reta™ — ai readiness assessment

the workflow audit

3 minutes Confidential Complimentary

01

Step 01

Three minutes of questions

A few plain questions about how your week really runs.

02

Step 02

We find your quickest win

We match your answers against the tools that actually fit a business like yours.

03

Step 03

One free recommendation

One tool you can put to work this week — cost, setup time, hours saved. No charge.

ready when you are

Three minutes.
One hour back this week.

01 / 03 — introductions

First, a proper introduction.

Your recommendation is written for you personally, so we begin with the essentials.

Your name

Email address

Business or practice name

Industry or profession

Where are you based?

City and state — we work closely with Oklahoma businesses.

How many people work in the business?

Just me

2–5

6–15

16–50

50+

Roughly what does the business bring in a year?

It tells us which tools are realistic for you. Ballpark is fine.

Under $250K

$250K–$500K

$500K–$1M

$1M–$5M

$5M+

Prefer not to say

02 / 03 — friction

Now, the honest part.

This is where the audit earns its keep. The more candid you are, the sharper your recommendation.

Which of these eat up your time on repeat?

Select all that apply.

Answering the same questions over and over

Scheduling back-and-forth

Writing similar emails or proposals

Copying data between systems

Chasing invoices or payments

Manual reports or spreadsheets

Meeting notes & follow-ups

Social media & marketing content

Quoting & estimating

Client intake & onboarding paperwork

What's the one task you dread every week?

Roughly how many hours a week does that one task take you?

Ballpark is fine — it's what we use to estimate what you'd get back.

Under 1

1–3

3–5

5–10

More than 10

How often does work spill into your evenings or weekends?

Rarely

Some weeks

Most weeks

Every single week

Where does work pile up waiting on you, personally?

The things only you can do — approvals, replies, decisions, reviews.

03 / 03 — the machinery

What runs your business today?

Knowing your current stack tells us what we can build on — and what's working against you.

Which of these do you use regularly?

Select all that apply.

Gmail / Google Workspace

Outlook / Microsoft 365

Excel or Google Sheets

QuickBooks / Xero

A CRM (HubSpot, Salesforce…)

Calendly / scheduling tool

Slack / Teams

Notion / Docs

Industry-specific software

Mostly paper & phone

Where does your client information live?

Do you find yourself re-typing the same information into multiple places?

Constantly

Sometimes

Rarely

the record

Review before submission.

A summary of your answers. If anything needs refining, step back — otherwise, send it over and we’ll get to work.

audit received

Consider it in hand.

0

Your AI Opportunity Score

Thanks — your intake form is in. Within 24 hours you'll have your audit and one free tool recommendation in your inbox: what it is, what it costs, how long it takes to set up, and the first thing to do with it.

One tool is what we could find from a three‑minute form.

There's more in there. We only scratched it.

the full picture

the ai tools assessment

A 45‑minute call where we go through how your week actually runs — then a written plan built for your business, walked through with you line by line.

A 45-minute working call. We ask the questions a form can't.
3–7 tools, matched to you. Each with its real cost, setup time, and the hours it gives back.
A 4-day starting plan. Ten minutes a day. Most of it usually costs nothing.
The numbers. What the hours are worth against what the tools cost.
A review call. We walk the whole thing through together.

Most owners get 5–10 hours a week back. If we can't find you at least five, you don't pay.

one-time

Pick a time that works. We'll confirm by email.