WhereAI / Example assessment

Your AI Opportunity Map

A practical starting point for finding where AI could create the most value in your business.

Prepared for Northstar Services

Your top opportunity

Lead follow-up

Why it matters: You told us 3 people spend about 9 hours a week on this. It's repetitive enough for AI to help (high fit) and looks likely lower in complexity to set up, so it's the best place to start.

Your next step

Run a narrow parallel pilot on one slice of this work, with human approval on every output.

Potential time returned is capacity, not cash savings unless actual spending changes. Feasibility still needs confirming.

Explore your opportunitiesYour other opportunities, how they rank against each other, and the next step for each.Show full analysis

Sample assessment

Northstar Services

The free result produced by the assessment. The optional Implementation Planning Brief turns these findings into a sequenced plan.

Your opportunity map

Here's where your time is actually going.

Best candidate to investigate first: Lead follow-up

Your biggest opportunity isn't "using more AI." It's reducing the manual work around lead follow-up and invoice processing.

Biggest time drain

Invoice processing572 hrs/yr

Biggest financial opportunity

Lead follow-up$12K–$17K/yr capacity value

Easiest worthwhile win

Lead follow-upInitial readiness signal: likely higher · likely implementation difficulty: likely lowerAn initial signal based on the workflow characteristics and systems selected. Technical validation may change it.

Upper-bound portfolio capacity

559–795hrs/yr · $24K–$35K/yrWorkflows can overlap, so these figures are not additive and should not be summed as total savings.

Decision preparation

120 hrs/yrPreparation and research time reported for recurring decisions. Kept separate from workflow capacity.

Customer volume in scope

72 /yrInteractions you reported, not a conversion or revenue claim.

Validation strength

Not yet evidencedProduct and service ideas are exploratory. No revenue or ROI is modelled.

Data readiness

2 of 3 partialWhether the information each opportunity needs can actually be reached.

The counter-intuitive part

Invoice processing consumes more time, but lead follow-up ranks first because it combines strong economics with a better fit and lower build effort.

Modeled revenue scenario · separate from capacity

+$100,800/yr illustrative

Planning estimates based on your inputs and WhereAI assumptions — not guaranteed savings or revenue.

How to read these numbers
Capacity value
The value of time returned at the pay rates you gave us — not cash saved and not new profit.
Your inputs vs. our calculations
Hours, people and pay come from you. Addressable ranges, capacity value and any revenue scenario are WhereAI calculations on top of them.
Overlapping totals
Totals add each workflow separately, so shared work can be counted twice. Treat the total as an upper bound, not a target.
Readiness and complexity signals
Initial readiness signal and screening complexity come from the workflow characteristics and systems you selected. Technical validation may change either.
Revenue scenarios
Any revenue figure is an illustrative scenario from the conversion assumptions you entered. It is modeled separately from capacity and is not a forecast.
Implementation cost and timing
Neither is estimated anywhere in WhereAI. Implementation cost and timing require workflow validation, technical discovery and a separately agreed scope.
Limitations
Financial estimates are indicative planning scenarios based on your assessment inputs and WhereAI's stated assumptions. They are not guaranteed outcomes. Nothing here reflects a review of your systems, data or security posture.

Your opportunity portfolio

Existing environment: HubSpot + Google Workspace + QuickBooks + Monday

Every opportunity is measured on its own terms. Decision, customer and product opportunities are never converted into workflow capacity, and never added to the capacity figures above.

Investigate first

Lead follow-up

AUTOMATE

Addressable hours

239–332hrs/yr

Capacity value

$12K–$17K/yr

Mechanism

Rules-based automation

AI fit

High

Initial readiness signal

Likely higher

Likely implementation difficulty

Likely lower

Modeled revenue scenario

+$101K/yr

Lead follow-up ranks first on value against effort here, at high AI fit and likely lower screening complexity.

Include in your implementation roadmap.

The economics, the fit and the state of your systems point the same way, so this is the sensible first build to scope. It still needs operational and technical validation before work starts.

Lead follow-up scores high on fit here: you told us it is highly repetitive and screening complexity looks likely lower given the systems you already run.

Systems involved: HubSpot + Google Workspace + QuickBooks + Monday · 468 hrs/yr today, 51–71% modeled as addressable.

