The AI Forward Diagnostic
Find the bottleneck
before you buy AI.
A paid, fixed-scope diagnostic. We map where the business leaks time and money, name the step that limits everything else, measure it, and tell you which AI ideas are worth doing there, and which aren't.
What it is: the AI Forward Diagnostic is the Find step of our method. It ranks where your company leaks time and money, names the bottleneck, records a baseline of what the business produces there today, and gives a go or no-go on each AI idea. Every later fix is measured against that baseline.
01 / What you get
Six things,
in writing.
- Ranked
The Bleed Map
Where the business leaks time and money, step by step, ranked by what each leak costs.
- Named
The bottleneck
The one step that limits what the whole business produces, with the evidence for it.
- Measured
A baseline
What the business produces at the bottleneck today, so any fix can be measured honestly.
- Sequenced
Where it moves next
Once this bottleneck breaks, where the next one appears. The first fix becomes a roadmap, not a pilot.
- Go or no-go
A verdict on every AI idea
Including the ones you came in with. Ideas off the bottleneck get a plain no, or a later.
- Owned
A ledger design
Which decisions to record, who owns the overrides, and where the records live, so the fix gets better with each model.
02 / How it runs
Short, structured,
light on your time.
- 01
Kickoff with the owner
One working session: how the business makes money, where you think it's stuck, and what you've tried.
- 02
Trace the revenue process
We follow the work from lead to contact, qualify, close, deliver and collect, with the people closest to it, and read the CRM, calls and inbox where it lives.
- 03
Measure each step
Capacity, queue and delay at every step. The slowest step is the bottleneck, wherever the noise is.
- 04
Readout and plan
The Bleed Map, the bottleneck, the baseline and the go or no-go list, with the first fix scoped.
03 / Who it's for
Owner-led companies
that want a straight answer.
- 01
You've bought AI tools and nothing important changed
Usually because the tools went to the easy, visible work, not the bottleneck.
- 02
You know something is stuck but not where
Leads, quotes, scheduling, collections: the diagnostic finds the step, with evidence.
- 03
You want to know if AI is worth it at all
Sometimes the answer is a process fix or a hire. You'll hear it.
Questions
Straight
answers.
Is this an AI readiness assessment?
It's a deeper one. Most AI readiness assessments score your data and skills. The diagnostic starts one step earlier: it finds where the business is slowest, then asks whether AI is the right fix there. The free scorecard is the five-minute version.
What if the bottleneck isn't something AI can fix?
Then the report says so, and tells you what would fix it. We don't sell AI that isn't on your bottleneck without saying so plainly.
How much of our time does it take?
A kickoff session with the owner, and short conversations with the people closest to the work. We do the tracing and the measuring.
What happens after the diagnostic?
If the fix is an AI system at the bottleneck, we can build and run it. Most often that's an AI sales system. You can also take the report and do it yourselves.
Insights
In the
news.
Next step
Start with
the bottleneck.
Book a 30-minute call to see whether a diagnostic is the right first step.