AI & WORKFLOW OPPORTUNITY ASSESSMENT
Find the first workflow worth fixing.
In one structured session, we examine where time, information, follow-up, or ownership is being lost. You receive a personalized report showing what should change, where AI may help, and what to do over the next 30 days.
$999 · FIXED FEE · ONE WORKFLOW
Who it’s for
This is useful when…
A repetitive process consumes too much time
Leads or requests fall through
Information is scattered
Employees repeatedly ask the owner for context
The team is experimenting with AI inconsistently
You know something should improve but do not know what to implement
Scope
What counts as one workflow.
One end-to-end process the business runs regularly. A few common examples:
The engagement
What happens, step by step.
- 01
Fit call
Confirm the workflow, scope, and suitability.
- 02
Assessment session
A focused 45–60-minute working session.
- 03
Analysis
Review the transcript and up to three supporting artifacts.
- 04
Report
Deliver a personalized nine-section report within three business days.
- 05
Findings review
Walk through the findings and discuss internal, done-with-you, and done-for-you paths.
The deliverable
The report you leave with. Page by page.
Every figure below is a labeled illustrative example. Your report is built on your workflow.
Executive summary
Lead intake and follow-up is the workflow costing the most time and revenue today. Requests arrive from three channels, but the next action depends on an employee remembering to check the right tool. An estimated 20–30% of qualified leads receive slow or no follow-up.
Highest-impact first move: one tracked intake process inside the existing CRM, with automated reminders and human-approved replies.
Included
Exact deliverables.
- Executive summary
- Current-state workflow map
- Primary friction and consequences
- Three to five recommended actions
- Impact and effort ranking
- AI versus human decision points
- Future-state workflow
- 30-day roadmap
- Measurement recommendations
- Findings-review call
Not included
What is not in scope.
- Software implementation
- CRM cleanup
- Data migration
- Custom development
- Multiple departmental workflows
- Security or legal compliance audit
- Unlimited revisions
- Ongoing employee support
Timeline
From payment to plan in about a week.
Payment and preparation
Assessment session
Analysis and report preparation
Report delivery
Findings-review call
After the assessment
Three ways forward. Your call.
Implement internally
Use the report with your team.
Build it together
Continue through AI Operations Partner.
Have Givans Global implement it
Scope a Workflow Implementation Sprint.
Questions
Before you book.
What exactly do I get for $999?
A personalized nine-section report on one workflow, plus the assessment session that produces it and a findings-review call to walk through it. It's a fixed fee and a fixed scope — one workflow, no surprises.
How is one workflow defined?
One end-to-end process — for example lead intake and follow-up, or client onboarding. We confirm the exact boundaries on the fit call so we're both clear on what's in scope before anything is paid.
What do I need to prepare?
Access to talk through how the workflow runs today, and up to three supporting artifacts (a screen recording, a spreadsheet, an example email thread). No slide decks or documentation required.
What if I want you to implement it?
The findings-review call covers three paths: do it yourself with the report, build it together as an ongoing partner, or have me implement it as a scoped sprint. There's no obligation to continue.
Is the assessment fee credited toward implementation?
The assessment is priced to stand on its own as a deliverable. If you continue into an implementation sprint, we'll talk through how the assessment work carries forward on the findings-review call.
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