Complimentary first step
Start with the AI Opportunity Snapshot. It gives a directional view of where AI may help.
Service
AI Profit Leak Assessment
The assessment is where we stop guessing and start looking at the actual places your business may be leaking time, leads, reviews, and margin.
Quick Answer
The AI Profit-Leak Assessment is a paid 90-minute working session ($1,497, up to 3 attendees) that pinpoints exactly where AI can save your business time, recover lost leads, and create measurable revenue. You leave with a written Key Findings Report: where you stand today, your highest-leverage AI opportunities, what's blocking you, and a prioritized next step. It's the usual starting point after the free AI Opportunity Snapshot.
Good First Questions
Where This Usually Pays Off
- Lead follow-up leaks
- Review and reputation leaks
- Workflow inefficiency
- Customer service bottlenecks
- Marketing and ad spend leakage
Paid assessment
The paid AI-Disruptors Assessment is a 90-minute working session with a written Key Findings Report.
What comes after
From there, we recommend implementation, Review Assist AI, a workshop, a workflow automation, an agent, or monthly support.
Snapshot vs. Assessment
Free Snapshot First, Paid Assessment When You're Ready
They're two different things. The Snapshot is a fast, free read; the Assessment is the deep, hands-on session that produces your actual roadmap.
AI Opportunity Snapshot, Free
A quick, self-serve quiz that gives you an instant read on where AI is most likely to help, plus a personalized summary. No cost, no obligation, the right place to start.
AI Profit-Leak Assessment: $1,497
A live 90-minute working session (up to 3 attendees) with David, examining your actual business. You leave with a written Key Findings Report and a prioritized plan you can act on with any provider.
What to Expect
Before, During, and After the Assessment
Before
You complete a short intake so the session is focused. We come in already oriented to your business, tools, and goals. No time wasted on background.
During
A focused 90-minute working session (up to 3 of your team). We look at where time, leads, reviews, and margin are leaking, and identify the highest-leverage AI opportunities: live, together.
After
You receive a written Key Findings Report: where you stand today, your top opportunities, what's blocking you, and a prioritized first move. Yours to keep and act on, with us or anyone.
What You Get
A Written Plan, Not a Sales Pitch
- Where your business stands with AI today, an honest baseline
- Your highest-leverage AI opportunities, ranked by return
- What's actually blocking progress: tools, process, data, or adoption
- A prioritized first move you can start on right away
- Clear guidance on what to skip, so you don't waste money on hype
The Assessment pays for itself if even one workflow gets fixed. There's no obligation to build with us afterward, the plan is yours.
What It Looks Like
Example Findings & a Sample Roadmap
Every Assessment is specific to your business. To show the shape of what you get, here's an illustrative example for a busy multi-location service business.
Example Key Findings
- Lead follow-up is the biggest leak. After-hours and missed-call leads wait hours for a reply, and a meaningful share never get a second touch.
- Review velocity is inconsistent. Happy customers aren't asked at the right moment, so the rating lags competitors.
- Staff lose hours to repetitive intake. Scheduling and data entry eat time that could be automated.
- Reporting is manual. Numbers live in separate tools, so problems surface late.
Sample 30 / 60 / 90 Roadmap
- Days 1–30: Stand up instant lead response + after-hours capture: one workflow, measured against today's baseline.
- Days 31–60: Add review-request automation at the right moment; begin automating intake and scheduling.
- Days 61–90: Pull reporting into one view; expand to the next-highest-leverage workflow once the first is proven.
Illustrative example only, not a specific client. Your actual findings and roadmap come from your real business.
Plain Answer
What makes this useful?
AI works when it is tied to a business problem someone already feels. We start with the leak, not the tool. Then we decide whether the answer is a process change, a workshop, Review Assist AI, an automation, an agent, or a broader implementation plan.
Next Step
Ready when you are.
Start with the complimentary Snapshot to get oriented, or reach out to book your Assessment and turn the signal into a practical roadmap your team can act on. Want AI built out continuously after that? Ask about the AI Transformation Partner, our ongoing retainer for businesses ready to compound the returns.