WORKFLOW DIAGNOSTIC
You’ve never seen your business like this before.
About a half day with you and your team
A written Blueprint with a fix for each leak
Yours to keep, whether or not you build with us
Quillmore Builders
BUSINESS PROCESSES, MAPPED
Lead intake
Quoting
CHOSEN FIX
Quote follow-up
Scheduling
Job costing
CHOSEN FIX
Client updates
Purchasing
CHOSEN FIX
Invoicing
Collections
Hiring
Payroll
Reporting
Chosen fixes from your Diagnostic
Mapped, no change needed
Our approach
A half day with you and your team
Four steps, from kickoff to a Blueprint you can act on.
01
Prep and kickoff
We learn how the business runs and who does what.
02
Interviews
Up to four conversations with the people who do the work.
03
Analysis
We find where work gets stuck and what it costs.
04
The Blueprint
For each leak: what to change, what it’s worth, what to do first. Plus a scoped install quote.
About a half day of your time and your team’s. The conversations fit inside it.
What you get
Three deliverables, built from your own business.
For larger companies, the Diagnostic includes a systems and security review: which tools, accounts, access and approvals exist today.
DELIVERABLE 1
AI Opportunities Report
A ranked list of where AI fits in your business, with a plan for each.
1 Quote follow-up queue: high impact, low effort
2 A weekly status for customers: medium impact, low effort
3 An untouched-leads list: high impact, medium effort
Ranked by impact, then effort. Example data.
Outcome: You stop guessing.
DELIVERABLE 2
Process map Blueprints
Your core processes mapped start to finish, one sheet per opportunity, a person approving each outbound step.
Quote request arrives
Agent drafts from notes and photos
You approve. Nothing goes out without it
Quote process: 5 steps become 2 person steps. Example.
Outcome: Build from a map, not a guess.
DELIVERABLE 3
One-on-one meetings
On site, a few hours with each key person, watching real work.
Quotes wait on photos from the field
Follow-ups happen when someone remembers
Invoices go out Fridays, by hand
Example: Owner, Quillmore Builders. 45 min.
Outcome: The plan reflects how the work happens.
You can stop here
Keep the Blueprint and take it anywhere.
It’s yours. Building with us is a separate decision.
What you walk away with
A written Blueprint with nine sections, process map Blueprints, and a scoped install quote.
What it replaces
Guessing where to start, and paying to find out the hard way.
If you don’t need it
Skip it. BaseAIOS sets up one workflow in five business days without a Diagnostic.
What’s not included
The build. That’s the install, priced separately. The Workflow Diagnostic isn’t credited toward it.
Bigger scope
More interviews or more prep time are quoted in writing.
Questions
Straight answers about the Diagnostic
Still have one? Ask on your free Scorecard call.
START HERE
Ready to map your business?
The Diagnostic starts with the free Scorecard: a 30-minute call and a short summary of where to look first. Then decide if you want to go deeper.
Free Scorecard
Free · 30 minutes · No obligation
Book a Demo
We find where the office loses time, fix one thing first, and keep going in short sprints.
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