GuaranteeReclaim 5+ hours per week or get a 100% refund.See Pricing →
100% Money-Back Guarantee★ 4.9/5 Verified Audits

Save Your Team 5+ Hours Every Week.

We diagnose hidden operational time drains in your business and prescribe simple, off-the-shelf software tools to eliminate them. Guaranteed results or 100% refund.

✓ Diagnosed in one 45-minute recorded Google Meet call
✓ 3 to 7 off-the-shelf tools kept under $60/month total
✓ Full $999 fee credited back if you choose Done-For-You
NeovisOperations ROI Calculator
Live Estimate
Select Business Archetype:
14 hours/wk
5 hrs/wk30 hrs/wk
$150 /hr
$50/hr$300/hr
Estimated Annual Reclaimed Value100% Guaranteed
$70,230
/year

~$5,340/mo net returned value across 473 freed hours per year.

Reclaimed Capacity~9.1 hrs/week
Target Stack Cost<$60/month
Start Your AI Tools Assessment

Service

AI Tools Assessment

Duration

45-minute Google Meet call

Guarantee

100% money-back

Price

$999 one-time (Credited on DFY)

Prescribing Off-The-Shelf SaaS & AI Tools.

Claude AILLM & Reasoning
ZapierWorkflow Automation
NotionKnowledge Systems
Make.comVisual Integration
SlackTeam Communications
Fathom AIMeeting Intelligence
AirtableOperations Databases
RetoolInternal Portals
Claude AILLM & Reasoning
ZapierWorkflow Automation
NotionKnowledge Systems
Make.comVisual Integration
SlackTeam Communications
Fathom AIMeeting Intelligence
AirtableOperations Databases
RetoolInternal Portals
01Chapter One // The Process

From Conversation to Clarity.

A simple, diagnostic workflow that respects your time and delivers immediate, net-positive business ROI.

01

Discovery Call (45m)

A recorded Google Meet diagnostic call. We ask detailed questions about your workflows and bottlenecks. We do not pitch; we listen.

02

AI & Expert Analysis

We process your transcript through AI and human review to locate operational bottlenecks and research specialized off-the-shelf tools.

03

Custom Report Delivery

You receive a structured deck detailing tool costs (under $60/mo), setup times, exact weekly hours saved, and your custom ROI.

04

Review Call (30m)

A walkthrough to review recommendations. We hand you the 4-day quickstart implementation plan. You choose whether to DIY or hire us.

02Chapter Two // Deliverables
3 Tangible Assets
What You Receive ($999 All-Inclusive)

Your Custom Efficiency Blueprint.

We deliver a full operational review tailored exactly to your business. Here is what is included in your $999 assessment.

Phase 01Fathom TranscriptDiagnostic interviewZero friction

A 45-minute deep dive into your operations

We record a diagnostic Google Meet interview focusing entirely on your manual processes. We ask detailed questions about typical workdays and bottleneck points. We act strictly as diagnostic doctors — no solutions are pitched yet.

Live Fathom Telemetry

00:45:00

NS

Neovis Operations Specialist

“Walk me through your typical workday. What manual tasks tend to bottleneck your team’s output?”

CL

Client (Agency Founder)

“Dispatching crews and manually writing call summaries takes me 2-3 hours every single night. Invoicing is constantly delayed.”

Phase 02Custom LLM analysisNiche SaaS matchingStack under $60/mo

AI & Expert tool stack matching

We analyze the verbatim transcript using specialized operations models. Rather than proposing heavy corporate systems like Salesforce, we prescribe 3 to 7 simple, off-the-shelf software tools tailored to your team's tech literacy and budget.

Software Stack Matcher

Stack < $60/mo
01

Call Summaries & CRM Sync

Fathom AI

Replaces manual notes. Reclaims ~4 hours per week across leadership.

02

Invoicing & Lead Dispatch

Zapier + Make.com

Auto-triggers invoices upon proposal signature. Reclaims ~3.5 hours per week.

Phase 03Effort vs. Impact matrixROI formula4-day setup checklist

The Custom Report & 4-day quickstart plan

We generate a clear deliverable deck containing an Effort vs. Impact matrix, exact monthly tool costs, a financial net ROI equation, and a daily implementation checklist designed to prevent team overwhelm and project freeze.

4-Day Implementation Checklist

100% Execution Ready
Day 1Register Fathom AI & configure automated summary prompt5 min
Day 2Sync accounts & connect lead forms to Zapier webhook10 min
Day 3Verify automated invoice triggers inside client portal10 min
Day 4Enable Make.com notification dispatcher to team channel5 min
03Chapter Three // Production Proof
Larit Assuance (-80% Calls)
Featured Production Case Study

How Larit Assuance Replaced a Bloated CRM with a Zero-Lag Client Engine.

Started as a $999 diagnostic call. We surfaced 5 critical operational bottlenecks and shipped production automations that eliminated repetitive status-check drag with $0 in per-seat software fees.

-80%

Inbound Status Calls

<5 sec

Lead Response Time

60%

Faster Doc Turnaround

$0

Per-Seat Monthly SaaS

Expansion Services

Implementation & Automation.

Over 50% of business owners choose to delegate setup to Neovis. We build stable, bulletproof automations so you don't have to write a single line of code.

Process Redesign

$3,000 – $5,000

We audit, map, and simplify bloated operations. We transition complex, multi-person tasks into a streamlined, automated blueprint.

Example Build:E-commerce founder: redesigning a 16-step inventory update process into 7 clean, auto-synced steps.

Simple Automations

$1,000 – $3,000

Setting up standard, stable integrations using middleware like Zapier or Make.com to sync your administrative tool stack.

