Book your Assessment
A paid diagnostic, not a sales call. Your embedded engineer runs a structured analysis of your environment over 1–2 weeks and delivers a four-section report. $2,500.
What's in the report
Four sections that give you a complete picture of your automation readiness – before you commit to anything.
Current Automation Exposure
Which systems are connected, estimated monthly automatable events, and your current coverage percentage — what's being handled today vs. what's falling through.
Ready to Activate
Automation that works against your stack today: what's already running, what can go live immediately, and the expected impact of each.
Custom Automation Candidates
Workflows specific to your business that fall outside the standard catalog — prioritized by effort, value, and how closely they match patterns we've already built.
Recommended Path Forward
A tier recommendation (Starter, Standard, or Growth), which outcomes to activate first, and the sequencing that gets you to verifiable results fastest.
Timeline
- 1. Kickoff call – 1 hour with your team to scope the stack and confirm access.
- 2. Analysis – 1–2 weeks. Your embedded engineer runs the structured assessment against your systems.
- 3. Report delivery – Four-section written report with a readout call to walk through findings.
- 4. Decision – Convert to Concierge, take the report, or wait. No pressure. Convert within 30 days and the Assessment fee is credited toward your first month's retainer.
What we need from you
- ✓ Information about your current environment – which systems you use, how they're connected, and roughly what moves through them.
- ✓ ~1 hour of your team's time for the kickoff call and the report readout.
- ✓ Basic context about your operations – volume, team size, current pain points. The form below collects this.
Request your Assessment
Fill in the form below. We'll follow up within 1 business day to confirm fit and schedule your kickoff call.
What is the Assessment and what does it cost?
The Assessment is a paid diagnostic — not a sales call. Your embedded engineer runs a structured analysis of your environment over 1–2 weeks and delivers a four-section report covering your automation exposure, what is ready to activate, custom automation candidates, and recommended path forward. It costs $2,500. If you convert to a Concierge engagement within 30 days, the Assessment fee is credited toward your first month's retainer, up to the full Assessment fee.
What do I need to provide for the Assessment?
Information about your current environment — which systems you use, how they're connected, and roughly what moves through them. Plus about one hour of your team's time for the kickoff call and the report readout.
What's in the Assessment report?
Four sections: (1) Current Automation Exposure — what your systems are handling today and what's falling through. (2) Ready to Activate — automation that works against your stack now, with expected impact for each. (3) Custom Automation Candidates — workflows specific to your business, prioritized by effort and value. (4) Recommended Path Forward — which automations to activate first and the sequencing that gets you to value fastest.
How long does the Assessment take?
Typically 1–2 weeks from kickoff call to final report. Stack complexity and credential access time are the main variables.