The $999 AI Tools Assessment for Small Business Owners

02The plan

How it works

1. Book and answer a short intake. Ten minutes of questions about your team, your tools, and where your weeks go.
2. In one 45-minute working call, I trace where your hours actually leak — the inbox, the quoting, the follow-ups, the meeting notes, the re-typing between systems.
3. You get the report within five business days. Every prescription includes what it replaces, what it costs, how long setup takes, and the hours it should return — ranked so the biggest win comes first.
4. You run the 4-day quick-start plan. The report opens with a day-by-day setup order, starting with the highest-payoff tool on day one. Follow it and you’ll feel the difference the first week.

The guarantee, in plain terms

If the assessment can’t identify at least 5 reclaimed hours per week in your business, you get 100% of the $999 back. No forms, no argument, no partial credit. Either the report shows you the hours — with the math — or you receive 100% of the $999 back.

I can offer that because the assessment isn’t a guess. It’s a structured review of where owner-led businesses lose time, and at your size, the hours are almost always there.

Why listen to me

Before this, I spent years finding wasted hours in places where mistakes cost real money. I built a data aggregation system for Stryker — a Fortune 500 medical device company — that eliminated 500+ hours of manual engineering work per year, worth an estimated $25,000+ annually. As an independent consultant I’ve closed multiple six-figure contracts with Edwards Lifesciences, Cook Medical, and Jabil (manufacturing for Johnson & Johnson) — every one won by scoping the problem, building the fix, and proving the value.

That’s the same discipline behind this assessment: find the hours, show the math, prescribe the fix.

Who it’s for

• Home builders. Your project managers re-type the same change order three times — once in email, once in a spreadsheet, once for accounting — while subcontractor scheduling eats your evenings. There are tools that draft, track, and chase for you.
• Personal-injury and immigration law firms. Intake follow-ups, document collection reminders, and the same twenty client questions consume paralegal hours daily — and a slow response to a new inquiry means that caller retains someone else.
• Med spas. Your front desk spends hours on no-show reminders, pre-treatment questions, and manually rebooking lapsed clients — hours that should go to the people standing in front of them.

If you’re an owner in the 2–20 employee range and your week disappears into work a tool could do, this assessment will find it.

What you walk away with

A short, usable report — built to be acted on, not filed away:

• 3–7 tool prescriptions, each mapped to a specific workflow in your business, with monthly cost and setup effort.
• Hours-reclaimed estimates per tool and in total, with the assumptions shown so you can check my math.
• ROI math in dollars: what the tools cost per month versus what your reclaimed hours are worth at your effective rate.
• The 4-day quick-start plan: exactly what to set up each day, in payoff order.
• A “don’t buy” list: popular tools that don’t fit your business, so you stop wondering about them.