Engagements

[ ABOUT A WEEK ]

The Assessment

For small businesses and teams in the planning stage. Before anything gets bought, built or slapped on, find out where AI and better operations would pay off in your business, where they wouldn’t, and what to do first.

What it answers

Know where AI belongs in your business before you spend a dollar on it.

Where it pays off

The work where AI and better operations would make a difference to capacity and profit.

What to do first

A clear starting point, sized to your business and your budget.

Where it doesn’t belong

What to leave alone, so you don’t pay for AI you don’t need.

01

[ LISTEN ]

Understand the business

How the work gets done today.

02

[ MAP ]

Map the work

People, process, technology, and the tools you already pay for.

03

[ FIND ]

Find the opportunities

Where AI and better operations would pay off.

04

[ PLAN ]

Plan the first step

What to do first, and what to leave alone.

Who it’s for

  • Small businesses curious about AI but not sure where to start
  • Teams in the planning stage, before a purchase or a build
  • Owners who keep hearing they need AI and want a straight answer

What you get

  • Where AI would pay off in your business, and where it wouldn’t
  • Where capacity is trapped today
  • What to do first, and what to leave alone
  • A plan sized to your business and your budget

What happens next

Act on the plan yourself, or bring me in to lead the work. If the assessment uncovers a deeper problem, that’s what The Intervention is for.

FAQ

How is this different from The Intervention?

The Assessment is for the planning stage: where should AI and better operations go? The Intervention is for when something isn’t working and needs a diagnosis.

How long does it take?

About a week for most small businesses.

Do we need to be using AI already?

No. It’s built for before you start.

How is it priced?

Every engagement is fixed scope and quoted after a 30-minute conversation.