How is this different from a free consult?

A chat is a conversation. The $1,997 AI Adoption & Ops Audit names the gaps that stall growth and leaves a written plan you can run: diagnosis, mystery shop, Skip These, 90-day order, and a required ~90-minute Debrief. You keep the report.

What is a bespoke solution?

We design and build systems and automations specifically for your operation — unique to how you run, not a generic tool and not a DIY tip sheet. Not a template. Not plug-and-play. Fixed quote, only if the Debrief says it is justified.

We confirm fit first — a reply or a short chat. Then we send a proper invoice for $1,997. There is no instant checkout. Research starts after the invoice is paid.

How long does it take?

You hear back within 1 business day. Research does not start when you submit. After we confirm fit and the invoice is paid, research runs ~2 weeks after payment. Then the written plan and the Debrief. Sequence: intake → confirm → invoice → research → written plan → Debrief.

Do you bill hourly or sell retainers?

No. The audit is a fixed $1,997. No monthly AI retainer. If a unique bespoke solution is justified, that is a separate fixed quote: systems and automations built specifically for how you run.

Are the scores made up?

Scorecard lines are tied to evidence from your business. The public sample uses an illustrative composite labeled EXAMPLE. We do not sell a benchmark, a fake case metric, or a graded product score.

$1,997 · Debrief included

AI Adoption & Ops Audit

Find the gaps. Leave with a plan.

The $1,997 AI Adoption & Ops Audit — and the required ~90-minute Debrief Workshop (live / in-person preferred when possible) — is the product. We name the gaps that stall growth. You leave with a written plan: concrete steps to grow without chaos. Scorecard, mystery shop, Skip These, 90-day order. You can run it even if we never build. Do it yourself is that value — not a consolation prize.

Then, if it makes sense, a fixed quote for systems and automations built specifically for how you run.

Start the $1,997 audit See full EXAMPLE report Book a chat

Strait & Co. · EXAMPLE · Vancouver, BC

■ Example report

Example · not a client

Strait & Co.

18-person studio · Vancouver, BC metro · inquiry dies before kickoff; retainers leak in Slack

Intake: Form, Instagram, Slack. Three doors. One inbox.
Proposal: New-business Gmail. Stops in a client session.
Handoff: #delivery asks where the deck is. Kickoff without files.
Retainer: Calendar renewals. Scope extras in Slack.

What $1,997 already names

Inquiry log, five-field form, Instagram pin, paste rule, Google + LinkedIn replies, unused-hours tab, 90-day order — steps you can run to grow.

Run it without us. That is the audit.

Optional · if justified

One shared list: inquiry → proposal → kickoff → delivery → retainer.

Today: three doors, one inbox. The deck never reaches account. Habit will not cover it.

See full EXAMPLE reportStrait & Co. · Vancouver, BC · EXAMPLEOpen →

$1,997

Debrief included · a plan to grow

~2 weeks

Research after payment · then the report

~90 min

Debrief Workshop · required

90 days

Full fee credits toward a bespoke solution

■ What’s in the $1,997

What you get. A plan you can run to grow.

Ops, demand, sales, AI use, and the stack — named where growth stalls. The fee is the diagnosis and the Debrief. Not a down payment on a bespoke solution.

Written diagnosis

The report you keep. Where growth is stalling, and the steps to fix it — not a generic AI dump.

Scorecard

Ops, demand, sales, AI use, and gaps — each line tied to evidence. Growth outcomes, not a vanity number.

Mystery shop

We try to hire you the way a stranger would. Where demand dies before it becomes work.

Skip These

What not to buy this quarter — so growth spend does not sprawl.

90-day order

What to do first, second, and later so you can grow without chaos. You can run it yourself.

Debrief Workshop

Required ~90 minutes. We walk the report and decide how you grow next — DIY or a later quote.

07 · not in the fee

Optional bespoke-solution quote

Only if growth is blocked by a system we should build. Quoted after the Debrief. The audit fee credits toward that solution if you proceed within 90 days.

■ Process

Confirm. Invoice. Then research.

Submit the intake. We confirm fit, then send a proper invoice — not checkout. Research starts after payment (~2 weeks after payment). You keep the report. Do it yourself is complete after the Debrief.

01 · Intake
We
Read the brief. Hear back within 1 business day.
You
Complete the intake (or walk it on a call). Name who attends the Debrief. Point at where growth is stalling.
02 · Confirm + invoice
We
Confirm fit — a reply or a short chat. Then a proper invoice. Not checkout.
You
Reply. Pay when you are ready. Research does not start until the invoice is paid.
03 · Research
We
~2 weeks after payment: site, listings, and a real test of what a stranger hits. Then a written plan for how you grow next.
You
Stay reachable if we need one clarifying question.
04 · Written plan + Debrief
We
Deliver the diagnosis before we sit down. Required ~90 minutes. Say whether a unique bespoke solution is justified.
You
Read it. Choose: run the growth plan yourself, hear a quote for systems and automations built specifically for how you run, or pause. You keep the report either way.

After the Debrief · Do it yourself

Keep the diagnosis. Run the plan yourself.

You keep the written plan and do the work — concrete steps to grow without chaos, Skip These, 90-day order. A complete engagement. We do not build the system for you, and we do not convert this into a retainer.

After the Debrief · Bespoke solution

Built specifically for your business

We design and build systems and automations specifically for how you operate — unique to your business, not a template, not plug-and-play, not a generic tool. Fixed quote. No hourly. Only if the Debrief says it is justified.

The full $1,997 audit fee credits toward a quoted unique bespoke solution if you proceed within 90 days of the Debrief. Do it yourself keeps the full standalone value — credit applies only if you buy a bespoke solution from us.

■ Solutions

What a bespoke solution can look like.

