Know exactly
where AI fits
in your business.
A one-hour working session. A custom 90-Day AI Roadmap as your takeaway. Honest, product-agnostic, built for operating businesses ready to enter the era of AI and automation.
Buried in back-office work. No plan for AI.
Your team is drowning in payroll, invoicing, month-end close, scheduling, customer follow-ups, and admin that never ends. AI is in every headline but nowhere in the workday. You don't need another tool to evaluate. You need a clear plan, built around how your business actually runs.
The 90-Day AI Roadmap.
Concrete. Honest. Product-agnostic. Structured Now / Next / Not Yet so you know exactly what to ship, what to plan for, and what to skip.
Implement immediately
Quick wins with existing tools. Low risk, fast payback. Workflows you can move on this month without a custom build.
Worth a custom build
Bigger lift, bigger leverage. Sequenced after the quick wins so you build on momentum instead of stalling on the hard things first.
Hold off or solve differently
Overhyped, immature, or wrong for your business right now. Including the parts where AI isn't the answer at all.
We don't sell the tools. The roadmap tells you what's worth your money. Including the answer “nothing yet” if that's the honest call.
Three steps to your roadmap.
Book your assessment
Reserve your slot for $197. You pick a time that works. I lock in the prep time on my side.
One-hour working session
We walk through how your business actually operates. Where time goes, what's manual, what's broken, what's been tried.
Receive your roadmap
Within 5 business days, your custom 90-Day AI Roadmap lands in your inbox. Now / Next / Not Yet, written for your business.
Worth it, or your money back.
If you don't find the roadmap valuable, request a full refund within 48 hours of receiving it. No questions, no forms, no fine print. The honesty of the roadmap is the product. If it doesn't deliver, you don't pay.
Medium to larger operating businesses.
Services, trades, and operations-heavy industries with the volume to feel back-office pain and the interest to enter the era of AI and automation. You want AI working inside your operation. You don't yet have an internal AI team driving production deployments. The assessment is your starting line.
The AI Opportunity Assessment. $197.
One hour together. A custom 90-Day AI Roadmap as your takeaway. Refundable within 48 hours of delivery if it's not worth your money.
After you book, you'll get a short intake form. About five minutes. It helps me prep and gives you a sharper roadmap.
Questions, answered.
What happens in the meeting?
One hour together. We walk through how your business actually operates: where time goes, what's manual, what's been tried, what hurts. No pitch.
How fast do I get the roadmap?
Within 5 business days of the call. Custom-written for your business, not a template.
What if we're not a good fit?
You still get the roadmap. No obligation, no upsell pressure. If implementation isn't worth it for you right now, the roadmap will tell you that plainly.
Do you do implementation too?
Yes, as a separate engagement, only if the roadmap surfaces something worth building. The assessment is the entry point, not the funnel.
If we build together, here's how it runs.
Implementation is a separate engagement, discussed only when the roadmap surfaces something worth building. This is what that looks like.
Audit
We map your existing workflows, identify the manual work draining time, and find the leverage points where agents will actually move the needle. No guesswork.
Design
We architect the agentic system end to end — what agents do what, how they hand off, where humans stay in the loop, and how it integrates with your existing tools.
Build
We implement and ship it. Production-grade agents wired into your stack, tested against real cases, with documentation so your team can operate and extend it.