Book Your Free Assessment

30 minutes to identify your biggest automation opportunities. No pitch, no pressure.

What to Expect

Quick discovery conversation

I'll ask about your business, your team, and where you're spending the most time on repetitive work.

Honest assessment

If automation isn't the right fit for your situation, I'll tell you. No hard sell.

Clear next steps

You'll leave knowing exactly what's possible and what it would take to get there.

Schedule a Call

Pick a time that works for you. I'm typically available weekdays between 9am-5pm ET.

Or email me directly at derekschatz.ai@gmail.com

Common Questions

Do I need to prepare anything?

Nope. Just show up and tell me about your business. If you want to think ahead, consider: what tasks eat up the most time each week?

Is this really free?

Yes. The call and the follow-up roadmap are both free. I do this because (1) it helps me understand what businesses actually need, and (2) the best clients come from these conversations.

What if automation isn't right for me?

I'll tell you. Not every business is a good fit for automation, and I'd rather be honest than waste both our time. You might just need a better process, not a fancy tool.

How quickly can we start?

Most projects kick off within 1-2 weeks of the assessment. You'll have the roadmap within a few days of our call, so you can make an informed decision quickly.