Home / Pricing / Operational DNA Scan
Diagnostic · Entry product

Twenty-one days. Your operation, sequenced.
$580K-class leaks, named.

The Operational DNA Scan is the diagnostic that funds itself. We pull data from your CRM, ERP, ticketing, calendar, and financials. Quantify recoverable revenue by workflow. Deliver a dossier your CFO can read in 20 minutes. The full $9,500 credits 100% toward an Agent Fleet within 60 days.

Operational DNA Scan
$9,500fixed-fee
21 days · founder readout · dossier delivered
100% credit toward Fleet · 60 days
  • Recoverable-revenue dossier
  • Vertical-specific agent recommendations
  • Stack & integration audit
  • Compliance posture review
  • 30-min readout with the founder
Start the Scan → Book a Call
What happens in 21 days

Day-by-day. No mystery. No procurement-month sales cycle.

The Scan starts when the first invoice clears. We move on a 21-day timer, deliver the dossier on day 21, and run a 30-minute founder readout on day 22–23. From there, 60 days to convert to Fleet with full credit applied.

Day 0 · Kickoff

Contract signed, kickoff call scheduled

SOW signed. 50% deposit collected. Kickoff call booked within 5 business days. Stack inventory questionnaire delivered (15 minutes to complete).

Day 1–3 · Stack inventory

Read-only access provisioned to your systems

We provision read-only API access to your CRM (HubSpot, Pipedrive, Salesforce), ERP (NetSuite, QuickBooks, Sage), industry-specific systems (Procore, ServiceTitan, Athenahealth, MLS, etc.), ticketing, calendar, financials. Per-tenant isolation enforced from day one.

Day 4–7 · Workflow capture

30-minute interviews with up to 5 operators

Owner, ops lead, two PMs (or operators), one back-office. Recorded with consent. We capture the workflows that don't show up in any system — the WhatsApp threads, the missed-call coverage, the spreadsheet cycles.

Day 8–14 · Quantification

Revenue leak modeling against your actual data

RFI cycle time, change order documentation rates, bid throughput, dispatch friction, AR days outstanding, no-show rates, compliance overhead — measured against your numbers, not industry averages. Recoverable revenue calculated per workflow.

Day 15–18 · Agent recommendation

Vertical-specific Fleet design

Which 3–5 agents fit your business. What each integrates with. What the eval suite looks like. What HITL gates apply. Per-tenant isolation map. BAA flow if PHI is involved. Sub-processor disclosure for your security team.

Day 19–20 · Dossier draft

Founder review of the recoverable-revenue dossier

Written by a Solutions Architect, reviewed by the founder. The dossier is the deliverable — a PDF + interactive web doc your CFO can read in 20 minutes and your board can review in 5.

Day 21 · Dossier delivered

50% balance invoiced. Dossier emailed.

Final invoice cleared. Recoverable-revenue dossier in your inbox. 30-minute founder readout scheduled within 5 business days.

Day 22–60 · Fleet conversion window

$9,500 credited 100% toward Fleet

Sign a Fleet engagement within 60 days of dossier delivery. The full $9,500 applies as a credit against the first months of Fleet billing. Most customers convert within 30 days. No conversion = no obligation.

What you receive on day 21

The dossier is the deliverable.

A written document your CFO, board, ops lead, and procurement team can each pull from. Six sections, ~25 pages, every claim cited. The interactive web version is shareable with named viewers under NDA.

SECTION 01

Executive summary

One page, three numbers, two recommendations. The version your CFO reads on a phone screen. Names the recoverable revenue, the recommended Fleet, the 60-day path.

SECTION 02

Recoverable-revenue map

Workflow-by-workflow leak quantification. RFI lag, change order leakage, bid throughput, compliance overhead — each with current-state metrics, recovery target, and named agent.

SECTION 03

Stack & integration audit

Every system in your operations stack. What it does. What it doesn't do. Where the data lives. Where the agents will integrate. What needs to change before deployment.

SECTION 04

Compliance posture review

HIPAA exposure, SOC 2 implications for your customers, BAA chain for your sub-processors, AI-output disclaimers required, HITL gates required. The page your security/legal lead pulls.

SECTION 05

Recommended Fleet (3–5 agents)

Which archetypes deploy first. Why those. What each owns. What HITL gates apply. What the eval suite looks like. The 21-day deployment plan if you convert.

SECTION 06

The math

Recoverable revenue / annual Fleet cost = ROI multiple. Sensitivity analysis. Conservative case, base case, upside case. The page your investor (or your CFO) will scrutinize.

