What the written assessment looks like
This example shows the kind of reply you get from the free written assessment.
Tell us which part of the work keeps getting stuck.
Describe one process as it runs today. We’ll send back what we’d fix first, one practical change, and whether a tool you already have could handle it.
We reply by email.
Example assessment
An illustrative intake problem. This isn’t a client result.
Where it gets stuck
New requests reach a shared inbox. Nobody owns the next step, so someone has to check the queue and route each request.
What we’d change
Set the required fields and routing rules. Have the system flag missing information and draft the follow-up. A person approves the reply.
What we’d check before building
Whether your current inbox or CRM can do this, how requests are assigned, and who will review the drafts.
How the paid audit differs
The free assessment is a written reply to one process you describe. The paid AI Workflow Audit is a different, much longer piece of work: it maps the workflow with you, ranks what to build, and hands you a plan. What happens inside the paid audit walks through that, and the services page has the price.