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Example business assessment · Client details changed

One founder holds the details behind fourteen artists’ bookings.

A talent booking firm that depends on the founder knowing the artists and customers well. Staff have limited access to that history or to rules for handling routine requests.

A composite: an example report with client details changed. This example assessment report draws on previous client work. Identifying details are changed or combined to protect confidentiality. It shows how I reach a recommendation; proposed AI changes are hypothetical and would need their own testing.
IndustryEntertainment · talent booking
Revenue~$820K
Team3 people
Operating6 years
Primary constraint

The founder holds the history of both the artists and the customers. Staff need a way to find the relevant details and know which decisions they can make.

The founder knows which artist suits a customer, what a deal should include and how earlier conversations affect the next one. Those details and decision rules have not been recorded in a form staff can reliably use.

Five operating functions

These five ratings describe how the business notices incoming work (Sensing), shares information (Signaling), prepares it (Processing), assigns decisions (Deciding) and checks results (Regulating). Functional means reliable in the work examined; Degraded means inconsistent or dependent on workarounds; Absent means there is no repeatable process around that function.

Sensing Absent
Signaling Absent
Processing Degraded
Deciding Absent
Regulating Absent
Evidence

Where margin leaks

Similar deals use different commission rates. Existing relationships receive little follow-up. Staff spend time on proposals before applying clear criteria for deciding which inquiries are worth pursuing.

Evidence

What routes to the owner

Proposals, contracts, availability confirmations, client follow-ups, artist notes, and standard inquiry responses all wait for founder sign-off, including many that could run from rules.

What should change first

The changes I’d consider first

1

Build the artist roster document.

Give each top artist one useful page: availability, fee range, requirements, history, and relationship notes.

2

Define staff authority.

Name exactly what staff can handle for rebookings and standard inquiries.

3

Run post-event follow-up.

Seven days after every event, staff debrief the client and update the artist file.

A possible use of AI · Proposed for this example

Make the company’s information usable.

I would test a recurring report prepared from agreed booking and artist records. It would flag conflicting or out-of-date details for the responsible person to review. We would compare preparation and correction time, and check whether the source information was current.

This is a possible addition to the example, not a measured result. Before building it, I would check whether the necessary information is available and agree how to test the benefit.

Talk about your business

What would you like the business to handle better?

Tell me what the business does and what you’d like help with. If a detailed assessment would be useful, I’ll explain the $2,500 Read: a 90-minute session and a report with my recommendation.

Show me your workflow

Start with a short inquiry. I’ll reply personally, usually within two business days, and arrange a free 20-minute conversation when I can help.