Tools are checked before we recommend them
We review each vendor's published terms: where data is stored, who can access it, and whether your data may be used to train their AI models. What we find is noted beside the recommendation.
Our main service · $999 flat
AI Operations Assessment: find the improvements worth making
A fixed-price review of how your business actually runs. You get a written, prioritized plan with at least three specific, ready-to-use improvements, or your money back.
- Price
- $999 flat
- Assessment call
- 45 minutes, recorded with your permission
- Written report
- About one week after the call
- Review call
- 30 minutes
- Guarantee
- 3 ready-to-use improvements or a full refund
Who it helps
Owner-run service businesses and professional firms, roughly 2 to 20 people, where the owner or the office is still doing work that software could take on.
A good fit if you...
- Know there is busywork in your week but not which tools would fix it
- Have tried apps that never stuck, and want a plan before spending more
- Pay for software you suspect could do more
- Want someone to sort the options and tell you what to do first
Something else may fit better if you...
- Already know exactly what you want built: see Workflow Automation
- Need a multi-department roadmap or an AI use policy: see AI Business Consulting
- Have the tools and need your team to use them: see AI Training
What we look at
The assessment covers the everyday work that eats an owner's week:
- Incoming calls, emails and website inquiries
- Quoting and estimating
- Scheduling and dispatch admin
- Invoicing and payment follow-up
- Customer follow-up and reminders
- Documents, data entry and re-keying between systems
- Internal reporting and approvals
What you bring
- 45 minutes with the owner, and anyone who runs the office if you like
- A list of the software you pay for today
- A rough sense of where the week goes
You do not need to send confidential files. If a specific document would help, we will ask and you decide.
What you get for $999
- The 45-minute assessment call, where we walk through how time, money and customer requests move through your business.
- A written report of your highest-impact opportunities. Each one covers the problem, the recommended change, the tool, the expected cost, the setup steps and what to watch for.
- A priority order based on effort and impact, so you know what to do first.
- A 30-minute review call to go through the report and answer questions.
Not included: buying or setting up the tools, ongoing support, and legal, tax or compliance advice. If you want help with setup, we will quote it separately.
What a recommendation looks like
Illustrative example for a fictional business. Not a client result.
Business: a six-person HVAC and plumbing contractor.
- Problem
- Estimates go out by email and nobody follows up unless the customer calls back. Follow-up depends on the owner remembering.
- Recommended change
- Turn on automated estimate follow-up in the field-service software the company already pays for: a reminder email two days after an estimate is sent, and a task for the office manager at five days.
- Setup steps
- Confirm the feature is included in the current plan.
- Write two short follow-up messages in the owner's voice.
- Trigger them on estimates marked sent but not approved.
- Test on three internal estimates.
- Turn it on for new estimates only.
- Expected cost
- Often no added software cost when the current plan includes the feature. If it does not, the report lists the vendor's current published upgrade price. About an hour of office time to set up.
- Assumptions
- Estimates are already created in the software, customers have an email address on file, and the owner approves the message wording.
- Owner
- Office manager, with the owner signing off on the messages.
- How to tell it is working
- The share of open estimates that get a follow-up within five business days, checked monthly.
Real reports name the specific product and use its current pricing.
Our guarantee
If your written report does not give you at least three specific, ready-to-use improvements you are not already doing, each with the tool and the steps to set it up, you get a full refund of the $999.
We do not promise a number of hours saved or a dollar figure. We promise a plan you can act on, and the report itself shows whether we delivered it.
How we handle your information
Share only what is needed
We show you how to get the benefit without putting your full customer list or sensitive records into a chatbot.
A person approves what goes out
We recommend setups where AI drafts and someone on your team reviews quotes, replies and records before they reach a customer.
What we cannot promise
We cannot guarantee a third-party vendor's security, and we do not give legal or compliance advice. If you work under specific privacy rules, check recommendations with your advisor.
We do not sell your information. See our privacy policy.
How it works
- Free 20-minute call. We talk about one thing slowing your week down and whether a full assessment is worth it. There is no charge for this call, and it is not the assessment.
- The assessment ($999). A 45-minute call across your whole operation, recorded with your permission so we can focus on the conversation.
- Your written report. Delivered about a week later, with recommendations in priority order.
- Review call. 30 minutes to walk through it together and answer questions.
- Optional: help putting it in place. If you want us to set things up, we quote that work and credit your $999 toward it. You can also ask about support through the first 90 days: setup, adoption and a monthly check-in.
Common questions
How much does the AI Operations Assessment cost?
A flat $999. The introductory 20-minute call before it is free, so you can decide whether the assessment is worth it before you spend anything.
What is free and what is paid?
The 20-minute introductory call is free. The paid assessment ($999) is the 45-minute assessment call, the written report and the 30-minute review call.
What is the guarantee?
If the written report does not give you at least three specific, ready-to-use improvements you are not already doing, each with the tool and the steps to set it up, you get a full refund of the $999.
Is this all about AI?
No. Many recommendations are ordinary software, often a feature in something you already pay for, or a simpler way of doing a step. Some are AI. The point is the result, not the label.
Will I have to buy new software?
Not necessarily. Each recommendation shows its expected cost, and we look first at tools you already have. You decide what to buy, if anything.
Do I have to hire you afterward?
No. The report is yours to act on however you like. If you want help putting recommendations in place, we can quote that work and credit your $999 toward it, but there is no obligation.
What do I need to share?
Mostly a conversation: how work moves through your business and which software you use today. You do not need to send confidential files. If a specific document would help, we will ask and you decide.
How do you handle my business data?
Before a tool goes into your report we review the vendor's published terms on where data is stored, who can access it and whether it may be used to train AI models, and we note what we find beside the recommendation. We cannot guarantee a third party's security, and we do not provide legal or compliance advice.
Who is it for?
Owner-run service businesses and professional firms, roughly 2 to 20 people, where the owner or office team is still doing work that software could take on. Construction, trades and field services, accounting and other professional firms, property management, and nonprofits are a good fit.