Know exactly where AI pays off in your business. $999, one week.
Most owners we meet have the same two suspicions: that AI could probably save them real money, and that their own data and processes are too messy to start. Both are usually right, and the mess 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.
The answers, the numbers, the quick win, and the walkthrough
In one week, for a fixed $999, you know where AI pays off in your business, what it should cost, what it should return, and what to build first. The quick win is built and running during the week, so you watch the first automation 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. You watch it run.
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 read in one sitting and share with a partner or your team. 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. 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 an assessment is how businesses end up with a chatbot their customers ignore 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 can actually be automated, whether your data and tools can support it, where people must stay involved, and what to build first. Skipping those questions means paying 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 a five-figure build.
Who’s giving the advice
The agents that will analyze your workflows are the same ones that run our own marketing, reviews, and reporting today. And every assessment is reviewed by Joe Fletcher, who 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-price, scoped to the workflow, 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 call for more than single automations, AI consulting is the next step. It starts from this report.
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 also includes one working quick win, a small automation built and demonstrated during the assessment week.
Most free assessments are sales pitches for whatever the assessor hopes to build. A paid, fixed-price assessment lets us spend a real week on your business and give you recommendations with no sales agenda.
Then that’s the report, said plainly, with what would need to change first. It’s a rare outcome, and you’re paying for the honest answer.
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. More staff and more volume mean more repetitive work to automate. A multi-location business or a practice with 50 or more staff surfaces more opportunities than a solo operation does. What matters is decision-making: 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. It also gives you 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. You get that commitment in writing before we start.
A small, real automation chosen from your actual workflows, built during the assessment week and demonstrated live. Often it’s a draft reply to a new lead, a review request sequence, or a report that assembles itself.
You’ll pick a discovery slot and answer 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 know where AI pays off in your business.
Fixed at $999, two hours of your time, and one quick win built and running by the walkthrough. Everything else is us.