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AI Advisory & Automation for Small Business

Find the one AI fix that actually pays for itself — then let us build it.

No buzzwords, no six-figure consulting retainer. Start with a free 5-minute self-assessment. See exactly where your business sits on the AI curve — and what the next step is worth.

Take the Free AI Value Assessment See How It Works
Free · ~5 minutes · Instant AI Value Model results
Free Self-Assessment → AI Action Plan → AI Concierge
The AI Offer Ladder

Three ways to work with us

Each tier is designed to prove value before you spend more. Start free, and only move forward when the numbers make sense.

1

Free AI Value Self-Assessment

Free · ~5 minutes
Instant results — no call, no obligation
  • 30 quick questions across six areas of your business
  • Your AI Value Model — see where you are today on the adoption curve
  • A level and score for each area, from Ad Hoc to Strategic
  • Your biggest, lowest-effort opportunities highlighted instantly
  • No pressure — take your results and decide your next move
Take the Free Assessment
2

AI Action Plan

Flat Fee
The paid deep-dive — your full, quantified opportunity report in 48 hours
  • 30-minute structured intake (voice or live Zoom)
  • 9-part branded report: pain points, an effort-vs-impact opportunity map, your tool stack & cost, a 4-day quick-win plan, and a dollar-quantified ROI calculation
  • Delivered within 48 hours
  • Live 30-minute walkthrough, screen-share included
  • Every recommendation tied to a specific, prioritized action
Get Your AI Action Plan
3

AI Concierge

Monthly Retainer
Done WITH you, on an ongoing basis
  • Two 45-minute live working sessions per month
  • Audit → Optimize → Automate framework, every session
  • Unlimited async support with a 12-business-hour reply SLA
  • Every call documented — recordings, takeaways, and action items
  • Limited to a small roster so delivery quality stays high
Apply for Concierge
Where We Work

Grounded in the AI tools you already use

Every recommendation is built around the platforms your team already has access to — no forcing a new subscription just to get started.

ChatGPT

For teams standardized on OpenAI's assistant and Custom GPTs.

Claude & Cowork

Anthropic's Claude, including Cowork mode for hands-on file and task automation.

Microsoft Copilot

Copilot across Microsoft 365, for teams built on the Microsoft stack.

How It Works

From free self-assessment to finished build

The same path every client follows — each step earns the right to the next.

01

Take the free self-assessment

30 questions, about 5 minutes. It maps your business across six areas of AI readiness.

02

See where you stand

Get your AI Value Model instantly — your level in each area and your biggest opportunities, yours to keep.

03

Go deeper (optional)

Want the full picture? Your AI Action Plan maps every opportunity and quantifies the dollar impact.

04

Build it together (optional)

Ready to execute? The AI Concierge retainer builds, automates, and maintains the fix with you.

Standalone Projects

À la carte builds

Already know what you need? These can be scoped and delivered as one-off projects, or rolled into a Concierge retainer.

Process Optimization

Scoped per project

Map and streamline a core workflow end to end.

Automation Build

Scoped per project

Automations that remove manual, repetitive work for good.

Knowledge System

Scoped per project

A knowledge base trained on your business, docs, and process.

Speed-to-Lead Agent

Scoped per project

An AI agent that responds to new leads before they go cold.

Who This Is For

Built for owner-operated businesses

If any of this sounds familiar, the free self-assessment is worth 5 minutes.

You feel the bottleneck

A repetitive, high-friction task is eating time you don't have — you just haven't fixed it yet.

You can decide fast

You can approve the spend yourself — no procurement process required.

You want proof, not hype

You'd rather see a quantified plan than sit through a sales pitch about "AI transformation."

Start with the free AI Value Self-Assessment

Five minutes, 30 questions — see exactly where your business stands on the AI curve and what the next step is worth. No call required.

Take the Free Assessment
Prefer email? Write to [email protected] and we'll follow up within one business day.