Interactive tools for founders, COOs, and operators who'd rather think a decision through than be sold one. Free, no signup, no email required. Each tool is a small piece of what we'd walk you through on a Discovery Call.
Five questions, two minutes. An honest read on which of our seven 90-day engagements fits your situation — or whether a free discovery call is the better next step. No email required to see the result.
Run the match →Is the organization shaped around value or reporting lines? Do decisions move at the speed of the work? Does governance add evidence — or meetings? Twelve questions every transformation sponsor privately knows the answers to, scored across structure, strategy-to-work flow, and adoption.
Run the health check →Where does AI actually fit your operation — and where doesn't it? Twelve questions across whether there's genuinely AI-shaped work, whether your data and systems are ready, and whether the fit and guardrails are there. The honest read before you spend a dollar on tooling — and the natural lead-in to an AI Workflow Map.
Run the assessment → StrategyCompare two SaaS vendors (or build vs. buy) across the seven things that actually matter — cost, integration, lock-in, time to value, scalability, team fit, and AI readiness. Weighted scoring, side-by-side comparison, honest recommendation.
Use the tool → StrategyCumulative cost over your real time horizon, the year the answer flips, and a sensitivity panel showing what changes the verdict. Not just NPV — the levers that matter when the spreadsheet meets reality.
Run the calculator → Compliance & AIFourteen questions across the SOC2 trust criteria and the new 2026 AI governance expectations. Self-rate your current state; get a graded read on where you'd land if a customer security review showed up tomorrow.
Run the diagnostic → Insurance agenciesFor independent agencies: can you actually answer the operating questions about your own book — retention, concentration, renewals, where the revenue leaks? Twelve questions that surface what your AMS reports don't — built for trucking, farm, and specialty shops.
Run the scorecard →These tools are the diagnostic frameworks we use in every engagement. Run them yourself — the questions are sharper than most of what you'll find elsewhere, and the scores are real. But a number on a page isn't the same as an experienced practitioner sitting with you through the result. Sequencing the work, weighing trade-offs across pillars, picking which fight to take first, getting an unbiased outside read on a decision the team's been arguing about for months — that's where the engagement earns its keep. The tools start the conversation. The free 30-minute discovery call is where we look at your situation together — with 20+ years of pattern recognition in the room.
30 minutes, free, no slides, no pitch. We'll talk through what's actually stuck and which engagement — if any — is the right next move.
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