Phase 01 / ConsultDiagnose before you prescribe.
We map your current stack, workflows, and revenue motion. Find where AI compounds, not just where it patches.
Three surfaces, mapped end to end. The tools, the work, and the money.
Current stack
Every tool, API, and data source you run today, and how they connect or fail to.
Workflows
The follow-ups, handoffs, and status updates your team still does by hand.
Revenue motion
How a lead becomes a customer and a customer becomes a renewal.
Working sessions. Not a questionnaire.
Artifacts, not a deck. Working documents you keep, regardless of next step.
System inventory
Every tool and connection in your current stack.
system-inventory.mdWorkflow maps
Every manual step marked, with where it stalls.
workflow-map.mdLeads copied from three forms into the CRM by hand, and follow-ups that wait on whoever took the call.
Revenue motion
Lead to customer to renewal, step by step.
revenue-motion.mdRanked opportunities
Where AI compounds, and where it does not belong.
opportunities.mdWho it is for. Operators with more tools than answers.
Founders running the business
You know AI should be helping. You want to know where before you spend on it.
Teams with a crowded stack
Plenty of subscriptions, little connection between them, data copied by hand.
Operators who were sold a chatbot
You suspect the problem is upstream of the tool. The audit tells you if it is.
Questions. Answered before the first call.
Do I need to prepare anything?
Not required. It helps to think through your biggest operational bottlenecks and the workflows that consume the most time. If you already have a specific system in mind, bring it.
Where the audit leads. The rest of the engagement.
Start with the audit.
30 minutes to walk through your current stack and where AI fits. No pitch decks. Just the work.