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Custom tool recommendations
4–6 specific AI and SaaS tools, ranked by impact. Each one with a 'why this fits you' paragraph that quotes back what you said in our call.
AI Assessment · For small & mid-sized businesses
Turn AI noise into
real revenue.
Start with a free 30-minute discovery call. If we’re a good fit for your business, we’ll deliver a custom AI Assessment that shows where automation can save hours and add revenue.
No prep required. We’ll do the heavy lifting.
The reality
You know AI could help.
You just don’t know where to start.
Most small business owners we talk to say the same thing: there are hundreds of AI tools, the marketing all sounds the same, and they don’t have 20 hours a week to figure out which ones actually fit how their business runs.
Meanwhile, the tools that would save them 5–10 hours every week — that would let them sleep through the night without worrying about leads slipping through — are sitting right there. Just hidden.
The AI Assessment is a 60-minute investment of your time that gives you the map.
What you get
Save time and money.
It’s all in your report.
Every assessment is custom. The recommendations, dollar figures, and walk-through are built specifically around what you tell us on the discovery call.
Your assessment includes:
- A prioritized list of high-ROI automation opportunities (ranked by Effort vs. Impact).
- A 4-day quick-win plan to implement your top opportunities.
- Specific tools, prompts, and workflow diagrams tailored to your business.
- Clear revenue/time savings estimates so you can justify next steps.
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4-day quick-win plan
Day-by-day implementation steps. Tools that can be set up in 15 minutes to an hour each. Built so you can't procrastinate.
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Effort vs Impact matrix
Visual map of every recommendation, plotted on a 2x2. Quick wins called out. Bigger opportunities clearly communicated.
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Bigger upgrade opportunities
Any larger projects identified that go beyond off-the-shelf tools are scoped with price ranges.
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Financial impact, in dollars
Hours saved per week × your hourly rate − tool costs = monthly net gain. The math is on the page. No vague 'this could help.'
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30-minute walk-through call
We go through the report together. Live screen share. We answer your questions and figure out which solutions make the most sense for your business.
How it works
Two calls. One report.
Done in 48 hours.
Total time required from you: 60 minutes. Most clients get the report Wednesday, walk through it Friday, and start implementing tools by the following Monday.
1
Discovery call.
30 minutes. You tell us how your business actually runs day-to-day — what tools you use, where time gets eaten, where leads or customers fall through. We record the call so we can study the transcript later. No prep needed.
2
Custom report.
Within 48 hours, we send you a report mapping the AI and SaaS tools that actually fit your specific bottlenecks. Specific tools. Specific dollar values. Specific implementation steps.
3
Walk-through call.
30 minutes on Zoom. We go through the report together, we answer questions, and we discuss any of the bigger projects you'd want to explore further. Total time from you across the whole engagement: 60 minutes.
Pricing
One-time fee: $1,000.
No ongoing contract.
One missed high-value lead, a few hours of admin waste per week, or one poorly handled follow-up process can cost far more than the assessment.
What’s included
- 30-min discovery call
- Full custom report (48-hr turnaround)
- 30-min walk-through call
- Recommended tool list with 'why this fits you' explanations
- 4-day implementation plan
- 90-day check-in (optional, no charge)
What’s not
- Implementation of the tools (you do this yourself, or engage us separately)
- Custom AI builds, automations, or integrations (separate engagements, scoped after the assessment)
- Ongoing AI consulting or retainers
Questions
The stuff people ask before they book.
ChatGPT can list AI tools. It can't tell you which ones actually fit how your business runs day-to-day. The assessment is a 30-minute conversation where we learn your specific workflow, then research and rank tools against what you actually said — not a generic top-10 list. Every recommendation has a 'why this fits you' paragraph that quotes you back.
That's the most common starting point. The assessment doesn't assume anything. The 4-day quick-win plan is built to take a business from zero AI to several tools running in the background, with steps anyone can follow.
Best fit: small and mid-sized businesses with 5 to 50 employees, where the owner has their hands in too many pots. If you have a team and you're losing time to manual work, this works.
Then you don't. The report is a map, not a contract. Most clients see ROI after implementing just 2 or 3 of the recommended tools, and the recommendations are yours to use however you want.
Just yourself. Come ready to talk about how your day actually goes — what tools your team uses, what eats up the most time, where leads or customers fall through the cracks. No prep documents needed. The conversation is 30 minutes, then we take it from there.
30 minutes, video call, screen share. We go through the report together, we answer questions, and we discuss any of the bigger projects in the report you'd want to explore further. No high-pressure sales — most of the larger projects have published price ranges so you know what you're looking at.
Up to you. The 4-day quick-win plan is yours to implement on your own. If any of the bigger projects in the report make sense to engage us for — automation builds, CRM setup, AI agents that book leads while you sleep — we scope those separately. Some clients do the assessment and never engage us for anything else, and that's fine.
Book your assessment
Pick a time.
Book your free discovery call.
Start with a free 30-minute discovery call. No payment required. If it’s a fit, we’ll send an invoice for the $1,000 AI Assessment and schedule your walk-through.