Founders of $5M – $50M Service Businesses

Your team is doing $200,000 of manual work that AI should be doing.

Find out exactly where — and what to do first. A 30-minute voice interview. A detailed written report in 24 hours. A 90-minute working session with a senior operator who has built and deployed this. Start the moment you pay.

Credited in full toward implementation if you proceed within 30 days.

VIDEO:
Why founders at your stage are leaving six figures on the table — and where it is exactly

KPI 01
Away-from-desk autonomy

0 hrs

Hours per day most founders can step away before something needs them. The right systems make this a number that grows — measurably.

KPI 02
Task automation rate

<10%

Percentage of recurring tasks automated in a typical $10M–$30M service business today. The target after implementation is 40–60%.

KPI 03

Revenue per employee

2–4×

Improvement in revenue per employee seen in businesses that move first on agentic AI — without adding headcount.

WHAT'S ACTUALLY HAPPENING

You can feel the ceiling.

Here is where it comes from.

None of this is a failure of effort. Every item below is a systems problem disguised as a people problem. And every one of them is fixable once you know where to look.

01
Leads go cold because follow-up is inconsistent

A qualified lead comes in on Friday afternoon. Someone intends to follow up. By Tuesday they've signed with a competitor. That is not a hiring problem. It is a pipeline systems problem — and at your average deal size, every cold lead costs you thousands.

02
You have a dormant client list worth six figures that nobody is working

Most service businesses at your stage have 200 to 2,000 past clients in their CRM who went quiet. Past clients convert at 3 to 5 times the rate of cold prospects. That list is an asset sitting idle, generating zero revenue.

03
Your team moves data manually between tools that should talk

Someone on your team spent hours this week copying information from one system to another — CRM to project tool, spreadsheet to invoice, email to Slack. That is not a task. It is friction that compounds across every person on your team, every week.

04
The business runs because you are in it — not because the systems run it

You cannot take two weeks off. Not really. Client communication depends on you. Quality review depends on you. Key decisions depend on you. That is a growth ceiling with a dollar value — and the dollar value is every hour of your time that should be going elsewhere.

05
You have tried AI tools and nothing meaningful changed

ChatGPT for writing. Maybe a chatbot somewhere. Scattered experiments that produced scattered results. The issue is not the tools. It is that tools without systems produce effort, not outcomes. The gap between an AI tool and an AI system is where your ROI lives.

06
Your competitors are moving and you are not sure how far ahead they are

You have seen the announcements. Heard it at industry events. Read the articles. The anxiety is not irrational — it is accurate. The question is not whether to move. It is where to move first so the ROI is real and immediate, not theoretical.

What This Costs You Annually

$247K

Conservative estimate for a $15M service business. Most founders are surprised it is this high.

Dormant client list — 300 past clients, 5% reactivation, $4K ACV

$60K

Cold leads — 3 per month at $8K ACV, gone to a competitor

$288K

Manual data tasks — 15 hrs/week across team at $45/hr fully loaded

$35K

Founder time on operational tasks — 10 hrs/week at $500/hr opportunity cost

$260K

Total identifiable cost

$643K+

Numbers are illustrative. Your report uses your actual figures.

The Assessment

Three deliverables. One decision. Everything you need to know about where AI should go in your business first.

Every output is specific to what you said in your interview. If it could have been written for any business, it failed. We hold it to that standard before we deliver it.

STEP 01

Immediately after payment

The Voice Interview — 30 minutes, on demand, any time

No scheduling. No calendar slot. The moment you pay, you get instant access to a structured 30-minute AI voice interview available 24 hours a day. Answer at 10pm on a Tuesday if that is when you are ready. A smart agent walks you through five areas of your business: how revenue works, how delivery actually happens, where leads come from and go cold, where your team's time goes, and how ambitious your next 24 months are. The more specific you are, the more useful your output will be.

Comparable consulting diagnostic

$3,000 – 5,000

STEP 02

Within 24 hours of your interview

The Report — 6 to 8 pages. Built from what you said.

Your report opens with a snapshot of your business that proves we listened. If you read it and think "this could be about anyone," we have failed — and we will rewrite it. Then it gives you three prioritized AI opportunities, each with the specific problem surfaced in your interview, a dollar-value calculation using your numbers with the math shown, a plain-language description of what the system does, implementation cost and timeline, and what happens to that number if you wait six more months. It ends with a recommended sequence: which move to make first, what the first 30 days look like, and why that order matters.

