Book a Working Session
A focused 30-minute working session to pinpoint 2–3 valuable automations and agree on a next step. Not a pitch, not a demo.
Want results now? Our self-serve assessment scores your automation potential in 3 minutes.
Who It's For
- CEOs/COOs looking for operational efficiency
- Functional leaders (Ops, Finance, CX, RevOps, IT, HR)
- Department heads ready to modernize workflows
- Teams buried in repetitive, rules-based work
- Organizations drowning in manual processes
- Companies seeking measurable efficiency gains
What We Cover (Fast)
Focused, actionable insights in just 30 minutes
Workflow Analysis
Your top 1–2 workflows slowing the team down and creating bottlenecks
System Assessment
Inputs/systems we can use as-is (no re-platforming required)
Success Criteria
Success criteria tied to the KPIs you already track
What You'll Receive
Concrete deliverables to guide your next steps
1-Page Opportunity Brief
Clear problem definition, recommended approach, required inputs, and potential risks
Suggested First Build Path
Step-by-step implementation plan with clear acceptance criteria
Light Governance Checklist
Access controls, audit requirements, and human-in-the-loop considerations
How to Prepare (Optional)
Simple preparation to maximize our session value
Example Document
One example document or ticket thread that shows your current process in action
Process Sketch
A quick sketch of the current steps (even hand-drawn is perfect)
Don't worry! These are helpful but not required. We can work through everything together during our session.
Want Your Score Right Now?
Our self-serve AI Automation Assessment analyzes your company against our 212-role research database and delivers your Automation Readiness Score, top opportunities, and ROI estimates in 3 minutes.
Prefer to Talk to a Human?
Book your 30-minute AI Readiness Assessment and get a clear path forward with one of our team members
No obligation • Get actionable insights • Clear next steps