Start with a fixed fee, not a retainer
Short, fixed-scope assessments with written findings and a 90-day plan. Every fee is credited toward a retainer or build started within 60 days.
Assessments
| Assessment | Timeline | Price | You get |
|---|---|---|---|
| Automation Opportunity Sprint | 1 week | $1,500 | Three ranked workflows with ROI estimates and build scope |
| AEO / AI-Search Visibility Audit | 1–2 weeks | $2,500 | Citation check across ChatGPT, Perplexity and Google AI features, schema review and a 20-question content plan |
| Marketing Leadership Diagnostic | 2 weeks | $3,500 | Positioning, funnel, spend and agency review with a prioritized plan |
| AI & Technology Readiness Assessment | 2 weeks | $4,500 | Stack and MSP review, AI opportunity map and a 90-day roadmap |
| Technical due diligence | 2–4 weeks | from $7,500 | Buy-side or fundraising diligence with a written report |
Fees are credited toward a retainer or build started within 60 days.
How it works
Day 1
Kickoff
We agree scope, access and who we need to talk to.
Week 1–2
Interviews and review
We look at the systems, numbers and work itself, not just documents.
Final day
Readout
A written report, a ranked list of actions and a 90-day plan, walked through live.
Frequently asked questions
What if we don't continue after the assessment?
You keep the report and plan. It's written so your team or another firm can execute it.
How does the credit work?
If you start a retainer or build within 60 days, the full assessment fee comes off your first invoice.
Which assessment should we start with?
If AI and systems are the question, the Readiness Assessment. If marketing isn't producing pipeline, the Marketing Diagnostic. If you know what's manual and painful, the Automation Sprint.
Not sure which one fits?
Book 30 minutes and we'll tell you which assessment, if any, makes sense.