What this could look like

  • —Draft each follow-up from the existing HubSpot template, personalized with what the enquiry actually asked for, ready to send.
  • —Escalate anything unanswered past the agreed cadence, or above a deal-value threshold, to a named person rather than sending again.
  • —Write every touch and outcome back to the HubSpot record so the pipeline reflects reality without manual entry.

Customer onboarding

Customers & growth

72 interactions a year, currently answered in about 48 hours

Value signal

Emerging

Feasibility

Lower

Data readiness

Ready

Human judgment

Required

PILOT ASSISTED RESPONSE

Draft replies for one repeat interaction type for two weeks, approved by a person, and measure response time and quality.

From your answers

  • 6 interactions a month reported
  • Current response or resolution time around 48 hours
  • Most interactions repeat in a similar shape
  • Customer context sits in a system that can be reached

Still to confirm

  • Current conversion or retention rate, and approximate customer value

Forecasting and scenario analysis

Decisions & intelligence

120 preparation hours a year, plus a shorter decision cycle

Value signal

Moderate

Feasibility

Moderate

Data readiness

Partial

Human judgment

Required

PILOT DECISION SUPPORT

Prepare the next few decisions both ways and compare the pack quality, preparation time and outcome.

From your answers

  • Happens monthly
  • 120 preparation hours a year reported
  • 2 people involved
  • The information needed is partly available

Still to confirm

  • Whether the information needed can actually be reached
  • The value at stake per decision

Invoice processing

AUTOMATE

Addressable hours

320–463hrs/yr

Capacity value

$12K–$17K/yr

Mechanism

Rules-based automation

AI fit

High

Initial readiness signal

Likely higher

Likely implementation difficulty

Likely moderate

Provide monitoring or alerts as a service

Products & services

Exploratory — validate demand before any value is estimated

Value signal

Unclear

Feasibility

Higher

Data readiness

Partial

Human judgment

Required

EXPLORE AND VALIDATE

Build the narrowest manual version for a handful of customers, priced, and record what they actually use.

From your answers

  • Customer problem, as described: Clients only learn about budget or delivery drift at the monthly review
  • Intended customer: Existing retained clients
  • Customers have mentioned wanting it informally
  • Proprietary data, expertise or process behind it

Still to confirm

  • Whether customers will actually pay for this
  • Price, volume and willingness to pay
  • Whether the data needed can be assembled reliably

Where each opportunity sits

Placement is an initial comparison of how strong and how attempt-able each opportunity looks, not a claim that capacity dollars, decision quality, customer experience and product validation are the same measure. Each card below carries its own evidence.

PLAN

DO FIRST

NOT YET

QUICK WIN

Stronger case →Easier to attempt →
How opportunities are positioned

Vertical position is a normalized comparison of how well-supported each opportunity is by your own answers, held within its own lane before being compared. An idea with no demand evidence cannot sit above a well-evidenced opportunity simply because it is ambitious. Horizontal position is feasibility. Placement is an initial comparison for sequencing, not a financial equivalence between lanes.

Tap a numbered marker or a name in the legend to see the evidence behind it. Placement is an initial comparison, not a guaranteed outcome.

This is an example company. Every number is illustrative. Map your own business and the numbers become yours.

Implementation Planning Brief

Ready to turn your top opportunity into a plan?

Your free map shows where to look. The brief gives your team a pilot to run, what to measure and the guardrails to decide on — before anyone spends on building.

01Executive decision

The opportunity to validate first, why it ranks first, and three actions to take next.

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Click the page to enlarge · swipe on mobile

Free mapPlanning brief
Ranked opportunitiesA proposed first step for the strongest one
Addressable time and capacityValidation requirements and human controls
Value-versus-ease comparisonEconomics and decision guardrails where they apply
Recommended place to investigate firstValidation plan, scorecard and decision gates

First, create your free Opportunity Map in about five minutes. You can then generate your tailored Implementation Planning Brief.

A planning document. It does not include technical discovery, confirmed architecture or vendors, security or compliance review, an implementation quote or timeline, or the implementation itself.

Open the example brief as a PDF →

Talk through your results with NAC

Have questions about your results? NAC can help you explore opportunities, talk through your options, and consider practical next steps. You do not need to buy a brief to get in touch. Any scope, pricing and implementation are a separate conversation and a separate written agreement — buying the brief does not create an engagement. No commitment and no implementation scope or price is implied. WhereAI is a planning product from New Age Consulting AI LLC.