AI Readiness Assessment · $497 · 5–7 Business Days

Find out exactly where your business stands on AI — and what to do first.

Most small businesses that struggle with AI adoption don't have an AI problem. They have a process clarity problem. This assessment finds the gaps, identifies the highest-value automation opportunities, and delivers a prioritized 90-day roadmap so you know exactly what to build and in what order.

$497
Flat fee, no surprisesWritten report + 90-day roadmap + 60-min walkthrough call
Get Started → Free self-assessment first →
What's included

Four dimensions. One clear picture.

For a small business, four dimensions determine whether you're ready to automate — and what to do first.

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Processes & Data Audit
Which workflows exist, how consistent they are, where data lives and whether it's in a usable format. This is where most small businesses find their biggest gaps — and their quickest wins. Automation runs on defined inputs. If those don't exist, this section tells you exactly what to build first.
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Technology Stack Audit
A review of every tool you're currently paying for — CRM, project management, communication, marketing — with an analysis of unused automation capabilities. Most small businesses find they already have the infrastructure; they just haven't activated it.
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Team Capacity Assessment
Who on your team could own and maintain automations, where bandwidth currently sits, and how to sequence AI adoption without overwhelming staff. The most technically correct automation still fails if nobody owns it after launch.
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Governance Framework
Who decides what gets automated, who reviews AI-generated outputs before they reach customers, and what the escalation path looks like when something breaks. Even a one-person business needs a simple governance model — this section defines it for your situation.
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90-Day Automation Roadmap
A prioritized list of automation opportunities with estimated time, cost, and ROI for each — sequenced to deliver quick wins first, then build toward more complex automations. A document you can hand to a developer or consultant to execute immediately.
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60-Minute Walkthrough Call
A dedicated call to walk through every finding, answer questions, and discuss implementation priorities. Most clients leave with a specific first project scoped and ready to execute. The assessment fee applies as a credit toward any implementation engagement.
Who this is for

The right fit when:

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You've been thinking about AI but don't know where to start
Everyone is talking about AI automation. Most of the advice is generic. This assessment is specific to your business — your tools, your team, your workflows — and produces a prioritized action list rather than a list of tools to evaluate.
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You've tried an automation that didn't work out
The most common reason: the process being automated wasn't consistently defined before the build. The assessment identifies whether that's the issue — and what needs to be in place before the next attempt.
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You're spending on tools you're not fully using
A technology stack audit almost always surfaces unused automation capabilities in tools you're already paying for. If you have HubSpot, Zapier, Notion, or similar tools and haven't fully explored their automation features, the assessment typically finds immediate value with no additional spend.
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You're considering hiring for AI or automation work
Before you hire, know what you actually need. The roadmap document makes it straightforward to scope a freelance or agency engagement — you're briefing them on specific outcomes rather than asking them to figure out what to build.
Why this instead of hiring an AI consultant directly?
Most AI consultants start building before they've assessed whether the business is ready. That's how you end up with an automation that technically works but doesn't solve the right problem. The assessment comes first — it makes every subsequent investment more targeted and less likely to stall. If you want to move to implementation after the assessment, the roadmap is the brief and the fee is a credit.
How it works

From intake to roadmap in 5–7 business days.

01
Intake questionnaire
After booking, you receive a structured intake form covering your current workflows, tools, team structure, and the specific tasks you're spending the most time on. Takes about 20 minutes. This is the raw material for the assessment.
02
Assessment and analysis
I review your intake responses, audit your technology stack against your workflows, and map your automation opportunities against your team's capacity and governance situation. This is where the prioritization happens.
03
Written report delivered
You receive a written assessment covering all four dimensions, a prioritized automation opportunity list with estimated complexity and ROI, and the 90-day roadmap. Delivered within 5–7 business days of completing the intake form.
04
60-minute walkthrough call
We review every finding together. You can ask about any recommendation, push back on prioritization, and get a clear picture of what implementation looks like for each roadmap item. Most clients leave with a specific first project scoped and ready.
Common questions

FAQ

What does the assessment cover? +

Four dimensions: your data and processes (what workflows exist, how consistent they are, what data they depend on), your technology stack (tools you're paying for and whether automation capabilities are being used), your team capacity (who can own automations after they're built), and governance (how AI use decisions get made and who reviews outputs). You receive a written report, prioritized automation opportunity list, 90-day roadmap, and a 60-minute walkthrough call.

How is this different from a free self-assessment? +

The free self-assessment gives you a rough readiness signal in about 2 minutes. The full assessment reviews your actual tools, workflows, and team structure — then produces a specific prioritized action list with estimated time and cost for each opportunity. You leave with a document you can hand to a developer or consultant to execute immediately.

Do I need to be technical to get value from this? +

No. The deliverable is a plain-English roadmap, not a technical specification. If you need someone to implement, the roadmap gives them the brief. If you're implementing yourself, it tells you what to build in what order and why.

What size business is this designed for? +

Small businesses with 1–25 employees, typically in service industries — professional services, trades, marketing, health and wellness, real estate, and similar. The assessment is calibrated for businesses that have real workflows to automate but haven't invested in enterprise-scale infrastructure.

What happens if I want implementation help after the assessment? +

The 90-day roadmap becomes the brief for a Fractional AI Consulting engagement. The $497 assessment fee applies as a credit toward that work — you're not starting from scratch, you're executing against a plan you already understand and approved.

AI Readiness Assessment · $497 Flat

Know exactly what to automate — and what to fix first.

Written assessment, 90-day roadmap, and a 60-minute walkthrough. Delivered in 5–7 business days. The assessment fee applies as a credit if you move to implementation.

Get Started →