Live Deep Dive
Two focused live sessions. Screen share. Your leadership and operators, and ours. Every department, every workflow, every tool.
AI Operations Diagnostic
Your Operations Have a Number. We Find It.
A live, multi-session diagnostic. A specific pilot that moves one KPI in 30 to 45 days. The full roadmap lands in your inbox within 48 hours.
Credits Toward Pilot or Retainer 48-Hr Report You Own Everything
See It In Action
The 48-Hour Roadmap Walkthrough
A real report. Built for an HVAC company. Every one is bespoke to your business.
We do not want to just AI something to AI something. We want you to know exactly what it does, what it costs, and what it moves. This is about measurable business change, not chatbots.
Jonathan Hessing CEO, ShooflyAI Live Example
Browse a Real 48-Hour Report
Built for an HVAC company in Charlotte. Every bottleneck ranked. Every number sourced. Click through the actual deliverable.
Opens the live report right here
The Diagnostic
We Consult It. We Build It. We Run It.
One team. Consulting, development, and AI research at the intersection.
The Roadmap in 48 Hours
Interactive report. Bottleneck rankings. AI readiness score. Build vs. buy. ROI model. PDF for your board.
One KPI. 30 to 45 Days.
A specific pilot scoped to your business. Architecture, timeline, cost. Measurable result or we rethink the approach.
You Own Everything
Code. Data. Models. Integrations. Built on your infrastructure. Walk away anytime and it keeps running.
The Process
Five Phases. No Guesswork.
Not a canned questionnaire. A structured engagement designed to produce a report you can actually act on.
- 01
Pre-Assessment Onboarding
Before we run a single session, we get under NDA and align with your top-level stakeholders. We map your tool stack, document your core objectives, and gather high-level context and priorities up front so the live time goes straight to the leverage. We identify who needs to be in the room, and additional operators get pulled in after Session One once we know where the real leverage is.
- 02
Session One: Leadership Triage · Mile Wide, Inch Deep (~60 min)
About 60 minutes with leadership. We go a mile wide and an inch deep across every major workflow: the KPIs that actually move revenue, the bottlenecks nobody has ever put a number on, and where the software stack breaks down. By the end we have a full operational map and a ranked shortlist of the highest-impact workflows to go deep on.
- 03
Session Two: Operator Deep Dive · Mile Deep, Inch Wide (~90 min)
About 90 minutes with the operators and tacticians who actually run the high-impact workflows. We go a mile deep and an inch wide on the friction that costs you every week. This is where the real leverage surfaces. The single highest-value opportunity is often a workflow nobody flagged going in, uncovered only once we are in the weeds. We do not move to recommendations until we can put a dollar amount on it.
- 04
72-Hour Context Window
After the sessions you get a 72-hour window to send anything that sharpens the picture: P&Ls, AORs and reporting, internal docs, or a quick 10-to-15-minute follow-up with anyone who could not make the calls. Don’t need it? Email us “good to go” and we start the clock early. The sessions can also be compressed into a single ~2.5-hour block when timelines are tight, staggering who joins when.
- 05
48-Hour Report + Live Readback
From the moment you confirm, we return the full report within 48 hours, delivered in the morning. Everything synthesized into one deliverable: bottleneck rankings, AI-readiness score, build-vs-buy analysis, the best opportunities for AI agents, and recommended pilots with projected ROI, walked through live in a same-day readback where we answer every question.
Your Deliverable
An Interactive Report. A PDF. A Roadmap You Can Actually Use.
We never want to start with AI. We start with a measurable, ROI-driven strategy. Then we make sure your systems and data look good. Then we figure out AI enablement. The report is the bridge between where you are and where you need to be.
Executive Summary + Recommended Pilot
Everything we learned from the deep dive, distilled. High-level findings, the key lever we identified, and the specific pilot we recommend to move that KPI in 30 to 45 days.
Bespoke Priority Analysis
We use WSJF, Weighted Shortest Job First, to rank your bottlenecks by impact. Your number one section is whatever matters most to your business, not a generic template. We go deep on the data around each one.
