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The $1,500 Process & AI Assessment.
$1,500 · Fixed fee · Two weeks · One written readout
I sit with your financials and your operation and hand you the three things costing you the most, what each is worth per month, and what to fix first.
Not sure yet? A two-minute self-check.
Five plain questions. No timer, no score, nothing to enter.
Two or more no: that is what the assessment finds.
What you get
One written readout, and a call to walk through it.
- The three things costing you the most.
- What each is worth per month.
- What to fix first, and what to leave alone.
- For each one, how the number was found.
How it goes
Two weeks from the statements to the readout.
Step 1: Book a call
Thirty minutes, this week.
- What the business does and where it hurts.
- Whether the assessment fits.
- What to gather.
Step 2: Send the numbers
One day of your time.
- A short intake form.
- Your financial statements.
- Exports from the systems you already run on.
Step 3: Two weeks of work
In your numbers, not a template.
- I read, match and model.
- You answer a question or two by email.
- Nothing is copied into a database of mine.
Step 4: The readout
One document, one meeting.
- The three things, what each is worth per month, what to fix first.
- How each number was found.
- What I would do next, and what I would leave alone.
See what a readout looks like
One page, redacted, from a real assessment. What the three findings look like on paper.
Sample readout, page one
Finding 1 — [redacted]
Worth per month: $[redacted]
How we know: [redacted]
Finding 2 — [redacted]
Finding 3 — [redacted]
What to fix first: [redacted]
What we have found
Every finding here came out of an owner’s own numbers. Names left out.
A trucking company had lost $400,000 over two years. Break-even inside 45 days. The company later sold for $2 million.
How we know: Their financial statements, before and after.
A local manufacturer got its monthly break-even number for the first time, and had three plans on the desk the month sales fell by half.
How we know: 120 line items of their income statement, classified and modeled.
The same manufacturer was quoting on a cost table last updated in 2003.
How we know: Their estimating system.
A product they had written off as low-margin turned out to be their most profitable.
How we know: Margin by product from their production records.
We found the scrap: what it was really costing, and where it was actually coming from.
How we know: Footage and cost per job from their production system; one machine’s meter was broken.
We aged their inventory and found what had been sitting for years, and the cash it was tying up.
How we know: Their inventory records, aged by item.
A second carrier had been stuck at break-even for two years. We found $150,000 in costs in 60 days.
How we know: Their cost structure, line by line.
We raised one owner’s asking price by $200,000 on a $1.2 million sale, in weeks.
How we know: The buyer paid it.
A two-year margin decline traced to a shift in product mix the owner could not see.
How we know: Three years of their statements, product by product.
Their real quote win rate was a third, not the number on the wall, and quotes priced above the band lost most of the time.
How we know: Every quote and every order from their system, matched.
Plain facts about your data
What I check: your financial statements, and the records your systems already produce.
Where it lives: in your systems. I keep no client data in a database of my own. Health information never goes through AI tools. Anything we build keeps its keys on the server side.
Who does the work: me.
Three questions people ask first
What do I need to send?
Your financial statements for the last two to three years, and exports from the systems you run on: the production or job system, quotes and orders, inventory if you carry it. I send the list after the call.
What if you find nothing?
Then the readout says so, on all three fronts, with the numbers that show it. You still own the readout.
Can we pay by card?
Yes. Card payment is by Stripe; the link is above. An invoice works too.
Already booked? The intake form.
Five fields. It goes to me, and it shapes the list of what to gather.