AI Assessment
Find exactly where AI saves you time and money, in one focused engagement.
What it is
The AI Assessment turns the vague question of where does AI fit into a concrete, prioritized plan. We interview you, analyze the conversation with our own AI agent, and deliver a premium report plus a live walkthrough, so you leave knowing exactly what to do next.
Most owners don't need another AI course or a developer. They need someone to look at their calendar, inbox, and workflows and say: this tool, this process, this is where you start. That is the AI Assessment.
Who it's for
It is built for owners of service businesses, home services, logistics, coin and specialty retail, who keep hearing about AI but have no time to research it. If your calendar is full and your inbox is worse, the assessment is the fastest honest answer to the question: what should I actually do about AI?
- 45-minute recorded discovery call
- AI-assisted workflow analysis
- Executive summary of top opportunities
- Impact-vs-effort priority matrix
- 3 to 7 tailored tool recommendations
- 4-day quick-start plan and financial impact
- Live 30-minute review call
If we don't find at least 5 hours a week of savings, it's free.
A typical assessment surfaces 6+ hours a week of time savings for around $40 a month in tools. That is roughly a 25x return, every single month, and that is before you implement the bigger opportunities we uncover.
the time a typical assessment surfaces to reclaim
typical monthly return on the tools we recommend
the modest cost behind those savings
A simple, proven framework
1. Discovery call
A 45-minute call where we walk through a real day and pull out where your time actually goes. We record it so nothing is missed, the details are where the opportunities hide.
2. AI analysis
We run the conversation through our own AI agent and prompt library to surface the 5 to 7 highest-impact opportunities, then review, refine, and cut anything that is a stretch.
3. Premium report
You get a polished report: executive summary, an impact-versus-effort priority matrix, 3 to 7 tool recommendations with notes, a 4-day quick-start plan, and the financial impact.
4. Review call
We screen-share and walk you through every recommendation, so you know exactly where to start, and whether you want to run with it yourself or have us build it.
What this looks like in practice
Real tools and use cases, tailored to how your business actually runs.
Executive summary
Your top three opportunities in plain language, no jargon, no hype. You will know exactly where AI fits in your business, what it is worth, and why those three come first, all on one page you can act on immediately.
Priority matrix
Every opportunity we find, ranked by impact versus effort, so you can see at a glance which wins are quick and cheap and which are bigger projects. You start with the changes that pay off in days, not months.
Tool recommendations
3 to 7 specific tools matched to your real workflows, with plain-English notes on what each one does, what it costs, and how it plugs into how you already work. No generic lists, everything is tied to problems we found in your actual business.
Quick-start plan
A simple 4-day plan that gets your first wins live fast, what to set up, in what order, and how long each step takes. Plus a financial impact breakdown showing the hours and dollars each recommendation should return.
A typical assessment surfaces 6+ hours a week of time savings for around $40 a month in tools, a clear, no-hype plan you can act on immediately, yourself or with our help.
AI Assessment, answered
It is a flat $999, one time. And it is guaranteed: if the assessment doesn't find at least 5 hours a week of savings in your business, you don't pay.
No. The whole point is that you don't. We handle the analysis and hand you plain-language recommendations, and we can implement them for you if you want.
No. You are not buying training or theory. You are buying a specific, prioritized plan tied to your actual business, plus a report and a walkthrough.
Most clients do. After the review call, we can build the tools and automations for you through our Custom AI Tools service, so you don't have to do it yourself.
The assessment is quick, a call, our analysis, the report, and a review call, typically wrapped up within about a week.
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