Business Discovery Assessment

Get Personalized Recommendations for Your Business

This comprehensive questionnaire helps us understand your current sales process, technology stack, and challenges so we can provide tailored solutions.

Free 15-minute consultation available

Full assessments typically range from $1,500-$3,000 depending on company size, revenue, and complexity.

Before You Start

What You'll Need:

  • Information about your current lead sources
  • Sales team structure and performance data
  • Current technology tools and systems
  • Financial and billing process details

Time Investment:

  • Approximately 15-20 minutes to complete
  • Can be saved and resumed if needed
  • Results delivered within 24 hours

Our Two-Stage Approach

We've designed a comprehensive process to transform your sales operations:

1

AI Sales Readiness Audit

  • Audit sales/marketing processes for AI opportunities
  • Identify bottlenecks where AI or light tech upgrades could drive more leads, higher conversions, or better retention
  • Prioritize the top 3–5 actions with projected ROI
2

AI-as-a-Service Retainer

  • Implement and manage AI tools (CRM automation, AI lead scoring, AI content generation, AI proposal templates)
  • Apply light tech improvements as needed (CRM cleanup, workflow automation, dashboard/reporting fixes)
  • Monthly monitoring + optimization

Discovery Questionnaire

This form prepares us for your 60–90 minute discovery and assessment call. Within 1–2 weeks after that call, you'll receive your step-by-step AI Sales Roadmap with specific recommendations.

Please note: The full assessment is a paid engagement ($1,500–$3,000) that includes your discovery call, detailed analysis, and custom roadmap with ROI projections.

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What Happens Next?

1

Analysis

We review your responses and analyze your current state

2

Recommendations

Custom report with prioritized improvements and ROI projections

3

Strategy Call

Free 30-minute call to discuss findings and next steps

Start with a Free 15-Minute Consultation

Not ready for the full assessment? Schedule a free consultation to discuss your needs and see if we're a good fit.

Schedule Free Consultation