Operational diagnostic

Five business days to know exactly what to automate. And what to leave alone.

A structured diagnostic for small businesses. One briefing call, five days of analysis, a written report with a prioritised action plan.

Visible price. Clear scope. The report is yours either way.

The Implementation Roadmap is a standalone engagement. You receive the full report. There is no obligation to proceed further with any implementation.

Get the diagnostic See what you receive ↓
What it is

What it is, and what it isn't.

What it is
  • A structured diagnostic of your operations
  • A professional deliverable that belongs to you
  • A fixed-scope engagement with defined outputs
  • The first sensible investment before automating anything
What it isn't
  • A free exploratory call
  • A generic, decontextualised AI audit
  • An open-ended consulting engagement
  • A commitment to proceed with implementation
What you receive

What you receive.

  • 01
    Executive Summary
    The 3 main opportunities and the prioritisation rationale
  • 02
    Current Workflow Map
    How your operations actually run today
  • 03
    AI Readiness Assessment
    Existing tools, available data, technical constraints
  • 04
    Opportunity Matrix
    Prioritised by impact and implementation feasibility
  • 05
    Implementation Roadmap
    Recommended sequence for the next 3 sprints
  • 06
    Tool & Platform Recommendations
    What to use, what to avoid, and why
  • 07
    Privacy, Risk & Governance
    Access, data, scope, regulatory constraints
  • 08
    Next Steps & Indicative Pricing
    What happens next, if you choose to proceed
Delivered as PDF + 90-minute debrief session.
MEIKAI IMPLEMENTATION ROADMAP Example Ltd: confidential
01. Executive Summary excerpt
Three workflows account for 68% of recoverable time.
  • Quote generation
    Priority 1 −3 h/wk
  • Invoice follow-up
    Priority 2 −1.5 h/wk
  • Onboarding checklist
    Priority 3 −1 h/wk
Prioritisation rationale
Ranked by volume × time × implementation ease. Quote generation scores highest on all three dimensions.
7 opportunities identified in this scan p. 3 / 34
02. Current Workflow Map excerpt
Invoice cycle: 6 steps, no automation.
"Each invoice starts with a client email. Open spreadsheet, copy last month's version, adjust figures, export PDF, attach and send. Every time. It works. And it is entirely manual."
  • 1Client email received—
  • 2Copy previous invoice in spreadsheet4 min
  • 3Adjust figures manually8 min
  • 4Export to PDF2 min
  • 5Attach and send email5 min
  • 6Log in spreadsheet3 min
14 invoices/month observed during the mapping session. Total: ~308 min/month.
7 opportunities identified in this scan p. 7 / 34
03. AI Readiness Assessment excerpt
Infrastructure ready. One integration gap.
"Existing tools are well-chosen and consistently used. The accounting system has no API: billing automation will route around it via structured exports."
  • Google Workspace Full API access
  • Notion Structured & current
  • Accounting system Export only: no API
Low risk: Medium integration complexity
7 opportunities identified in this scan p. 9 / 34
04. Opportunity Matrix excerpt
Quote generation
"Every quote is built from scratch off an email. No template, no price library. Roughly 50 minutes per quote, 4–5 times a week."
Current cost
3.5 h/wk
Estimated saving
−3 h/wk
Impact High
Implementation complexity Low
Recommended action
Structured template in Notion + auto-population via Make. No changes to existing tools required.
Priority 1. Immediate action
7 opportunities identified in this scan p. 12 / 34
05. Implementation Roadmap excerpt
Three sprints. Eleven weeks.
  • Sprint 1
    Quote generation template + auto-population
    Weeks 1–2
  • Sprint 2
    Invoice follow-up email sequence
    Weeks 3–4
  • Sprint 3
    Onboarding checklist + handoff protocol
    Weeks 7–8
Delivery principle
Each sprint delivers one working system. A 2-week calibration gap sits between Sprint 2 and 3. Nothing goes live untested.
7 opportunities identified in this scan p. 18 / 34
06. Tool & Platform Recommendations excerpt
Build on what you already use.
"No new platform purchases required for Sprint 1. The gap is in how tools connect, not what they are."
  • Use Make.com. Automation orchestration
  • Use Notion: template management
  • Existing Google Workspace: leverage fully
  • Avoid Custom code: no maintainer post-handover
7 opportunities identified in this scan p. 22 / 34
07. Privacy, Risk & Governance excerpt
Low risk profile. Standard safeguards apply.
"Data processed is limited to workflow context: client names, invoice data, onboarding checklists. No health, financial-record, or special-category data identified."
  • Regulatory scope nFADP + GDPR
  • Data retention Zero post-engagement
  • DPA required Yes: before Phase 2
Risk level: Low
7 opportunities identified in this scan p. 26 / 34
08. Next Steps & Indicative Pricing excerpt
Sprint 1 quote within 5 days of the debrief.
"The Implementation Roadmap is a standalone engagement. The report is yours regardless of what you decide next. If you proceed, a fixed-price quote is issued before any work begins."
Sprint 1 investment
CHF 2,400–3,200
Sprint delivery
2 weeks
No obligation
Quote is fixed and agreed before implementation begins. Exit with 30 days' notice after any sprint.
7 opportunities identified in this scan p. 31 / 34
Built for

Built for the professional practice with no operations department.

