Step 1 of 3
Before we begin

What kind of firm are you?

One answer personalizes everything that follows — tools, benchmarks, risk flags, quick wins. Ten seconds.

PR
PR / CPG agency
Public relations, consumer brands, or integrated agency
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Developer / software shop
Software dev, web, mobile, or technical consulting
CPA
Accounting / finance firm
Outsourced accounting, bookkeeping, or CFO services
MKT
Marketing / creative agency
Digital marketing, creative, or brand strategy
CST
Consulting firm
Strategy, management, or specialized advisory
OOH
OOH & media production agency
Out-of-home, brand activations, experiential & production
ID
Interior design firm
Residential or commercial design, procurement & installation
Step 2 of 3
Part 1 of 2 — quick snapshot

Tell us about your firm

Five minutes. No wrong answers.

Personalized for your firm type
Just me2–56–1516–3030+
1–56–1011–2020+
Under $20K$20K–$50K$50K–$150K$150K–$300K$300K+
HourlyRetainerProject-basedValue-basedMix
Step 3 of 3
Part 2 of 2 — go deeper

Tools, team & AI readiness

15 minutes. This is what builds your custom roadmap.

Never touched itUse AI daily
Very resistantFully on board
Helps us recommend the right banking integrations for your automation stack.
A few words that capture what makes your firm unique — helps the diagnosis go deeper than a category alone.
◆

Building your diagnosis

Analyzing your intake and generating a customized Phase 0 report. Usually 30–60 seconds.

Reading your intake answers
Calculating AI readiness score
Running waste audit
Mapping your tool stack
Building opportunity hit list
Writing risk flags
Drafting 30-day quick win plan
SARA — REVIEW BEFORE SENDING

Phase 0 Diagnosis Ready

Review the AI-generated diagnosis below. Edit anything, then approve to release to client.

Your Phase 0 diagnosis