What an AI Checkup is
Most small business owners we talk to already pay for ChatGPT, Microsoft Copilot, or Google Gemini, or get pitched a new AI tool every week. The hard part is not finding AI. It is knowing which jobs in your business it should do, which tools to trust with your data, and what a fix is worth before you pay for one.
An AI readiness assessment answers those questions for your business. We look at where your team's hours go, which tools you already use, and which repetitive tasks are good candidates for AI or automation. You get a plan you can act on with us or on your own, not a slide deck of buzzwords.
What you get
- A ranked list of opportunities, with hours and dollars saved for each one
- A review of the software you already pay for and what it can already do
- Plain-English recommendations you can hand to your team
- With the Assessment, a map of 3 core processes, tool picks, and a data and privacy check
How it works
Every Checkup starts with the owner. The Snapshot is a 90-minute owner interview and a review of your tools, and it ends with your top 5 opportunities and rough savings for each. The Assessment goes further: we interview 2 to 4 staff, map 3 core processes step by step, and turn that into a ranked roadmap with ROI, tool picks, and a data and privacy check. The Assessment + Quick Win adds one working automation, built and live, so you see a result before the Checkup is over.