Operational Fit Review
We map your customer lifecycle, tech stack, data flows, repetitive work, and revenue handoffs — then identify where better systems can create the most leverage.
We are not looking for the one broken app. We are looking for where the system stops fitting the work: handoffs, ownership, duplicated data, manual coordination, and missing visibility. Give us enough context to see it. We’ll use this to prepare the conversation, not to add you to a marketing list.
Diagnose starts at a $3,500 floor. The fee varies with the number of platforms, tools and users, and the specific needs of your organization discovered during the Operational Fit Review. We confirm the scope and quote before you commit. Diagnose is a separate paid engagement.
Questions before you send anything? [email protected]
Diagnose: Scope and Fee
Pick the size of the first look. We confirm the tier on your Operational Fit Review, before you commit. The fee is credited in full toward Build if you go ahead.
One workflow, end to end. For example: inquiry to booked job, or lead to signed engagement letter.
Work that crosses departments: marketing attribution, the CRM pipeline, operations and billing.
Companies pay for software nobody uses. Zylo reports that the average organization uses 54% of its paid SaaS licenses. Every Diagnose includes a Stack & Spend review of the tools and seats in scope. Our aim is that the cleanup alone covers the Diagnose fee. We have no engagements to show yet, so we state it as an aim, not a promise.
Source: Zylo, how much SaaS spend is wasted.
FAQ
It is the Diagnose stage of a Conjai engagement. Conjai maps your customer lifecycle, tech stack, data flows, repetitive work, and revenue handoffs, then identifies where better systems create the most leverage.
About one to two weeks for the Core Diagnostic and about two to four weeks for the Multi-System Engine.
Diagnose is a fixed fee in two tiers: the Core Diagnostic ($3,500, about one to two weeks) for one critical workflow, and the Multi-System Engine ($5,500, about two to four weeks) for work that crosses departments. Larger estates, with six or more systems, are scoped and quoted after a second call. We confirm the tier on the Operational Fit Review, before you commit, and the fee is credited in full toward Build if you go ahead.
A prioritized systems roadmap, not a generic pitch deck: what to fix first, what to leave alone, and the effort and budget range for each. With it come the maps of how work moves today, a measured baseline, an estimate of what each gap costs, a register of your tools and spend, a register of access risks, and quick wins your team can make without us. We walk through all of it in a 90-minute readout.
About 6 to 10 hours in total, most of it in the first week: a one-hour kickoff, read-only access to your tools, 45-minute conversations with the three to six people who do the work, and the 90-minute readout. We work read-only and change nothing in your systems during Diagnose.
Four things: revenue leakage where leads, customers, or jobs are lost at a handoff; administrative drag where skilled people copy and re-enter information; systems fragmentation where owned tools create conflicting records; and which workflows should be automated, improved with AI, or left human.
The system keeps running. It is on your accounts and in your name. You stop getting the monitoring, the monthly review and the improvement roadmap.
Yours. We help choose and connect them, but the subscriptions, licences, connectors and data belong to you from day one.
Size matters less than symptoms. If follow-up depends on memory, systems disagree, or someone copies data between tools every week, the complexity is real and Diagnose is the right first step.