AI tools assessment for busy owners
Find the first 5–10 hours/week AI can save your business.
A $999 diagnostic for owner-led service businesses that know AI matters, but do not have time to figure out where to start. We diagnose your repeat admin work and prescribe practical AI tools/workflows you can use immediately.
Why this now
AI is moving fast. Your business is still buried in repeat work.
Most owners do not need another generic AI strategy deck. They need to know where AI belongs first, what to ignore, and what can actually save time this month.
Leads wait too long before anyone replies
These are the leaks we look for first because they usually have clear payback and low implementation risk.
Customer questions pile up in one inbox
These are the leaks we look for first because they usually have clear payback and low implementation risk.
Scheduling and intake depend on one overloaded person
These are the leaks we look for first because they usually have clear payback and low implementation risk.
Quotes go out but follow-up is inconsistent
These are the leaks we look for first because they usually have clear payback and low implementation risk.
Staff ask the same policy/process questions repeatedly
These are the leaks we look for first because they usually have clear payback and low implementation risk.
Reports, reminders, and handoffs live in spreadsheets
These are the leaks we look for first because they usually have clear payback and low implementation risk.
How it works
We do not start by building. We start by prescribing.
Diagnose
A 45-minute recorded discovery call about where work piles up, what repeats, and what you wish you could delete from the business.
Prescribe
We analyze the call and map your bottlenecks to practical AI tools, SaaS, or lightweight workflows that already exist.
Prioritize
You get a report with quick wins, major projects, what to ignore, and a first-week execution plan.
Review
We walk through the report together and decide what you can do yourself vs. where help would be useful.
The report is the product
You leave with a practical AI prescription, not vague advice.
Executive summary
The 1-2 bottlenecks costing the most time or money.
Effort vs impact matrix
Quick wins separated from major projects and distractions.
3-7 prescriptions
Specific tools/workflows matched to your business, not generic AI tips.
4-day quick-start plan
Exactly what to do first so the report does not sit unused.
ROI estimate
Hours returned × owner/staff time value minus tool cost.
Implementation menu
Clear options if you want help putting it in place.
Prioritization
The report separates quick wins from expensive distractions.
Quick wins
High impact, low effort. The focus of the 4-day plan.
Major projects
Worth doing later, often implementation upsells.
Nice-to-haves
Useful but not urgent enough to lead with.
Avoid
High effort, low payoff, or tool hype without operational value.
After the assessment
Do it yourself, or get help implementing the first win.
Quick Win Setup
$1.5k–$2.5k to set up the first prescribed workflow/tool.
Workflow Build
$3.5k–$8k for larger intake, follow-up, knowledge base, or automation builds.
AI Concierge
$1.5k–$2k/mo for two monthly working sessions and async guidance.
Book the assessment
Bring one business. We will find the first AI opportunity.
No sensitive customer data needed. The first call is about process: where work starts, where it gets stuck, and what saving time would be worth.
Request assessment
FAQ
Practical answers.
Do I need to understand AI?
No. The assessment is for owners who know AI matters but do not have time to sort through every tool.
Is this a custom software project?
Not first. The first job is to prescribe the fastest practical win. Custom work only happens if the assessment shows it is worth it.
Who is this best for?
Owner-led service and professional businesses with 2-20 employees, roughly $500k-$5M revenue, and repeat admin/sales/customer workflows.
What if you do not find anything useful?
If we cannot find at least 5 hours/week of realistic opportunity, you do not pay.