Illustrative report · Fictional business and findings

From an agent’s search
to a qualified estimate.

This is the structure of the report you receive from the AI Agent Readiness Diagnostic ($899, a 45-minute working session, the written report within 5 business days, a 30-minute follow-up, and an unconditional refund for 3 months after delivery): the three agreed scenarios, the evidence record, a ranked plan across the business, a business case for the first move and a 90-day sequence. The findings below are fictional. An actual report records the platforms, dates, prompts, location settings, outputs and limits of each check.

The agreed journeys

• Find a provider for a replacement assessment where financing matters.
• Compare two replacement offers with different scope and warranty terms.
• Request an estimate and trace how the inquiry reaches the office team.

Actual scope: three scenarios run on ChatGPT and Google, plus a review of the business’s handoff. Live calls and submissions require an agreed test plan; unsupported or untested steps are marked as such.

Example evidence record

Example recommendation order

1. Clarify the offer. Consolidate approved financing information, service areas and the replacement assessment process. Owner: business owner and website provider.
2. Make the handoff accountable. Assign incoming requests and set a response commitment that staffing can support. Owner: office manager.
3. Repeat the scenarios. Check whether descriptions become more accurate and whether inquiries reach the right next step. Owner: diagnostic lead with the office team.

Ranked across the business

The agent journey is the front door. The same session and records tell us where else the business is leaving money, and the report ranks them together so the first move is the one worth making.

1. Estimate follow-up. Illustrative finding: replacement estimates from the last 60 days with no second touch. Same fix serves agent-sourced and phone-sourced inquiries. Ranked first: largest contribution per hour of effort.
2. Agent-facing information. Financing and service area corrected and repeated on the listings the agents read. Ranked second: cheap, fast, feeds the first.
3. Maintenance renewals. Members overdue for a visit with no reminder owner. Ranked third: steady work in the shoulder season, needs a process before software.
4. Pricing and job mix. Job-profit records incomplete for two service lines. Ranked fourth: gather the evidence before changing prices.

Business case: what must be true?

For the strongest candidate, estimate additional completed jobs multiplied by profit after direct job costs, less software, staff review and support costs. Assess setup cost separately. Do not count inquiries as completed work or assume that a more accurate AI summary creates revenue.

Where attribution is weak or the inquiry volume is too low, recommend a measurement period instead of a precise return estimate. Record alternative explanations such as seasonality, pricing changes and available technician capacity.

A 90-day sequence

• Days 1–30: Establish the baseline, confirm approved information and agree response ownership. Complete the highest-priority information and handoff changes.
• Days 31–60: Repeat the same scenarios, check inquiry handling and track qualified estimates. Review the evidence with the team.
• Days 61–90: Assess completed work and costs where enough data exists. Decide whether to improve, expand, keep measuring or stop.

Limits and next decision

An assistant’s output is a snapshot and may change with context. This example makes no claim of agent ranking, revenue improvement or completed transactions. An actual diagnostic should make equally clear what was observed and what remains uncertain.

Implementation is optional and separately scoped; if you take it, the $899 diagnostic fee is credited in full. The diagnostic stands on its own as a recommendation and plan. See the engagement terms.