The gap isn't access to AI. It's knowing which move generates the most return — whether that's cutting operational cost, accelerating revenue, or both. B2B Architect delivers a prioritized roadmap built around your business in 10 business days.
Delivered in 10 business days
Your best estimators carry judgment that never makes it into your ERP or Procore. We capture that reasoning into a firm-owned playbook your whole team can use.
Inbox Bottleneck
Your team spends hours manually extracting data from emails, PDFs, and documents just to key it into your core system (ERP, ATS, or CRM).
Integration Gap
You have expensive software, but your staff still relies on spreadsheets and brute-force effort to bridge the gaps between platforms.
Volume Problem
Your growth is constrained by how fast your team can process quotes, screen applications, or match resources—making every new dollar of revenue reliant on hiring more administrative staff.
Answer structured questions about your business, operations, and biggest pain points. Every question feeds the pre-call research — nothing is filler.
We combine 25 years of enterprise operational experience with AI-powered research to analyze your company, industry benchmarks, and workflow signals — arriving with specific hypotheses about your business, not a blank notepad.
One focused conversation that surfaces the financial stakes behind each opportunity — we present our hypotheses and you tell us where we're right, wrong, and what we missed.
A professional, board-ready report with five prioritized opportunities, financial impact ranges, effort assessments, and one clear recommended starting point.
We don't just look at the processes you tell us about. We map the full picture: how you acquire customers, how you operate and deliver, how you retain and grow them. Then we find the AI opportunities at every layer.
We don't sell software licenses or take referral fees. If the best solution for your business is a $50/month off-the-shelf tool, that's what the report recommends.
We identify AI that works around your existing systems — ERP, ATS, TMS, whatever you're running. We're not here to replace your core platforms. We're here to eliminate the manual workflows between them.
We focus on solutions that run in the background — automating the workflows your team currently handles manually, without asking them to change how they work.
Delivered within 10 business days
Best suited for companies with 25-500 employees and at least $5M in annual revenue.
Start Your AuditOver 25 years building enterprise B2B platforms from the ground up — including an acquisition by a Fortune 100 company.
Enterprise integrations across ERP, CRM, EDI, OCR, and AI.
Delivered in 10 business days - a complete, actionable roadmap.
Confidential - prepared exclusively for your business, never shared.
We start from a structured map of how your business works: how value is created, delivered, and retained across every part of your operation. That means we find opportunities others miss, and we don't recommend things that don't fit your operating model.
There is no readiness requirement. The audit tells you where to start. Whether you're early in your thinking or you've already experimented, the output is the same: a prioritized, financially-grounded assessment of where AI creates value in your specific business - and a clear first step.
No. The audit stands alone. You will receive a complete, actionable report regardless of whether you engage further. Implementation is a separate conversation - one that only happens if you want it and if it makes sense.
Any middle market business where operations are complex — whether that's internal processes like invoicing and procurement, or client-facing experiences like onboarding and service delivery — and there are meaningful dollars attached to improving them.
After submitting, you'll be invited to schedule your 60-minute discovery session directly — most clients book in under a minute. If you don't see a time that works, we'll follow up within one business day with additional availability. We review your intake before every call, so we come prepared with specific observations about your business — not generic questions.
Delivered in 10 business days. Confidential.