AI Tools Assessment, starting at $750
You know AI could take work off your plate, but you don't know where to start or which tools are worth paying for. The AI Tools Assessment answers that. It's built for teams of 2 to 20, and it starts at $750. If you go on to the AI Workflow Partner, that $750 rolls into your first month.
It rolls into your first month if you continue.
What's included
- A 45-minute discovery session about how your week actually runs
- A 6-part written report, delivered within 5 business days of the discovery call
- A review call where we walk through the report together
The six parts of the report:
1. Executive Summary: Your biggest time drains, what they cost you in time each week, and what that time is worth.
2. Impact vs Effort Matrix: Every opportunity sorted into Quick Wins, Major Projects, or Fill-Ins, so you know where to start.
3. Recommended Solutions: The tools or workflows we suggest, each with the problem it fixes, whether it helps you Make More Money, Save Time, or Improve Quality, plus its cost and setup effort.
4. 4-Day Quick Wins Plan: A short daily plan that gets your first results moving right away.
5. What Comes After: The longer-term work, and how ongoing help can keep it moving if you want it.
6. Financial ROI Breakdown: The math behind the estimates, with every assumption labeled so you can check it.
How it works
- 1
Book a time.
- 2
Discovery: 45 minutes on a video call or on-site in Metro Atlanta.
- 3
Report: you get your 6-part report within 5 business days of the discovery call.
- 4
Review: we walk through it together, and you decide what to do first.
What every recommendation ties to
Every recommendation ties to at least one of three things: making more money, saving time, or improving quality. We start with off-the-shelf tools, often ones you already pay for.
Is it right for you?
It's a good fit for teams of 2 to 20 where everything still waits on the owner. If you're not sure yet, start with the Free 15-minute Mini Assessment. We'll look at one problem and recommend one tool.
After the assessment
You can run the plan yourself. If you'd rather have help, the AI Workflow Partner picks up from there, starting at $1,500/month, and your $750 rolls into the first month. AI Workflow Partner
FAQ
What is an AI assessment, and is it worth it for my business?
An AI assessment looks at how your business runs and finds where AI tools can take work off your plate. It's worth it if everything waits on you and you want to know which tools to set up first, before you spend money on them.
How much does an AI tools assessment cost?
It starts at $750. If you start the AI Workflow Partner afterward, the $750 rolls into your first month.
How long does an AI assessment take?
The discovery session is 45 minutes. You get a 6-part report within 5 business days of that call, then a review call.
What's in the report?
The six parts of the report:
- 1. Executive Summary: Your biggest time drains, what they cost you in time each week, and what that time is worth.
- 2. Impact vs Effort Matrix: Every opportunity sorted into Quick Wins, Major Projects, or Fill-Ins, so you know where to start.
- 3. Recommended Solutions: The tools or workflows we suggest, each with the problem it fixes, whether it helps you Make More Money, Save Time, or Improve Quality, plus its cost and setup effort.
- 4. 4-Day Quick Wins Plan: A short daily plan that gets your first results moving right away.
- 5. What Comes After: The longer-term work, and how ongoing help can keep it moving if you want it.
- 6. Financial ROI Breakdown: The math behind the estimates, with every assumption labeled so you can check it.
Is it safe to share my business data?
Yes. We never ask for your passwords or customer records. Discovery is a conversation about how your business runs, so no private data is needed.
What happens after the assessment?
You can run the plan yourself, or work with us through the AI Workflow Partner, starting at $1,500/month. If you do, your $750 rolls into the first month.
It rolls into your first month if you continue.

