AI Assessment for Small Business
Find 8+ hours a week your business is leaking to manual work.
In 48 hours, we deliver a personalized report showing exactly which off-the-shelf AI tools fix your worst time-wasters, with costs, setup times, and hours saved per week. Example: an operations manager spending 2 hours every Saturday on manual marketing reports, replaced with a $42/mo dashboard, 8+ hours back per month.
How it works
Three steps. Most of the work happens on our end.
You spend ~30 minutes on the phone and ~30 minutes on a follow-up call. Everything in between, the research, the report writing, the recommendation logic, runs through our AI agents. The result is a personalized roadmap that would take you 10+ hours to assemble by hand.
30-minute conversation
Call our AI voice assistant on your schedule (yes, even at 11pm). She'll ask about your day-to-day, what tools you already use, and where things slow down. No sales pitch, just questions.
Personalized report in 48 hours
We turn the transcript into a custom AI Tools Assessment, 4-6 specific tool recommendations with exact costs, setup times, and hours saved per week. Includes a 4-day implementation plan so you don't get stuck on day one.
30-minute review call
We walk through the report together, answer any questions, and talk through what could come next if there's appetite for going deeper. No pressure to buy anything else.
The deliverable
What's in your assessment report.
Eight slides, branded for your business. Skimmable in 10 minutes and actionable for 90 days. Built specifically from what you told our AI assistant on the call, no generic templates.
After the assessment
Three paths forward. Pick the one that fits.
The report is the deliverable. The implementation is up to you. Whether you want to do it all yourself, hand it off and have us install it, or keep us around as your fractional AI person, the assessment gives you the direction either way.
DIY
Take the report and have your operations person, your VA, or yourself work through the 4-day quick wins plan. Every tool we recommend is off-the-shelf and explicitly chosen because it doesn't require an engineer to install.
Cost: just the assessment
We install, your team maintains
One-time setup fee per project. We do the configuration, the integrations, and the team training. Your team owns it from there. Best for one-off automations and AI voice agents you want stood up properly the first time.
Cost: per-project setup fee
Fractional AI on retainer
Small monthly retainer keeps us on call as your business grows. We tweak the voice agent when your service menu changes, build new automations as new pain points show up, and act as the AI brain in your back pocket without you needing to hire one.
Cost: monthly retainer, scope-based
What we're known for
Speed-to-Lead AI Voice Agents.
The most common Path 2 build we deliver is a 24/7 AI voice agent on your business phone. Most assessments uncover at least one pain point that benefits from one, and it's the build we've gotten the fastest at.
An AI receptionist that never misses a call.
The lead that came in at 8:47pm doesn't go to voicemail. She picks up, has a real conversation, qualifies them, answers FAQs trained on your business, and either books them directly on your calendar or hands them off the right way for your workflow.
Most service businesses lose 20-40% of after-hours leads to whoever calls back first. This closes that gap, and it's revenue-tied so the payback math is obvious from day one.
What lands in your inbox after each call
HVAC / plumber / contractor
Caller describes the problem. They get a text within 30 seconds with your earliest available slot and a one-tap booking link. You see the appointment on your calendar before you wake up.
Real estate agent
Caller asks about a listing. They get an email with the full property details, a tour-booking link, and a friendly note. You get a warm-lead alert with their qualification level.
Restaurant / salon / studio
Caller wants a reservation or appointment. AI books it on the spot if a slot fits, sends a confirmation text, and the booking shows up in your existing system.
Attorney / accountant / consultant
Caller has a question. AI captures the situation, qualifies whether it's in your scope, and emails the prospect a same-day promise to call back, plus your intake form if it's a fit.
Pricing
Currently in limited pilot at $299.
A small number of business owners get the full assessment at pilot pricing in exchange for honest feedback. When the pilot ends, the rate moves to $999 standard. The ROI is the real story: there are thousands of AI tools out there, and most owners have no time to figure out which 4-6 actually fit their industry, their team size, and their specific bottlenecks. We narrow that sea down to the quickest wins first, lowest cost, biggest return, then a few mid-term projects worth considering once the easy stuff is in place.
Pilot pricing · Limited spots
When the pilot ends, $999 standard rate.
- 30-minute AI voice assessment call
- Custom 8-slide AI Tools Assessment report (polished, branded, ready to share)
- 4-day quick wins implementation plan
- 30-minute review call with the founder
- Optional ongoing support as a fractional AI consultant
Who this is for
Owners with a team of 5-50 in any industry.
Industry-agnostic. We've worked with realtors, business brokerages, e-commerce, wedding venues, contractors, and barber schools. The pattern is always the same: a busy owner, a small team, a stack of repetitive workflows quietly eating hours every week.
Service businesses
Contractors, agencies, real estate brokerages, attorneys, accountants, anyone billing time.
E-commerce + Amazon sellers
Sourcing, supplier outreach, customer support, fulfillment ops.
Brick-and-mortar with phones
Restaurants, salons, fitness studios, medical offices, missed-call leakage hurts most here.
Solo operators with a small team
Owner-operator with 1-3 assistants, the “you're the bottleneck” phase.
Take the assessment.
30 minutes of your time. A $999 report at $299 pilot pricing. Limited spots.
Email Ken to get started