Identify the gaps in your systems and operations — and get a practical roadmap for improving how your business runs.
A paid diagnostic advisory service • Implementation available separately
Repeated data entry and routine tasks consume time you need elsewhere.
Your forms, scheduling, client records, and follow-up do not work together.
Important steps depend on memory, and tasks slip through the cracks.
You want to use AI but need a practical starting point.
Inquiries and client handoffs do not move through a consistent process.
Your current way of working creates friction as business activity increases.
WHO THIS IS FOR
Get a clearer picture of your operational needs before investing in new tools or implementation.
Seeking more consistent inquiries, onboarding, delivery, and follow-up.
Working around disconnected tools and time-consuming manual processes.
Preparing their workflows and operations for the next stage.
The engagement scope defines the workflows, tools, and materials reviewed. Installation, configuration, and implementation are separately scoped.
Tools, connections, information flow, and workflow gaps.
Repeat tasks, triggers, follow-up, and handoff opportunities.
Practical use cases, fit, and areas requiring human oversight.
You want to use AI but need a practical starting point.
Implementation services are quoted separately.
Complete your audit purchase.
Provide the requested information and materials.
Discuss your challenges and review the agreed areas.
Get your findings and recommended next steps.
INVESTMENT & DELIVERY
One-time diagnostic advisory engagement
Consultation • Findings Report
Priority recommendations • Action roadmap
Full payment is required at the time of purchase. Your customized findings report and action roadmap will be delivered within 10–25 business days after we receive your completed intake form, all requested materials and any required access, and you complete your audit consultation.
Missing information or delays in receiving requested materials may extend delivery timeline. Implementation services are quoted separately.
AFTER YOUR AUDIT
Use your findings and roadmap to guide your next operational improvements.
Request a separately scoped proposal for implementation or ongoing support.
Continue with ZATEGIC and receive a credit of up to 50% of your paid audit fee toward eligible implementation services arising from your report. The credit amount depends on the scope and value of your implementation engagement and will be stated in your proposal before you commit.
To qualify, sign your implementation agreement and pay the required deposit within 30 calendar days of receiving your final findings report. Your proposal will identify the eligible services and exact credit before you commit.
The credit applies once to the same business’ implementation engagement. It has no cash value and excludes government fees, software, subscriptions, third-party charges, and ongoing recurring services.
The audit evaluates your agreed areas and provides recommendations. Implementation is available under a separate engagement.
Requested information may include workflow descriptions, tool lists, and relevant examples. The intake instructions define what is needed for your engagement.
Follow the access instructions provided for your audit.
The engagement covers the agreed workflows, tools, and materials. See the finalized scope before purchasing.
Delivery is within 10–25 business days after completed intake, all requested materials and required access are received, and your consultation is complete. Delays in receiving information may extend delivery.
Yes. Implementation and ongoing support can be proposed through a separate engagement.
Get clarity on your systems, automation, AI, and operations.
Not sure which service fits your needs?
Start Your Strategic Assessment.
