After the assessment
Help implementing what the report found
These are not the product you buy first. They show up when the report surfaces bigger work — and on the review call you say you’d rather not DIY. Many clients credit the $999 assessment toward the first package.
How this connects to the report
Slide “What comes after quick wins” lists major projects that are high impact but higher effort. That’s where we tag the right path — process redesign before AI, a Zapier build, a knowledge system, etc. On the review call we ask: most urgent · DIY or help · timeline.
Process Redesign
Map current to future state. Eliminate the waste before you automate.
Automation Build
Zapier / Make.com flows — build, train your team, and hand off.
Knowledge Systems
Custom GPT / knowledge base trained on your content library.
Custom Workflows
Prompts + templates that turn multi-step work into one-click operations.
Full Implementation
Custom AI agents and full workflow automation across the stack.
AI Concierge
Done-with-you retainer: two sessions a month, async access, Claude skills and AOA on real workflows. Best when you want ongoing help after the assessment.
Start with the assessment. Implementation is a separate conversation — after you’ve seen the prescription.