Practice sample

AI Quick-Wins Assessment

Prepared for HarborView Property Services. This sample company output is used to demonstrate our format, evidence standard, and decision framing of a StarGentic assessment. We use this type of sample to protect the privacy of our clients.

Assessment date
August 27, 2026
Practice sample
Business type
Commercial property services
28 employees · 18 recurring sites
Primary focus
Service proof + admin efficiency
One bounded quick-win loop
Where we are — where we are going

Executive decision

The assessment narrows the business to one production-equivalent quick-win loop.

Observed admin burden
46 hrs/wk
Owner + supervisor estimate
Base capacity returned
18 hrs/wk
Validate during 30-day pilot
Base net monthly value
$2,471
After illustrative tool costs
Decision window
30 days
Proceed, revise, or stop
The pain
  • Crews leave sites without consistent proof of what was completed.
  • Client reports are rewritten from scratch every cycle.
  • Exceptions raised in the field disappear into message threads.
  • Status requests arrive by phone and email, one client at a time.
Recommended focus

One loop: guided field capture → evidence-grounded draft → human approval → client-visible proof.

  • Prove the loop on five sites before widening scope.
  • Decision rule: advance only if the pilot clears every pass criterion. Otherwise revise or stop.
Evidence before recommendations

What we reviewed and what remains unknown

This practice sample separates client-supplied facts from assumptions that require validation.

Inputs reviewed
  • 60-minute owner interview
  • Five sample client reports
  • Current tool and subscription list
  • Supervisor time estimates
Client-supplied baseline
  • 28 employees; six crew leads
  • 18 recurring client sites
  • 42 service visits per week
  • 46 admin hours per week
Unknowns to validate
  • True field completion rate
  • Client receipt open rate
  • Exception and rework frequency
  • Measured time actually returned

Planning assumptions: $35 loaded hourly value · 52 weeks · illustrative vendor pricing. Every assumption is replaced with measured data during the pilot.

High impact — low effort

Six bounded quick wins

Each recommendation has a clear pain, fix, owner and measurable return hypothesis. Only the first three enter the pilot; the rest phase in after proof.

01

Missing proof after crews leave

→ QR-guided service receipt

OwnerOperations
Est. return6h/wk
StatusPilot candidate
02

Reports rewritten from scratch

→ Evidence-grounded AI draft

OwnerClient services
Est. return4h/wk
StatusPilot candidate
03

Exceptions disappear in messages

→ Owner + due-date routing

OwnerOperations
Est. return3h/wk
StatusPilot candidate
04

Routine inbox sorting delays replies

→ Human-approved triage drafts

OwnerOffice manager
Est. return2h/wk
StatusPhase after proof
05

Procedures vary by supervisor

→ Capture-to-SOP template

OwnerTraining lead
Est. return2h/wk
StatusPhase after proof
06

Clients ask for status manually

→ Read-only service dashboard

OwnerClient services
Est. return1h/wk
StatusPhase after proof

Impact–effort screen: all six sit in the high-impact, low-effort quadrant. Items 01–03 enter the first pilot; 04–06 phase in only after the loop is proven.

The tool stack

Recommended stack with cost controls

Illustrative pricing only. Verify current vendor terms, privacy posture, and fit before purchase.

01

SafetyCulture

Guided field proof

Cost$120/mo
Setup4h
Saves6h/wk
02

Make

Route evidence + actions

Cost$29/mo
Setup3h
Saves3h/wk
03

OpenAI API

Draft bounded summaries

Cost$50 cap
Setup4h
Saves4h/wk
04

Google Workspace

Approval + shared intake

Cost$0 incr.
Setup2h
Saves2h/wk
05

Scribe

Capture procedures

Cost$60/mo
Setup2h
Saves2h/wk
06

Looker Studio

Read-only dashboard

Cost$0
Setup3h
Saves1h/wk

Illustrative monthly budget cap: $259. No customer-specific code and no recurring analyst work in the pilot scope.

Start this week

Four-day production-equivalent prototype

Day one

Baseline + template

  • Measure current report preparation time
  • Define required evidence and exception fields
  • Configure the guided capture template
Day two

Evidence → draft

  • Route one completed visit into a grounded client-summary draft
  • Bound the draft to captured evidence only
Day three

Approval + exception

  • Require human approval before anything reaches a client
  • Assign unresolved items an owner and a due date
Day four

Live dry run

  • Test five sample visits with two crew leads
  • Record errors, corrections, and timing
Prove before scaling

Thirty-day paid pilot

One workflow, five sites, six crew leads and objective evidence. This is not a broad transformation program.

Pilot scope
100 visits
Across five client sites
Field adoption
≥80%
Required completion rate
Admin impact
≥50%
Reduction in report time
Correction burden
≤15%
Decision-relevant fields
Pass — advance
  • At least 80 completed service receipts
  • Two avoided proof chases or client disputes
  • Median report preparation cut by at least half
  • No customer-specific code or recurring analyst work
Kill or revise
  • Workers bypass the capture flow
  • Every site requires bespoke configuration
  • Correction time erases the labor benefit
  • Client-facing proof is not valued or opened

Guardrails: no sensitive PII · no autonomous customer messaging · human approval required · 90-day pilot retention · no custom integration.

The bottom line

Financial impact scenario, not a promise

The model values returned capacity. It does not claim guaranteed cash savings or eliminated positions.

Weekly time returned
18 hrs
Base scenario
Monthly tools
$160
Illustrative budget cap
Net monthly capacity
$2,471
At $35 loaded hourly value
Annualized capacity
$29,652
If adoption persists
ScenarioHours returned / wkNet monthly capacity
Low10 hrs$1,258 net · $15,092 annualized
Base18 hrs$2,471 net · $29,652 annualized
High24 hrs$3,381 net · $40,572 annualized
Implementation range
$3,500–$6,000
Illustrative fixed-scope build. Assessment and vendor fees separate.
Base payback
1.4–2.4 months
At the base scenario

Formula: hours × $35 × 52 ÷ 12 − $160. Replace every assumption with measured pilot data.

Let's get moving

Decision and next steps

The assessment is valuable only if it leads to a measurable, actionable decision.

Client next step

Confirm or correct the baseline.

  • Provide five recent service reports and actual preparation time.
  • Name the five pilot sites and six crew leads.
  • Confirm the loaded hourly value and current software costs.
  • Identify privacy, retention and client-approval constraints.
What is included

AI Quick-Wins Operations Assessment

  • One focus area plus a 60-minute discovery session
  • Completed assessment and a review call
  • One consolidated revision
  • Scope boundary: assessment only. The tool setup, training, integrations and implementation are separately scoped.

No purchase or implementation is authorized until the assumptions are reviewed and accepted.

Next step

See what this would look like for your operation.

This sample uses a fictional client. A real assessment starts with a discovery session and your own numbers.

Schedule a Discovery Session