent could be doing showings."
"Client onboarding documents, gathering, sorting, summarizing. 4 hours per new client, 8 new clients a month."
Examples shown for pattern illustration. We diagnose your specific workflow with your specific numbers.
From booking to a clear answer, in one short call.
You book a call.
Pick a time that works. No card, no forms, just a slot on the calendar.
You bring one workflow.
A sentence or two on the workflow you want diagnosed is all the prep we need. No deck, no homework.
We walk through it together, live.
About 20 minutes, walking through the exact agent and tooling we'd build. The PDF stack diagram comes right after.
You decide what to do next.
Implement it yourself with the diagram. Book a discovery session. Or do nothing. Every option is real, and nothing is owed.
The fastest way to find out if this is real for your business.
Generic AI articles will tell you "the average business can save 30% of payroll hours with AI." That number is useless to you. It doesn't tell you which 30%, which workflows, which tools, in what order, by when.
Owners who keep waiting for the generic answer keep waiting. Owners who book a call to ask a specific question about a specific workflow get a specific answer back, and from there they either build the thing themselves with the diagram or hand it to us. Both options leave them with more clarity than they had Tuesday morning.
Free. No pitch. Just bring one workflow.
FAQ
Common questions
What do I get from the diagnostic?
On a free call we review the one workflow you bring. You leave with the exact AI stack we'd build (which agent, which tool, which integration), an estimate of hours saved per week, and a worked example of the agent running on your actual scenario. Plus a one-page PDF stack diagram you can hand to your team or your accountant or whoever signs the checks.
How soon can we do the diagnostic?
Usually within a few days of booking. You pick a time that works, we spend about 20 minutes on your workflow, and the one-page diagram comes right after.
What if the diagnostic isn't useful?
You've spent nothing but 20 minutes. The aim is that you walk away with at least one workflow you could implement on your own, even if we never speak again. If you don't get that, we wasted your time and we'll own it.
What happens after the diagnostic?
Your call. Implement it yourself with the diagram, go deeper with a discovery session that maps your whole business, or book the full Installation. No pressure either way, and nothing is owed.
What's the difference between the diagnostic and the discovery session?
The diagnostic is one workflow, quick and focused. The discovery session is your whole business, live, with a 3-5 page written roadmap. The diagnostic answers "could AI fix this one specific thing." Discovery answers "what's the full sequence of things to fix, in what order." Most people start with the diagnostic and move to discovery if the answer to the first one is yes.
Who's doing the diagnostic, you or an AI?
A human (Richie). The whole point of the diagnostic is that someone who's done this work in a 5-50 person Northeast Ohio business reviews your specific workflow and tells you what they'd build. An AI summarizing what you typed into a form is the thing we're replacing, not the thing we're selling.
What kinds of workflows work best for this?
Anything your team does more than 10 times a month that follows roughly the same steps each time. Examples we've seen: writing quotes from a phone call, following up after estimates, reconciling invoices, drafting service reports, answering the same five customer questions, scheduling crews, sending statements, qualifying inbound leads. If you can describe it in three sentences, we can diagnose it.