Fit qualification · honest about who this is for

Who the DNA Scan is (and isn't) for.

Not every business needs a Fleet. The Scan is also the qualifier — by day 21 you'll know whether agentic AI is a real fit or whether your problem is a Zapier flow, a hire, or an entirely different software category.

✓ Fit

  • $2M – $250M revenue, operationally complex
  • Multiple operators (PMs, account managers, advisors)
  • Workflows that touch 3+ systems
  • Documented revenue leaks ($100K+/yr suspected)
  • Vertical with regulatory or compliance exposure
  • Owner who reads the dollar-recovered report monthly

✗ Not fit

  • Pre-revenue or sub-$500K ARR — agents won't have signal
  • Single-workflow problem solvable by a Zapier flow
  • Need for autonomous decision-making in life-safety contexts
  • Operations entirely on paper / pre-digital
  • Owner who wants to outsource thinking, not execution
  • Companies expecting "magic" instead of measured outcomes
The credit flow · how the Scan funds itself

$9,500 forward. $9,500 back.
Net cost on the Scan: zero.

The DNA Scan is fully credited toward Agent Fleet within 60 days. Pay for the diagnostic; get it back when you commit to the Fleet that the diagnostic recommends. Approximately 70% of customers convert within 30 days of dossier delivery.

Day 0
$9,500

Scan signed

Fixed fee invoiced. 50% upfront, 50% on dossier delivery. Timer starts.

→
Day 21
Dossier

Delivered

Recoverable-revenue dossier. Agent Fleet recommendation. Founder readout scheduled.

→
Day 22–60
– $9,500

Fleet conversion

Sign Fleet within 60 days. $9,500 credit applied 100% against early Fleet billing. Net Scan cost: $0.

DNA Scan FAQ

Common questions, honestly answered.

What if I don't convert to Fleet within 60 days?
No conversion = no obligation. The Scan is a complete deliverable on its own — the dossier is yours regardless of what you do next. You forfeit the $9,500 credit, but the dossier stays with you. Most non-converters use the dossier internally to build a different solution; we're fine with that.
Can I share the dossier with my CFO / board / investors?
Yes. The dossier is yours under the SOW. The interactive web version supports named viewer access under NDA. Many customers use it for board approval of the Fleet engagement — it's the document that pre-sells the next phase.
What systems do you integrate with during the Scan?
Read-only API access to your CRM, ERP, ticketing, calendar, and industry-specific systems. We don't write, modify, or move data during the Scan — read-only is sufficient for quantification. Common integrations: HubSpot, Salesforce, NetSuite, QuickBooks, Procore, ServiceTitan, Athenahealth, MLS, Bullhorn, ConnectWise. If your stack isn't on the list, we add it during kickoff.
Do you sign an NDA before the Scan?
Yes. Mutual NDA executed before kickoff. Customer data is handled under our standard DPA (GDPR-grade). For Healthcare workloads, we execute a BAA before any PHI is read. See the compliance page for the full posture.
Who runs the Scan — the founder or a junior?
The Scan is run by a Solutions Architect with founder oversight. The 30-minute readout call on day 22–23 is with the founder personally. Lou reads every dossier before it's delivered. The quality bar is set there, not in a delivery handoff.
What if the Scan finds I don't need a Fleet?
It happens. Roughly 15% of Scans conclude that the customer's recoverable revenue is below the Fleet ROI threshold. We tell them honestly. Some convert to Instant Agent ($7,500 fixed) for a single-workflow recovery. Others get the dossier and walk. We don't push Fleets that don't pay for themselves.
How is this different from a McKinsey-style consulting engagement?
Three differences. One: fixed-fee, not billable-hour. Two: 21 days, not 90. Three: the deliverable is a Fleet recommendation that we can ship in another 21 days — not a 200-page deck that goes on a shelf. The Scan is the front door, not the product.
Can I run the Scan without committing to anything else?
Yes. The Scan is a standalone fixed-fee deliverable. No Fleet commitment required. No pre-paid roadmap. You buy a 21-day diagnostic; we deliver one. Whether you convert is your decision after you read the dossier.

21 days from now, you'll know exactly where
your $580K-class leak lives — and which agents close it.

Start the DNA Scan today. $9,500 fixed-fee. 21 days. Fully credited toward Fleet within 60 days. Most customers convert within 30 days of dossier delivery. The Scan funds itself.

Start the Scan $9,500 Book a 30-min Call