Seven leaks in an agency week. Systems and automations built specifically for how this shop takes work, quotes, and delivers — not a one-size-fits-all platform, not a template you rent.

Illustrative EXAMPLES — not a catalog, not the same stack for every studio. If the Debrief says a system is justified, we quote one unique to your operation. Fixed price. Optional. The full $1,997 credits toward that quote if you proceed within 90 days of the Debrief. The AI Adoption & Ops Audit still stands alone if we never build.

EXAMPLE

Pain: Form, IG DM, LinkedIn, the referral Slack, voicemail — five doors, no one list.
What we build: One intake list for how this shop already takes inquiries. Confirmations go out. Not a generic platform you force the studio into.
Monday: The new name is on the list. Nobody asks if anyone saw the DM.

EXAMPLE

Pain: Blank proposal. Last-won language is buried in old sent mail.
What we build: A quote pack that pulls scope, pricing, and phrasing from jobs this shop already closed.
Monday: The next deck starts from what won — not a blinking cursor at 11pm.

EXAMPLE

Pain: Kickoff waits on who remembers the sales call.
What we build: Promises, files, and next steps ride with the job — wired to how this team hands off.
Monday: Delivery opens the record. Not a ping to the closer.

EXAMPLE

Pain: “Where are we?” Status is buried in Slack.
What we build: A client pulse for this roster. Status lives where the client and the team can see it — not a one-size portal.
Monday: The question stops hitting the channel that also holds the work.

EXAMPLE

Pain: Renewals and extras live in the calendar and side chats.
What we build: A retainer view of unused hours, extras, and renewal dates — how this shop actually scopes.
Monday: You see what’s extra before Friday’s “quick add.”

EXAMPLE

Pain: Launch lands. Nobody asks for the review, the referral, or the case study.
What we build: A draft ask when the job closes. A person on your side still hits send.
Monday: The ask is waiting while the win is still hot — not next quarter.

EXAMPLE

Pain: Random chats. No house rules for client work.
What we build: Shared workflows and house rules for how this team uses AI on client work — what stays in-house.
Monday: There is a way we do this here. The brief does not walk out in a stray chat.

Confirm fit, then invoice, then research. A bespoke solution is a later quote — or you keep the written plan and run it yourself.

Start the $1,997 audit Book a chat See full EXAMPLE report

■ Pricing

$1,997 for the audit. A unique bespoke solution is a later quote, or never.

You pay $1,997 for the written plan and the required ~90-minute Debrief Workshop (live / in-person preferred when possible). Do it yourself — keep the written diagnosis and run the plan yourself is a complete outcome. A quoted unique bespoke solution is optional after that.

What you pay

AI Adoption & Ops Audit

$1,997

List price. Includes the written diagnosis, scorecard, mystery shop, Skip These, 90-day order, and the required ~90-minute Debrief Workshop (live / in-person preferred when possible). We send a proper invoice after we confirm fit — not checkout. Research runs ~2 weeks after payment.

Only if justified

Quoted unique bespoke solution

Fixed contract

Bespoke solution — we design and build systems and automations specifically for how you run. Unique to your business. Fixed quote. No hourly. The full $1,997 audit fee credits toward a quoted unique bespoke solution if you proceed within 90 days of the Debrief. Do it yourself keeps the full standalone value — credit applies only if you buy a bespoke solution from us.

■ Fit

Fit / not a fit.

Who it’s for

Owners who want to grow and can describe how work actually moves — not people shopping five vendors.
Businesses where follow-up, quoting, or fulfillment still lives in one person — and that is stalling growth.
AI not yet is fine. Do it yourself only is a valid outcome — not a consolation prize.

Who should skip

Teams shopping a monthly AI retainer or an open-ended hourly team.
Anyone who wants a readiness score, a benchmark, or a logo wall.
People who skip the diagnosis and just want something shipped.

■ FAQ

Straight answers. No urgency.

How is this different from a free consult?: A chat is a conversation. The $1,997 AI Adoption & Ops Audit names the gaps that stall growth and leaves a written plan you can run: diagnosis, mystery shop, Skip These, 90-day order, and a required ~90-minute Debrief. You keep the report.
What if we only need to do it ourselves?: That’s a complete engagement. You keep the written diagnosis and run the plan yourself. We do not build the system for you, and we do not convert DIY into a retainer. The full $1,997 audit fee credits toward a quoted unique bespoke solution if you proceed within 90 days of the Debrief. Do it yourself keeps the full standalone value — credit applies only if you buy a bespoke solution from us.
What is a bespoke solution?: We design and build systems and automations specifically for your operation — unique to how you run, not a generic tool and not a DIY tip sheet. Not a template. Not plug-and-play. Fixed quote, only if the Debrief says it is justified.
How do I pay?: We confirm fit first — a reply or a short chat. Then we send a proper invoice for $1,997. There is no instant checkout. Research starts after the invoice is paid.
How long does it take?: You hear back within 1 business day. Research does not start when you submit. After we confirm fit and the invoice is paid, research runs ~2 weeks after payment. Then the written plan and the Debrief. Sequence: intake → confirm → invoice → research → written plan → Debrief.
Do you bill hourly or sell retainers?: No. The audit is a fixed $1,997. No monthly AI retainer. If a unique bespoke solution is justified, that is a separate fixed quote: systems and automations built specifically for how you run.
Are the scores made up?: Scorecard lines are tied to evidence from your business. The public sample uses an illustrative composite labeled EXAMPLE. We do not sell a benchmark, a fake case metric, or a graded product score.

The next step is the $1,997 audit.

Complete the intake. We confirm fit, then invoice. Research starts after payment. You keep the report.

We do not put your client data into public chat tools during the audit. The intake stays in this brief until we follow up.

See full EXAMPLE report

Start the $1,997 audit Book a chat