AI OPPORTUNITY ASSESSMENT

Find the Highest-Value Opportunities for AI in Your Business.

In one focused assessment, we examine how work moves through your business, uncover the bottlenecks and repetitive processes costing your team time, and identify where AI and automation can create the most value.

INTRODUCTORY RATE
$599
One-time assessment
$999 Standard Rate
✓ Includes your AI Strategy & Opportunity Report
✓ 3–7 AI recommendations
✓ Clear recommended next steps
A PRACTICAL BUSINESS DIAGNOSTIC

This Is Not About How “AI Ready” You Are.

We start with your business, not the technology. We look at how work actually moves through your company, identify where time and capacity are being lost, and determine where AI, automation, or better systems can make the biggest difference.
The goal is not to recommend more tools. It is to identify problems worth solving.
Find the Friction
We identify repetitive work, slow handoffs, manual updates, information gaps, and tasks that depend too heavily on specific people.
Identify the Opportunities
We determine where AI, automation, or better systems can reduce workload, improve speed, and create meaningful business value.
Prioritize What Matters
We separate high-value opportunities from distractions so you know what is worth solving first, what can wait, and what does not need AI at all.
WHERE WE LOOK

We Focus on the Work That Is Slowing Your Business Down.

Every assessment starts with how your business actually operates. We look across the workflows, handoffs, systems, and repetitive tasks where time and capacity are most often being lost.

We follow the work, not a generic AI checklist.
MANUAL & REPETITIVE WORK
Tasks your team repeats every day or every week that consume time without requiring their full expertise.
REPORTING & VISIBILITY
Manual reporting, disconnected data and limited operational visibility.
SALES & CRM PROCESSES
Lead follow-up, pipeline updates, call notes, reminders, data entry and handoffs.
WORKFLOW BOTTLENECKS
Approvals, handoffs, dependencies and processes that create delays.
INFORMATION & KNOWLEDGE
Time spent searching documents, inboxes, systems and internal resources.
GROWTH & CAPACITY
Workloads that increase as the business grows instead of becoming more efficient.
HOW THE ASSESSMENT WORKS

From Workflow Discovery to a Clear Plan.

We start with how work actually gets done, uncover where time and capacity are being lost, and turn what we find into prioritized opportunities and clear next steps.

Each step narrows the focus until the right starting point becomes clear.
01 — Discover

We walk through how work actually moves through your business and identify where your team is spending time.

02 — Diagnose

We identify the friction, repetitive work, bottlenecks, and process gaps creating unnecessary workload.

03 — Prioritize

We rank the strongest opportunities by potential impact, effort, time savings, and business value.

04 — Recommend

You receive a clear starting point, prioritized opportunities, and recommended next steps for moving forward.

WHAT YOU RECEIVE

More Than a Conversation.
You Leave With a Clear Plan.

Your assessment is turned into a practical deliverable that shows what we found, which opportunities matter most, and where we recommend starting.
01

45 MINUTE DISCOVERY CALL

A guided conversation focused on your workflows, bottlenecks, repetitive work, and business goals.
02

CUSTOM AI OPPORTUNITY REPORT

3–7 specific recommendations for your business, including recommended tools, estimated costs, estimated time savings or business impact, and what to tackle first.
03

30-MINUTE WALKTHROUGH CALL

See where time can be recovered, workload reduced and investment justified.
04

4 DAY QUICK START PLAN

Know what to address first and why.
05

QUICK-START ACTION PLAN

Clear next steps for moving from opportunity to implementation.
AI OPPORTUNITY ASSESSMENT

Know Where to Start Before You Invest in AI.

A focused assessment of your workflows, bottlenecks, and highest-value opportunities, with a clear recommendation for what to address first.

Is This Assessment Right for You?
You know AI could improve your business, but you're not sure where to start.
Your team is losing time to repetitive work, manual processes, or disconnected systems.
You want to understand the potential value before investing in implementation.
You want an experienced outside perspective on what is actually worth fixing.

This is a business assessment first. AI is recommended only where it makes sense.

AI Opportunity Assessment
One-time assessment • No subscription
INTRODUCTORY RATE
$599
$999 Standard Rate
  • Focused workflow assessment
  • AI Strategy & Opportunity Report
  • Prioritized recommendations
  • Clear next steps
Each assessment is completed specifically for your business.
Book Your AI Opportunity Assessment

Prefer to talk first?

Book an AI Strategy Call →
THINGS WORTH KNOWING

Questions Before You Get Started?

Here are a few things business owners and leaders often want to know before booking an AI Opportunity Assessment.

What happens after I book the assessment?

We’ll schedule a focused discovery session to understand how work moves through your business, where your team is losing time, and which processes are creating the most friction.

We use that information to evaluate and prioritize the strongest opportunities.

Do I need to know anything about AI before the assessment?

No. The conversation is about your business, not your technical knowledge.

You only need to understand how your team currently works, where problems occur, and what you would like to improve.

Is this just an AI audit?

No. We look at the underlying business processes first.

Some opportunities may involve AI, while others may be better solved through automation, process changes, or improvements to systems you already use.

What will I receive?

You’ll receive an AI Strategy & Opportunity Report that summarizes what we found, identifies your highest-value opportunities, evaluates potential impact and effort, and gives you a recommended starting point and clear next steps.

Do I have to hire LVL8 AI to implement the recommendations?

No. The assessment is valuable on its own. You can use the recommendations internally, work with another provider, or have LVL8 AI help implement the opportunities you decide to pursue.

What kinds of businesses is this designed for?

It is best suited for established companies with recurring workflows, teams, customer processes, administrative work, or operational bottlenecks where improving how work gets done can create meaningful business value.

How long does the assessment process take?

Your assessment is typically completed within 4 business days, including your discovery call, custom report, and walkthrough session.

What happens if you don't find a good AI opportunity?

We’ll tell you. The purpose of the assessment is to identify what is worth improving, not to force AI into your business.

If AI isn't the right solution for a particular process, we'll recommend a better approach.

READY TO START

Know What’s Worth Solving Before You Invest in AI.

Start with an AI Opportunity Assessment to identify where your business is losing time, which opportunities matter most, and what you should address first.

$599 introductory rate · One-time assessment · No subscription