Every business has work that has to happen the same way every time, and it matters. Following up on a quote. Chasing an invoice. Getting an order through the system. Getting back to someone who asked a question. That work creates friction: for the business, for your customers, and for the people doing it.
Answer some practical questions about up to three of those processes. You get back a short written report.
This helps inform the assessment. Rough answers are fine.
Inbound leads waiting to hear back. Quotes going cold because no one followed up. Getting data through disconnected systems. Customers waiting for someone to get back to them.
Pick up to three. Go with the ones that nag at you most.
This shapes which AI employee we recommend you start with.
Your business name goes into the report itself, so it reads as yours rather than a template.
Reading your answers and writing your report.
This takes about 30 seconds. Do not close this page.