3 automation wins that pay for themselves — or you don't pay us.
What's included
Everything you need to understand your current state and know exactly where to go next.
IT Environment Inventory
Complete audit of infrastructure, SaaS applications, endpoints, and integrations. No assumptions — just a clear picture of where you stand.
Governance & Compliance Audit
Gap analysis against industry frameworks relevant to your firm. Know exactly what you're exposed to before someone else tells you.
Shadow AI Assessment
Identify unsanctioned AI tools already in use across your team. Understand the risk and what it takes to bring them under management.
Automation Opportunity Analysis
At least 3 automation opportunities with projected ROI over 18 months. Guaranteed. Prioritized by effort, impact, and payback.
Executive Briefing
60-minute readout with your leadership team. Prioritized recommendations. Time for questions. Honest assessment of what your current provider is missing.
Written Report
Comprehensive documentation of everything we found and recommended. Yours to keep — whether you continue with us or not.
If we can't identify at least 3 automation opportunities with positive ROI within 18 months, you pay nothing.
Who this is for
✓This is for you if…
- ✓Professional services firms with 30–100 employees
- ✓Firms that know AI matters but need guidance on where to start
- ✓Leaders who suspect their current provider can't get them there
- ✓Organizations ready to act on what they learn
✗This isn't for you if…
- ✗Firms seeking the cheapest option available
- ✗Happy with 'keeping the lights on'
- ✗Not ready to act on findings
30-day process
Four focused weeks. One comprehensive outcome.
Week 1
Discovery & Inventory
We conduct a complete inventory of your IT environment — infrastructure, SaaS, endpoints, and integrations. No assumptions, just facts.
Week 2
Assessment & Analysis
We assess governance gaps, shadow AI exposure, and compliance posture against relevant frameworks for your industry.
Week 3
ROI Modeling
We model automation opportunities with projected ROI and prioritize based on effort, impact, and 18-month payback period.
Week 4
Executive Briefing & Report Delivery
60-minute executive readout with a comprehensive written report. Your roadmap. Yours to keep — whether you work with us or not.
Pricing
One-time fee. No retainer. No commitment.
- ✓Complete IT environment inventory
- ✓Governance & compliance audit
- ✓Shadow AI assessment
- ✓3+ ROI-positive automation opportunities (guaranteed)
- ✓60-min executive briefing
- ✓Written report — yours to keep
3 ROI-positive automations guaranteed — or it's free.