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Personal executive business assessment

Get at least 10 hours back per week inside your business.

Uncover the revenue opportunities hiding inside your existing assets. Uncork the business for more growth, without the headaches.

The $2,500 SterlingAI Executive AI Assessment shows where leadership and management time is being trapped, where sales opportunities are falling through the cracks, and which workflow can help the business handle more volume without adding people.

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A credible path, not an unsupported guarantee. How we define the 10-hour target

90–120 minInitial executive working session
3–5 workflowsMapped, analyzed & ranked
10 business daysYour complete decision package

You keep the complete analysis, business case, and roadmap. There is no obligation to hire SterlingAI afterward.

Allen Brouwer, founder of SterlingAI
Allen BrouwerBusiness operator. Scaler. Systems thinker.

Business first. AI second.

Twenty-plus years of business experience in the room.

Allen Brouwer is a business operator, scaler, and systems thinker who happens to build with AI.

For more than 20 years, he has worked across the departments that make a company run: operations, sales, logistics, customer service, finance, and cash flow. He has built multiple eight-figure ecommerce businesses, helped scale businesses in private equity, won two Shopify business competitions, and was named to Forbes 30 Under 30.

That operating experience matters. A tool that saves time in one department can create bad handoffs, weak controls, or more work somewhere else. A faster sales process can overwhelm operations if capacity does not expand with it. Finance, customer experience, staffing, data, and management ownership all affect whether an AI system creates value.

SterlingAI evaluates the whole operating system before recommending what to build.

Eight-figure businesses2× Shopify winnerForbes 30 Under 30

The opportunity inside

Three kinds of trapped value.

Your people, your pipeline, your operating capacity. We look at all three before recommending the first move.

01Leadership capacity

Give leadership and management time back.

The assessment looks for recurring work that consumes capable people without requiring their best judgment: reporting, data entry, research, document preparation, approvals, scheduling, follow-up, system updates, and repeated coordination.

The target is a credible path to reclaim at least 10 hours per week across the leadership and management team.

We show

  • Which workflow is consuming the time
  • Who touches it and how often
  • Where the bottleneck or repeated handoff occurs
  • What can be automated, assisted, or eliminated
  • Where human judgment must remain
  • How to measure the time recovered

02Sales pipeline value

Unlock the opportunity already inside your pipeline.

Many companies do not need more leads first. They need to stop losing the value already sitting in their CRM, inboxes, databases, and follow-up queues.

We estimate the opportunity that better follow-up, lead pull-through, prioritization, and automation could create.

We examine

  • Speed to lead
  • Lead routing and ownership
  • Follow-up timing and consistency
  • Stale and dormant leads
  • Stage leakage and incomplete handoffs
  • Missed callbacks, quotes, proposals, and renewals
  • Where salespeople prepare instead of sell

03Operating capacity

Handle more volume. Not more overhead.

Growth becomes expensive when every increase in volume requires more people, more handoffs, and more supervision.

The assessment looks for workflows where AI and automation can help the existing team process more work without lowering quality or creating operational headaches.

We examine

  • High-volume decision preparation
  • Repetitive analysis and data assembly
  • Work queues that depend on one person
  • Manual processes limiting a market, location, or sales channel
  • Exception handling and approval bottlenecks
  • Reporting that slows management decisions

The executive working session

Not a discovery call.
A working session.

90–120 minutes to get inside the business.

The executive sponsor must invite the leadership or management team members closest to operations, sales, finance, customer service, or the workflows being considered.

01

Capacity scan

We identify the recurring work consuming executive and management time: approvals, reporting, coordination, research, data entry, document preparation, and the handoffs that repeatedly pull leaders back into the weeds.

02

Pipeline value scan

We examine how leads enter the business, how quickly they receive a response, who owns the next action, where follow-up breaks down, and how much potential opportunity may be sitting untouched in the existing database.

03

Scale bottleneck scan

We look for the operating constraint that would become painful if sales or volume increased tomorrow. This may be underwriting, quoting, scheduling, onboarding, fulfillment, reporting, finance, or customer support.

04

First-move hypothesis

Before the call ends, we identify the workflows that deserve deeper analysis, the initial business signals that matter, and the information SterlingAI needs to validate the recommendation.

You leave the call with a preliminary view of

Where 10 hours per week may be recoverable. Where pipeline value may be leaking. What limits more volume. Which three to five workflows we will map and score. And which opportunity looks most likely to become the first pilot.

Then we validate the hypothesis.

Against the people, data, tools, and workflows closest to the work.

Days 01–02

Align & collect

We confirm the selected workflows, request the minimum necessary documents, tool and system access, and backend infrastructure access, and schedule up to three focused stakeholder interviews.

Days 03–06

Map & analyze

We map the current work, measure the baseline, examine pipeline and operating data, identify bottlenecks, and screen each opportunity for risk and readiness.

Days 07–09

Rank & sequence

We score the opportunities, build the capacity and revenue-opportunity models, define the first-pilot brief, and sequence the next 90 days.

Day 10

Decide

SterlingAI delivers the complete decision package and leads a 60-minute executive readout. Leadership can proceed, prepare first, or pause based on the evidence.

