Free automation assessment
Find what to automate first.
Get personalized business process recommendations in four steps: a brief form, a 10–15 minute AI discovery interview, AI-assisted analysis reviewed by ClearPilot, and a free 30-minute meeting to walk through what we found. No obligation.
01How it works
Interview first. Reviewed analysis second. Then a human meeting.
Stage 1. You
Brief form
About 2 minutes
Tell us who you are, the business, and where work tends to pile up.
Stage 2. You + AI interviewer
AI discovery interview
10–15 minutes
A guided phone conversation about how leads, calls, follow-up, and admin move today.
Stage 3. ClearPilot
Reviewed analysis
Behind the scenes
Your answers are analyzed with AI assistance, then reviewed by a person at ClearPilot before anything is shared.
Stage 4. You + ClearPilot
Recommendations meeting
30 minutes
A free human conversation to walk through personalized recommendations and the priorities worth tackling first.
Interview first, reviewed analysis second, human meeting third. Recommendations are a starting point, not a guarantee of results.
02Watch the route
What happens after you press submit.
39-second explainer · Written overview
- Start with a brief form: your name, business, email, and the phone you will call from.
- Instructions appear on screen after you submit. Then take a 10–15 minute AI discovery interview by phone.
- Your answers are analyzed with AI assistance and reviewed by a person at ClearPilot.
- Meet with ClearPilot for a free 30-minute conversation about personalized recommendations.
Illustrative explainer. No guaranteed results, and not a full software audit.
03Brief form
Start your assessment.
Your interview instructions appear on the next screen right after you submit.
- Never enter passwords, logins, payment details, or customer records.
- Emails and reminders are not sent automatically yet.
04Straight answers
The assessment, answered.
What do I get from the free automation assessment?
Personalized business process recommendations: a clearer picture of where time and leads slip away, and the opportunities that look worth prioritizing first. It is a starting point for a conversation, not a guarantee of results.
Is this a full software or security audit?
No. The assessment is a discovery conversation about how work moves through your business. It is not a verified audit of your software, data, or security, and it does not promise a return on investment.
How long does the AI interview take?
About 10 to 15 minutes. Approximate answers are fine, and you can skip any question.
When do I get the interview phone number?
Right after you submit the brief form. The instructions appear on screen. Emails are not sent automatically at this time, so save or print the instructions page.
Is there any obligation?
No. The assessment and the 30-minute recommendations meeting are free, and there is no obligation to buy anything.
What if I would rather talk to a person?
Call ClearPilot on the main business line and ask about a non-recorded conversation with a person instead of the AI interview.