AI Opportunity Assessments

Find the opportunities hidden in your daily work.

Identify practical ways to improve manual processes, disconnected software, missed follow-ups, and hard-to-find information using AI, automation, better software, or simpler processes.

You do not need to be an AI expert—or know which solution you need—to get started.

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Free discovery call

Start with the business—not the technology.

The initial conversation helps us understand your current priorities and identify the most appropriate next step.

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  • Learn about your business
  • Explain how the assessment works
  • Discuss common opportunities
  • Identify whether you are a good fit
  • Recommend the next step
Core assessment

AI Opportunity Assessment

Suggested investment: $495–$595

A focused evaluation of up to three important business workflows, delivered as a customized Business AI Blueprint.

What we examine

  • Repetitive administrative work
  • Customer inquiries and follow-up
  • Lead management
  • Scheduling and reminders
  • Client onboarding and document collection
  • Internal communication
  • Reporting and data entry
  • Existing software and subscriptions
  • AI and automation readiness

What you receive

  • Key operational bottlenecks
  • Areas where time or revenue may be lost
  • Prioritized improvement opportunities
  • Recommended tools, automations, or process changes
  • Estimated benefits, costs, effort, and risks
  • Privacy and security considerations
  • A practical 30-day action plan
  • Recommended implementation steps
5HR

Our Five-Hour Promise

Your Blueprint will identify credible opportunities capable of saving at least five employee hours per week. If it does not, you will not be charged—or your assessment fee will be refunded. Actual results depend on implementation, employee adoption, existing systems, and customer follow-through.

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For larger operations

Team AI Opportunity Assessment

Suggested starting investment: $995

Designed for businesses with multiple employees, departments, locations, or interconnected workflows.

  • Interviews with multiple team members
  • Review of additional workflows
  • Analysis of departmental handoffs
  • Broader software and integration review
  • Employee-adoption considerations
  • Detailed implementation priorities
  • Expanded Business AI Blueprint
  • Leadership review and planning session
Discuss a team assessment →
After the assessment

Your Blueprint belongs to you.

It provides value even if you implement the recommendations yourself. If you want help, WGR can support the next phase.

01

Quick wins

Implement high-value improvements with manageable effort.

02

Systems

Set up AI tools, automation, CRM, lead management, or company knowledge systems.

03

People

Support employee training, adoption, and practical operating changes.

04

Ongoing support

Maintain and improve AI-enabled operations over time.

The assessment fee may be credited toward a qualifying implementation project started within the applicable proposal period.

Ready to find the right opportunity?

Start with a free 10–20-minute discovery call.

Schedule your free call →