AI CONSULTING + IMPLEMENTATION FOR SMALL BUSINESSES
AI can dothousands of things.Your businessdoesn’t needthousands of things.
The $995 AI Opportunity Assessment identifies and prioritizes realistic AI and automation opportunities. You’ll see what deserves investment, what it would require, and where to start.
Which AI and automation opportunities make sense for your business, what they would take to implement, and which one should come first.
The Assessment looks at the work itself, how you measure it, and how the current process performs. Then I analyze the information and data and turn the findings into an Action Plan.
Likely value
Requirements
Risks
Costs + tradeoffs
What stays human
First priority
SYSTEMS + AGENTS
AI gets more useful when it can work across the business.
Most software can already generate text.
AI can also compare information that lives in different places, catch mismatches, watch for specific conditions, and pull the right records together when something needs attention.
Illustrative example
The Margin Leak Detector
Contracts say what was sold. Client requests show what was asked for. Time records and completed work show what happened. Invoices show what was billed.
A connected system could compare those records and flag work that appears to have been delivered without making it onto an invoice.
Client request enters.
Signed scope enters.
Completed work and time records connect.
Invoice enters.
A mismatch appears.
Potential unbilled work is flagged.
The supporting records are pulled together for review.
This is an illustrative concept. It is not a client result.
Process X-Ray
Follow work as it moves between people and systems. Flag stalled handoffs, duplicate work, hidden delays, and places where the whole process depends on one person.
Capacity Early-Warning System
Compare committed work and incoming opportunities against deadlines and actual delivery pace. Flag the point where the workload starts outrunning the team.
Contract Watchtower
Track renewal dates, cancellation windows, rate changes, promised deliverables, and other obligations. Bring the relevant contract and records forward when something needs attention.
One 45-minute Assessment session. I analyze the information and data, build the Action Plan, and deliver it within 7 days. Then we spend 30 minutes reviewing the findings together.
We look at the purpose of the work, how you measure it, and how the current process performs.
02
Analysis
I analyze the information and data for patterns, causes, relationships, and specific places where AI or automation could help.
03
Action Plan
I compare the opportunities by likely value, requirements, risks, costs, and tradeoffs. The Action Plan identifies what should remain human and recommends the first implementation priority.
04
Delivery
Your Action Plan is delivered within 7 days of the Assessment session.
05
Findings review
We spend 30 minutes going through the findings, the opportunities I found, and my recommendation for where to start.
Your Action Plan addresses
Opportunities identified
Likely value
Requirements
Risks
Estimated costs and tradeoffs
Relevant technology considerations
What should remain human
Recommended first implementation priority
Where useful, I estimate annual cost using your documented or estimated numbers. Unknowns stay labeled unknown.
Finding the opportunityis one skill.Carrying complicated workthrough is another.
Company-wide platform migration
Microsoft 365 to Google Workspace
A 14-person company moved platforms, including 83,411 messages from one inbox within the larger migration.
Permissions, time logic, reporting, administrative controls, and documentation for a system that had processed 3,740 hours at its documented checkpoint.
What happens next depends on what the findings call for.
I can price and scope the next piece of work from your Assessment findings. If you already know what kind of help you need, we can figure it out during a 20-minute consultation.
