The AI Opportunity Assessment

A plan you can act on. Not a strategy deck.

Most AI advice ends in a slide deck. Ours ends in a day-by-day plan that gives you back 8+ hours per week — guaranteed. Start with a free 30-minute discovery call to find out if your business is a fit.

Book a free discovery call See how it works
The translation gap

The tools work. The path to using them doesn't exist yet.

Claude. Fathom. Zapier. Make. Gamma. Each of these tools genuinely works. The problem isn't the tools. The problem is no one's translated them into a plan that fits your business — your team, your stack, your operating cadence. That translation work is what we do.

Discovery call
30 minutes · Free
No pitch deck. No pressure.
Full assessment
1–2 weeks
Multi-session deep dive.
Time saved
8+ hours/week
Guaranteed in 30 days, or refund.
Inside the assessment

Four phases. From first call to a plan you can act on.

No six-month engagements. No 80-page strategy decks. Here's exactly what happens, end to end.

01 — Discovery

Discovery call

A 30-minute exploratory call. We learn about your business, what you've already tried, and where AI could plausibly help. By the end, we both decide whether the assessment is the right next step.

30 min · Free
02 — Opp Assessment

The Opportunity Assessment

A series of recorded working sessions — either with stakeholders from each line of business, or function-by-function with the operator. We map every workflow in detail, identify automation opportunities, and pressure-test what's worth building.

Multiple sessions · 1–2 weeks
03 — Report

The report

A polished deliverable: Impact-Effort Matrix, 3–7 specific tool recommendations with cost and setup, day-by-day implementation plan, and projected hours saved per week.

Delivered after sessions
04 — Review

Review call

A 30-minute walkthrough where we screen-share the report, answer questions, and you decide whether to implement yourself or have us do it.

30 minutes
Inside the report

The page that does most of the work: your Impact-Effort Matrix.

Impact-Effort Matrix · Page 03
AI Opportunity Assessment
IMPACT → EFFORT → QUICK WINS High Impact · Low Effort Start here. Highest return per hour spent. Auto-capture meeting action items Email noise filtering Auto-pull marketing reports MAJOR PROJECTS High Impact · High Effort Worth doing. Just not first. CRM consolidation + workflow rebuild Custom GPT for FAQ deflection Brand voice Claude Skill library FILL-INS Low Impact · Low Effort Do later. Or skip entirely. Calendar scheduling automation Invoice template polish IGNORE Low Impact · High Effort Don't waste time here. Custom-built scheduling app Native AI integration from scratch

Every assessment lands here: a 2×2 grid showing exactly where to start, what to plan for later, and what to ignore. Most clients implement only the Quick Wins quadrant and recover 8+ hours per week.

Real numbers

These aren't projections.
This is last quarter.

What you get

Everything you need to act on Monday.

Starts with a free discovery call
$999
Multi-session deep dive · Only if it's a fit · No retainers
Credited toward implementation: If you continue with us on any expansion engagement, your $999 is applied 100% as a deposit. Pay only if you walk away with the plan.
The hours guarantee: 8+ hours returned per week within 30 days of implementation, or full refund. We've never had to give one.
Book a free discovery call
The math

$3,141 of monthly value for a one-time $999 assessment.

Real numbers from a recent client report. 8 hours per week returned. Total monthly tool cost: $59. Net monthly ROI in time recovered: $3,141.

$999
One-time assessment fee
8+
Hours saved per week (guaranteed)
$59
Monthly cost of the tools we recommend
$3,141
Net monthly ROI in recovered time

The assessment fee pays for itself in about ten days of recovered time. Most clients then ask us to implement the plan — at which point the $999 is credited 100% toward the engagement.

FAQ

Questions we answer before every engagement.

What happens on the discovery call?

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30 minutes. We learn about your business, where time is leaking, and what you've already tried with AI. By the end, you'll know whether the AI Opportunity Assessment makes sense for you. No pitch deck. No pressure. If we don't think the assessment will pay back its cost, we'll say so.

Do I need to understand AI to work with you?

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No. That's the point. You tell us where your business is losing time or money, and we figure out whether AI is the right fix. If it isn't, we'll tell you that too.

How long does the full assessment take?

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1–2 weeks across multiple working sessions. Either stakeholder calls across each line of business, or function-by-function with the operator. Roughly 8 hours of recorded sessions on your end, plus a final review call.

How is this different from a typical AI consultant?

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Most consultants deliver a strategy deck and move on. We deliver a day-by-day implementation plan you can actually act on, plus the option to have us implement it. We also use these tools ourselves, which tends to make a difference.

What if AI isn't right for my business?

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Then we'll tell you. We've said no before. Not every problem needs AI. Some just need better systems, better process, or better tools.

Is the $999 wasted if I hire you for implementation?

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No. Your $999 is credited 100% toward any implementation engagement that follows. Treat it as a deposit. You only pay the assessment fee outright if you take the plan and walk away.

How does the hours guarantee work?

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If you implement the recommendations in the report and aren't saving 8+ hours per week within 30 days, we refund the $999 in full. We've never had to give one.

What happens after the assessment?

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You walk away with a plan you can implement yourself. 80% of clients ask us to handle the implementation. No pressure either way.

Stop downloading apps.
Start saving hours.

30-minute call. No commitment. We'll figure out together if the AI Opportunity Assessment is right for your business — and if it isn't, we'll tell you.

Book a free discovery call