Tier 1

Process & Automation Diagnostic

The Entry Point

Every engagement begins here. The Diagnostic is a paid, structured engagement that maps your operational reality and identifies exactly where automation will generate return.

What We Do

Week 1: Process Documentation

We document 3-5 of your core workflows in detail—not how you think they work, but how they actually work. Inputs, steps, decisions, handoffs, outputs.

Week 2: Analysis & Roadmap

We analyze each process for friction points, automation candidates, and implementation complexity. You receive a prioritized roadmap with ROI projections.

What You Get

  • Process maps for 3-5 core workflows
  • Friction analysis (where time disappears)
  • Automation opportunity matrix (effort vs. impact)
  • Implementation roadmap with sequencing
  • ROI projection for each automation candidate
  • 60-minute presentation of findings

Investment

$3,500 USD

Duration: 2 weeks

This is not a sales call disguised as consulting. You pay for the diagnostic. You own the output. Proceed with us, another firm, or your internal team—the diagnostic stands alone as a decision-making asset.

Who This Is For

  • Firms that know operations are a constraint but aren't sure where to start
  • Principals who want data before committing to implementation
  • Organizations that have tried automation before and want a structured approach