Icon AI Assessment
Find Out Where AI Adds the Most Value in Your Business
A 7-business-day engagement that maps the intelligence opportunities in your business, ranks them by valuation impact, and gives you a clear build plan whether we work together or not.
$2,500. Fully applies toward any build engagement.
What This Is
Before you build anything, you need to know what’s worth building.
Most business owners know AI should be part of their future. What they don’t know is where it actually moves the needle for their specific business, their specific workflows, and their specific buyers. The Assessment answers that question.
We come in, map how your business actually runs, and identify every place where an intelligence layer would change the outcome. Not generic AI advice. A prioritized build plan based on what your business does and what it’s worth.
Owners planning an exit use it to understand which AI improvements move their multiple before they go to market. Owners building for the long term use it as their roadmap. Either way, you leave with a clear picture and a clear path.
What You Receive
Six deliverables. One clear picture.
Intelligence Opportunity Map
A full map of where institutional knowledge is trapped in your business and what it would mean to free it. Ranked by impact on valuation and operations.
Decision Layer Audit
An analysis of how your business currently makes decisions, where inconsistency costs you, and what a structured decision layer would change for buyers and operators.
Workflow Dependency Analysis
Where your business depends on specific people to function, and where an orchestration layer removes that dependency. Buyers discount businesses that can’t run without the owner. This shows you exactly where that risk lives.
Valuation Impact Report
A clear-eyed assessment of how the identified intelligence opportunities translate to valuation improvement. Written for a business owner, not a technologist.
Prioritized Build Roadmap
Sequenced implementation plan with clear phases. What to build first, what to build later, and what to skip. Actionable whether you engage Icon for the build or take it elsewhere.
90-Minute Debrief Session
We walk through every finding together. You leave with complete clarity on priorities, investment levels, and expected outcomes before making any further commitment.
How the Investment Works
The Assessment is a business decision, not a sunk cost.
Every dollar you invest in the Assessment applies toward a Foundation Build or Operating System engagement. If we move forward together, the Assessment is effectively free.
If you take the roadmap and implement on your own, you still have a clear picture of your business that most owners never get. Either way, the clarity is worth it.
If You Build With Icon
The full Assessment investment credits toward your Foundation Build or Operating System engagement. You don’t pay for the same work twice.
If You Build on Your Own
You leave with a complete roadmap, prioritized by valuation impact. The build plan is yours to take anywhere. No obligation, no pressure.
How It Works
Seven business days from kickoff to clarity.
1
Kickoff Call
Daniel and Rachel meet with you to understand your business, your goals, your exit timeline if applicable, and where you feel the most friction. This is a conversation, not a form.
2
Business Mapping
We map your workflows, decision points, and information flows across every major function. Where does knowledge live? Where does it get lost? Where do processes depend on specific people?
3
Analysis and Prioritization
We build the six deliverables and rank every opportunity by valuation impact, implementation complexity, and business risk. You get the full picture, not just the easy wins.
4
Debrief and Decision
90 minutes with Daniel and Rachel to walk through every finding. We answer every question. You decide how to proceed with full clarity and no pressure.
Get the clearest picture your business has ever had.
Book your Assessment or start with a conversation. Either way, we’ll tell you exactly what we think before you commit to anything.