Know exactly where AI pays off in your business. $999, one week.
Every owner we meet has the same two suspicions: that AI could probably save them real money, and that their own data and processes are too messy to try. Both are usually right, and the second one matters less than they think. The assessment tells you which opportunities work with your business exactly as it runs today.
AI assessment
Client figures stay with the client.
One lead reply, drafted by the agent. Demonstrated live in your walkthrough.
Where the math doesn’t work, the report says so.
A sample page from the assessment report, flippable between four sections. Findings: opportunities ranked by payoff, quote follow-up build first, review requests build next, Monday reporting can wait, website chatbot skip. Numbers: build cost, return, and payback for each, with the client’s figures redacted. Quick win: one lead reply drafted by the agent, demonstrated live in the walkthrough. Skip list: the website chatbot, because the math doesn’t work.
Four things, none of them a sales pitch
In one week, for a fixed $999, you know exactly where AI pays off in your specific business, what it should cost, what it should return, and what to build first, with one quick win built and running so you can watch the first one work.
Straight answers about your operation
Where agents would pay for themselves, what’s worth building, what isn’t, and what comes first. Plain English, no pitch deck.
- Lead handling
- Follow-up
- Scheduling
- Reporting
- Reviews
- Data entry
Agents: software that reads, writes, and acts within rules you set.
The numbers for each
Cost, return, and payback for every opportunity. You can hand it to your accountant.
One quick win, delivered live
One small automation built during the week and demonstrated working in your walkthrough. Not a slide about what’s possible. A thing that works.
A 1-hour walkthrough
The findings, the ranking, and honest recommendations, including “don’t build this one” where the math doesn’t work.
The report arrives as a simple interactive document you can share with a partner or your team, not a 60-page PDF nobody reads. And the quick win looks like this:
One run of the quick win automation: a lead submits the contact form at 2:14pm, the agent drafts the reply, you approve it with one click, and it is sent two minutes after the form landed.
What it takes from you
One discovery hour. You talk about the business: where the time goes, what never gets done, where leads come from and where they leak. Send whatever materials you like; we gather everything public ourselves. Then we disappear and do the work.
You do not need documented processes. Almost nobody has them. Most owners have never written down how a quote actually moves through the business, or who picks it up when the usual person is out, and that is normal. Part of what you get back is your operation written down, which earns its keep whether or not you automate a single thing.
Why an assessment instead of just starting
Because starting without one is how businesses end up with a chatbot nobody uses and a bad taste about AI.
An AI readiness assessment (sometimes called an AI audit) answers the questions that decide success before any building happens: which of your workflows are actually automatable, whether your data and tools can support it, where humans must stay in the loop, and which single project should come first. Skipping those questions doesn’t make them go away. It makes you pay for the answers with a failed project instead of a $999 report.
There’s a second honest reason: it protects you from us. A fixed-price assessment means our first recommendation isn’t shaped by what we’d like to build. If the right answer is “wait a year,” you’ll get that answer for $999 instead of $20k.
Who’s giving the advice
The assessment is run on the same production system that runs this firm. The agents that will analyze your workflows are the ones that run our marketing, reviews, and reporting today. And every assessment is reviewed by Joe Fletcher, who has spent 30 years leading marketing and operations before betting his own business on this tooling.
After the assessment
Most assessments surface 2 or 3 opportunities worth building. If you want them built, automation projects are fixed-priced from $5k and the assessment fee is credited toward the first build. If you’d rather take the report and run, that’s a fine outcome too. It’s your roadmap either way.
And if the findings point past single automations, AI consulting is the strategy service this assessment feeds.
Before you ask
A structured review of your business that identifies where AI would concretely pay off, whether your workflows and data can support it, and what to build first. Ours adds a working quick win so you see proof, not just analysis.
Because free assessments are sales calls wearing a costume. A paid, fixed-price assessment lets us spend a real week on your business and give you recommendations with no thumb on the scale.
Then that’s the report, said plainly, with what would need to change first. It’s a rare outcome, but you’re paying for the honest answer, not a foregone conclusion.
Two hours: one discovery call and one findings walkthrough. Everything else is us.
No. The report is written for the owner, in plain English, with technical terms translated. If you can read a P&L, you can read this.
No, and bigger usually means a better assessment. Automation value tracks headcount and volume, so a multi-location business or a practice with 50 or more staff surfaces more opportunities than a solo operation does. The real limit is decision-making, not size: if one person can green-light a project without assembling a committee, this works.
No, and it’s the normal starting condition. Three versions of the same spreadsheet, a CRM half the team stopped updating, the real answers living in somebody’s inbox. The assessment tells you which opportunities work with your data exactly as it sits today, and which ones would need cleanup first, with an honest read on whether that cleanup is worth doing at all. You won’t get a surprise data project quoted back to you.
Yes. We work from what you choose to share plus what’s public, inside your permissions, and confidential material never goes into public AI tools. In writing, before we start.
A small, real automation chosen from your actual workflows, built during the assessment week and demonstrated live: often a lead-response draft, a review request sequence, or a report that assembles itself.
You’ll pick a discovery slot with 3 short questions about your business (that’s the whole intake), and the report lands one week after the call.
One week from now you’ll know your answer.
Fixed at $999, two hours of your time, and one quick win built and running by the walkthrough. Everything else is us.