Most of the firms we work with deliver excellent client work without a dedicated operations team. Senior people handle intake, chase invoices, and manage documents between billable hours, the way it has always been done. If that pattern sounds familiar, the Implementation Roadmap finds what it costs per year and where to start fixing it.

If you run an enterprise with an internal IT department, a product or SaaS company, or are looking for a freelance developer: we are not the right fit. We will say so clearly rather than take the work.

Businesses we work with
  • Law firms, legal practices, and solo lawyers
  • Accounting and fiduciary studios, solo to 8 partners
  • Architecture and design studios
  • Physiotherapy and medical practices
  • Real estate agencies and property managers
  • Independent consultancies and service firms
Remote · Based in Switzerland
How it works

How it works.

01

Get the diagnostic

Fill in the form. We respond within 1 business day with full details and the agreement.

02

Intro call

A short call with you to understand the business, confirm the scope, and sign the agreement.

03

Discovery

We talk to the people who do the work and send a targeted questionnaire. This is where the real insight comes from.

04

Analysis: 5 business days

MEIKAI maps, measures, and prioritises every workflow. No disruption to your operations.

05

Report + debrief: 90 minutes

You receive the full PDF and a structured debrief to walk through every recommendation.

Not ready for the Scan?

Run the 2-Minute Audit first.

Seven questions, two minutes, no signup. You get an estimate of the recoverable hours. If the estimate is worth the plan, come back here.

Run the 2-Minute Audit →
Pricing

CHF 890. Five days. Ninety-minute senior debrief.

CHF 890
excl. VAT
5 business days of analysis 90-minute senior debrief Written report. Yours to keep

3 recoverable hours per week at CHF 150/hour = CHF 21,600 per year. The diagnostic costs 4% of what it finds. If it finds nothing, you pay nothing.

Get the diagnostic
Included
  • Discovery interviews + targeted questionnaire
  • 5 business days of independent analysis
  • PDF report + 90-minute debrief. Yours to keep, no conditions
Not included

Implementation of automations, permanent system access, legal or tax advice, ongoing support after delivery.

Guarantee

The report is yours either way. If the Implementation Roadmap doesn't identify at least 3 recoverable hours per week, we refund the fee in full. No conditions.

For the analysis we access only the tools strictly necessary. No data is retained beyond the engagement. Compliant with nFADP and GDPR.

Wondering if MEIKAI is the right fit? See how we compare to the alternatives →

Have questions first?

Talk to Kai. No form, no commitment.

Ask about the guarantee, the timeline, or how this applies to your specific situation.

Common questions

The questions most people ask before deciding.

Yes. Automating the wrong processes costs far more than a diagnostic. The report has standalone value: the recommendations can be used regardless of who implements them. It prevents months of effort in the wrong direction.
A short intro call, a few conversations with the people who do the work, and one 90-minute debrief at the end. The analysis happens in the background over 5 business days. Your operations are not interrupted.
The report is yours. You can use the recommendations however you like. Internally, with another provider, or simply as a reference for your own priorities. There is no obligation to continue with MEIKAI.
We access only the tools strictly necessary for the duration of the analysis. No data is retained beyond the end of the engagement. We operate in compliance with nFADP/FADP (Switzerland) and GDPR. Privacy by design: not just formal compliance.
Yes. The Implementation Roadmap is available for any context in Italian or English. The diagnostic is conducted remotely.
A Sprint engagement (covering design, build, testing, and handover for one or two workflows) typically falls between CHF 3,000 and CHF 8,000, depending on scope and complexity. The CHF 890 Implementation Roadmap fee is credited in full against the Sprint invoice. A fixed price is agreed in writing before work begins. The optional Continuity plan covers maintenance and updates, from CHF 500 per month, and can be cancelled at any time.
If you decide to proceed

The report already contains your implementation roadmap.

If you decide to proceed, the roadmap is already in the report. The implementation follows a structured programme: no undefined phases, no surprise proposals.

01

Debrief

Included in the Implementation Roadmap

A 90-minute session to walk through the report, answer questions, and confirm priorities. Sprint 1 is already scoped: you can start immediately, without additional discovery sessions.

02

Implementation

2-week sprints

Workflow mapping, automation builds, AI assistants. Each sprint has fixed scope, is tested and handed over. Stop after the first, or continue through the priority list.

Your CHF 890 Implementation Roadmap fee is credited against the first sprint.
03

Ongoing optimisation

Continuity plan · optional

Monitoring, reliability checks, training, governance, and progressive optimisation. Month to month, with a 30-day exit. The system stays functional as your business evolves: without starting over at every change.

Most clients have their first automation running within 4–6 weeks of the intro call.

CHF 890
The Diagnostic
5 business days of analysis
→
Fixed price · scoped in debrief
Sprint 1
Weeks 1–2
→
Fixed price · optional
Sprint 2+
2 weeks each
→
Monthly · optional · 30-day exit
Continuity
Ongoing

You are not obligated to go beyond the report. We only recommend a Sprint when the Implementation Roadmap shows a clear savings case; if it doesn't, we say so. Every subsequent phase has defined scope and a fixed price before it begins.

One conversation

Start with the diagnostic.

Describe one operational bottleneck. We'll respond with the sensible next step.

Get the diagnostic Write directly →

Response within 1 business day.