Operational Fit Review
A 30-minute operational review of one real workflow. We map where handoffs fail, where estimates stall, and what manual coordination is costing your business.
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; we never add you to a marketing list unless you choose to opt in below.
No. Send the request, then choose a time for a free 30-minute Operational Fit Review. Any paid Diagnose scope and quote are confirmed before you commit.
No. Describe one workflow, the tools it crosses, and where it stalls. An anonymized example is enough to prepare the review; account access is not needed for the call.
Diagnose starts at a $3,500 floor for a Single Critical Workflow and a $5,000 floor for Cross-Departmental Systems Architecture. 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.
Not ready for a live review? Start with the 3-minute field-service Leak Check
Questions before you send anything? [email protected]
Diagnose: Scope and Fee
Diagnose is priced in two separate scopes. A Single Critical Workflow starts at a $3,500 floor. Cross-Departmental Systems Architecture starts at a $5,000 floor. Within each scope 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 stands alone—you keep all deliverables regardless of next steps, and the fee is credited 100% toward Build if engaged.
Focus on one core breakdown: lead routing, dispatch-to-invoice, or cross-channel inventory drift.
End-to-end integration across sales, practice management or operations, billing, and reporting stacks.
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.
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 Single Critical Workflow scope and about two to four weeks for Cross-Departmental Systems Architecture scope.
Diagnose is priced in two separate scopes. A Single Critical Workflow starts at a $3,500 floor. Cross-Departmental Systems Architecture starts at a $5,000 floor. Within each scope 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 stands alone, you keep all deliverables, and the fee is credited 100% toward Build if engaged.
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.
No. The Operational Fit Review is a free 30-minute conversation about one real workflow. It helps decide whether Diagnose is useful and which scope to quote. Diagnose is the separate paid engagement that produces the maps, baseline, registers, and roadmap.