How it works

Assessment first.
Then we build what fits.

Truffle is not a platform you buy and figure out. We start with a structured discovery process, surface what's actually costing you money, then build the system that fixes it — configured to your business, deployed for you.

The assessment process

From conversation to
custom roadmap — in 48 hours.

Why the assessment matters: Most owners assume they know their biggest problem. The assessment almost always finds something different — or finds the problem is bigger than they thought. Speed to lead is one example. MIT studied 15,000 inbound leads and found 391% higher conversion within 1 minute vs. 2 minutes — and the average SMB response time is 47 hours. That gap alone is worth finding. But it's one of dozens of revenue leaks the assessment is designed to surface.

1
You book the assessment

Fill out a short form with your business basics — trade, team size, tools you're using. We confirm a 45-minute call time that works for you.

What we need upfront
  • Business type and team size
  • Tools you're currently using
  • A 45-minute slot on your calendar
  • Nothing else — no prep required
2
45-minute discovery call

We walk through your business — your day-to-day, your biggest headaches, where time goes, how new business comes in and what happens to it. You talk, we listen. No selling on this call.

What we cover
  • Your tools and current workflow
  • Where manual work is eating time
  • How new business comes in and gets handled
  • Your biggest operational bottlenecks
3
AI generates your custom report

Within 48 hours we deliver a full assessment report built from the transcript of your call. Every recommendation is specific to what you told us — not a generic checklist.

What's in the report
  • Executive summary of your top revenue leaks
  • Effort vs. impact matrix of every pain point
  • Specific AI tools mapped to your pain
  • 4-day quick win implementation plan
  • Financial impact estimate in dollars
4
Follow-up walkthrough call

We walk through the report together — screen sharing, line by line. You see exactly what we found and why. If a build makes sense, we scope it. If not, the report is yours to act on.

What happens on this call
  • Full report walkthrough
  • Q&A on every recommendation
  • Build scoping if there's a fit
  • No pressure — you leave with value either way
5
Build — if the data says so

The assessment surfaces the highest-ROI opportunity. We build it — speed-to-lead automation, missed-call systems, quote automation, follow-up workflows, or whatever the report identified as the biggest lever.

How we choose what to build
  • Highest revenue impact first
  • Fastest time to ROI prioritized
  • One build at a time — prove it, then expand
  • You approve the scope before we start
The build menu

11 builds. The assessment
picks the right ones.

We don't offer everything at once. The assessment tells us where the highest return is — and that's where we start.

Stage 1
Capture & Respond
Capture revenue before it slips away
  • Speed-to-lead — instant response to every inquiryonds
  • Missed-call text back
  • AI receptionist — 24/7 call answering
  • Inquiry qualification system
Stage 2
Convert & Close
Convert more opportunities into revenue
  • Quote automation
  • Appointment booking + no-show reminders
  • Proposal & contract generation
  • Sales & follow-up workflows
Stage 3
Retain & Collect
Keep clients longer, collect faster
  • CRM reactivation campaigns
  • Review request automation
  • Invoice & payment follow-up

Why we start with one build. Most clients begin with one high-impact build from Stage 1. That build proves the ROI, funds the next engagement, and builds trust before we go deeper. We're not trying to sell you everything on day one.

What to expect

From assessment to live
in under two weeks.

We move fast because we've done this before. Here's what the full timeline looks like from the day you book.

Day 1
Assessment
Discovery call + report
45-min call. Custom report in your inbox within 48 hours.
Day 3
Scoping
Walkthrough + scoping
Report walkthrough. Build scoped and approved together.
Day 5
Build
Build
Automation configured and built to your business criteria.
Day 9
Go-live
Test + go-live
Live test to your number. Walkthrough, approval, launch.
Ongoing
Monitor + expand
We run the system. You run the business.

Find out what's
buried in your business.

45 minutes. A custom report. A roadmap built from your numbers.

Book your AI Assessment