AI Assessment & Blueprint

One day with your team.A ranked plan for where AI pays back first.

$2,500 fixed · 1 day on-site or remote · report in about a week · credited in full toward any next step started within 60 days

How a Blueprint is delivered

Five stages, one week of your attention.

The owner's time is the day itself. Everything else runs around it.

  1. 01

    Pre-work, the week before

    Owner questionnaire, systems list, org chart, your top 3 headaches; short AI voice interviews with 3-5 staff.

  2. 02

    On-site day

    1-hour kickoff with the owner; 4-5 hours shadowing front desk, sales, operations and finance, timing each repetitive task; 1-hour readout of first impressions.

    Consultant with a tablet quietly observing a busy dental office front desk in the early morning
  3. 03

    Analysis, 3-4 days

    We score every opportunity on hours saved, revenue recovered, cost, risk and time to value, and pick the top 5.

  4. 04

    Your Blueprint report

    Current-state map, ranked roadmap, the top 5 designs (tools, data flow, owner, cost, payback months) and a 90-day plan.

  5. 05

    Readout meeting

    We walk you through it and lay out three ways forward, with a written proposal in hand.

    Owner and two consultants reviewing a ranked roadmap on a wall screen in a glass-walled conference room at dusk
How we score every opportunity

Five dimensions, scored the same way every time.

Nothing gets recommended because it sounds exciting. It gets recommended because it scores well against the work it replaces.

HourssavedRevenuerecoveredCostRiskTimeto value

Illustrative example

Manual, repetitive time that comes out of the week — in hours we watched being spent.

A sample ranked list

  • 01After-hours call answering2.1 months to payback
  • 02Quote follow-up automation3.4 months to payback
  • 03Appointment reminders and rebooking4.6 months to payback
  • 04Invoice and AP document processing6.9 months to payback
  • 05Review and referral requests9.2 months to payback

Illustrative example

What's in your report

A document your team can act on.

Written for the owner and usable by the people doing the work: where you are today, what to fix first, and who owns each piece.

AI Assessment & Blueprint
Prepared for your company
Confidential
Ranked roadmap
Top five opportunities
1After-hours answering2.1 mo
2Quote follow-up3.4 mo
3Reminders & rebooking4.6 mo
4Invoice processing6.9 mo
5Review requests9.2 mo
Illustrative example
Automation design
Missed-call recovery
Trigger — call missed
Agent — qualify and offer a slot
CRM — log, assign, follow up
Owner: ops$ / moPayback: 3 mo
90-day plan
Sequence and ownership
Days 1-30
  • · Instrument the call flow
  • · Pilot one team
Days 31-60
  • · Roll out follow-up
  • · Measure weekly
Days 61-90
  • · Train owners
  • · Hand over the runbook

Sample layout

The ROI math, shown not promised

Move three numbers. See what a missed call is worth.

This is the same arithmetic we use in the Blueprint, with your assumptions instead of ours.

What those calls are worth
$1,600a week
$6,928a month
The formula

20 missed calls × 1 in 5 × $400 = $1,600 a week

$1,600 × 4.33 weeks = $6,928 a month

An example with your assumptions, not a guarantee.

Three ways forward

Pick the path that fits how you like to work.

The Blueprint ends with three options and a written proposal, so the decision is yours to make on paper.

Do it yourself with the plan

No additional fee

Your team runs the $2,500 fixed Blueprint, and we answer questions as they come up.

See what's included

TMC Advisory

$25,000 for the first 90 days, then $5,000-$10,000/month

First 90 days, then ongoing. Teams that want to build it in-house with senior guidance alongside them.

See TMC Advisory

TMC Build

$25,000-$150,000 per phase

4-12 weeks per phase. Multi-system programs and larger organizations that want it done for them.

See TMC Build

Managed AI Services to run it

$750-$3,000/month per agent

Live in 2-4 weeks, 3-month minimum, then month-to-month.

See Managed AI Services
Your fee is credited

$2,500 fixed comes off whatever you do next.

Start any next step within 60 days of your readout and the full amount is credited against it.

You pay
$2,500 fixed
AI Assessment & Blueprint
credited in full
Your next step
− $2,500 fixed
Advisory, a build, or managed services
Readout day60 days to start your next step
  • Credited against TMC Advisory, TMC Build or Managed AI Services
  • No conditions beyond starting within 60 days
Questions we get

Straight answers before you book.

Book the day. Leave with the ranked plan.

$2,500 fixed · 1 day on-site or remote · credited in full toward any next step started within 60 days.