The 10-business-day delivery window begins after the executive working session and receipt of the agreed documents and stakeholder access.

The decision package

Clarity you can
act on.
And keep.

Seven concrete deliverables. A complete business case. One defined first move.

Your company owns the assessment package, whether you implement internally, work with an existing partner, choose another qualified provider, or ask SterlingAI to help.

Schedule your assessment
  1. 01

    Leadership capacity map

    A documented view of where executive and management time is being consumed, what can change, and how the company can pursue at least 10 hours per week of recoverable capacity.

  2. 02

    Sales pipeline opportunity map

    A clear view of where speed to lead, follow-up, routing, stale opportunities, or incomplete handoffs may be suppressing revenue.

  3. 03

    Scale bottleneck map

    The workflow most likely to restrict growth, require more headcount, or create management overhead as volume increases.

  4. 04

    AI Capacity Decision Matrix

    Three to five opportunities ranked by business value, readiness, risk, complexity, adoption burden, and time to value.

  5. 05

    Conservative business case

    A model tied to time, throughput, pipeline activity, quality, cost, or revenue opportunity. The assumptions remain visible so leadership can challenge them.

  6. 06

    First-pilot brief

    One recommended pilot with an owner, users, inputs, workflow, human approval points, boundaries, dependencies, baseline, and success measures.

  7. 07

    90-day roadmap and executive readout

    A practical sequence for preparation, prototyping, testing, governance, adoption, measurement, and leadership review.

The 10-hour target

A credible path.
Not a promise on paper.

SterlingAI will look for a credible, workflow-specific path to reclaim at least 10 hours per week across the leadership and management team.

The assessment will show the current baseline, the proposed workflow change, the expected capacity gain, the assumptions behind it, and the measurement required after implementation.

The assessment identifies and validates the path. Realized time savings and financial results depend on implementation quality, adoption, data, and operating conditions.

If the evidence does not support the target, we will say so instead of forcing an automation that does not belong.

Built for operating complexity

The right assessment.
For the right business.

Designed for established companies, typically with $10 million or more in annual revenue, or comparable operating complexity.

It is likely a fit when…

  • Leaders and managers are pulled into recurring manual work
  • Sales opportunities are lost through slow or inconsistent follow-up
  • Growth would require more people and management overhead
  • Multiple teams, systems, locations, or handoffs are involved
  • An executive sponsor can make decisions and remove blockers
  • Leadership wants a measurable business case before a larger initiative

This is not designed for…

  • Solo founders looking for a list of AI tools
  • Companies seeking a generic chatbot installation
  • Buyers expecting production systems inside the assessment fee
  • Teams unwilling to involve the people who own the work
  • Organizations without an executive sponsor or timely access
  • Buyers seeking unsupported revenue, savings, or headcount guarantees

A defined scope. A fixed investment.

Know what to build.
Before you build it.

You are buying an informed business decision, not a commitment to a larger project.

The fee is paid before kickoff. The delivery window begins after the executive working session and receipt of the agreed documents and stakeholder access.

Production implementation is separate. The complete analysis, business case, and roadmap are yours.

Executive AI Assessment

$2,500Fixed fee
  • 90–120-minute executive working session with stakeholders
  • Up to three stakeholder interviews
  • Three to five workflows mapped and scored
  • Complete decision package in 10 business days
  • 60-minute executive readout
  • First-pilot brief and 90-day roadmap
Schedule your assessment

No obligation to continue with SterlingAI.

Before we begin

Good questions.
Clear answers.

Is this a sales call?

No. The first call is a paid executive working session that begins a defined assessment. SterlingAI then completes the workflow analysis, stakeholder interviews, business case, decision matrix, first-pilot brief, roadmap, and executive readout.

Are you promising that we will save 10 hours per week?

SterlingAI is committing to analyze the agreed workflows for a credible path to at least 10 hours per week of recoverable leadership and management capacity. The assessment documents the baseline and assumptions. Actual savings depend on what the company implements and how the new workflow is adopted.

Will SterlingAI build the system during the assessment?

No. The assessment determines what should be built, why it deserves priority, what it requires, where the risks are, and how to measure it. Production implementation is a separate decision.

Who should join the executive working session?

The executive sponsor and the leaders closest to the operating constraints. Depending on the scope, that may include operations, sales, finance, customer service, logistics, or IT.

What should we bring?

Bring the recurring workflows that frustrate the team, the sales pipeline questions leadership cannot answer, and the operating bottleneck most likely to break under more volume. Existing reports, SOPs, screenshots, tool lists, and representative work products can be shared after the call.

How is sensitive information handled?

SterlingAI requests the minimum necessary information, avoids placing sensitive data into unapproved systems, and documents permissions, human review, and governance concerns before recommending implementation.

What happens after the readout?

Leadership can implement internally, use an existing partner, select another qualified provider, pause, or ask SterlingAI to propose the next phase. There is no obligation to continue.

Your next move

Find the capacity and revenue
already inside your business.

In 10 business days: a credible path to recoverable capacity, a clear view of sales-pipeline leakage, the bottleneck limiting growth, ranked opportunities, and one defined first pilot.

Schedule your assessment

$2,500 fixed fee · Your decision package. Your next move.