The assessment
Know exactly which AI earns its keep in your business. Free.
One 45-minute call, no charge. You leave with a written prescription: the tools worth installing, in what order, and what they’re worth to you in hours and dollars. No obligation. Most owners set up half of it themselves within a week.
The offer
Free
45-minute call · written prescription within 3 business days · no charge, no obligation
And when you’re ready to build: the money-back blueprint
The assessment costs nothing. When you decide to move ahead, the next step is the $1,500 blueprint: the deep engagement that maps your workflows, audits your data obligations, and puts a fixed build price in writing. It carries a plain guarantee. If you’re not satisfied with your blueprint, you get your money back, and you keep the document. The fee is credited in full toward your build.
What your written prescription includes
Executive summary
The two or three bottlenecks costing you the most time, in plain sentences.
Pain-point map
Where work piles up, who touches it, and what breaks when people are busy.
Effort-vs-impact matrix
Quick wins, major projects, low-value distractions, and “not yet” ideas, plotted so the why is visible.
Tool recommendations
3–7 off-the-shelf tools or workflows by name, with estimated monthly cost.
Four-day quick-start plan
What to do Monday through Thursday, so the report doesn’t sit in a drawer.
Financial impact math
Hours saved × owner or staff value − tool cost = estimated monthly return, with every assumption shown.
Data-sensitivity flags
What can safely use cloud tools, and what needs a local or sensitive-data conversation first.
Ownership path
Which bigger projects should stay rented as SaaS, and which are worth owning.
If we can’t find at least five hours a week of realistic AI opportunity in your business, we’ll say so plainly. You still leave with the report, and we will not push a build that doesn’t earn its keep.
The effort-vs-impact matrix
Every recommendation lands in one of four boxes. The examples here are representative. Yours come from your own workflows.
Quick wins
High impact · low effort
Do these the first week.
e.g. missed-call text-back, inbox rules, a reusable quote prompt
Major projects
High impact · high effort
Price before building. This is blueprint territory.
e.g. a phone agent on your real calendar, a knowledge base from your SOPs
Low-value fill-ins
Low impact · low effort
Fine if idle. Never at the expense of a quick win.
e.g. AI-polished social posts nobody was asking for
Not yet
Low impact · high effort
Skip, and revisit in a year.
e.g. a custom chatbot for a website with 40 visitors a month
The arithmetic, the way the report shows it
Illustrative math with the assumptions visible. Your report runs this with your real numbers, and the assumptions are yours to challenge.
- Hours back per weekassumed: phone triage + quote drafting + follow-up reminders
- 6
- What an hour is worthassumed: blended owner/staff rate. Use yours.
- $45
- Tool costs per monthassumed: 2–3 prescribed tools on business plans
- −$70
- Estimated monthly return6 hrs × $45 × 4.33 weeks − $70
- ≈ $1,100
Who it’s for
Owner-operated businesses, roughly 2–50 people: clinics, law offices, accountants, contractors, ag services, main-street retail. Drowning in admin and unsure which of the forty AI tools shouting at them is real. If you already know you want agents on owned hardware, skip straight to the blueprint. The assessment is for “where do I even start?” Take the free fit check first if you want a head start, or compare the three setups the ownership path prices against.
What happens after the assessment?
You choose the path. Every one of them is a fine outcome, including the first.
DIY the quick wins
Take the tool list and the four-day plan and run it yourself. Most owners set up half the prescription without us.
Guided setup
We configure the prescribed tools, connect them to what you already use (your calendar, your inbox, your invoicing), and train your team.
AI Concierge
Twice-monthly working sessions to build workflows with you. Audit, improve, automate, repeat.
The blueprint
For the major projects: deep workflow mapping and a fixed implementation quote. $1,500, money back if you’re not satisfied, credited toward the build.
An owned-agent build
Agents installed on cloud, hybrid, or fully local infrastructure you control, when the math earns it.
Straight answers
How is this different from the $1,500 blueprint?
The assessment is free: a 45-minute call and a written prescription of off-the-shelf tools you can install yourself this week, plus a priced map of the bigger opportunities. The blueprint is the paid deep engagement for businesses heading into a build: full workflow mapping, a data-sensitivity audit, hardware spec, and a fixed-price quote. $1,500, credited in full toward the build, with a money-back guarantee if you’re not satisfied.
Why free? What’s the catch?
No catch. The assessment is our best salesman, and the structure keeps it honest. The prescription section is off-the-shelf tools under subscriptions you own, and most of the report is things you set up without us. Our services appear in exactly one place: the ownership path, where each big project is priced both ways and the math either earns the build or it doesn’t. If it doesn’t, you got a free plan and we got a fair hearing. You keep the report either way.
What do you need from me?
Forty-five minutes of the owner’s honest attention, and plain answers about what eats your week. No logins, no data access, no prep. If you’ve taken the fit check on this site, bring your result. It gives us a head start.
One free call. One written prescription.
Request the assessment. No charge, no obligation, reply within one business day. Already know you’re building? The $1,500 blueprint carries a money-back guarantee.