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A complete sample assessment

This is the entire deliverable. Nothing held back.

Most firms show you a redacted page and ask you to imagine the rest. Here's a full assessment, start to finish, produced by our real process from a mock discovery call with a fictional eight-person landscaping company.

It's a landscaper. You're probably not. The tools in it almost certainly aren't your tools — that's the point. What transfers is the method: how the time gets found, how the numbers get sourced, and what gets ruled out.

01

Every number says where it came from.

STATED means the owner said it on the call. INFERRED means we estimated it, with the arithmetic shown. No figure appears without a source. If you can't audit the math, you can't trust the ROI.

02

Section 05 is the one to read.

Anyone can list tools. That section lists the four we refused to recommend — including the $230/month platform that's the industry-standard answer for this business — with the reason for each and the exact trigger that would reverse it. That's the judgment you're buying.

03

Three of six recommendations cost nothing.

One was a feature already sitting switched off inside software the client pays for. We take no commission from any tool we name, which is why the cheapest answer wins whenever it's the right one.

Yours would look like this. About your business.

Same structure, same guarantee, your workflows. A 45-minute recorded call, two weeks, then a 30-minute review call where we walk it through together.

$1,500 CAD, credited in full against any build you commission within 90 days — so if we end up doing the work, the assessment cost you nothing.

If we can't find at least 5 reclaimable hours a week, you get the full $1,500 back. In this sample we found seven. The average lands between five and ten.

We take a limited number of assessments each month so every report is built by hand. 8 assessment slots / month · hand-built reports.