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AI assessments built for your industry

We don't do generic. Every $995 assessment is tuned to the workflows, tools, and economics of how your business actually runs. Here's where we've built the deepest playbooks.

Professional services

Agencies, consultancies, accounting, financial advisory

Your team's billable hours are your inventory. We typically help professional services firms reclaim 8–15 hours per consultant per week — through AI-drafted deliverables, automated meeting prep, and intake workflows that pre-qualify leads before a partner ever picks up the phone.

Where we usually find wins

  • AI-drafted proposals, SOWs, and client decks in your voice
  • Meeting transcription with auto-generated action items into your PM tool
  • Lead intake bots that score and route inquiries 24/7
  • Custom GPTs trained on your methodology for junior staff leverage

E-commerce & DTC

Shopify brands, marketplaces, subscription products

Margin is everything. We help DTC brands lift conversion 5–15% and cut support cost per order in half — without adding headcount. AI product descriptions at scale, smarter merchandising, and support agents that actually deflect tickets instead of frustrating customers.

Where we usually find wins

  • AI-generated product copy, alt text, and SEO content across your catalog
  • Personalized email and SMS flows tied to behavior, not just lifecycle stage
  • Support AI that handles 40–60% of WISMO and returns inquiries
  • Demand forecasting to cut overstock and missed sales

Healthcare & dental

Multi-location practices, specialty groups, MSOs

Patient experience and front-desk capacity are the bottleneck. We design HIPAA-aware AI workflows that reduce no-shows, automate insurance verification, and let your front desk focus on the patient in front of them — not the phone that won't stop ringing.

Where we usually find wins

  • AI receptionists for after-hours scheduling and reminders
  • Automated insurance eligibility checks and pre-authorization drafting
  • Clinical note summarization and SOAP note assistants (where compliant)
  • Review generation workflows that lift Google ratings within 60 days

Logistics & supply chain

3PLs, freight brokers, distributors, last-mile

You live in spreadsheets, EDI feeds, and exception emails. We've helped logistics teams cut quote turnaround from hours to minutes, automate carrier matching, and surface margin leaks that were hiding in plain sight inside your TMS.

Where we usually find wins

  • AI quote generation from inbound RFQ emails and PDFs
  • Carrier scoring and lane matching with predictive pricing
  • Exception management bots that triage and route delays
  • Document AI for BOLs, PODs, and customs paperwork

Trades & home services

HVAC, plumbing, electrical, roofing, landscaping

Every missed call is a competitor's job. We help trades businesses capture more inbound, dispatch smarter, and turn one-time customers into recurring revenue — using AI that respects how your techs actually work in the field.

Where we usually find wins

  • 24/7 AI call answering and booking for after-hours leads
  • Automated review requests timed to job completion
  • AI-drafted estimates and proposals from photos and notes
  • Predictive maintenance reminders that drive recurring revenue

Legal & compliance

Boutique law firms, in-house teams, compliance functions

AI is rewriting legal work — carefully. We help small firms and in-house teams adopt the tools that actually save hours (contract review, discovery summarization, intake) while building the guardrails that keep your bar association and clients happy.

Where we usually find wins

  • AI contract review with your firm's clause library and playbooks
  • Intake and conflict-check automation for new matters
  • Deposition and discovery summarization with citation tracking
  • Internal AI policy and training for safe adoption

Nonprofits & education

Foundations, associations, schools, training orgs

Mission-driven teams have the smallest margins for waste. We help nonprofits and education orgs do more with the same headcount — grant writing, donor communications, course content, and member support — without compromising your voice.

Where we usually find wins

  • AI-assisted grant research and first-draft proposal writing
  • Donor and member personalization at scale
  • Course content generation and assessment grading support
  • Volunteer and inquiry triage bots that respect your tone

Real estate & property

Brokerages, property managers, PropTech

Listings, leads, and tenant communication eat your day. We design AI workflows that qualify renters, draft listing copy, and handle routine tenant requests — so your team spends time on the deals and relationships that actually move the needle.

Where we usually find wins

  • AI listing descriptions and social posts from MLS data
  • Tenant communication bots for maintenance and rent inquiries
  • Lead qualification and tour scheduling automations
  • Document AI for leases, applications, and disclosures

Don't see your industry?

We've run assessments for everything from craft breweries to civil engineering firms. If you have customers, employees, and a stack of software — we can almost certainly find your first turn of the flywheel.

Book a free 20-min intro call