Assessment
Clarity before commitment. Walk away with a prioritized action plan.
A structured diagnostic for your AI opportunity landscape.
Something's stuck — or too much is moving at once. Maybe AI feels urgent but the right starting point isn't clear. Maybe there's a decision the leadership team can't quite make. Maybe the board is asking questions and the internal answers feel vague.
An Assessment is a focused, rigorous engagement built around one objective: producing clear answers and a written action plan you can execute on the day you receive it. Not a generic framework. Not a deck full of best practices. A specific, prioritized roadmap for your situation — grounded in how travel, hospitality, and food & beverage businesses actually operate.
AI feels urgent but the starting point isn't clear
Every vendor has an AI pitch. Your board is asking about AI strategy. But nobody on the team can confidently answer "where do we start?" — and the cost of guessing wrong is high.
A major decision is stuck
Product direction, technology investment, build vs. buy, competitive repositioning — the leadership team has been circling a decision for weeks or months. Fresh, experienced eyes break the deadlock.
You're not sure if you need a bigger engagement
An Assessment is the lowest-risk way to get an expert's perspective. It produces a standalone result — and if a larger Project or Retainer is warranted, the Assessment will make that clear with specifics.
Your product roadmap feels like a wish list
Too many priorities, no framework for evaluating them, and AI features keep getting added without a clear strategy. Sound familiar? That's exactly what the Assessment is designed to sort out.
1. You share. I review.
You complete a structured questionnaire and share relevant materials — product documentation, metrics, competitive landscape, whatever's relevant. Everything is reviewed in advance using a proprietary evaluation framework so no time is wasted getting up to speed in the room.
2. Working session
A half-day or full-day session — virtual or on-site — to dig into findings, pressure-test assumptions, and work through the real questions together. This is where clarity happens: structured, focused, and designed to surface what the team has been circling around.
3. Written report delivered
Within one week of the session, you receive a written report with findings, prioritized recommendations, and a concrete action plan. Built to hand to your team and start executing — not a document that requires another engagement to interpret.
4. What happens next
Clients frequently move into a Project or Retainer after seeing the findings — because the Assessment clarifies both what needs to happen and the scope required. That's not a bait-and-switch. It's what happens when a genuine diagnostic produces real answers. Many clients take the report and execute independently. It's built to stand on its own.
Full-spectrum evaluation
The assessment covers four dimensions: business model, customer and guest experience, operational workflow, and AI readiness. The right opportunity usually lives at the intersection of all four — which is why evaluating each in isolation misses the point.
Written report and action plan
A 10–20 page document with specific findings, prioritized recommendations, and concrete next steps. Includes an honest evaluation of where AI creates real leverage in your situation and where it doesn't. No fluff, no padding — every page earns its place.
Prioritized opportunity map
Not just "here's what you could do" — a ranked list of what to do first, second, and what to ignore entirely. Each recommendation includes effort level, expected impact, and dependencies so your team can plan immediately.
Session recording
The working session is recorded and provided to you, so the full context of the conversation is available to team members who weren't in the room.
Why do this?
The cost of indecision is real. Another quarter without a clear direction, another budget cycle spent on the wrong priorities, another initiative that lands without traction — these cost far more than a day of focused diagnostic work. Travel and hospitality companies are making major AI bets right now, many of them poorly informed. "We know AI matters but don't know where to start" is the most expensive sentence in business today.
Thirty years of building products, writing code, designing interfaces, and running businesses — applied to your specific situation, in a format designed to produce answers, not more questions. This is the fastest path from uncertainty to clarity.
Your time commitment
About 1–2 hours of pre-work (questionnaire and gathering materials). A half-day to full-day for the working session. That's it — the report, analysis, and recommendations are all on my side.
Who should participate
The CEO or product leader, plus 1–2 people closest to the challenge. Keep it tight — the session is more productive with fewer, more senior voices in the room.
Timeline
Can usually be underway within 1–2 weeks of signing. Working session is half a day to a full day. Written report delivered within one week of the session.
Investment
Starting at $3,500 depending on complexity. Prepaid before the engagement begins.
"J shows you how to ask the right questions, dig into the core of the challenge, and drive towards results-based solutions."
"J has helped us deliver amazing value to our customers time and time again. His ability to take nebulous concepts and drill down until they become quality products is second to none."
"The concepts he teaches can be applied to any type of product or business idea. A clear and concise way to make sense of the chaos and build something people will actually buy."