AI Assessment

AI Assessment
Manufacturing • Process • AI

Find the Right AI Opportunities Before You Spend on the Wrong Ones.

We evaluate how your company actually works, identify and prioritize the strongest opportunities for AI and automation, and give you a practical roadmap for what to do next.

$999 fixed assessment • Remote or on-site

Process firstPrioritized opportunitiesActionable roadmap
Consultant reviewing process maps and operational data with manufacturing leaders on the factory floor

$999 Fixed Price

Know the assessment cost before we begin.

Remote or On-Site

Multiple structured interviews or a full manufacturing-site assessment.

Money-Back Guarantee

The assessment is backed by the Step Next Training guarantee.

How the Assessment Works

Your Assessment. Your Choice.

We can evaluate your company remotely through structured interviews with your leadership and subject matter experts, or Kevin can come on-site and see the processes firsthand.

Remote Assessment

Structured interviews. Real processes. No travel required.

Multiple structured interviews with leadership, process owners, and SMEs. We examine the workflows, systems, bottlenecks, repetitive work, handoffs, and opportunities across the areas being assessed.

On-Site Assessment

See the work where the work happens.

Kevin visits your manufacturing operation, talks directly with the people doing the work, observes the processes, reviews the systems and handoffs, and identifies opportunities that may not surface in executive interviews alone.

1Leadership Kickoff
2Interviews & Observation
3Process & Data Review
4Opportunity Analysis
5Executive Roadmap
What You Walk Away With

Clarity About What to Do Next.

The assessment is designed to give leadership a practical view of where the strongest opportunities exist, what should be addressed first, and what the next step should be.

Prioritized Opportunities

A ranked view of where AI, automation, data, or process improvement could create the most value.

Current-State Findings

The major bottlenecks, manual work, handoffs, process weaknesses, and constraints identified during the assessment.

Recommended Starting Point

A clear recommendation for the first process or opportunity worth addressing—and why.

Executive Roadmap

Clear next steps for what to implement, investigate, train around, improve internally, or deliberately leave alone.

The goal isn’t to find somewhere to use AI. The goal is to determine what your business should improve—and whether AI belongs in the solution.

What the Assessment Produces

Not Just Findings. A Recommended Solution.

We don’t stop at identifying problems. Your assessment connects the business problem to a practical recommended next step—whether that’s process improvement, conventional automation, AI, an n8n workflow, training, or a combination of them.

Example Assessment Output
Example Step Next Training assessment report page showing a priority opportunity, current versus future process, a recommended solution with an example workflow, expected impact, and next steps

Illustrative example. Actual findings and recommendations are based on your company’s processes, data, systems, constraints, and business priorities.

From Business Problem to Buildable Solution

The assessment is designed to move beyond “here are some places you could use AI.” We identify the process problem, establish the current state, determine the cause, estimate the opportunity, and recommend what should actually change.

1

The Problem

What is happening today, where the process breaks down, and what it is costing the business.

2

The Opportunity

The potential business value, priority, implementation effort, and expected impact.

3

The Better Process

What the future workflow should look like before deciding which technology belongs in it.

4

The Recommended Solution

The specific combination of process changes, AI tools, automation, n8n workflows, integrations, or training we recommend.

5

The Next Step

A practical path to prototype, test, measure, and—if it works—implement the improvement.

AI is not automatically the answer. If AI isn’t the right solution, we’ll tell you. The recommendation should fit the process—not force the process to fit an AI tool.

What Could This Look Like in Your Company?

Start with the $999 assessment and find out what is actually worth fixing.

What We Need From You

We Do the Heavy Lifting. We Need Three Things From You.

The assessment is designed to minimize executive burden while giving us enough access to understand how the work actually happens.

A Decision Maker

One executive sponsor who can establish priorities, provide context, and remove roadblocks when needed.

The People Who Know the Process

Access to the employees, process owners, and subject matter experts who actually perform and manage the work.

Real Process Evidence

Examples, reports, spreadsheets, systems, delays, exceptions, and other information needed to understand the current process accurately.

Typical executive time commitment is limited. Most of the detailed assessment work happens with process owners and the people closest to the workflow.

How We Decide What Is Worth Pursuing

We Don’t Recommend AI Just Because We Can.

Every opportunity is evaluated against business impact, process readiness, implementation difficulty, organizational risk, and expected value.

1Business Value
2Process Fit
3Feasibility
4Risk
5Recommendation

Some opportunities will warrant AI. Some will warrant conventional automation or process changes. And some should not be pursued at all.

The goal isn’t to find somewhere to use AI. The goal is to find what is worth fixing.

What You Receive

At the End, You Can Make a Decision.

The assessment is designed to give leadership a practical, evidence-based view of what should happen next.

01

Executive Findings

Where time, cost, capacity, or opportunity is being lost—and the evidence supporting it.

02

Ranked Opportunities

Which opportunities deserve attention first based on impact, feasibility, readiness, and risk.

03

Recommended Solution

The process change, AI tool, automation, n8n workflow, training, or combination we recommend.

04

Implementation Roadmap

What to do first, what comes next, who should own it, and how the improvement should be tested and measured.

Low-Risk First Step

The Assessment Is $999. The Risk Isn’t.

The assessment is designed to give leadership enough value and clarity to justify the fee before any larger implementation decision is made.

$999 Flat

Standard assessment engagement.

Know the professional assessment cost before we begin.

5× Value Guarantee

Find real value—or your fee back.

If the completed assessment does not identify qualified potential annualized savings or economic value equal to at least five times the $999 professional assessment fee, Step Next Training refunds 100% of the professional assessment fee.

$999 Implementation Credit

Move forward and it’s credited.

If you move forward with a Step Next Training implementation engagement, the full $999 assessment fee is credited toward the first implementation invoice.

Potential value is documented with assumptions and confidence levels. It is not a promise that realized savings or economic value will occur after implementation. Guarantee eligibility requires the agreed access, interviews, and evidence to be provided. Pre-approved travel or third-party expenses, if any, are separate from the professional assessment fee.

After the Assessment

The Assessment Ends With a Decision.

The goal is not to manufacture another consulting project. The goal is to give leadership enough evidence to choose the right next move.

Implement

We found a strong opportunity.

Prototype and implement the recommended process change, automation, AI solution, n8n workflow, or combination.

Start Implementing
Train

The opportunity is real, but capability needs to come first.

Build the internal leadership, workforce, or SME skills needed to own and sustain the improvement.

Explore Training
Stop or Wait

The economics, readiness, or risk do not justify moving forward yet.

Keep the findings, use the roadmap internally, and do not spend additional money until the situation changes.

A valid, recommended outcome.
Ready to Know What Is Worth Fixing?

Know What Is Worth Fixing Before You Spend Money Fixing It.

For $999, we’ll examine the process, quantify the opportunity, recommend what should change, and give you a practical roadmap for what happens next.

No sales team. No AI hype. Talk directly with Kevin about your operation.