# IntelliWealth — Free Outcome Diagnostic

## 1. Choose one operational pain
Name the customer, the repeated task, frequency, cost of delay and current owner.
Choose one: missed inquiry recovery, slow quote preparation, fulfillment exceptions.

## 2. Establish a baseline
Record ten representative tasks. For each: minutes spent, wait time, errors, customer impact and source evidence.

## 3. Calculate a scenario, not a promise
Monthly hours saved = (baseline minutes - expected minutes) × monthly task count / 60.
Net monthly benefit = saved hours × agreed hourly cost + incremental gross profit - operating cost.
Do not double-count the same benefit. Validate projections with actual use.

## 4. Contract a small outcome
Buyer: ___
Problem: ___
Baseline: ___
Target: ___
Owner: ___
Deadline: ___
Budget cap: ___
Exclusions: ___
Acceptance evidence: ___

## 5. Seven gates
G0: buyer problem evidence.
G1: approved outcome and boundaries.
G2: reviewed design and failure paths.
G3: working bounded outputs.
G4: verified handoffs and duplicate protection.
G5: accepted release and recovery instructions.
G6: adoption, benefit measurement and improvement.

## 6. Value beyond money
People: workload, skills and accessibility.
Partnerships: accountability, trust and fair cooperation.
Resources: avoid redundant computation and waste.
Economics: lifetime cost, reliability, revenue and margin.

## 7. First 14 days
Day 0: agree scope.
Day 2: test first use.
Day 7: compare actual results to baseline.
Day 14: fix friction and decide whether expansion is justified.

Bring this completed canvas to your IntelliWealth customer workspace.