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Diagnostic tools

Four ways to get a first read before a conversation.

Each tool runs entirely in your browser against fixed rules and fixed sample data. Nothing here is stored, submitted or connected to any system of ours.

Data handling
Everything stays in the browser, nothing is submitted
Status
Informational only, not an engagement or an audit
Direct contact
508-213-9719

AI fit assessment

Five questions about how inquiries reach you today. It returns an indicative read, not a verdict.

  1. 1. How many people handle incoming inquiries in a typical week?
  2. 2. What happens to an inquiry that arrives after hours?
  3. 3. Where does inquiry information live once a conversation ends?
  4. 4. Is a named person accountable for the AI tools you already use?
  5. 5. How clear are your written rules about what an automated system must never do?

Answered 0 of 5

Indicative score 0 of 10

Answer all five questions to see the indicative recommendation and the rule behind it.

Informational only. This assessment is a rules-based exercise, it is not advice, and it does not constitute an approved engagement or an offer of services.

Missed-call opportunity calculator

A transparent arithmetic model of what missed calls could be worth, using your own assumptions.

calls
%
%
%
USD

Missed calls per week

8.0

Hypothetical customers per week

1.32

Hypothetical value

$1,584

Monthly equivalent on these assumptions: $6,859. Annual equivalent: $82,368.

Assumptions in order: inbound calls multiplied by the missed percentage gives missed calls; missed calls multiplied by the qualified percentage gives qualified inquiries; qualified inquiries multiplied by the conversion rate gives customers; customers multiplied by average customer value gives the weekly figure. Monthly uses 4.33 weeks.

Hypothetical opportunity value only. This is not guaranteed recovered revenue, not a forecast, and not a promise of results. Every figure depends entirely on the estimates you enter, and real outcomes depend on how your business actually handles follow-up.

AI readiness assessment

Seven operational areas, rated honestly. It returns a rules-based summary and a list of discussion topics.

  1. Communication workflows
  2. Intake consistency
  3. Follow-up processes
  4. Current AI usage
  5. Human oversight
  6. Disclosure practices
  7. Operational risk

Self-assessed total 0 of 21

Indicative position: foundational gaps

Rule applied: each area scores 0 to 3. A total of 7 or under indicates foundational gaps; 8 to 14 indicates uneven governance; 15 and above indicates a consistently governed operation.

Suggested discussion topics

  • Bring a concrete example of how communication workflows worked in the last month.
  • Bring a concrete example of how intake consistency worked in the last month.
  • Bring a concrete example of how follow-up processes worked in the last month.

Informational only. Ratings are self-assessed and are not an audit, a certification or a compliance opinion.

Governed system blueprint preview

Choose an industry, the operational problems you recognise, and what you want to improve. It assembles an illustrative blueprint from predefined components.

Operational challenges
What you want to improve

Illustrative blueprint · Professional services

  1. Stage 01

    Inquiry

    Every contact channel the professional services operation supports is listed and owned.

  2. Stage 02

    Disclosed AI intake

    The AI names itself, states its scope, and collects only what the qualification rules need.

  3. Stage 03

    Qualification

    Business rules applied consistently, with the reason for each decision kept.

  4. Stage 04

    Routing

    Each inquiry is assigned to a named owner rather than a shared inbox.

  5. Stage 05

    Records

    A record and a next step are written at the close of every contact, so follow-up stops depending on memory.

  6. Stage 06

    Human review

    A named operator reviews flagged items before the business acts on them.

  7. Stage 07

    Escalation

    Sensitive matters follow a defined human pathway.

  8. Stage 08

    Follow-up

    Open threads carry an owner and a next step until they close.

Accountability stays with the identified human operator for the deployed system.

Conceptual output only. This blueprint is assembled from fixed components and simple rules, it is not a design, an architecture, or a quote, and it is subject to human assessment before anything is built.

When you want a person instead of a tool

The tools are arithmetic and rules. An intake review is a conversation, and it is the only path to an engagement.