A look at how work really moves
A 45-minute call that walks through calls, quotes, scheduling, invoicing, follow-up and the back office, so the plan fits how you actually operate.
AI Operations Assessment · $999
Find the right AI improvements for your business.
Not sure which tools are worth your time? Our $999 AI Operations Assessment looks at how your business actually works and gives you a practical, prioritized plan, with at least three specific improvements you can put to use or your money back.
What the assessment gives you
One fixed price, a clear scope, and a written plan you can act on with or without us.
A written, prioritized plan
Your best opportunities in order, so you know what to do first, second and third instead of trying everything at once.
Tools, costs and setup steps
Each recommendation names the tool, what it is expected to cost, and how to set it up. Often it is software you already pay for.
A guarantee you can check
At least three specific, ready-to-use improvements you are not already doing, or a full refund of the $999.
Does any of this sound like your week?
- Quotes and job notes get written at the kitchen table after hours.
- Invoices go out late, and payment follow-up depends on someone remembering.
- You or your office answer the same handful of questions all day.
- The same information gets typed into two or three different systems.
- Approvals sit in one person's inbox until they get to them.
- You pay for software you suspect could do more, but nobody has time to find out.
Most of these have a practical fix. The hard part is knowing which ones are worth fixing first, and with which tool. That is what the assessment is for.
How it works
- Free 20-minute call. We talk through one thing slowing your week down and whether the assessment is a fit. No charge.
- The assessment ($999). A 45-minute call across your whole operation.
- Your written report. Delivered about a week later, with each recommendation, its cost and its setup steps.
- Review call. 30 minutes to go through it together. Act on it yourself, or ask us to help.
Other ways we help
You do not need an assessment first. If you already know what you need, start here.
AI Business Consulting
A roadmap, AI use policy and vendor choices for businesses that need more than a single assessment.
AI Training & Enablement
Hands-on sessions that teach your team to use approved AI tools on their real work, safely.
Workflow Automation
We build and test the automations: intake, reminders, documents and updates between your systems.
Custom AI Chat Widgets
A chat assistant for your website that answers common questions from content you approve.
Looking for an AI phone assistant? ReplicAi™ is available by request.
Why AI Workforce Plus
Practitioner-led
Our founders have 45+ combined years in finance, IT leadership and software development. We have run the back office, not just advised on it.
Process before tools
We look at how the work flows before naming software. Sometimes the best answer is a feature you already pay for, or a simpler step.
A person stays in control
We recommend setups where AI drafts and a person approves anything that goes to a customer.
Built for small teams
Our work centers on construction, trades and field services, and on professional firms, typically 2 to 20 people.