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.

Zero technical lock-in45-Min Google Meet Call
Interactive CalculatorLive Estimate

Calculate Your Time Savings

Select your industry or adjust the sliders below:

Admin tasks / week:14 hours
5 hrs/wk30 hrs/wk
Hourly value / billing rate:$150/hr
$50/hr$300/hr
Reclaimed Capacity
~9.1 hrs/wk
Monthly Stack Cost
~$60 /mo
Estimated Annual Reclaimed Value
$70,230/year
~$5,340/mo net returned value across 473 freed hours per year.

Prescribing Off-The-Shelf SaaS & AI Tools

Claude AI
LLM & Reasoning
Zapier
Workflow Automation
Notion
Knowledge Systems
Make.com
Visual Integration
Slack
Team Communications
Fathom AI
Meeting Intelligence
Claude AI
LLM & Reasoning
Zapier
Workflow Automation
Notion
Knowledge Systems
Make.com
Visual Integration
Slack
Team Communications
Fathom AI
Meeting Intelligence
Claude AI
LLM & Reasoning
Zapier
Workflow Automation
Notion
Knowledge Systems
Make.com
Visual Integration
Slack
Team Communications
Fathom AI
Meeting Intelligence
Our 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.

What You Get

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 01

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.

Fathom TranscriptDiagnostic interviewZero friction
Book Assessment
Live Fathom Telemetry
00:45:00
NS
Neovis Operations Specialist

"Walk me through your typical workday. What manual tasks tend to bottleneck your operations?"

CL
Client (Agency Owner)

"Dispatching crews and manually writing call summaries takes me 2-3 hours every single night. Email is piling up..."

Phase 02

AI & Expert tool stack matching

We analyze the verbatim transcript using specialized operations prompts. 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.

Custom LLM analysisNiche SaaS matchingStack under $60/mo
Software Stack Matcher
Stack <$60/mo
1
Call Summaries & CRM SyncFathom AI
Replaces manual note taking. Saves ~4 hours/week.
2
Invoicing & Lead DispatchZapier + Make
Auto-triggers invoices upon contract signing. Saves ~3.5 hours/week.
Phase 03

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.

Effort vs. Impact matrixROI formula4-day setup checklist
4-Day Implementation Checklist100% Progress Track
Day 1Register for Fathom AI & configure summary templates
5 min
Day 2Sync accounts & connect inputs to Zapier flow
10 min
Day 3Run first automated trigger flow inside Notion portal
10 min
Day 4Integrate Make.com workflow directly to your inbox
5 min
Featured Case StudyLoan & Insurance DSA

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

Started as a $999 diagnostic call. We surfaced 5 critical bottlenecks and shipped 3 production automations that reduced inbound status calls by 80% 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 BuildE-commerce owner: 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 BuildWedding 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 BuildReal 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 BuildCreator 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 Build6 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

Communication

Slack
Voxer
WhatsApp Business
Gmail
Client Success

Trusted by Growing Companies.

Real operational case studies from business leaders who automated their workflows with Neovis.

Saved 3.5 hrs/wk

"Before Neovis, onboarding a new retainer client meant manually copying contract details into Asana, setting up Slack channels, and drafting welcome emails. It was taking 3-4 hours every single Monday. Neovis prescribed a simple Zapier + Notion setup that triggers everything automatically the second a proposal is e-signed."

Alex K.
Alex K.
Zenith Media Agency
Founder & Operations Lead
Zero Lost Leads

"Our field techs were losing track of parts inventory and quote requests coming in after hours. The Neovis team audited our dispatch workflow and connected Fathom AI call notes with Jobber. Now emergency service calls auto-create dispatch tickets with full call transcript summaries instantly attached."

Jamie R.
Jamie R.
Rivera Mechanical & HVAC
Managing Director
$3,800/mo Returned Value

"We were skeptical about paying $999 for advisory, but Neovis identified a massive bottleneck in our inventory restocking flow. They set up automated re-order triggers between Shopify and our supplier spreadsheets. That single fix saved our team 25+ hours a month in administrative friction."

Priya P.
Priya P.
Lumina E-Commerce
Head of Operations
Transparent Pricing

Invest in Freed Capacity.

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

AI Tools Assessment

$999/one-time

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

Book Assessment
  • 45-minute Google Meet discovery
  • AI transcript parsing
  • 3-7 software prescriptions
  • Effort vs. Impact matrix
  • 4-day quickstart plan
  • 100% money-back guarantee
ASSESSMENT CREDITED BACK

Done-For-You Setup

$999 – $4,999/project

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

Discuss Setup
  • Everything in Assessment
  • $999 credit applied back
  • Zapier & Make integrations
  • CRM configurations
  • Custom GPT training
  • Full QA handoff & testing

AI Concierge Retainer

$1,500/month

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

Secure Retainer
  • Two 45-min strategy calls/mo
  • Unlimited Voxer support
  • Notion client ROI portal
  • Continuous prompt tuning
  • 12-hour response guarantee
  • Ongoing software updates
Got Questions?

Frequently Asked Questions.

Zero-Risk Guarantee

Ready to Get 5 Hours Back?

Book your AI Tools Assessment today. If we can't identify at least 5 hours of weekly admin savings in your custom report, you get a 100% refund.

Inquire or Book

Send Us a Message

Tell us about your team and operational bottlenecks. We respond within 24 hours.

Prefer to book immediately? Open Calendly calendar

Direct Booking

Schedule Your 45-min Google Meet Assessment

Pick a time directly on our calendar. No sales pressure—just a diagnostic interview mapping your manual bottlenecks.

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