START YOUR
YOUR 60-MINUTE
BUSINESS ASSESSMENT.
Call us at 801-410-0122 to discuss your assessment. If we cannot answer, leave a message and we will return your call. You can also answer the questions in writing at your own pace.
$497 · 60 MINUTES · REPORT IN 48 HOURS
FIVE STEPS. CALL OR WRITE.
Step one is your choice: call us to discuss your assessment, leave a message for a return call, or answer the questions online whenever you have time. Start the written version.
Call us or start online
Call us to discuss your assessment. If we cannot answer, leave a message and we will return your call. Prefer to write? Complete the full questionnaire online at your own pace.
CALL OR WRITTENThe conversation is analyzed
When the call ends, the transcript goes straight to our processing agent. It cleans and structures the conversation, isolates the real bottlenecks, and researches the tools and automations that address each one.
SAME DAYYour report is built
The findings are assembled into a polished assessment report: what we heard, where the time goes, what to fix first, and what it is worth fixing.
AUTOMATED BUILDDelivered within 48 hours
The finished report lands in your inbox with a link to book your walkthrough. Read it first — the call is much better when you arrive with questions.
48 HOURSWalkthrough call
A consultant screen-shares the report and walks you through it: the quick wins you can run yourself, and what a larger engagement would look like if you want help running them.
30 MINUTESWHAT WE MAY ASK YOU
Thirteen sections, adapted to your industry and scaled to your headcount, to help you identify needs for optimization of time and money.
Business snapshot
- What type of business do you operate?
- How many employees do you currently have?
- What are your core revenue streams?
- What are your top 3 services or products?
- What is your busiest time of day, week, or month?
- What tasks consume the most time for you or your team?
Daily operations
- Walk me through a typical day in your business.
- Which tasks are repeated daily or weekly?
- Which tasks require manual data entry?
- Where do you see the most delays or bottlenecks?
- What gets skipped or postponed because of time constraints?
- What tasks require multiple people to complete?
Communication & coordination
- How do employees communicate internally?
- How do you communicate with customers?
- What information gets lost or repeated between team members?
- Are there approval processes that slow things down?
- How often do miscommunications cause rework?
Tools & software
- What software tools do you use daily?
- Which tools feel outdated or frustrating?
- Do any tools require duplicate data entry?
- Are there tasks you wish your tools could automate?
- What tasks still rely on spreadsheets or paper?
Customer experience
- How do customers book, buy, or request services?
- What steps in the customer journey feel slow or manual?
- Where do customers get confused or need extra help?
- What follow-up tasks are done manually?
- How do you track customer satisfaction?
Employee workflows
- Which tasks take employees the longest?
- What tasks require specialized knowledge?
- What could be delegated if systems were better?
- Where do employees wait on others to finish their work?
- What tasks cause the most frustration?
Data & reporting
- How do you track performance metrics?
- What reports do you generate manually?
- What data do you wish you had but don't?
- How often do you review KPIs?
- What decisions are made without enough data?
Compliance & documentation
- What documentation is required in your industry?
- What compliance tasks are done manually?
- Where do errors happen in documentation?
- What forms or records are repetitive?
- What tasks require double-checking?
Financial processes
- How do you track expenses and revenue?
- What financial tasks are manual — invoicing, payroll, reconciliation?
- What tasks require approval or signatures?
- What financial data is difficult to access quickly?
- Where do billing or payment delays occur?
Opportunities for optimization
- If you could eliminate one task forever, what would it be?
- What feels like busywork rather than value-adding work?
- What would you automate first if you could?
- What tasks require the most human judgment?
- What could be standardized with templates or workflows?
AI-specific discovery
- Have you used AI tools before?
- What tasks do you think AI could help with?
- What tasks do you not want AI to touch?
- What work requires creativity or empathy?
- What work requires strict accuracy?
Growth & strategy
- What are your growth goals for the next 12 months?
- What tasks will get harder as you grow?
- What needs to scale without adding more staff?
- What processes break when volume increases?
- What could be handled by an AI employee?
Final diagnostic
- What is the single biggest operational challenge you face?
- What is the most time-consuming part of your business?
- What is the most expensive part of your business?
- What is the most frustrating part of your business?
- What would you change first with unlimited resources?
A REPORT YOU
CAN ACT ON.
Not a sales deck. A working document that names the problems in your own words and puts numbers and next steps beside them. Yours to keep and run with, with or without us.
- A written map of your current processes, tools, and handoffs
- Ranked bottlenecks — where time and money actually leak
- The manual work that is a candidate for automation, and what it costs you today
- Specific tools and AI agents matched to each pain point, with rough effort and cost
- Quick wins you can implement without us
- A longer-horizon roadmap for what a bigger engagement would tackle
BEFORE YOU BEGIN
How long does the call take?
Call 801-410-0122 to discuss your assessment. If we cannot answer, leave a message and we will return your call. The full assessment conversation may take up to 60 minutes.
Can I do it in writing instead of on the phone?
Yes. The written questionnaire covers the same thirteen sections. Your answers save as you go, so you can stop and pick it back up from the private link we email you.
What does it cost?
The assessment is $497. The findings are yours to keep and act on with or without us.
Do I need to prepare anything?
No. It helps to have a rough sense of your team size, the tools you use daily, and the tasks that eat your week, but we will guide you through the assessment.
Who should be on the call?
Whoever knows how the work actually gets done. Often that is the owner; sometimes it is the operations manager. One person is enough.
What happens to the conversation?
The transcript is used to produce your report. It is not shared outside ABZ Coaching, and it is never used to identify your business publicly.
Is anything sold on the call?
The assessment focuses on understanding your business, not prescribing solutions during the call. Recommendations come in the written report and the walkthrough afterwards.
RATHER WE
CALL YOU?
Leave your contact information, tell us the best time to reach you, and we will return your call to discuss the assessment.
Prefer email? support@abzcoaching.com
Ready now? Call 801-410-0122