AI SYSTEMS ASSESSMENT · $750 · TWO WEEKS
Before anybody builds anything, somebody should count the hours.
Two weeks. I come in, watch how the work actually moves, talk to the people doing it, and write the AI Opportunity Map — every repeating workflow in your business, ranked by hours it would give you back, with an honest note on what should not be automated at all.
WHY THIS IS NOT FREE
Free diagnostics are sales calls with a worksheet.
I used to offer a free audit with a written report. It was a bad deal for both of us. Free work gets done fast, and fast work gets you a list of generic suggestions you could have gotten from a blog post. Two weeks of paid work gets you something a developer could actually build from.
And $750 does not cover two weeks of my time — not close. It is priced this way because I would rather have the map in your hands than protect my rate on the first thing we do together. The free call still exists. It is thirty to sixty minutes and it tells you whether you need this at all. It just does not come with anything in writing any more, because writing it properly takes two weeks.
WHAT I LOOK AT
Six things, in this order.
01 — Your software inventory and what it costs
Every product, every seat, every monthly charge, and which ones overlap. This alone usually pays for part of the Assessment.
02 — Where the work actually moves
I sit with the people doing the job, not just you, and follow a real piece of work end to end. A lead, a maintenance request, a transaction — whatever the unit of work is in your business.
03 — Every handoff
Each point where something leaves one system and a person carries it to the next. These are where the hours go and where the errors are born.
04 — Where the hours go, in numbers
Self-reported time per task from the people who do it, sanity-checked against what I observe. Rough is fine. Directionally wrong is not.
05 — Your compliance surface
What is regulated, what is licensed, what has to be logged, and what would be a genuine problem if software got it wrong. In real estate that means fair housing, license law, and record retention.
06 — What should never be automated
The judgment calls, the relationship moments, and the things where a wrong answer costs more than the time saved. This ends up as its own section of the Map.
THE DELIVERABLE
The AI Opportunity Map.
One document, twelve to twenty pages, written in plain language. Four parts: the ranked workflow table, a build plan for the top three, a “do not automate this” section, and a cost picture. Here is what the main table actually looks like — a real-shaped example for a twelve-agent real estate team, with the numbers changed.
| Workflow | Who does it now | Hrs/wk | What software can take | What stays human | Build effort | Hrs/wk returned |
|---|---|---|---|---|---|---|
| Lead intake from calls and voicemail | Agents + admin | 6.5 | Transcribe, extract name / address / timeline / budget, draft the CRM record | Confirming the extracted fields before anything saves | Medium | 4.5 |
| First-touch follow-up, email and text | Agents | 5.0 | Draft in the agent’s own voice, check consent and quiet hours, hold for approval | Pressing send | Medium | 3.0 |
| Opening a transaction file | Transaction coordinator | 4.0 | Pre-stage the loop, pre-fill parties and dates, generate the missing-docs list | Verifying against the executed contract | Large | 2.5 |
| Compliance check before broker sign-off | Broker | 3.0 | Flag fair-housing language, missing signatures, expired disclosures | The sign-off itself | Medium | 2.0 |
| Listing description drafts | Agents | 2.5 | First draft from the data sheet and photos | Every factual claim in it | Small | 1.5 |
| Weekly pipeline report | Team lead | 2.0 | Pull, reconcile, and draft the summary | Deciding what to do about it | Small | 1.75 |
| Total | 23.0 | 15.25 |
At a blended loaded cost of $45 an hour, 15.25 hours a week is about $35,700 a year. Those are your numbers and my arithmetic — the Map shows the inputs so you can argue with them.
Examined and deliberately left alone (excerpt):
Price reduction conversations — the whole value is that a person delivers it.
Anything a client would be annoyed to learn was drafted by software — the consent question is not legal here, it is a relationship one.
Buyer-agency agreement explanations — license-law exposure exceeds the time saved.
Comps you are going to defend in a listing appointment — a draft is fine; an unreviewed number is a liability.
TWO WEEKS
What actually happens, day by day.
DAYS 1–3
On-site
Half a day with you, then time with the people doing the work. Read-only access to the systems where it helps.
DAYS 4–7
Follow the work
I trace two or three real pieces of work end to end and count the handoffs.
DAYS 8–12
Write the Map
Ranking, build plans, cost picture, and the exclusions.
DAY 13 OR 14
Ninety-minute walkthrough
In person. We go through it line by line, you push back, I revise. Then it is yours.
WHAT IT LEADS TO
Three honest outcomes.
You build with me
The top item on the Map becomes an Implementation, starting at $10,000. The full $750 is credited against it if you start within 60 days.
You build it with someone else
The Map is written so a competent developer who has never met me could quote from it. That is deliberate. You paid for it, you own it, and I would rather you get the system built than get it built by me.
You do not build anything
Sometimes the honest answer is that the top of the list is four hours a week and a workshop fixes three of them. If that is what the Map says, that is what it will say.
THE OTHER THING I OFFER IS FREE. HERE IS THE DIFFERENCE.
Fit call, or Assessment.
| Fit call — free | AI Systems Assessment — $750 | |
|---|---|---|
| Length | 30–60 minutes | Two weeks |
| Format | Video, or coffee | On-site, plus interviews and read-only system access |
| Who is involved | You and me | You, me, and three to six of your people |
| What I look at | What you tell me | Your actual tools, handoffs, and hours |
| What you get | A straight answer | The AI Opportunity Map — written, ranked, costed |
| In writing | Nothing | Twelve to twenty pages, yours to keep |
| Ends with | “Here is the rung that fits” or “do not buy anything” | A build plan any developer could quote from |
Two weeks, and you own the map.
Whether or not I am the one who builds from it.
Book the Assessment →