Scope creep
Scope creep kills projects.
Without proper assessment, AI implementations expand mid-Sprint into impossible scope. 70% of AI projects fail because they started without knowing what was actually worth automating.
TRADE OPERATIONS ASSESSMENT
Two weeks. Full operational audit. Production-ready plan.
Before you commit to AI implementation, know exactly what's worth automating, what isn't, and what the ROI projection looks like.
$15,000 · 2 weeks
100% credited toward Sprint · 30-page diagnostic report · Founder-led delivery
WHY ASSESSMENT FIRST
Most AI implementations fail at the wrong starting point.
Wrong workflows
Wrong workflows automated.
Most operations teams automate visible workflows, not high-impact ones. Assessment identifies which workflows will deliver $200K+ value vs which will deliver $20K.
ROI methodology
ROI projections without methodology.
Vendor ROI claims are marketing. Assessment delivers conservative, expected, and optimistic projections backed by your actual operational data.
DELIVERABLES
Six concrete outputs in two weeks.
01
Full operational workflow audit
Documentation of every operational workflow — order intake, processing, fulfillment, customs, compliance. Time-cost per workflow. Manual touch points mapped.
02
AI automation readiness scoring
Each workflow scored on automation readiness: data availability, process clarity, integration complexity, ROI potential. Prioritized for top 3–5 candidates.
03
Architecture recommendation
Specific technical approach for highest-ROI workflows. Integration points with your existing systems (ERP, 3PL, customs portals, accounting). No black-box recommendations.
04
ROI projections per workflow
Conservative, expected, and optimistic projections. Labor savings, penalty avoidance, capacity expansion. 12-month and 24-month views.
05
30-page diagnostic report
Comprehensive documentation of findings, recommendations, and implementation roadmap. Ready for internal leadership review and budget approval.
06
60-minute leadership presentation
Live walkthrough of findings with your operations and executive team. Q&A session. Recorded for internal reference.
TWO-WEEK STRUCTURE
How the two weeks are structured.
Week 1 · Days 1–3
Discovery
- Stakeholder interviews
- System access setup
- Workflow documentation kickoff
Week 1 · Days 4–7
Operational audit
- Workflow mapping with operations team
- Sample data analysis
- Pain point quantification
Week 2 · Days 8–11
Analysis & modeling
- AI readiness scoring
- Architecture design
- ROI modeling
Week 2 · Days 12–14
Synthesis & presentation
- 30-page report compilation
- Leadership presentation
- Decision: proceed to Sprint or not
TWO PATHS FORWARD
What happens after the Assessment.
Path A · 80–85% of cases
Proceed to Sprint.
Assessment fee 100% credited toward Sprint engagement. Sprint scope already defined from Assessment findings. 90-day deployment kickoff within 2 weeks of Assessment close.
Path B · 15–20% of cases
Sprint not the right fit.
Approximately 15–20% of Assessments conclude AI isn't the right solution. You walk away with the diagnostic report — often valuable for internal planning — and have saved $50K+ on a misguided Sprint.
ASSESSMENT FAQ
Common questions, honest answers.
START HERE
Ready to know what's actually
worth automating?
Two weeks. $15,000. Full diagnostic. Production-ready plan.