The Service
One assessment. A clear plan. No guesswork.
The AI Opportunity Assessment is a single, focused engagement — not a retainer, not a sales pitch for a specific tool. Just a clear-eyed look at where AI is worth your time.
What You Get
Six parts, one report.
Executive Summary
The pain, the outcome, and the single highest-leverage focus area for your business — in plain English, one page.
Financial Impact
A realistic monthly ROI estimate, weighed against tool cost, so you know what this is actually worth before spending anything.
Quick Wins List
Six to ten specific, low-effort changes ranked by impact — the kind of thing you could plausibly ship this week.
Recommended Tool Stack
Exactly which tools (often ones you already pay for), what each one costs, how long setup takes, and what it saves.
4-Day Quick Wins Plan
A day-by-day starter plan for the first week, so the assessment turns into action instead of a PDF that sits unread.
What Comes After
A short view of the next phase once the quick wins are live — for when you're ready to go further.
Illustrative Example
What a recommended tool stack can look like.
Every stack is built around your business — this is a representative sample, not a fixed package.
| Category | What It Does | Cost | Setup | Saves |
|---|---|---|---|---|
| Lead Recovery | Old inquiries get flagged and drafted a personal re-engagement message weekly. | $20/mo | 1 day | 3 hrs/wk |
| Content Drafting | Listings, product copy, or service descriptions drafted from one shared spec. | $20/mo | 1 day | 2 hrs/wk |
| Intake Automation | Paper or verbal intake replaced with a form that drafts the follow-up automatically. | $25/mo | 2-3 days | 1-2 hrs/wk |
The Process
From call to plan in about a week.
Discovery Call
30 minutes to understand how your business runs today and where the friction is.
Business Mapping
We map your workflows, tools, and data sources against realistic AI use cases for your industry.
Assessment Delivery
You get the full report — financial impact, quick wins, tool stack, and the 4-day plan.
Review Session
A working call to walk through the plan together and confirm priorities before anything changes.