AI assessments for SMBs
Three practical places AI will save your business time and money.
One 30-minute call, a ranked plan in 48 hours, then a walkthrough to agree on what to do first. Real numbers. Real tools. No vendor kickbacks.
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From intro call to report
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Admin cut per person, per week
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Ranked. Ready to act on.
What we do
A practical plan, not a pitch deck.
We don't sell software. We're not tied to any vendor. We look at how your business actually runs and find the three places AI pays for itself fastest.
Opportunity review
We map how your business runs across sales, ops, finance, and support — and score every workflow by the hours and dollars AI can save you.
Ranked roadmap
You walk away with a three-step plan: what to do first, what it costs, and the hours and dollars we expect it to return.
Vendor-neutral picks
No kickbacks. No preferred partners. We name the exact tools worth buying — and the ones to skip.
How it works
From first call to a plan you can act on — in 48 hours.
STEP 01
Intro call
A 30-minute call to understand your business, your team, and the problems eating the most time.
STEP 02
Report in 48 hours
We dig into how your business runs and deliver a ranked, plain-English report within 2 business days.
STEP 03
Walkthrough call
We book a call to walk your team through the report, answer questions, and agree on what to do first.
What you get
Clear answers to expensive questions.
In 48 hours you know what to buy, what to build, and what to skip.
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Top 3 wins, ranked by ROI The workflows worth automating this quarter, in order.
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A specific tool for each win Real product names, pricing, setup effort, and the math behind the pick.
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Hours and dollars you'll get back Estimated time saved and revenue uplift for each initiative. No guesses — shown work.
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Data, privacy, and people guardrails What to watch out for before you roll anything out.
Example outcomes
Who we help
Built for real businesses, not tech pilots.
We work best with owner-operated and growth-stage companies, usually 10 to 250 employees.
FAQ
Questions, answered plainly.
What does an assessment cost?
$1,000 flat. One fixed fee, regardless of company size or scope. No hourly billing, no add-ons.
How long does it take?
48 hours from your intro call to the report. Then we book a walkthrough call to go through it together and agree on what to do first.
Do you implement the tools too?
Yes — after the assessment. The assessment itself stays implementation-free so our picks stay honest. Once you have the plan, we quote implementation separately for whichever wins you want to roll out first. Most clients bring us on for at least one.
What if we already use AI?
Good. We audit what's working, what's not, and where the gaps are. Many clients come to us after buying tools that didn't stick.
Is our data safe?
We sign an NDA before any interview. We never train models on your data. And we review your data handling as part of the assessment.
Get started
Ready to see where AI fits in your business?
Book a 30-minute intro call. If we're not the right fit, we'll tell you.