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Momentum Assessment™ + Score

Your operation, scored out of 100.

Five categories, twenty points each. A single, memorable number that tells you exactly where momentum is being lost — and a dollar figure for what it’s costing you every year.

Free Momentum Quiz

Take two minutes. See your momentum range.

Ten quick questions about how your operation actually runs. You'll get a conservative range for your Momentum Score — the paid Assessment measures the real number and puts dollars on it.

Free · ~2 minutes · deliberately conservative

Technology

Software sprawl, duplicate systems, data silos, visibility.

20

Process

Handoffs, workflow consistency, standardization.

20

Communication

Department alignment, internal messaging, information access.

20

Execution

Job velocity, completion timelines, bottlenecks.

20

Scalability

Ability to grow without adding headcount.

20

Your Momentum Score

58
Momentum Constrained
0 · Critical100 · Optimized
Below 40Critical
40–59Constrained
60–74Building
75–89Accelerating
90–100Optimized

Drag to see where your operation lands. Most service businesses we assess start Constrained — and every point of friction is a number we can put a dollar on.

Where your number lands

90–100

Momentum Optimized

75–89

Momentum Accelerating

60–74

Momentum Building

40–59

Momentum Constrained

Below 40

Momentum Critical

Momentum Leak Estimator

See where your margin is leaking.

A directional estimate of what an operation your size is likely losing each year — built from published benchmarks applied to the numbers you enter. It sizes the opportunity; it is not a quote. The paid Momentum Assessment measures it precisely.

Conservative estimate · every rate is sourced and adjustable

Your operation

$
$

AI-augmentable roles

Prefilled with U.S. median wages × a standard 1.35 burden multiplier — replace with your real numbers.

RolePeopleLoaded $/yr each
Customer service
$
Admin / data entry
$
Bookkeeping / AR follow-up
$

Estimated annual opportunity

Money likely in play — per year

$209,400–$256,140 / year

≈ $17,450–$21,345 per month · $13,960–$17,076 per employee / year

Admin time lost to fragmented systems$22,500/yr
Rework / quality loss on revenue$150,000/yr
Labor capacity AI can absorb$36,900–$83,640/yr

Redeploy people to higher-value work or avoid the next backfill — not a headcount cut.

This sizes the opportunity, not the price — a directional estimate from published benchmarks, not a quote. The paid Momentum Assessment replaces these benchmarks with your own measured numbers, and any investment figure is discussed only once your ROI Impact Report is in hand.

How to read this. Three independent, non-overlapping estimates — administrative time lost to switching between disconnected systems, rework and quality loss on production, and the labor capacity AI can absorb in repetitive roles — each using a published benchmark, discounted to what's realistically recoverable, applied to the numbers you enter. It sizes the opportunity; it is not a quote or a promise. Results vary by business. The paid Momentum Assessment replaces these benchmarks with your own measured data, and any investment figure is discussed only once that report is in hand.
Sources
  1. App-toggling time loss — Harvard Business Review, “How Much Time and Energy Do We Waste Toggling Between Applications?” (2022) — ~4 hrs/week reorienting across apps.
  2. Time searching for information — McKinsey Global Institute, The Social Economy — ~1.8 hrs/day (~9.3 hrs/week).
  3. Construction rework — Construction Industry Institute (CII) — ~5% of project cost on average; PlanGrid/FMI (2018) tied ~$31B/yr U.S. rework to poor information flow.
  4. Manufacturing quality cost — ASQ via Quality Digest — scrap + rework ≈ 0.6–2.2% of revenue; full cost of poor quality 15–20% of sales.
  5. Role wages — U.S. Bureau of Labor Statistics, OEWS May 2024 — median: customer service ~$42.8k, admin ~$47.5k, bookkeeping ~$49.2k.
  6. Fully-burdened labor cost — a standard 1.3–1.4× salary multiplier (benefits, payroll taxes, overhead).
  7. AI workload absorption — Brynjolfsson, Li & Raymond, “Generative AI at Work,” NBER / Quarterly Journal of Economics — +14–15% avg productivity, up to +34% for newer/high-repetition workers (5,179 agents).

Want your real number? The free Momentum Score Call walks your own figures — no benchmarks, no guessing.

Get Your Score

ROI Impact Report™

We don’t guess at value. We quantify it.

Six factors, one number: the annual dollars momentum puts back in your business. Recovered spend, reclaimed hours, avoided hires, and revenue you’re leaving on the table today.

01

Software Consolidation

Current annual spend minus future spend.

02

Labor Efficiency

Hours saved × hourly rate, across the year.

03

Hiring Avoidance

Future hires delayed × fully-loaded cost.

04

Error Reduction

Current error cost minus projected error cost.

05

Project Velocity

Cycle-time reduction × volume × revenue impact.

06

Lead Capture

Revenue from jobs you'd have lost to a missed call or a slow reply.

Five figures+ a month

For established mid-market operations, the recoverable spend the ROI Impact Report maps commonly reaches five figures a month or more — quantified line by line from your own numbers, before you spend a dollar on fixes.

The Momentis Guarantee

Your assessment fee never disappears.

The Momentum Assessment is a paid engagement — that’s what buys a real deep dive into your operation instead of a sales pitch. Move forward with implementation and 100% of the fee is credited toward the build. If the assessment doesn’t identify recoverable spend, we refund it. Either way, you keep the ROI Impact Report.

*Estimates are modeled per operation from your own operational and financial data. ROI varies with business size and current annual revenue.

FAQ

Questions, answered.

What does the Momentum Assessment measure?

It scores your operation out of 100 across five categories: Technology, Process, Communication, Execution, and Scalability.

What do the score ranges mean?

Scores run from Momentum Critical (below 40) through Constrained, Building, and Accelerating, up to Momentum Optimized (90–100).

What is in the ROI Impact Report?

It quantifies the annual dollar opportunity across six factors: software consolidation, labor efficiency, hiring avoidance, error reduction, project velocity, and lead capture.

What happens to the assessment fee?

The Assessment is a paid engagement. If you move forward with implementation, 100% of the fee is credited toward the build. If it doesn't identify recoverable spend, the fee is refunded. Either way, you keep the ROI Impact Report.

Get your number.

Book a free Momentum Score Call, under 30 minutes. See where your operation is leaking time and money — and what fixing it is worth.