AI automation diagnostic
Know which tasks to automate first
You learn which repeat tasks to automate first, with a baseline, a spec and a fixed quote for the first build. An AI automation diagnostic is a five-day review of one team’s repeat work. We rate up to 10 tasks by value and how easy each result is to check.
| Task | Value | Easy to check |
|---|---|---|
| Lead routing | High | Yes |
| Account research | High | Partly |
| Weekly pipeline report | Medium | Yes |
How does the diagnostic run?
- Day 1
Kickoff
We meet the process owner.
- Days 2 to 4
Map and measure
We map the tasks and pull the numbers.
- Day 5
Readout
We walk you through the report and the quote.
What do you get?
Rated task map
Each repeat task rated by value and ease of checking.
Baseline numbers
Current numbers for the top three, from your own data.
Build spec
Steps, data and the check for each top task.
Fixed quote
One fixed price for the first build, agreed upfront.
Access and next steps
Read access only
We need read access to the tools your team uses. We change nothing during the diagnostic.
Quote in hand
You decide on the first build.
Or a part-time lead
Hand the backlog to a part-time AI lead who ships it monthly.
Fractional AI automation leadAI automation diagnostic FAQ
Can you audit AI agents we already run?
Yes. We test your agents on real cases from your records, score each one and quote the fixes worth making.
How much of our time does it take?
Two meetings: the day-one kickoff and the day-five readout, plus a few short questions in between.
What should we automate first?
Bring a list of your team’s repeat tasks. The founder will say if the diagnostic fits.
Prefer writing? Email us. We reply within two working days.
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