We interview your people at every level, follow how work gets done, and turn the findings into five practical deliverables.
14 days5 deliverablesYours to keep
Explore a sample plan
Say you run a 45-person mechanical contractor. Six crews, four people in the front office, and too much time spent chasing updates.
Illustrative example
Inside your plan 5 parts
AI Opportunity Assessment Sample / Mechanical contractor01 / 05
Where the week goes
How work actually moves through the company, from the people doing it. What eats hours, what causes errors.
Owner6 happroving purchase orders by phone
Ops manager9 hanswering "where is my job" by text
Estimator7 hre-keying estimates into three systems
Dispatcher6 hrunning dispatch out of a group text
Office and AR8 hmonth-end from paper timesheets
36 hours a week spent on these handoffs in this example.
01
The opportunity map
A clear answer to "What should we fix first?"
→
Start here
Useful changes with less setup.
Enter estimates once
Check job status without chasing someone
Approve purchases from a phone
↗
Plan next
Worth doing, with more setup.
Move dispatch out of group texts
Replace paper time sheets
−
Hold off
A lower priority or the wrong fit today.
After-hours calls: revisit later
AI sales phone agent: not a fit today
02
The roadmap
First ninety days, then the next, then later. Nothing all at once.
First 90 days
One intake, no re-keying
Job status that answers itself
Approvals on the owner's phone
Next
A dispatch board that replaces the group text
Field tickets captured on site
Later
After-hours call handling
Review new needs after the basics work
Each phase ends with your people running what was built, before the next one starts.
03
The math
Time spent, realistic recovery, and implementation cost. A business case with the assumptions visible.
Illustrative time spent on handoff work by desk, using 48 working weeks
Desk
A week
48 weeks
Owner
6 h
288 h
Ops manager
9 h
432 h
Estimator
7 h
336 h
Dispatcher
6 h
288 h
Office and AR
8 h
384 h
Five desks
36 h
1,728 h
1,728 hours a year spent on these handoffs in this example.
Illustrative workload, not a savings forecast. Your plan separates time spent from time realistically recoverable and applies your company's loaded costs.
04
What to build, and how
The tools, what each costs to build and run, and what breaks if you skip a step. Enough detail to hand to your own people.
One intake form that feeds the estimate and the invoice. Mapped to the tools you already use, with required fields, permissions, costs and failure handling documented.
A status page crews and customers can read. Fed by the same intake, with clear ownership of updates and access.
An approval rule, and one-tap approvals on the owner's phone. With the decision rules and permissions documented.
What breaks if you skip a step: build the status page before the intake and it shows last week's numbers under today's date.
We charge for the thinking. Building is optional.
05
Sample plan
We charge for the thinking. Building is optional.Take the plan to your own team, or build with us.
Your next step
Start with a conversation.
Tell us what keeps your team busy. In a free, 45-minute call, we'll talk through where we'd look first and whether the assessment makes sense.
