1. Discovery call
We interview you about workflows, time sinks, goals, tools, risks, and where the team already loses momentum. No pitching. Just listening.
AI Opportunity Assessment NZ · Human-approved agent teams
Find the first AI agent workflow worth building.
You know AI can help. You just don’t know where to start. Get a practical $1,000 assessment that turns messy workflows into a custom AI Agent roadmap.
Built for practical New Zealand-first businesses that want useful AI leverage without risky automation theatre.
Custom AI roadmapKnow which workflows deserve automation first, and which ones should wait.
Recommended Agent TeamSee the AI roles that would prepare work across Profit, Positioning, Strategy, or Systems.
Now / Next / LaterA simple sequence for quick wins, installation, and longer-term agent operations.
Human approval gatesClear rules for what agents can prepare and what humans must approve.
Sound familiar?
You have tried AI tools. The problem is knowing which ones fit your workflows.
The tools are not the hard part. The hard part is choosing the right use case, connecting it to real business work, and making sure humans stay in control where judgment matters.
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“I know AI should save time, but I do not have time to figure it out.”Your team is busy, so AI experiments stay trapped in tabs, tutorials, and half-finished prompts.
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“Every AI tool promises everything, but I need something useful for my business.”The assessment narrows the field to the workflows, tools, and agent roles that match your situation.
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“We want leverage, not a risky autopilot.”We map the approval gates before building so messages, bookings, claims, and publishing stay human-approved.
How it works
Your custom AI Agent roadmap in a focused assessment sprint.
Modelled on a straightforward discovery-to-roadmap flow: listen first, analyze the workflows, produce the report, then walk through the recommendations together.
2. AI-powered analysis
We analyze the transcript and your context to identify high-fit opportunities for useful AI agent support.
3. Custom report
You receive a practical report with recommended workflows, agent roles, approval gates, and a Now / Next / Later roadmap.
4. Review call
We walk through the recommendations, answer questions, and decide whether implementation makes sense.
What you receive
Your AI Agent Assessment includes:
A decision document you can use immediately, whether you implement with Agent Agency Team, your own staff, or another provider.
Executive Summary
Your top AI agent opportunities at a glance.
Impact / Effort Matrix
Know exactly where to focus first.
Recommended Agent Team
The roles your first agent team should include.
Approval Gate Map
Human approval rules for emails, DMs, bookings, claims, and publishing.
Tool & Integration Notes
What needs to connect before the workflow can operate safely.
Implementation Options
DIY, done-with-you, or done-for-you paths.
Practical standard
Clear recommendations before implementation.
This is not a generic prompt-engineering course or a catalogue of shiny tools. We look at your specific situation and tell you what to build first, what to leave alone, and where human judgment must stay in the loop.
No fake guarantees, no invented ROI claims, no scraped-list blasting. The value is a specific, usable roadmap.
Roadmap
Now, Next, and Later.
The report turns recommendations into sequence, so the first workflow can become a real operating habit instead of another AI experiment.
Now
Quick wins and obvious bottlenecks
Immediate workflow improvements, low-risk AI assists, and the clearest first place to save time or improve follow-up quality.
Next
First Agent Team installation
The agent roles, prompts, queues, source material, and review handoffs needed to build the first working workflow.
Later
Scale into Agent Company operations
How the first workflow could expand across Profit, Positioning, Strategy, and Systems once the operating rhythm is trusted.
Best fit
Who this is for
Professional services firms, small business owners, agency owners, consultants, coaches, and solo operators who are losing time to recurring work and want AI leverage without losing control of quality.
It is especially useful if you know AI can help but need someone to translate the opportunity into a practical agent workflow and implementation path.
Not for
Not a fit if
You want AI to replace your whole team overnight, blast scraped lists at scale, bypass human judgment, or buy custom software before proving the workflow.
Timeline
From booking to a decision-ready roadmap.
Fast enough to keep momentum, careful enough to avoid unsafe automation.
Day 1
Book your assessment, complete the intake form, and share the workflows or time sinks you want reviewed.
Assessment sprint
We run discovery, analyze your transcript and context, then build the report around practical agent opportunities.
Review call
We walk through the roadmap, choose the safest first workflow, and decide whether installation is worth pursuing.
Book the assessment
Ready to find your first useful AI agent workflow?
Fill out this form to tell us a bit about you
$1,000
FAQ
AI Agent Assessment questions
Concise answers about the assessment, approval gates, and implementation fit.
What does the assessment produce?
A concise decision document with your top opportunities, recommended agent team, approval gates, tool notes, and a Now / Next / Later roadmap.
Is this an implementation package?
No. The assessment helps you choose the first workflow before you install an agent team. If the fit is right, it can feed a later Agent Team Installation.
Will agents send emails or publish content automatically?
No, not in the default model. Agents can prepare research, drafts, queues, and recommendations, but humans approve outbound, bookings, public claims, and publishing decisions.
What does it cost?
The AI Agent Assessment is $1,000.