AI Business Assessment

Discover where AI can save you 20+ hours a week.

A hands-on diagnostic of your business — your workflows, tools, channels, and team — that returns a prioritized AI roadmap with ROI projections. So you invest in the right automations, in the right order.

No vendor pitches. No generic templates. Just a clear plan tailored to how your business actually runs today.

Fast onboarding No long-term contracts Cancel anytime

Why choose us

Stop guessing. Start with a plan.

Most businesses waste their first 6 months chasing the wrong AI tools. We help you skip that.

Capabilities

Built to deliver, end-to-end.

Workflow Audit

Map every repeatable task across sales, ops, and support to find the biggest time-sinks.

ROI Modeling

See projected hours and dollars saved before you spend a penny on tools.

Tool Stack Review

Audit your existing CRM, calendar, email, and apps for hidden AI leverage.

Prioritized Roadmap

A 90-day plan ranked by impact vs. effort — what to build first, second, and never.

Bottleneck Discovery

Identify the silent process gaps that cost you leads, time, and revenue every week.

Strategy Session

Live walkthrough with our team to pressure-test the plan and answer every question.

What's included

What you walk away with.

60-Min Discovery Call
We learn your business, your goals, and your constraints.
Workflow Audit Report
A documented map of your top 10–20 repeatable processes.
AI Opportunity Map
Every place AI can replace, accelerate, or augment work.
ROI Projection Model
Hours saved, revenue gained, and payback period per opportunity.
90-Day AI Roadmap
Sequenced plan of what to build first for fastest ROI.
Tool & Vendor Shortlist
Curated tools that actually fit — not whatever's trending on Twitter.
Risk & Change Plan
How to roll out AI without breaking the team or the business.
Strategy Session
Live 60-min walkthrough to align stakeholders.
Recording & Slides
Everything in writing so you can act on it any time.
Optional add-ons
Implementation sprint (we build the first workflow)Team training & enablement workshopCustom AI policy & data governance docQuarterly roadmap reviewsVendor negotiation supportExecutive board readout

Our process

Simple, transparent, stress-free.

Average turnaround: 2–3 weeks

01

Intake

Short questionnaire + access to read-only data so we come prepared.

02

Workflow Audit

We document how work actually flows across your team today.

03

Stakeholder Interviews

30-min calls with key team members to surface hidden friction.

04

Roadmap Build

We model ROI, prioritize, and write the plan.

05

Strategy Session

Live readout, Q&A, and sign-off on next steps.

Real results

From our clients.

"

We thought we needed a chatbot. The assessment showed us our real bottleneck was scheduling. One automation later, we got 18 hours a week back.

Daniel Reyes
COO, Pacific Logistics
"

Worth 10x what we paid. The roadmap killed three projects we were about to fund and pointed us at the one that's now driving most of our growth.

Priya Anand
Founder, North Shore Health Group

Pricing

Pricing that makes sense.

Every assessment fee is credited toward your first implementation project.

Starter Audit

$499

Solo operators & small teams. Workflow audit + AI opportunity map.

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Enterprise

Custom

Multi-location, multi-department. Multiple stakeholders and a board-ready readout.

Talk to sales

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Ready to see your AI roadmap?

Stop spending months testing tools that don't move the needle. Get a prioritized plan in two weeks.

No long-term contracts Fast onboarding Cancel anytime