Interview
A focused intake call maps what the business does, which tools are used, where time goes, and what currently causes the most friction.
Services
AI assessment first, implementation second
The assessment gives you a clear view of where AI can save time or create revenue. Implementation work is scoped only after the highest-value opportunities are visible.
How the assessment works
From intake call to action plan
Analyse
The transcript is reviewed for pain points, repeated work, missing systems, tool gaps, and opportunities with practical AI or automation fit.
Prioritise
Recommendations are ranked by effort, impact, cost, and speed to value so the highest-return quick wins are obvious.
Report
You receive a professional report with specific tools, implementation notes, a quick-win plan, and estimated value of the time saved.
Implement
The follow-up call turns the report into a decision: self-implement the simple wins or scope a done-for-you build.
AI Business Assessment
A structured review of your workflows, tools, team handoffs, and daily bottlenecks, delivered as a practical AI opportunity report.
48-Hour Opportunity Report
Clear recommendations, quick wins, effort versus impact prioritisation, tool options, implementation steps, and estimated financial return.
Quick-Win Implementation Plan
A short action plan that shows what to change first, which tools to trial, and how to avoid turning AI adoption into another project.
Automation Builds
Zapier, Make, CRM, reporting, document, and task-management automations that remove repetitive steps from proven workflows.
Knowledge Assistants
Custom GPTs and internal AI agents trained on your documents, FAQs, processes, and customer information so answers are easier to find.
Speed-to-Lead Agents
AI-assisted lead response systems that answer common questions quickly, qualify enquiries, and help book the next step.
How the report is built
Claude processes. Presenton formats.
When Annie's call ends, the transcript is automatically handed off to a report-building pipeline. No manual formatting. No waiting for a consultant to write it up. The report is ready in 48 hours.
Step 01
Claude processes the transcript
A series of specialised AI agents — each with one job — works through the raw transcript in sequence, extracting pain points, researching tools, and producing a structured assessment document.
01
Clean and structure
The raw transcript is formatted into a consistent, readable document for downstream agents.
02
Identify pain points
Key workflow problems, repeated tasks, and friction points are extracted and categorised from the conversation.
03
Research AI tools
Each pain point is matched to specific off-the-shelf tools from AI directories — with cost and setup context.
04
Effort vs impact matrix
Every recommendation is mapped on a 2×2 grid so quick wins — low effort, high impact — are obvious.
05
Financial impact estimate
Hours saved per week, assumed hourly rate, tool costs, and annual net value are calculated for each recommendation.
Output
A structured document containing all assessment content — ready to be formatted into the final report.
Step 02
Presenton formats the report
The structured document is uploaded to Presenton — an open-source AI presentation generator — which auto-generates a professionally designed visual report from a template and exports PPTX or PDF.
- Professional design The assessment output becomes a polished, client-ready report without manual formatting work.
- Template consistency Every client receives the same professional structure, section order, and visual treatment.
- Shareable link The report is delivered as a PPTX or PDF link — accessible on any device before the follow-up call.
- Screen-share ready The follow-up call walks through the report slide by slide, making recommendations easy to discuss.
Corey Ganim's free template is available at audittemplate.ai — adapted for Presenton and used for every assessment.
Report contents
What you receive after the assessment
The output is designed for business owners who want a decision, not a lecture. It identifies the best first moves, estimates the value, and makes implementation feel manageable.
- Executive summary of the biggest workflow constraints
- Effort versus impact matrix for every recommendation
- Specific tools matched to each pain point
- 4-day quick-win implementation plan
- Estimated hours saved and financial impact
- Larger implementation opportunities for later
Where AI fits, where it does not, and what to do first.
Specific products matched to the current workflow.
Self-serve quick wins and scoped done-for-you builds.
Done-for-you options
Common builds that follow the report
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
Create an internal assistant or custom GPT that answers from company documents and repeated decisions.
Speed-to-lead agent
Respond to enquiries while the team is busy, answer FAQs, qualify interest, and push qualified leads to booking.
Common questions
What people ask before starting
Q. What does the $1,200 include?
The AI Business Assessment includes a 20–30 minute discovery call with Annie, a workflow audit, tool recommendations matched to your gaps, an implementation roadmap, financial impact analysis, a polished RevealDeck report (PDF-exportable), permanent portal access, and a complimentary 30-minute follow-up consultation. It's a one-time fee — no subscriptions, no hidden costs.
Q. How long does the report take?
Reports are typically ready within 48 hours of payment. The pipeline runs automatically after Stripe confirms payment, producing your tailored RevealDeck report. During busy periods this may extend to 72 hours. If you're on a tight deadline, mention it during the call and we'll prioritise.
Q. What happens after the assessment?
You have four paths: (A) Self-implementation using the report and roadmap. (B) Done-with-you implementation — we guide setup and configuration. (C) Done-for-you — our team implements everything end-to-end. (D) Start with quick wins only, then return for deeper phases later. There's no obligation to proceed with implementation — the report is yours to keep.
Q. Can I share the report with my team?
Yes. Your RevealDeck report can be downloaded as a PDF, printed, screenshotted, or forwarded by email. You can also request additional portal accounts for team members at no extra cost. For enterprise teams (10+), we offer white-label reports with your company branding.
Q. Do you implement the recommendations?
Yes — implementation is available as a separate engagement, not included in the $1,200 assessment fee. We scope the work in your complimentary 30-minute follow-up call and provide a fixed-price or retainer proposal. Typical timelines: quick wins 1–2 weeks, Phase 1 core automations 4–6 weeks, full roadmap 3–6 months.
Q. Who is the assessment for?
Australian SMEs with 3–50 staff who spend significant time on manual, repeated tasks and use multiple tools that don't talk to each other. Common industries: professional services, trades, e-commerce, SaaS, and healthcare. Not suited for large enterprises with dedicated IT departments or businesses needing only one simple automation.
Ready to see where AI can save your business time?
Book a free AI Business Assessment call with Annie and get a practical report within 48 hours.