Your organization Step 1 of 5
Step 1 of 5 · About you

What type of organization are you?

We tailor your assessment based on your sector — government, education, healthcare, and business each have different high-value automation patterns.

🏛️
Government / Public sector
Federal, state, or local agency
🎓
School district / Education
K-12, higher ed, charter
🏥️
Healthcare / Clinical
Hospital, clinic, FQHC, practice
🤝
Nonprofit
501(c)(3), advocacy, social services
🏢
Private business
SMB, startup, professional services
💡
Other
Association, foundation, etc.

Please select your organization type to continue.

Step 2 of 5 · Where time goes

Where does your team lose the most time?

Select everything that applies. These are the areas we'll focus your assessment on — pick as many as are real problems for you.

📧
Email & inbox management
Sorting, routing, responding to repetitive messages
📋
Data entry & form processing
Copying info from forms into systems
📅
Scheduling & coordination
Back-and-forth to find meeting times
📊
Reporting & data pulls
Compiling reports from multiple sources
📄
Document review & routing
Approvals, signatures, filing
📣
Outreach & follow-up
Client/constituent communication sequences
💰
Invoicing & billing
Creating, sending, tracking invoices
✅
Compliance & documentation
Tracking deadlines, filing requirements

Please select at least one area to continue.

Step 3 of 5 · The numbers

Let's put a number on it.

Your answers let us calculate a realistic ROI estimate — so you can see what automation is actually worth before spending a dollar.

5 people
12550+
10 hrs/week
2 hrs20 hrs40 hrs
Under $25/hr
Frontline staff
$25–$50/hr
Admin / coordinator
$50–$80/hr
Manager / specialist
$80+/hr
Director / exec

Please select an hourly cost range to continue.

Step 4 of 5 · Your tech stack

What tools does your team use today?

We build on top of what you already have — no ripping out existing systems. Select everything you use.

🔵
Google Workspace
Gmail, Drive, Sheets
🔆
Microsoft 365
Outlook, Teams, SharePoint
☁️
Salesforce / CRM
Or HubSpot, Zoho
💚
QuickBooks / Accounting
Or Xero, Sage
💬
Slack / Teams chat
Internal messaging
📌
Project management
Monday, Asana, Trello
🔧
Custom / legacy system
In-house or government system
📝
Mostly paper / manual
No central digital system
🤷
Not sure / other
Mix of things
Skip this step
✓ Assessment complete

Your AI Automation Report

Based on your organization and workflows, here's what we found.

—
Hours saved / week
—
Potential annual savings
—
Est. payback period

Your top automation opportunities

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Get your full written assessment

Enter your info below and we'll send a detailed report within 48 hours — specific automation blueprints for your workflows and a custom implementation timeline.

Please fill in your name, email, and organization.

No commitment required
Response within 48 hours
VOSB · GSA · NASPO
🎯

Assessment request received.

Expect a detailed report with your personalized automation blueprint in your inbox within 48 hours.

What happens next

1
Check your inbox — your assessment report arrives within 48 business hours with specific automation blueprints for your workflows.
2
30-minute discovery call — we walk through the report together and answer every question. No sales pressure, just clarity.
3
Custom implementation plan — if it's a fit, we scope your first automation and have it live within 30 days.
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