The AI Fit Diagnostic

Seven minutes. Ten questions. Real answer.

A diagnostic for CFOs and owners who are tired of pitch decks and want to see, on paper, which AI use case actually fits their business. The diagnostic scores readiness from zero to one hundred, matches you to three production grade scenarios, and tells you what each one would cost and how long it would take. No pitch. No follow up unless you ask.

Take the Diagnostic Talk to Michael First
Why You Are Reading This

You know AI should be on the table. You do not know which thing to do first.

Pick the line that sounds most like the conversation you are having with your leadership team this quarter.

"Three vendors have pitched me AI in the last 60 days. I have no honest way to evaluate which is real."

"My ops team keeps showing me ChatGPT prompts. I want to know which actual workflow to start with."

"I have heard $30K, $200K, and $2M as ballparks. I cannot price this against the rest of the budget."

"Our data is regulated. Every vendor says it is fine. None of them have shown me the framework."

"My executives spend half their week pulling reports from systems we paid millions to install."

"We tried automation last year. It did not stick. I do not want to repeat that with AI."

What You Get

Four outputs. All of them yours.

Whether you ever talk to us or not, the readout is yours to keep and act on.

Readiness Score

A zero to one hundred score with one of three interpretations. Seventy five plus says you are ready to pilot inside ninety days. Fifty to seventy four says start with one focused workflow. Below fifty says hold the spend and have a strategy conversation first.

Three Matched Use Cases

From a library of ten production grade scenarios drawn from real deployments. Each match includes the proof point from a comparable client, the realistic timeline, and the investment range so you can pressure test the math against your own budget.

Investment Ranges

Real dollar ranges. A focused pilot runs $3,000 to $15,000. A production deployment runs $30,000 to $100,000. A multi workflow platform runs $50,000 to $200,000. The diagnostic tells you which tier fits your situation, not the highest one.

Tailored Pre Call Brief

If you book a discovery call, your answers feed a brief that lands in Michael's inbox before the call. Probable objections are anticipated, recommended discovery questions are drafted, and a starting tier is on the table. The first call begins ten minutes ahead of where it would otherwise.

How It Works

Four simple stages. No login. No download.

The whole experience runs in your browser. We do not see anything until you choose to send it.

01

Triage

Where the money is leaking. A single question identifies the bottleneck most likely to be expensive. Your answer routes you toward the matching use cases.

02

Sizing

Volume, cost, and data location. Three questions calibrate the scale of the opportunity, the cost of doing nothing, and where the data lives today. This sets the realistic floor on ROI.

03

Constraints

Industry, regulation, and authority. Three questions surface the compliance considerations and confirm the right person is in the room. Some answers route to ISO 42001, HIPAA, SOX, or EU AI Act framing.

04

Readout

Score, matches, and tier. Three final questions cover budget, past attempts, and timeline. Then the score lands, the three matches appear, and you decide whether to talk.

The Library

Ten production grade scenarios. The diagnostic matches you to three.

Every scenario in the library has been deployed at least once in production. None of them are theoretical. The full breakdown of each, with case detail and ROI math, lives in the companion blog post.

24/7 Client Intake

Conversational AI that captures every inbound lead day or night, in English and Spanish, with priority flagging.

Desktop Knowledge Assistant

Engineers, attorneys, and analysts ask questions in plain English and pull answers from years of historical files in seconds.

Autonomous Invoice Processing

Multi agent system that reads, validates, codes, and posts vendor invoices to your ERP. Exceptions only get human review.

Resident & Family Communications

Wellness check ins, activity scheduling, medication reminders, and family updates for vulnerable populations under HIPAA.

Conversational BI for Executives

Plain English questions across NetSuite, Salesforce, and operations data. Answers in seconds, not days.

Field Operations Coordination

Multi interface agent for bid analysis, permit tracking, subcontractor SMS, and field coordination through Slack and Twilio.

Regulatory Data Retrieval

Staff ask compliance questions, get answers with citations to the source paragraph. Ninety minutes of reading becomes five.

Lead Qualification Voice Agent

Voice agent qualifies inbound leads in seconds, books meetings, and pushes structured records to HubSpot.

Process Compliance Enforcement

Agent layer that enforces handoffs between steps in your documented workflow. The twenty five steps stop being optional.

Admin Automation Suite

Targeted automation across the repetitive admin tasks pulling your team off revenue work. Scoped per workflow.

Read the Full Breakdown
Reference Build

A real readout, anonymized.

An avocado distributor on the Westside took the diagnostic after watching five executives spend an average of twelve and a half hours per week each pulling reports from SPS Commerce, NetSuite, and a customer portal. The diagnostic scored them at eighty two. The first matched scenario was Conversational BI for Executives. The investment range came back at $18,000 to $50,000 with a four to six week deployment. The brief landed in Michael's inbox before the call.

The pilot deployed in five weeks. Sixty two and a half hours per week recovered across the leadership team. Eighty thousand dollars in annualized executive time, same data, same systems, different surface. During a live merger negotiation the CEO used real time margin analysis to push back on a buyer's valuation model. The full case study is below if you want the architecture detail.

Read the Avocado Case Study

The Output

What you walk away with on minute eight.

Your Score

Zero to one hundred, with the band interpretation and the rationale. No vague "you are doing great" results.

Your Three Matches

Sorted by how strongly your answers point to each scenario. Each match shows proof, timeline, and investment range.

Your Recommended Start

One workflow, scoped to your readiness band and budget frame. The smallest defensible first move, not a multi year program.

Your Tailored Brief

If you submit your details, a brief lands in Michael's inbox before the call. The first call starts where most discovery calls end.

Boundaries

What this is not.

The diagnostic is not a sales pretext. We do not put you on a drip campaign that takes a quarter to unsubscribe from. We do not sell your contact information. We do not pretend the score means anything other than what it actually measures. If you walk away with the readout and never speak to us again, that is a clean outcome and we have done our job.

The diagnostic is also not a substitute for diligence. The matches are starting points, not procurement decisions. Before any production budget moves, the matched scenario gets scoped against your real workflow and validated with a Proof of Concept. Two independent rounds of evidence collection happen before anyone signs a build contract. That is how you avoid the sixty percent transformation project failure rate the industry quietly reports.

If you want a deeper look at one specific workflow before going down the diagnostic path, the Operations Diagnostic is the paid, full audit version. The free Fit Diagnostic is the right place to start when you do not yet know which workflow to look at.

Related

The thinking behind the diagnostic, the case studies it draws from, and the deeper reads.

10 Ways to Implement AI

The full breakdown of every scenario in the diagnostic library, with proof points and ROI math.

Read the Article

Conversational BI Case Study

How an avocado distributor recovered sixty two and a half hours per week across five executives in five weeks.

Read the Case

Field Operations Case Study

A general contractor's project manager runs three times the volume after multi interface agent deployment.

Read the Case

ISO 42001 Governance Guide

The compliance framework behind every Heed deployment touching regulated data.

Get the Guide

AI for CFOs

The CFO oriented view on AI ROI, governance, and where the spend actually pays back.

Read More

Operations Diagnostic

The paid, full audit version when you already know which workflow to look at.

See the Audit

Take the diagnostic.

Seven minutes. Ten questions. Your readiness score, three matched use cases, and a tailored brief if you decide to talk. No pitch deck, no follow up unless you ask.

Take the Diagnostic Talk to Michael First