Example Build:Wedding venue: contract signatures automatically generate Asana projects, task lists, and confirmation DMs.

Knowledge Systems

$2,000+

Train secure, internal AI search interfaces on your business's proprietary databases, SOPs, and marketing records.

Example Build:Real estate team: training a custom AI model on listings to auto-draft buyer emails answering repetitive questions.

Custom Workflows

$2,000 – $5,000

Specialized engineering: setting up custom GPT scripts, browser macros, automated content writing style engines, or custom APIs.

Example Build:Creator studio: automating transcription, translation, formatting, and cross-platform scheduler outputs.

AI Concierge Retainer

$1,500/mo

Ongoing advisory support. Two 45-minute calls per month, client portal updates, and unlimited Voxer audio/text advice.

Example Build:6 active client capacity: premium advisory retainer for strategic scaling and monthly prompt tuning.

Software Ecosystem

The Software We Prescribe.

We match you with off-the-shelf AI and SaaS tools. We prioritize simplicity, stability, and ease of use, keeping your total stack cost under $60/month.

AI Assistants

  • Claude AI
  • ChatGPT
  • Gemini
  • Perplexity

Work Automation

  • Zapier
  • Make.com
  • n8n
  • Activepieces

Ops & Databases

  • Notion
  • Airtable
  • Asana
  • ClickUp

AI Note-Takers

  • Fathom AI
  • Otter.ai
  • Fireflies.ai
  • Supernormal

Communication

  • Slack
  • Voxer
  • WhatsApp Business
  • Gmail
04Chapter Four // Pricing & ROI
100% Money-Back Guarantee
Transparent Capacity Investment

Invest in Freed Capacity.

Average client reclaims 5–10 hours/week of operational bandwidth. 100% money-back guarantee.

AI Tools Assessment

100% Guaranteed

$999 /one-time

A 45-minute discovery call + expert transcript audit diagnosing your biggest manual operational bottlenecks.

  • 45-minute Google Meet discovery
  • AI transcript analysis & bottleneck extraction
  • 3-7 off-the-shelf software prescriptions
  • Effort vs. Impact prioritization matrix
  • 4-day quickstart implementation blueprint
  • 100% money-back guarantee if under 5 hrs saved

Done-For-You Setup

Assessment credited back

$999 – $4,999 /project

We build your custom CRM links, Zapier automations, custom GPTs, and databases. Assessment fee credited.

  • Everything in Assessment package
  • $999 fee credited back directly
  • Custom Zapier & Make.com workflows
  • CRM database links & field mapping
  • Proprietary custom GPT prompt training
  • Full staging QA handoff & team onboarding

AI Concierge Retainer

Cap of 6 active clients

$1,500 /month

Retainer-based done-with-you ongoing optimization. Cap of 6 active clients for focused turnaround.

  • Two 45-min monthly strategy calls
  • Unlimited Voxer audio/text async advice
  • Notion client ROI tracking dashboard
  • Continuous prompt tuning & model updates
  • 12-hour response time guarantee
  • Priority software integration fixes

Assessment fee credited back when you move to a Done-For-You setup · Book on Calendly

05Chapter Five // Operations FAQ
Everything You Need to Know

Frequently Asked Questions.

What is the AI Tools Assessment?

It is a low-friction diagnostic consulting package priced at $999. It includes a 45-minute Google Meet discovery call to map your operational time drains, followed by an analysis matching your bottlenecks to 3-7 off-the-shelf SaaS and AI tools. You receive a custom effort/impact deck, financial ROI calculation, and a daily implementation plan.

What is the 100% Money-Back Guarantee?

If we cannot identify at least 5 hours per week of reclaimable administrative time for your business in our custom report, you receive a full 100% refund of the $999. Your only risk is 45 minutes of your time on the discovery call.

Who is the ideal client for Neovis?

We specialize in high-margin growing businesses with 2 to 20 employees generating $200,000 to $5,000,000 in annual revenue. This model is ideal for service businesses (plumbing, HVAC, agencies, medical), e-commerce brands, and professional services.

What kind of software tools do you recommend?

We prescribe off-the-shelf software (like Claude AI, Zapier, Notion, Make, Fathom) rather than custom-developed code. We keep the recommendations realistic and cost-effective, aiming to keep your total monthly stack expense under $60 across all tools.

How long does the assessment process take?

Usually under a week. Once you book and complete the 45-minute discovery call, we deliver the report and host the 30-minute walkthrough review call within 5 to 7 business days.

Do I have to hire you to set up the tools?

No. The assessment includes a step-by-step 4-Day Quickstart Plan designed to prevent overwhelm, allowing you to configure everything yourself in under 15 minutes a day. If you choose to hire us, we credit your $999 assessment fee directly to our Done-For-You setup packages.

Is my business data safe?

Absolutely. We advise on data security best practices. We only configure tool setups that isolate tenant data and guarantee your proprietary documents are never used to train external AI models.

How does the AI Concierge Retainer work?

It is an advisory recurring revenue model limited to 6 active clients. For $1,500/month, you get two 45-minute working calls, unlimited support via Voxer audio/text, a response SLA of 12 business hours, and a Notion client portal summarizing all active workflows.

Next Step

Inquire or Book

Reclaim 5+ Hours This Week.

If our 45-minute structured assessment doesn't locate at least 5 hours of weekly manual time drains you can automate, we refund 100% of your $999 fee.

Direct Booking

Schedule 45-Min Call.

Book directly onto the calendar for a diagnostic Google Meet session. Guaranteed results or full refund.

100% Money-Back Guarantee · No technical lock-in

Questions First?

Tell Us About Your Operation.