AI Readiness Assessment: your AI use cases, ranked by P&L impact and risk

Companies that run on operations, not on software: trucking and logistics, contractors and field service, industrial shops, hospitality groups, and any business where the work happens in a TMS, an FSM, an ERP, and a dozen inboxes and portals.

The pattern is the same everywhere. Systems that do not talk to each other. A person standing in the gap, re-keying and checking. An owner who cannot get a straight number on margin, cash, or on-time rate without someone building a spreadsheet. If that is you, an AI readiness assessment is the right first step, because the question is not "which AI tool" but "which job, first, and what is it worth."

It is not a maturity score. Plenty of vendors will grade your "AI readiness" on a five-point scale and send a PDF. A score does not tell you which job to hand to an agent first or what it is worth.

It is not a technology recommendation. We do not arrive with a platform to sell. Most of what we recommend runs inside software you already pay for.

It is not a discovery call dressed up as a deliverable. Two days on site, with your dispatch, billing, and office staff, is work. The output is a document your team will argue with, which is the point.

And it is not a commitment. You keep the backlog and the governance notes whether or not you build with us, and they are written so anyone competent could act on them.

Every use case we find is scored on what it changes in one of five places: revenue, margin, labor hours, cash cycle, and error cost. If we cannot name the line, it does not make the backlog.

That is the difference between this and an AI strategy deck. A deck tells you AI is important. The backlog tells you that the AP capture agent saves roughly this many hours a month, touches these two systems, and carries this much risk if it codes an invoice wrong, so it ranks third, behind the two things that pay back faster with less exposure.

Risk is scored too: data sensitivity, what happens if the agent is wrong, how many systems it touches, and how much a person needs to stay in the loop. High value and low risk goes first. High value and high risk gets a governance plan before it gets built. Low value goes on the list with a note, because the list is also a record of what you decided not to do and why, which is useful the next time a vendor pitches it.

Day one: people, process, technology. We walk your operation with the people who do the work, not only the people who manage it. Dispatch, billing, intake, scheduling, reporting. We see the four browser tabs, the re-keying, the spreadsheet that runs the company. We inventory your systems and what each one can and cannot exchange.

Day two: scoring workshop. With the owner and the managers in the room, we put every candidate on the board and score it on value and risk. We argue about the numbers. We settle on a ranked list and on the one thing to build first.

What you leave with. The ranked backlog, with the P&L line and the systems for each item. A recommended first workstream with success criteria written down. Governance notes: where a person must stay in the loop, what data needs care, and what the documentation should say. A systems inventory: what each one can exchange, what has an API, what does not. All of it yours, whether or not we do anything else together.

Before we arrive. We ask for read access to your main systems where practical, a list of the people we should talk to, and the three things that frustrate the owner most. We do not need clean data or a data team. We need a morning with the people who do the work.

The assessment includes the first build. We take the top-ranked item, agree on what "working" means in numbers, and put it into production in two weeks inside the systems you already run.

If it misses the agreed mark, you don't pay for the build. You keep it either way: code, data, accounts, runbook. Most clients ask for an AI agent for a back-office job first: AP or AR, dispatch status, intake, or the weekly owner report. The twelve agents we build most →

The AI Readiness Assessment starts at $10,000. That amount is credited in full against your first workstream, so if you go on to build with us, the assessment costs nothing net. Larger operations with more sites or systems are quoted before we book.

Prices verified September 2026. Full pricing →

Tell us about your operation. A founder replies within one business day to confirm fit on a 30-minute call, then we schedule the two days.

Prefer to talk first? Call 346.560.5759. A founder answers or calls back within one business day.