Conversation
Annie, our AI assistant, guides a focused 20–30 minute conversation about what the business does, which tools are used, where time goes, and what currently causes the most friction.
Services
AI Business Assessment, then optional next steps
The assessment gives you a clear view of where AI can save time or create revenue. Larger AI solution work is separate from the $1,200 assessment fee and is only scoped after the report is complete.
How the assessment works
From Annie conversation to report and consultation
Analyse
The transcript is reviewed for pain points, repeated work, missing systems, tool gaps, and opportunities with practical AI or automation fit.
Prioritise
Recommendations are ranked by effort, impact, cost, and speed to value so the highest-return quick wins are obvious.
Report
You receive a professional report within 48 hours with tool options, a quick-win action plan, estimated value, and larger AI opportunities separated from the assessment offer.
Consult
After receiving the report, you can book a no-charge 30-minute follow-up consultation to review the findings and discuss possible next steps.
AI Business Assessment
A structured 20–30 minute conversation with Annie, our AI assistant, about your workflows, tools, team handoffs, daily bottlenecks, and goals.
48-Hour Opportunity Report
A practical report delivered within 48 hours with pain points, quick wins, effort-versus-impact prioritisation, tool options, estimated value, and larger AI opportunities clearly marked as separate next steps.
Quick-Win Action Plan
A short action plan showing the changes, tools, and process improvements your team can trial first without committing to a larger build.
Follow-Up Consultation
After receiving the report, you can elect to book a complimentary 30-minute consultation to walk through the findings and discuss possible next steps.
How the report is built
From Annie conversation to finished report in four stages
Once the assessment conversation ends, the pipeline moves from transcript to analysis to a Presenton-generated report deck. The high-level flow is simple, while the detail underneath stays available when you want to inspect it.
01
Conversation captured
Annie turns the 20–30 minute assessment conversation into a complete transcript.
Output Raw business context
02
Findings extracted
Specialised AI agents identify pain points, repeated work, handoffs, and workflow gaps.
Output Structured findings
03
Opportunities ranked
Recommendations are matched to tools, estimated for value, and sorted by effort versus impact.
Output Prioritised quick wins
04
Presentation generated
Presenton turns the structured analysis into a polished presentation deck for review.
Output Editable report deck
Inside the analysis
Specialised AI agents turn the transcript into useful findings
Each agent has a narrow job, so the report is assembled in a predictable order instead of becoming one large, hard-to-follow AI response.
- 1
Clean and structure the transcript for consistent analysis
- 2
Extract workflow friction, repeated tasks, and business goals
- 3
Match pain points to practical AI tools and process changes
- 4
Map each recommendation by effort, impact, and likely value
- 5
Separate self-serve quick wins from larger AI opportunities
Final delivery
Presenton turns the findings into a polished presentation
The structured analysis becomes an editable report deck, ready to review on your own, export as needed, or screen-share during the optional follow-up consultation.
- Open-source presentation generation with API support
- Custom templates and themes for consistent report design
- Editable PPTX and PDF-ready presentation outputs
- Deck structure ready for the optional follow-up consultation
48 hours Typical report turnaround
12 slides Consistent Presenton deck structure
Portal access Readable on any device
Report contents
What you receive after the assessment
The output is designed for business owners who want a decision, not a lecture. It identifies the best first moves, estimates the value, and separates quick wins from larger AI solution opportunities.
- Executive summary of the biggest workflow constraints
- Effort versus impact matrix for every recommendation
- Specific tools matched to each pain point
- Quick-win action plan your team can trial first
- Estimated hours saved and financial impact
- Larger AI solution opportunities clearly marked as separate next steps
Where AI fits, where it does not, and what to do first.
Specific products matched to the current workflow.
Self-serve quick wins and larger AI opportunities clearly marked as separate services.
Beyond the assessment
Strategic AI opportunities identified in your report
The assessment may highlight areas where AI-focused systems and processes could improve operations, reduce manual work, or strengthen how business knowledge is captured and used. These implementation opportunities are separate from the assessment report and are not included in the $1,200 assessment fee. If you decide to progress any of these areas, Agentic AI can help scope, design, and implement tailored solutions across process optimisation, workflow automation, knowledge and AI memory systems, and custom AI agents.
- Process optimisation
Simplify the workflow before automation so the business is not paying to automate wasted steps.
- Automation build
Connect apps, forms, CRMs, documents, dashboards, and task systems into dependable workflows.
- Knowledge system
Build a memory layer for your agents: company documents, decisions, and systems become a managed world model with knowledge graph context, semantic retrieval, and memory that improves over time.
- Custom Agents
Build task-specific AI agents that understand your workflows, use your tools, follow your rules, and hand work to people when judgment is needed.
Common questions
What people ask before starting
Q. What does the $1,200 include?
The AI Business Assessment includes a 20–30 minute conversation with Annie, analysis of your workflows and bottlenecks, tool recommendations matched to your gaps, quick-win actions, financial impact estimates, a polished Presenton-generated report deck, permanent portal access, and an optional complimentary 30-minute follow-up consultation after you receive the report. It's a one-time fee — no subscriptions, no hidden costs.
Q. How long does the report take?
Reports are typically ready within 48 hours of payment. The pipeline runs automatically after Stripe confirms payment, producing your tailored Presenton-generated report deck. During busy periods this may extend to 72 hours. If you're on a tight deadline, mention it during the call and we'll prioritise.
Q. What happens after the assessment?
After receiving the report, you can use it to action the quick wins yourself, share it with your team or existing providers, or book the complimentary 30-minute follow-up consultation. If the report identifies a larger AI solution opportunity, we can scope that as a separate engagement — there is no obligation to proceed.
Q. Can I share the report with my team?
Yes. Your Presenton-generated report deck can be exported, printed, screenshotted, or forwarded by email. You can also request additional portal accounts for team members at no extra cost. For enterprise teams (10+), we offer white-label reports with your company branding.
Q. Do you implement larger AI solutions?
Yes — larger AI solutions and done-for-you implementation are available as separate engagements, not included in the $1,200 assessment fee. The assessment report may identify these opportunities, and the complimentary follow-up call can be used to decide whether any are worth scoping separately.
Q. Who is the assessment for?
Australian SMEs with 3–50 staff who spend significant time on manual, repeated tasks and use multiple tools that don't talk to each other. Common industries: professional services, trades, e-commerce, SaaS, and healthcare. Not suited for large enterprises with dedicated IT departments or businesses needing only one simple automation.
Ready to see where AI can save your business time?
Start your 20–30 minute Annie conversation and receive a practical AI Business Assessment report within 48 hours.