The Diagnostic

We map where your business leaks, and show you the fix.

A half day with you and your co-owner. One Blueprint for each of your top three leaks.

Book your DiagnosticNot ready? Start with the free Scorecard

Want the whole company mapped first? Start here. Want one team running now? Try BaseAIOS.

Your business, mapped

Example map
How it runs todayWhere a digital teammate fits
  1. Lead comes inPhone, web form
    Answers fast, logs the lead
  2. Quote sentOffice, by email
    Drafts the quote for your OK
  3. 1Quote follow-upNobody owns it
    Chases every open quote
  4. Job bookedShared calendar
    You confirm the schedule
  5. 2Client updatesTexts, by hand
    Drafts the weekly update
  6. 3InvoiceGoes out late
    Drafts it when the job closes
  7. PaidThe goal
    Flags late payers to you
A leak from your ScorecardA digital teammateStays with you

What happens

A half day with you and your co-owner

We map the top three leaks from your Scorecard.

  1. 1

    One-on-one meetings

    We sit down with you and your co-owner, one at a time.

  2. 2

    We map the process

    Every step as it runs today, who does it, and where it stalls.

  3. 3

    AI assessment

    We check each step for what a digital teammate can take on.

  4. 4

    Blueprints and quote

    One Blueprint per leak, and a scoped Build quote.

Our method01Kickoff02Interviews03Process map04Opportunity report05Strategic plan

We ask you to show us real examples. Nothing to prepare beyond a short note we send first.

Three deliverables, built from your own business.

For larger companies, the Diagnostic includes a systems and security review: which tools, accounts, access and approvals exist today.

Deliverable 1

AI Opportunities Report

Example

Home-services company

1
Quote follow-up queue
Owner · Office managerHigh impactLow effortReady
2
A weekly status for customers
Owner · Project leadMedium impactLow effortReady
3
An untouched-leads list
Owner · SalesHigh impactMedium effortNext

Ranked by impact, then effort · Example data

AI Opportunities Report

A ranked list of where AI fits in your business, with a plan for each.

Outcome

You stop guessing.

Deliverable 2

Process map

Example

Quote process

OutsideCustomer asksQuote request arrives
Agent · same dayAgent draftsFrom notes and photos
Owner · your yesYou approveNothing goes out without it
5 → 2 person steps

Process map Blueprints

Your core processes mapped start to finish, one sheet per opportunity, a person approving each outbound step.

Outcome

Build from a map, not a guess.

Deliverable 3

One-on-one · On site

Example
D
Dana R.Owner
C
Chris T.Office manager
Tuesday · 45 min

Quotes wait on photos from the field

Follow-ups happen when someone remembers

Invoices go out Fridays, by hand

✓  Captured

One-on-one meetings

On site, a few hours with each key person, watching real work.

Outcome

The plan reflects how the work happens.

Keep it, whether or not you build with us.

What you walk away with

The Blueprint document, a presentation for you and your team, and a private page plus a PDF. The Opportunities Report and the process maps come with it. All of it is yours to keep.

What it replaces

Guessing where AI would help. Buying tools you may not need. Building the wrong thing first.

If you don’t need it, we’ll say so

Plenty of problems get fixed with a process change and no software. If a tool you already pay for does the job, we tell you.

What you get

One Blueprint for each leak

What to change, what it’s worth, what to do first.

Leak 1 · from your Scorecard

Process Map Blueprint

  • What to change
  • What it’s worth
  • What to do first

Leak 2 · from your Scorecard

Process Map Blueprint

  • What to change
  • What it’s worth
  • What to do first

Leak 3 · from your Scorecard

Process Map Blueprint

  • What to change
  • What it’s worth
  • What to do first

Sample Blueprint

The invoice, before and after

An example of how a Blueprint reads. Yours is written from your own meetings.

Inside the Blueprint

What the document contains.

Nine plain-language sections. Here is the layout, with an example so you can see how it reads.

Section listThe nine sections
  1. The short version
  2. What we heard
  3. Your process, mapped
  4. What we would do first
  5. The first 90 days
  6. How we will know it is working
  7. What we need from you
  8. How your data is handled
  9. Open questions

Example only. Not a real client. Illustrative, not a promise of results.

Example onlyExample process map: a remodeler quote process

A remodeler’s quote process, mapped step by step: who does each step today, where it stalls, and what a digital teammate could take on. Yours is mapped from your own meetings.

Process Map Blueprint · InvoiceExample only

Today

YouJob finishes
YouDig up the job notes
YouType the invoice
YouEmail it
YouRemember to chase
YouCall or text to chase

Proposed

YouJob marked done
Digital teammateDrafts the invoice from the job notes
You approveNothing goes out without your yes
Digital teammateSends it
Digital teammateChases on schedule, after your yes
OutsidePayment arrives
What to change

Draft the invoice from the job notes. Chase on a schedule.

What it’s worth

Written from your own numbers in the session.

What to do first

Send every invoice the day the job is done.

In this example: 6 steps of yours become 2.Nothing goes out without your yes

What’s included

Exactly what you get, and what you don’t

The Diagnostic ends with a plan. Building and running it are separate steps.

How far into the company we go: owner only, leadership, managers, or roles scoped.

Included

  • A half day with you and your co-owner
  • One Process Map Blueprint for each of your top three leaks
  • Everything is yours to keep, whether or not we build

Not included

Quoted separately, when you are ready.

  • Building the fixesThat’s Build.
  • Running themThat’s Run.
  • Interviewing other peopleExtra. See who’s in the room.

Who’s in the room

You, your co-owner, and us

Owner and co-owner are included. Anyone else we interview is extra.

YouOwnerIncluded
CoCo-ownerIncluded
SWSierraWorksWe run the session
+BookkeeperExtra
+Crew leadExtra

Questions

Before you book

Can I stop after the Diagnostic?

Yes. The Diagnostic and everything in it is yours to keep, and building from it is your call. There is no obligation to build with SierraWorks.

I already pay for ChatGPT or Copilot. Do I need this?

Maybe not. We look at what you have first. If a tool you already pay for does the job, we will tell you.

How long are the meetings?

A half day with you and your co-owner, on site where we can. We ask you to show us real examples, so there is nothing to prepare beyond a short note we send first.

What happens to what people tell you?

We use it to build your plan, and not for anyone else. Names, account numbers and other personal details stay out of our notes. Nothing is sent, paid, created or changed without a person approving it, and you can export your data at any time.

Can I see a real Blueprint?

We keep client Blueprints private. The example above shows the layout and how it reads. Yours is written from your own meetings.

What does it cost?

The price is set by how deep we go and agreed in writing before we start. Any build and monthly fee come later and are scoped from your plan.

Book your Diagnostic

Stop at any step and keep what you’ve got.

Book your DiagnosticNot ready? Start with the free Scorecard