Automate the weekly performance pack from live sales and operations data.
2.5 hrs savedAI business assessment
Find where AI can save your business time
Agentic AI reviews your workflows, tools, and daily bottlenecks through a 20–30 minute conversation with Annie, then delivers a practical report within 48 hours.
$1,200 AUD assessment fee
20-30 min assessment intake
48 hrs report turnaround
5-50 employee teams served best
Assessment output Workflow diagnosis and quick-win report
Ready in 48 hours
Likely time reclaimed 8.5 hrs / week Estimated from repeated reporting, enquiry follow-up, and document admin.
Opportunity signals
Manual reporting High drag
Lead response Revenue risk
Customer questions Repeating
Ranked quick wins
Trigger fast follow-up when web enquiries and quote requests arrive.
Higher response rateCreate a trained assistant for repeated product, service, and onboarding questions.
Less interruptionAI
Assessment lens
Inspect the work first, then choose the simplest useful AI system.
The offer
A clear AI assessment for your actual business
AI Business Assessment
A structured 20–30 minute conversation with Annie, our AI assistant, about your workflows, tools, team handoffs, daily bottlenecks, and goals.
48-Hour Opportunity Report
A practical report delivered within 48 hours with pain points, quick wins, effort-versus-impact prioritisation, tool options, estimated value, and larger AI opportunities clearly marked as separate next steps.
Quick-Win Action Plan
A short action plan showing the changes, tools, and process improvements your team can trial first without committing to a larger build.
Follow-Up Consultation
After receiving the report, you can elect to book a complimentary 30-minute consultation to walk through the findings and discuss possible next steps.
What we look for
Repeated work, slow handoffs, and owner bottlenecks
Most small businesses do not need a machine learning project. They need someone to inspect the work, identify where hours are leaking, and recommend the simplest tool or automation that removes the friction.
Manual reporting and analytics packsSlow enquiry responseRepeated customer or buyer questionsNew client onboarding setupScheduling and team coordinationMarketing content productionDocument-heavy adminOwner-led decisions that should be delegated
The report
Specific recommendations, ranked by return
The assessment turns an intake conversation into a decision-ready report: pain points, quick wins, recommended tools, effort versus impact, estimated value, and optional next steps.
- Executive summary of the biggest workflow constraints
- Effort versus impact matrix for every recommendation
- Specific tools matched to each pain point
- Quick-win action plan your team can trial first
- Estimated hours saved and financial impact
- Larger AI solution opportunities clearly marked as separate next steps
Repeated work and slow handoffs found during intake.
Low-effort fixes with specific tools and setup steps.
Hours saved, monthly tool cost, and annual value.
Beyond the assessment
Strategic AI opportunities identified in your report
The assessment may highlight separate implementation opportunities. If you decide to progress them, Agentic AI can help scope, design, and build tailored solutions across process optimisation, workflow automation, knowledge systems, and custom AI agents.
Process optimisation
Simplify the workflow before automation so the business is not paying to automate wasted steps.
Automation build
Connect apps, forms, CRMs, documents, dashboards, and task systems into dependable workflows.
Knowledge system
Build a memory layer for your agents: company documents, decisions, and systems become a managed world model with knowledge graph context, semantic retrieval, and memory that improves over time.
Custom Agents
Build task-specific AI agents that understand your workflows, use your tools, follow your rules, and hand work to people when judgment is needed.
Trusted by businesses
What business owners say
“The assessment pinpointed exactly where we were losing time on manual reporting. The quick-win recommendations saved us about 10 hours a week within the first month.”
“I was sceptical about AI until I saw the report. Annie identified three practical quick wins we could action immediately — no coding, no big budget, just useful improvements.”
“The 48-hour turnaround was impressive, but what really stood out was how specific the recommendations were to our actual business, not generic advice.”
Common questions
Frequently asked questions
How long does the assessment take?
The Annie AI intake conversation takes about 20–30 minutes. You answer questions about your business, tools, and workflows at your own pace. If you need to step away, your progress is saved and you can resume later.
What do I get at the end?
A professional report delivered within 48 hours with specific quick wins, tool options, effort-versus-impact rankings, estimated time savings, and larger AI opportunities clearly marked as separate next steps. You can also book a no-charge 30-minute follow-up consultation after receiving the report.
Do I need technical knowledge?
Not at all. The assessment is designed for business owners and staff who know their workflows but do not need to know how the technology works.
Is my data private?
Yes. Your intake transcript and report are stored securely and never shared. You can request deletion at any time by emailing privacy@agenticai.net.au.
Is the follow-up consultation free?
Yes. The AI Business Assessment is $1,200 AUD, and the optional 30-minute follow-up consultation after your report is included at no extra charge. Any larger AI solution or done-for-you work is scoped and quoted separately.
Ready to see where AI fits?
Start with a focused assessment. You will leave with a practical plan for the workflows, tools, and quick wins most likely to create measurable leverage.
Your data is private and never shared. Privacy policy