Does the free call include the report?
No. The free 15-minute fit call checks suitability from your written context. The report belongs to the paid 45-minute assessment.
Philadelphia Media, Pennsylvania
The inquiry arrived Friday. Nobody replied until Monday.
An inquiry arrives after the team has left. By the time someone sees it, the customer may have called someone else.
If this is happening in your business, we can start by assessing one workflow. A free 15-minute fit call comes first; the paid assessment is a separate 45-minute session with a report.
What we would examine
Where do inquiries arrive outside working hours? Who responds, and how do you know an inquiry became a real job or engagement?
Bring a redacted example and the person responsible for responding. Do not share passwords, protected health information or sensitive client records.
What the assessment gives you
A paid 45-minute session and a report on one workflow: pain points, whether AI is a fit, prioritized recommendations and success criteria. A simpler process change may be the recommendation.
Implementation is separate. Concierge provides two 45-minute sessions per month to work through agreed changes with your team. The written scope defines support boundaries and what your team will do between sessions.
The assessment payment can be applied once toward the next agreed concierge or implementation engagement. Its application and any expiry are documented before sale.
Common questions
Will you run this for us?
Concierge is done-with-you, not a managed service. Managed agents are a later product with separately agreed measurement and gain-share terms; they are not included or promised here.
What work is outside the scope?
We do not handle protected health information or move client money. Regulated advice stays with qualified people. Access and any customer-facing action require agreed boundaries and human approval.
Who is this for?
Operational SMBs around Philadelphia with written processes and revenue over $1M. We explore fit across industries rather than assuming a workflow is suitable because of the industry name.
Check fit before committing to an assessment.
Bring one workflow and the person who runs it. The first call is free, 15 minutes, with written context first. Three a week. Paid work starts only after a written agreement.