For companies with $5M–$50M in revenue
See where AI will pay off in your business before you buy a single tool.
The Top Methods AI Opportunity Assessment gives you a clear, ranked plan built on your own numbers.
Your starting point for AI
Most owners we talk to know AI matters but aren't sure where to begin. Vendors pitch tools, teams are stretched, and nobody has put numbers on the opportunity. Our assessment is a fixed-fee engagement for established small and mid-sized companies. We look at how work actually gets done, find the jobs AI handles best, and hand you a ranked list of opportunities with estimated ROI and a roadmap to start on.
What's included
Kickoff and access
A working session with the owner or operations lead to set scope, name one point of contact and get read-only access to the systems involved.
Interviews and workflow maps
One-on-one talks with the people who actually do the work. We map where tasks wait, get retyped between systems or live in one person's head.
ROI and feasibility scoring
Each opportunity is scored on return (hours, revenue, errors, using your numbers) and on feasibility (data, access, risk). You get ranked workflows, not a list of tools.
Working demo
On the Deep Dive, we build a working slice of the top opportunity on your real data, so you can test it with the person who does the job today.
Roadmap and pilot plan
A ranked roadmap with a realistic cost to run each item in production, plus a written plan for the first pilot with one agreed success measure.
You own everything
Maps, scoring, roadmap and any demo code are yours. We don't resell software, so nothing is recommended because we earn from it.
How it works
- 1
Survey and kickoff
You complete the free intake survey. We then hold a kickoff to agree scope, name a point of contact and get read-only system access.
- 2
Interviews and mapping
We talk with the people who run each workflow and map how work really moves. Total time from your team stays under about ten hours.
- 3
Scoring and demo
We rank every opportunity by how much it could save or earn you and how easy it is to put in place. With the Deep Dive, we also build a working demo of the best opportunity using your own data.
- 4
Readout and pilot plan
We walk your leadership through the roadmap (and demo), hand over everything and lay out a fixed-price first pilot. Building it with us is optional.
Snapshot: 2–5 business days. Full Assessment: about 2 weeks. Deep Dive: about 2–3 weeks. If we find nothing worth building yet, we'll say so and tell you what to fix first.
Your investment
Fixed fees, no hourly billing. 100% of your assessment fee is credited to your first month of our ongoing AI service if you start within 60 days.
Snapshot
$1,500
2–5 business days
- Review of your intake survey
- 60-minute call with the owner or operations lead
- Top 3 opportunities scored on ROI and feasibility
- Short written report with a recommended next step
Most popular
Full Assessment
$4,500
About 2 weeks
- Everything in Snapshot
- Kickoff and read-only system access
- 3–5 one-on-one interviews and workflow maps
- 5–7 opportunities ranked on ROI and feasibility
- Software and data review
- 90-day roadmap with production cost estimates
- Written pilot plan and fixed-price build quotes
- Leadership readout
Deep Dive
$7,500
About 2–3 weeks
- Everything in Full Assessment
- On-site visit in the Triad
- Working demo of your top opportunity, built on your real data
- Live demo at the readout, code included
Not sure which tier fits? The intake survey is the first step and it's free to fill out. We'll recommend a tier before you pay anything.
What you walk away with
- A ranked shortlist of AI opportunities with estimated savings and payback
- A clear view of the software and data you already have, and the risks to watch
- A 90-day roadmap you can start on right away (Full and Deep Dive)
- A written plan for your first pilot, with fixed-price build quotes (Full and Deep Dive)
- A working demo of your top opportunity (Deep Dive)
- 100% of your fee credited to the first month of our ongoing AI service if you start within 60 days
After the assessment
Most clients ask us to keep going. We become your outsourced AI department: we build the top opportunities, manage the tools, train your team and report results monthly. There's no obligation, and the report is yours to keep either way.
FAQ
Do we need technical staff?
No. We work with your owners and managers. If you have IT staff or an IT vendor, we'll include them.
Are the ROI numbers guaranteed?
No. They're estimates built from your own numbers (hours, volumes, wages and close rates), and we show the math.
How does the fee credit work?
If you start our ongoing AI service within 60 days of your assessment, 100% of the assessment fee is credited to your first month.
Is our data safe?
We only ask for what we need, keep it confidential and will sign an NDA on request.
What if we already use some AI?
Good. We'll review what's working, what isn't and where it fits with the rest of your software.
Ready to see where AI fits in your business?
Start with the 12–15 minute intake survey. It's the first step and free to fill out. We'll follow up within two business days.