01
Acquisition
Where does demand come from, and what happens to it?
- Leads arriving in inboxes, forms, and phones with no single record
- Sources nobody can rank because attribution was never captured
- Spend continuing on channels that stopped producing
Stage 2 · AI Profit Diagnostic
Your Top 3 profit gaps, ranked — with the business case before the software.
The free Profit Scan tells us whether there is something material to find. The Diagnostic is the serious version: a structured review of six business zones, ending in three ranked profit gaps, an impact estimate for each, the root cause, and one recommended first move. It is a paid engagement, and we only recommend it when the Scan says there's something worth the work.
Where the Diagnostic sits
01
AI Profit Scan
Free, 20–30 minutes. Is there something material here?
02
AI Profit Diagnostic
Paid. Six zones reviewed, Top 3 gaps ranked, first move recommended.
03
Proof, then production
Prove the top opportunity where practical · FIXED SCOPE, FIXED PRICE.
04
Managed AI Operations
Monitor, measure, improve, govern, train, expand.
The six zones
We look at the whole money path, not just the part that touches software.
02
Conversion
What happens between interest and a signed decision?
- Follow-up that depends on someone remembering
- Quotes that take days because pricing lives in one person's workbook
- Deals that stall with no visible owner or next step
03
Fulfillment
How does work actually move once it's sold?
- Manual hand-offs between systems and departments
- Rework caused by data that arrived wrong at the door
- Capacity constrained by coordination, not by capability
04
Retention
What keeps customers, and what quietly loses them?
- Churn nobody notices until the revenue report
- Service issues visible in one system and invisible in another
- Renewals and repeat work driven by memory instead of triggers
05
Administration
How much labour is spent moving data between systems?
- The same record typed into three places
- Approvals living in email threads
- Reconciliation that occupies someone's whole week
06
Strategy
Can leadership see the business in time to act?
- Numbers nobody trusts until month-end closes
- Decisions made on figures that are three weeks stale
- No agreed measure of where the constraint currently sits
What you get
A business case you could take to a board — before anyone writes code.
- Top 3 profit gaps, ranked
- The three places where money is most likely being lost or left on the table, in priority order — not a list of twenty observations.
- An economic impact estimate for each
- What the gap plausibly costs per month or per year, with the arithmetic shown so you can argue with it. An estimate based on your numbers — not a guaranteed result.
- The root cause, named
- Whether the gap is a process problem, a data problem, a systems problem, an incentive problem, or a staffing problem. Software cannot fix all of those.
- Buy, integrate, automate, build, or leave alone
- A direct recommendation per gap. Often the answer is a configuration change or an off-the-shelf tool — and we will say so even though we build software.
- The recommended first move
- One opportunity to pursue first, why it's first, and what proving it would involve before any production commitment.
Every number in the Diagnostic is an estimate built from your figures and stated assumptions. It is not a guarantee of savings or revenue, and we will not publish a result we cannot substantiate.
The next step
Find out whether a Diagnostic is even warranted.
Start with the free Profit Scan. If the constraint is obvious and small, we'll say so and skip the Diagnostic entirely. If it's material, you'll know what the deeper review would examine first.