Days 1-30
Instant lead response + after-hours capture live at one location; baseline metrics captured.
Assessment Deliverable
Sample Key Findings Report
This is an illustrative sample of the written report you receive after the AI-Disruptors Assessment, so you can see exactly what you're paying for. The business below is fictional.
SAMPLE, illustrative example only. Not a real client. Your report is built from your actual business.
Key Findings Report
Summit Home Services
Multi-location home services · 3 locations · ~28 staff
Prepared by David S. Josephson
AI-Disruptors · NYC & Sarasota
Engagement: 90-minute Assessment
AI-Disruptors · NYC & Sarasota
Engagement: 90-minute Assessment
1Where you stand today
Summit is growing and busy, but leverage is leaking in a few predictable places. The team is capable; the systems around them are manual. AI adoption so far is ad-hoc, a few staff using public chatbots without a shared policy. There is real opportunity here, and none of it requires an enterprise budget.
2Your highest-leverage opportunities, ranked
- #1 · Lead follow-up & speed-to-lead. After-hours and missed-call leads wait hours for a reply; many get no second touch. This is the biggest, fastest win, instant response and structured follow-up.
- #2 · Review & reputation velocity. Happy customers aren't asked at the right moment, so the rating lags competitors. Automate the ask; route unhappy feedback privately.
- #3 · Repetitive intake & scheduling. Office staff lose hours to data entry and back-and-forth scheduling that can be automated with a human checkpoint.
- #4 · Reporting in one view. Numbers live across separate tools, so problems surface late. A simple unified dashboard would catch leaks sooner.
3What's actually blocking progress
Not budget or talent: it's the absence of one owned, documented workflow to build on, plus no shared AI policy (which is how shadow AI creeps in). Fixing sequence matters more than buying tools: automate the follow-up process after it's defined, not before.
4Recommended first move
Start with instant lead response + after-hours capture at one location. It's the highest-return, lowest-risk workflow, easy to measure against today's baseline, and it builds the internal confidence to expand. Prove it, then roll it to the other two locations.
5Suggested 30 / 60 / 90-day plan
Days 31-60
Review-request automation added; intake/scheduling automation begun; a lightweight AI-use policy in place.
Days 61-90
Roll the proven follow-up system to all locations; reporting pulled into one view; expand to the next workflow.
Illustrative sample. Findings, priorities, and timelines in a real report are based entirely on your business and your answers, and are reviewed by David before delivery. No fabricated metrics are used.
This is the deliverable
See what your own report would say.
The Assessment turns a 90-minute working session into a written plan like this one: specific to your business, yours to act on with any provider.
Next Step
Start free, then go deep.
Get oriented with the complimentary Snapshot, or book the Assessment to receive your own Key Findings Report.