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Paid engagement

The Zero 3 AI Business Assessment

Before you buy another tool or fund another pilot, get an independent read on where AI creates value in your business — and where it doesn't. The assessment is paid, scoped, and delivered as a document plus a working session.

Assessment coverage

What the assessment examines

Six areas, each documented with findings you can hand to your board, your team, or another partner.

  • Business and operations review

    How work actually moves through your company today: people, handoffs, bottlenecks, and cost of delay.

  • Systems and data audit

    Every tool you run, what it holds, where it overlaps, and whether your data is AI-ready.

  • Opportunity mapping

    Where AI creates measurable value, ranked by effort, risk, and return — not by hype.

  • Buy, integrate, or build decisions

    A clear call on each opportunity so you stop paying for tools you don't need.

  • Risk, governance, and human boundaries

    What to keep human, what to supervise, and the guardrails to put in writing.

  • The AI Business Roadmap

    A sequenced plan across USE NOW, INTEGRATE, BUILD, AUTOMATE, KEEP HUMAN, and FUTURE.

The deliverable

The AI Business Roadmap

Six lanes that make the decision explicit for every opportunity we find.

  1. USE NOW

    Off-the-shelf AI your team can adopt this month with real, measurable time savings.

    • Assistants for drafting and research
    • Meeting capture and summaries
    • Document Q&A over existing files
  2. INTEGRATE

    Connect AI into the tools you already pay for so it works inside your process, not beside it.

    • CRM and helpdesk copilots
    • Email and calendar workflows
    • Finance and reporting connections
  3. BUILD

    Custom applications and agents for the work that no vendor product actually covers.

    • Internal AI applications
    • Domain-specific agents
    • Client-facing AI features
  4. AUTOMATE

    Remove the repetitive handoffs between systems, spreadsheets, and inboxes.

    • Intake to fulfilment pipelines
    • Data entry and reconciliation
    • Approval and routing flows
  5. KEEP HUMAN

    The judgement, relationships, and accountability that should never be handed to a model.

    • Pricing and negotiation
    • Hiring and performance calls
    • High-stakes client advice
  6. FUTURE

    Sequenced next moves, with the data and architecture groundwork to make them possible.

    • Agent-to-agent operations
    • Unified data layer
    • Staged 12-month sequencing

Process

How the engagement runs

  1. 01

    Discovery

    Structured interviews with leadership and the people doing the work, plus access to the systems in play.

  2. 02

    Systems audit

    We document your stack, data flows, and integration surface, and flag what's blocking AI from being useful.

  3. 03

    Opportunity analysis

    Each opportunity is sized on impact, effort, risk, and dependency so priorities are defensible.

  4. 04

    Roadmap delivery

    A written roadmap and working session that gives your team a decision, not a deck of possibilities.

  5. 05

    Implementation (optional)

    If you want us to build it, we do. If you'd rather run it in-house, the roadmap stands on its own.

Standalone value

The roadmap works even if you never hire us again

Implementation is a separate, optional decision. The assessment is written so your internal team — or any competent partner — can execute it, including the reasoning behind every recommendation.

  • Written findings and prioritised opportunities
  • Buy / integrate / build recommendation per item
  • Effort, risk, and dependency notes
  • 12-month sequencing view
  • Working session with your leadership team

Next step

Request the assessment

Tell us about your business and systems. We'll come back with scope, timing, and price.