AI Readiness Assessment
A 30–45 minute conversation about how your business runs today. We look at where time and money go, and tell you plainly where AI would help — and where it wouldn't.
What you get
- ✓ A short, prioritized list of AI opportunities for your business
- ✓ What each one would take, in plain language
- ✓ An honest "not yet" for anything that isn't worth it
An AI assistant on your own data
An assistant that answers from your documents, prices and policies — not from the internet. It works on your website and WhatsApp, in English and Spanish, and hands off to a person when it should.
For example
- ✓ Answer customer questions 24/7 on your website or WhatsApp
- ✓ Book appointments and capture leads, then notify your team
- ✓ Give staff instant answers from manuals, policies and past work
Fixed-scope quote after the assessment
Process automation
AI takes over the repetitive steps — reading, sorting, retyping, summarizing — and your team reviews the result instead of doing the work from scratch.
For example
- ✓ Invoices and receipts read and entered automatically
- ✓ Emails sorted, summarized and routed to the right person
- ✓ Intake forms turned into clean records
- ✓ Recurring reports drafted from your own data
Fixed-scope quote after the assessment
Connect AI to the systems you already use
Keep the software your business depends on. We connect AI to it so information flows between tools instead of being retyped — including older systems with no modern integration.
For example
- ✓ QuickBooks and other accounting software
- ✓ Your CRM, such as HubSpot, Salesforce or Zoho
- ✓ Legacy databases, spreadsheets and in-house systems
Fixed-scope quote after the assessment