The problem isn't that AI tools don't exist — there are hundreds of them. The problem is nobody has looked at how your business actually runs and told you which ones matter. That's exactly what the AI Tools Assessment does.
Most consultants give you a report and keep the methodology. We give you both — the output and the formula. You leave with enough to implement this yourself, or hand it off to us.
Four phases. A flat fee. Everything you need to know exactly where AI fits — and a clear plan to act on it the same week.
Flat fee. No subscription. No ongoing commitment.
Book Your Assessment — $299 →Every assessment follows the same proven process — so you always know where you are and what comes next.
Before we can recommend anything, we need to understand how your business actually operates day-to-day. This call goes deep on where time disappears, what keeps landing back on your plate, and which processes have quietly become your biggest bottlenecks. It's recorded and transcribed — that transcript drives everything in phases two and three.
Our consultants go through your transcript in detail — identifying where time is leaking, which bottlenecks are self-inflicted, and where the highest-leverage opportunities sit. We use AI as part of that process to make sure nothing gets missed across a full conversation, but every finding is reviewed, validated, and written up by a real person. Anything we can't confidently stand behind gets cut before it reaches you.
Review the full interview transcript and identify the 5–7 highest-leverage
opportunities to reduce manual work using existing AI tools.
For each opportunity, document:
→ The specific tool or combination of tools that addresses it
→ Realistic weekly time reclaimed once implemented
→ What the workflow looks like before and after the change
Only include tools in active production use — no beta products.
Rank by impact, highest first.
We present the report together on a live call — walking through every recommendation, the reasoning behind it, and what it means for your business specifically. Every question gets answered. The priority matrix tells you what to tackle first so there's no ambiguity about where to start. You leave the call with a clear picture and a confirmed first move.
The assessment closes with an implementation plan so the report doesn't sit in a folder. Each week has specific actions — what to set up, what to test, and what to hand off. By the end of week one, at least one workflow is running differently than it was before the call. You don't need to be technical to follow it.
Most clients act on the report themselves. For those who want to go further, here's what deeper engagement looks like.
We take the highest-impact opportunities from the assessment and redesign the process end-to-end — what gets removed, what gets automated, and what gets handed off.
We build and configure the integrations that connect your existing tools — tested, documented, and ready for your team to run without ongoing support.
We structure your existing documentation and processes into a system your team can query directly — reducing interruptions and getting faster answers to routine questions.
For organizations ready to govern AI at scale — role-specific bots, documented workflows, and policy enforcement built into Microsoft Teams from the ground up.
One conversation. A clear, ranked plan. Delivered promptly.