Senior consultant engagement for equivalent output

$8,000 – 15,000

STEP 03

Scheduled after your report is delivered

The 90-Minute Working Session — not a call, not a check-in

This is a working session with Mark. You have read your report. You come with questions, pushback, and the things the interview did not fully capture. We go through every recommendation together and pressure-test the assumptions against what you know about your business. By the end of 90 minutes you know exactly what to build first, what it will cost, and what it will return. If implementation makes sense, the assessment fee is credited in full toward it. If it does not, you keep the report and the roadmap and take it wherever you choose. There is no pitch. There is no pressure. There is just a clear output at the end of it.

90-min fractional engagement at this seniority level

$5,000 – 8,000

Total value of what you receive

Three deliverables that would cost $16,000 – $28,000 purchased separately through a consulting engagement.

$16,000 – $28,000

$1,997

Credited toward implementation if you proceed within 30 days

How It Works

Pay. Start immediately. Report in 24 hours. Session within a week.

No scheduling upfront. Nothing to prepare. The entire process runs at your pace — the only thing you wait for is your report.

STEP 01

Pay and start the interview

One payment. Immediate access. The voice interview is available the moment your payment clears — no scheduling, no waiting. Start it now or come back to it when you have 30 uninterrupted minutes.

Instant access · Any time

STEP 02

Complete the 30-minute interview

A structured AI voice agent walks you through five areas of your business. No prep required. Answer honestly and specifically. The quality of your report is directly proportional to how specific you are in the interview.

30 minutes · No forms · Just talk

STEP 03

Receive your report

Within 24 hours of completing your interview, a 6 to 8 page PDF is delivered to your inbox. Read it before your working session with Mark. Come with questions. The report should give you everything you need to come prepared.

Delivered within 24 hours

STEP 04

90-minute working session

Scheduled at a time that works for you after your report arrives. Walk through every recommendation together. Push back. Pressure-test the assumptions. Leave knowing exactly what to build first and what it returns.

90 minutes · Working session, not a sales call

How You Know It Is Working

Three numbers that tell you whether AI is actually changing your business, or just adding noise.

Most AI implementations produce activity but not outcomes. These three KPIs are what we track with every client. They are measurable before and after. The improvement is the proof.

KPI 01

Away-from-desk autonomy

How many hours per day can you step away and nothing falls apart? Right now, for most founders at your stage, the honest answer is zero. The right AI systems change this number — measurably, within the first 90 days of implementation. A business that runs four hours without you is fundamentally different from one that needs you every hour. A business that runs a full week without you is a different asset entirely.

Starting benchmark: 0 hrs. Target after 90 days: 4+ hrs/day

KPI 02

Task automation rate

What percentage of your recurring tasks are handled automatically — without a person initiating them? In a typical $10M to $30M service business today, this number is under 10%. It should be 40 to 60% within six months of a well-sequenced implementation. The tasks that remain human are the ones that require judgment, relationships, and creativity. Everything else is friction that compounds.

Industry average today: under 10%. Post-implementation target: 40–60%

KPI 02

Revenue per employee

How much revenue does your business generate per person on your team? This is the number that tells you whether you are building a scalable business or a labor-intensive one. Businesses that deploy agentic AI well consistently see a 2 to 4 times improvement in this metric within 12 months — not by cutting headcount, but by making the existing team dramatically more productive. That is what margin expansion actually looks like.

Typical improvement: 2–4× within 12 months of implementation

HEAR IT DIRECTLY

Why founders at your stage are leaving six figures on the table — and where it is

We have scaled companies to $100M ARR, led digital product teams across a $27B enterprise, and built and shut down a voice AI startup when the market moved faster than the roadmap. We know where the money goes.


VIDEO SCRIPT

(0:00 - The problem)
"If you are running a service business doing $5M to $50M, there is a very good chance you are leaving $200,000 to $600,000 on the table every year — not from bad service, not from bad marketing — from a handful of operational gaps that nobody has named yet."

(0:35 - Credibility)
"I have spent 15 years building at scale — including helping scale a company to $100M ARR, leading 30 designers across a $27B industrial enterprise, and building a voice AI product from zero in 90 days. I also made the call to shut that startup down when AI commoditization outpaced the roadmap. I know what it costs when the infrastructure is not built."

