Fixed-Fee Diagnostic

AI Opportunity & Readiness Audit

A structured, low-risk way to find out exactly where AI can save your business time and money — before you spend a dollar on tools.

$1,500fixed fee

✓ 100% credited toward implementationTimeline: 10–14 business days

The 5-Step Diagnostic Process

90-Min Executive Session

Diagnostic on team friction, manual re-entry & clerical bottlenecks with principal advisor.

Systems & Workflow Map

Diagramming intake, document triage & CRM handoffs across your active tool stack.

Security & Privacy Review

Shadow AI audit, customer PII exposure check & vendor data retention compliance.

Prioritized 90-Day Roadmap

High-impact/low-effort matrix scoring top 3 automation opportunities with projected ROI.

45-Min Executive Walkthrough

Presentation of formal audit report & 14-day implementation credit with leadership team.

Is This You?

Our team re-enters the same information into three or four different systems every day.

We don’t actually know what AI tools our staff already use, or what data they feed into them.

New hires take weeks to ramp up because our workflows live in people’s heads, not documented systems.

Leadership says “we should be doing something with AI,” but no one can say what, in what order, or what it’s worth.

Who This Is For

Specialized Professional ServicesAccounting, legal, consulting, and engineering firms ($2M–$10M ARR) where senior billable staff lose 15–20 hrs/week to administrative re-keying.

Regional Trade & Field ContractorsHVAC, roofing, electrical, and facility operators juggling dispatch, estimating, and follow-up across fragmented software.

Leadership Teams Seeking Measured ROIOwners and COOs who want an objective, defensible implementation roadmap instead of another random AI tool subscription.

What You Walk Away With

Documented Workflow Architecture Map

A visual architectural blueprint pinpointing exact data handoff bottlenecks, manual duplicate steps, and error latency.

Security & Privacy Risk Assessment

Clear identification of unvetted consumer AI tools, customer PII exposure, and practical 1-page guardrail policies.

Prioritized, ROI-Ranked 90-Day Roadmap

Top 3 automation opportunities scored by impact vs. effort with projected weekly hours reclaimed and dollar wage savings.

Leadership Alignment & Executive Readout

45-minute presentation delivering clarity to your executive team with 100% of audit fees credited toward Tier 2 implementation.

Lead Advisor: Michael de Beer

20+ Years Enterprise Analytics & Optimization Leadership (Walt Disney Parks & Resorts, Universal Orlando, TBWA)

Winter Garden & Orlando, FL

Ready to find out where AI can save you time and money?

Book your 90-Minute Executive Diagnostic Session. Fixed $1,500 investment, completely risk-free: 100% credited toward workflow implementation.