Start with one workflow.
Book a free 15-minute call. Bring one recurring workflow, or just bring questions about the assessment. If there is something worth doing, the assessment scopes it. If there is not, you will hear that plainly.
A productive intro call.
Use it one of two ways. Bring one recurring piece of work for an opportunity scan: the market survey someone rebuilds for every requirement, broker notes that never make it into the CRM, the owner report that eats a Friday. Or just bring questions about the assessment and how we work.
If we scan a workflow, you get a straight answer: worth a closer look, not worth changing, or what we would need to find out first. When something deserves more thought than 15 minutes allows, we follow up with a short written note instead of guessing live.
You choose what to cover when you book. No deck, no drip sequence, no obligation.
Book a free callThe AI Workflow Assessment.
A fixed-price, two-week engagement for CRE teams. Two weeks after discovery, you know which workflow to improve first, what it will take, and what is not worth touching.
The report stands on its own. Implement it with your own team, hand it to a vendor you already trust, decide to change nothing, or hire us separately. It is a decision, not a sales document.
- Price
- $999, paid on booking
- Timeline
- Two weeks, discovery to review
- Implementation credit
- Full $999 toward a sprint booked within 30 days
01
Book
Complete the $999 payment, then pick a time for the discovery call. The two-week timeline starts with that call.
02
Discovery
A 45 to 60 minute call where we ask how your team works and where the time goes, using recent real examples: last week’s market survey, an actual tenant request, the owner report you just sent. Nothing to prepare.
03
The report
We study what we heard, then weigh every option: Claude, an off-the-shelf tool, an integration, a feature you already own, a process change, or no change at all. The report lands on three to five evidence-backed opportunities, or a documented finding that nothing is worth changing.
04
Review
A live call walking through every recommendation together. You leave knowing what to do first, what it will take, and what to skip.
What you receive
- A current-state map of how the work actually runs today
- Three to five evidence-backed opportunities, or a documented no-change finding
- An opportunity matrix covering impact, confidence, effort, readiness, and risk
- A conservative value model with every assumption visible
- A four-day quick-start plan for the first move
- A live decision-review call to settle what happens next
Ready to book without the scan? Go straight to checkout.
After payment you choose a time for the discovery interview. The two-week clock starts with that call.
The deliverable is guaranteed.
The assessment must identify at least three feasible, evidence-backed opportunities, or document clearly that no change is justified.
If it does neither, we revise it once at no cost. If the revised work still misses that standard, we refund the fee. The guarantee covers the quality of the deliverable, not business outcomes we do not control.
After the report: the Quick‑Win Sprint.
When the review surfaces a recommendation worth building, we can implement one narrow, high-confidence improvement as a fixed-scope sprint: explicit acceptance criteria, exception handling, human review where it belongs, and a clean handoff to your team.
Sprints are scoped at the decision review, not sold from this page, and the full $999 assessment fee credits toward one booked within 30 days. Plenty of clients need nothing more than the report. That is a fine outcome; it is what the report is for.
Not sure it fits?
That is what the call is for. Fifteen minutes, no pitch: dig into one workflow and get a straight answer, or ask us anything about the assessment before you decide.
Book a free call