(1:15 - The specific pain)
"A qualified lead comes in Friday afternoon. Someone means to follow up. By Tuesday that founder has signed with a competitor. That is not a people problem. That is a systems problem. And it is fixable in two weeks."

(2:10 - The KPIs)
"There are three numbers I use to measure whether AI is actually changing a business:
away-from-desk autonomy, task automation rate, and revenue per employee.
Most founders cannot answer any of the three. By the end of the 90-minute session, you will be able to."


(3:05 - The offer)
"The assessment is a 30-minute voice interview you can start tonight. Your report lands in 24 hours. Your 90-minute working session happens within the week. You could have your three highest-ROI AI opportunities identified, valued, and sequenced before the end of next week."

(3:58 - The close)
"If implementation makes sense, the $1,997 is credited in full. If it does not, you keep everything — the report, the roadmap, the recommendations. There is no risk. There is only the cost of waiting."

ZERO RISK

The 3-Opportunity Guarantee

If your report does not identify 3 specific, dollar-valued opportunities — you pay nothing.

Your report will identify at least three specific AI opportunities in your business — each with a dollar-value calculation, an implementation description, and a consequence if you wait. If it does not meet that standard, email us within 48 hours of receiving your report and we will refund your full $1,997. No forms. No questions. No follow-up.


We offer this because every business we have assessed has had more than three. The guarantee is a formality. The value is real.

Get Started

Start your assessment now.
Report in 24 hours.

Pay once. Start the interview immediately. No scheduling required.

AI Opportunity Assessment

Everything below. One payment. No subscription.

$1,997

one-time · credited toward implementation

30-minute voice interview

Start immediately after payment. No scheduling. Available any time, day or night.

6 to 8 page custom report

Three prioritized opportunities, dollar-value calculations, implementation costs. Delivered within 24 hours.

90-minute working session

Not a sales call. A working session. Scheduled after your report is delivered at a time that works for you.

Recommended implementation sequence

Which move to make first, what the first 30 days look like, and why the order matters.

The 3-Opportunity Guarantee

Full refund if your report does not identify 3 specific, dollar-valued opportunities in your business.

Assessment fee credited to implementation

If you proceed within 30 days, the $1,997 applies in full toward the fixed-price sprint.

Secure payment via Stripe

Direct Interview access

Report in 24 hours

Full refund guarantee

QUESTIONS

What founders ask before booking.

What happens immediately after I pay?

You receive instant access to the voice interview — a 30-minute structured conversation you can begin right now, or any time that works for you. No scheduling required. No waiting for a human to be available. Once you complete the interview, your report is delivered within 24 hours and your 90-minute session with Mark is scheduled at a time that works.

Is the report actually specific to my business?

Yes — and this is the standard we hold it to internally. Every observation in your report references something you said in the interview. The dollar-value calculations use your numbers. If the report reads like it could have been written for any business, it failed and we will rewrite it before delivering it.

What exactly is the 90-minute session?

A working session with Mark — not a sales call. You have read your report. You come with questions and pushback. We go through every recommendation together, pressure-test the assumptions, and align on what to build first. If implementation makes sense after the session, the $1,997 is credited in full. If it does not, you keep everything with no obligation.

What does implementation cost and what does it look like?

A fixed-price, six-week sprint: one working AI system live in your business by the end of week six. Fixed scope, fixed timeline, fixed deliverable. No hourly billing. Pricing ranges from $15,000 to $25,000 depending on scope, with the $1,997 credited in full if you proceed within 30 days. A monthly management retainer at $3,000 to $5,000 covers ongoing optimization and expansion. None of this is required — the assessment stands on its own.

Who is Mark and why does his background matter here?

Mark helped scale BlueJeans from early product to $100M ARR, led a 30-person global UX and digital team at Baker Hughes ($27B enterprise), and built and shut down a voice AI startup when the market moved faster than the roadmap — a deliberate decision, not an execution failure. Every recommendation in the assessment comes from someone who has made these calls in real businesses with real consequences, not a consultant who studied them from the outside.

What is the refund policy?

If your report does not identify at least three specific AI opportunities in your business — each with a dollar-value calculation — email us within 48 hours of receiving it and we will refund your full $1,997. No forms, no chase. We have run enough of these to know the guarantee almost never gets claimed. But it is there because we mean it.

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