Find out where AI fits. Before you commit to a build.
A two-week scoped diagnostic engagement for Canadian SMBs. Bobby maps your current process, ranks 3-5 automation opportunities by ROI, and recommends the single highest-leverage first build. Public price. Fixed scope. 100% credits toward a future engagement if you move forward.
Exact price scoped on the kickoff call based on complexity. Includes report, walkthrough, and 100% credit toward a 90-day follow-on engagement.
The Bearings Report is a productized two-week diagnostic engagement from Compass AI Group. For $2,500–$3,500 CAD, Bobby personally maps your current process, ranks 3-5 automation opportunities by ROI and risk, and writes a 10-14 page report recommending the single highest-leverage first build. Built for Canadian SMBs (5-50 employees) in engineering, law, real estate, studios, and professional services. 100% of the fee credits toward any engagement signed within 90 days. Public price. Fixed scope. No upsell pressure.
A written report. Ranked decisions.
Not a slide deck. Not a tool recommendation. A clear, prioritized read on where AI actually pays for itself in your business - written so anyone on your team can act on it.
Current-state process map
A 1-2 page diagram of how work flows in your business today. Inputs, decision points, hand-offs, where time gets lost. Discovered through Lean process mapping and team shadowing.
3-5 ranked automation opportunities
Each with: what gets automated, who benefits, effort estimate, dollar ROI estimate (annual), risk flags, and the integration shape required.
Recommended first build
The single highest-leverage opportunity to start with - scope, deliverables, ballpark price, timeline, and a written rationale for why this one first.
Phased roadmap (optional)
If you want to extend, the report includes a 12-month phased plan showing where each opportunity fits and what depends on what. Compounding-returns mapped. No obligation - it's information.
Day 0 to delivered. Then you decide.
Fixed timeline. You see the milestones up front. We have shipped this engagement enough to know exactly what fits in 14 days.
Kickoff call
90 minutes. You + Bobby. Walk through the current state, define scope of what to investigate, set the working access (tools, contacts, documents).
Discovery
Process mapping, 2-3 stakeholder interviews, review of current tools and data, competitor + market context lookup. Quiet week on your side.
Synthesis + delivery
Bobby drafts the report, internal review for rigor, delivered as PDF + a 90-minute walkthrough call. You ask anything. Recording optional.
You decide
No follow-up pressure. The report is yours. Most clients move to a build within 60 days; some take 6 months; some choose a different path. All fine.
Honest fit signals. Both directions.
We have shipped enough of these to know what makes them work and what makes them a waste of your money.
- You run 5-50 employees and are Canadian
- Your team is hitting capacity limits and you suspect automation could help
- You are evaluating multiple AI vendors and want one neutral expert opinion before deciding
- You have done some Googling but want someone to actually look at your specific situation
- You want a written artifact you can share with partners or your accountant
- You are sub-3 employees and not yet at process-pain scale
- You already know exactly what you want to build and just need a developer
- You need a 3-day turnaround (we book 4-6 weeks out)
- You are pre-revenue and need a founder to debate strategy with rather than scope tactics
Bearings questions, answered plainly.
What does the Bearings Report actually deliver?
A written PDF report (10-14 pages) plus a 90-minute walkthrough call. The report covers: your current-state process map (1-2 pages of how work flows today), 3-5 ranked automation opportunities (each with effort estimate, ROI estimate, and risk flags), a recommended first build with scope and ballpark price, and a phased roadmap if you want to extend further. Designed so you can hand it to your business partner, your accountant, or any internal stakeholder and they understand it without needing an interpreter.
How long does it take?
Two weeks from signed engagement to delivered report. Week 1: kickoff call, shadow your team where helpful, review your current tools and data. Week 2: synthesize, draft, internal review, deliver. Fixed timeline; we hit it.
Is the Bearings Report different from the free Bearings Call?
Yes. The free 30-minute Bearings Call is a get-to-know-you conversation - we listen, ask questions, and decide together whether a paid engagement makes sense. The Bearings Report is a paid productized deliverable: real diagnostic work, real artifacts, ranked opportunities. Think of the call as the front door and the report as the structured first step you can take without committing to a $20,000 build.
What if the report concludes AI is not the right answer for us right now?
Then it says so plainly. The point of the Bearings Report is to give you an honest read, not to sell you the next thing. If your process is healthy, your data is messy, or your timing is wrong, the report will name it and tell you what to do first. That outcome happens about 1 in 6 engagements. Better to learn it from a $3,000 diagnostic than discover it three months into a $30,000 build.
Does the Bearings Report credit toward a larger engagement?
Yes. 100% of the Bearings Report fee credits toward any engagement signed within 90 days of delivery. If you book the report at $3,000 and then commission a $20,000 workflow automation build a month later, the build invoice is $17,000. No pressure to commit - the credit just removes any economic friction in moving forward when it fits.
Who has access to my information during the engagement?
Bobby and a non-disclosure agreement. We sign mutual NDAs before the kickoff call. Any documents you share live in a Canadian-residency project workspace. Nothing leaves Canada. Nothing trains a public model. The Bearings Report itself stays yours - you can show it to anyone, including other potential vendors.
Two weeks of structured work. One clear next decision.
You can skip this and book a free Bearings Call instead - that is the right move if you already know what you want to build. If you want a structured read of your specific business with ranked options and ROI math, the Bearings Report is the front door. Book below or start with a free call.
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Plot Your
Course.
A free 30-minute Bearings call. Two operators talking about your business. No deck. No pitch. Just an honest read on whether AI is the right tool - and if so, where I'd start.