Do I need to give you access to my systems?+
No. The AI Efficiency Assessment does not require access to your email, CRM, accounting software, website, or internal systems. The assessment is based on your intake form and a 45-minute discovery call. We review your workflow, identify repetitive tasks, and recommend practical AI/automation opportunities. If you choose to move forward with implementation later, we will clearly define what access is needed before any work begins.
What happens after I pay?+
You're taken to a thank-you page with two links: a short intake form and a booking link for your 45-minute discovery call. Fill out the form, book a time, and I'll review everything before we talk. After the call, you receive your written report.
Is implementation included?+
No. The $500 assessment identifies opportunities and gives you recommendations and a roadmap. If you want help building the recommended systems, that's quoted separately. You're never obligated to buy implementation.
What type of businesses is this for?+
Small businesses with repetitive admin work: contractors, service businesses, repair shops, small manufacturers, machine shops, ecommerce sellers, and more. If your team spends hours each week on follow-ups, quoting, scheduling, or manual reporting, this is for you.
Do you work with manufacturers and machine shops?+
Yes — that's my background. Beyond the usual admin and follow-up wins, I can help with shift handoffs, downtime and OEE tracking, quality and defect logs, maintenance issues, and min/max inventory reviews. If you run a shop or small plant, the assessment is a strong fit.
What if I don't know anything about AI?+
That's completely fine — most clients don't. You don't need any technical knowledge. I translate your workflow into plain-English recommendations. The goal is to save you time, not to make you learn new software.
Will this require expensive software?+
Not necessarily. Many recommendations start with simple, low-cost or free tools. Where a custom system makes sense, a focused build usually costs far less than enterprise platforms and big SaaS subscriptions — and the report explains what it would do and roughly what it would cost so you can decide.
Can you build the recommended system for me?+
Yes. If you want help implementing the recommendations, I'll provide a separate quote. I can build just about any reasonable custom solution — tailored to exactly how your business works — and it usually costs a fraction of what off-the-shelf software would. The assessment gives you the roadmap first, so any implementation work is clearly scoped.
Is this a replacement for employees?+
No. The goal is to remove repetitive, low-value work so your team can focus on the work that actually grows the business. It's about giving your people their time back, not replacing them.
How long does the assessment take?+
The intake form takes about 10–15 minutes. The discovery call is 45 minutes. You'll typically receive your written report within a few business days of the call.
What if I only want the report?+
That's perfectly fine. Many clients use the report as a do-it-yourself roadmap. Implementation is always optional.
What if I need a custom system?+
The report will explain what a custom system would do, why it helps, and the likely level of effort. From there, I can provide a separate implementation quote whenever you're ready.