AI Readiness Score + Build vs. Buy
We assess your current tech stack and give you a readiness score. Do we need to automate systems, clean data, or are you ready for an AI pilot? Then we map what to build custom versus what tools to buy, and which tools already have AI built in.
ROI Model + Roadmap + Governance
An interactive calculator pre-filled with your numbers. Sensitivity analysis and a 3-year projection. A phased roadmap with milestones. And an AI governance framework so you know exactly what the AI does and where the guardrails are. Want a rough number first? Try the free AI ROI calculator.
Everything together is what we call The Roadmap.
We do not want you to blindly trust us. We do not want to just AI something to AI something. You will know exactly what it does, what it costs, and what it moves. Delivered 48 hours after your live diagnostic sessions.
The Roadmap also names the business functions worth owning, sets the baseline KPIs, and models the ROI. That is exactly what scopes your AI Growth Expert retainer tier: how many functions we run and which KPIs we are accountable for, never a count of agents.
HVAC company, all sections live with mock data
How We Work
Built on Trust. Transparent by Design.
Every pilot ships with documented guardrails, full methodology disclosure, and data practices that protect you from day one.
AI Governance + Compliance
We identify sensitive areas, map compliance requirements, and build guardrails into every pilot. You stay compliant from day one.
Your Data Stays Yours
We do not store, sell, or train on your data. Everything shared in the session is used only to build your report. Full stop.
Methodology + Appendix
Every report includes the full methodology behind our scoring and definitions for every term. No black boxes. No jargon you have to Google.
Built For
Mid-Market Companies Doing $7M to $75M
You have the team. You have the tools. They just do not talk to each other. Your people are copying data between systems, chasing follow-ups manually, and building reports by hand. That is what we find and fix.
Private Equity E-Commerce Manufacturing Wealth Management Accounting and Tax Insurance Legal Services Education
Right For You
- $7M to $75M in revenue
- Multiple tools that do not connect to each other
- Using AI but not using it right, or not using it at all
- Leadership willing to invest a couple of focused sessions in the problem
- Open to a long-term AI operations partner, not a one-off project
Not the Right Fit
- Pre-revenue or still figuring out the core process
- Looking for a chatbot or a quick AI demo
- No existing systems or operational data
- Want one-size-fits-all AI, not a custom solution
96%Faster Processing (Accounting)
$3200/mo Savings (E-Commerce)
2xProposal Close Rate (Services)
30First KPI Movement
This Is Not About Adding AI
It Is About Changing How Your Business Operates.
A couple of focused live sessions with our team. A full roadmap in 48 hours. The assessment credits toward your pilot or retainer. The only thing you risk is learning something useful.
Find the number hiding in your operations.
A multi-session live diagnostic. A sourced ROI roadmap in 48 hours. The fee credits toward your build.
Questions We Hear
FAQ
What does the assessment cost?
The assessment fee credits toward a pilot or retainer engagement. If you move forward, you have already paid for the first step. If you do not, you still walk away with a roadmap that has enough value to implement on your own and see significant ROI.
What happens after I get the report?
You have two business weeks to review and decide. If you want to credit the assessment toward a pilot or retainer, we scope it together. If not, the report is yours. No follow-up pressure.
How is this different from hiring a consultant?
Consultants advise but do not build. Dev shops build but do not understand AI operations. We are the intersection of consulting, development, and AI research. We audit it, we build it, and we run it. One team, end to end.
Who should be in the session?
Whoever owns the operations. That usually means the CEO or COO, plus the person doing the manual work you want to fix. 3 to 5 people. We go across departments, so having visibility into different functions helps.
Is this just going to sell us chatbots?
No. This is not about chatbots. This is about business change. We identify the manual processes bleeding your time and money, figure out whether AI, automation, or better tooling fixes them, and tell you exactly what it costs and what it returns. If the answer is "buy a $50/month tool and you are done," we will tell you that.
Do we own what you build?
100%. Code, data, models, integrations, everything. We build on your infrastructure with your API keys. Walk away tomorrow and the whole system keeps running. We stay because you want us to, not because you are locked in.