Answers · AI assessment
What is an AI assessment for a small business?
Short answer: An AI assessment finds where your business loses time and money to repetitive work, puts a dollar figure on each leak, and ranks which systems to build first. Ours looks at the whole business, from missed calls and quote follow-ups to invoicing, data entry and reports.
Where we look for waste
- Missed calls
- Scheduling and rescheduling
- Quote and estimate follow-ups
- Invoicing and payment reminders
- Data entry between systems
- Lead follow-up and nurturing
- Review requests
- Repeat questions and emails
- Dispatch and job updates
- Reports
- Onboarding paperwork
- Inventory and ordering
What you get
Depending on tier: your top leaks in dollars per year, a ranked waste report, a 90-day systems roadmap, and for Deep Dive an on-site visit and a working demo. See what each tier costs.
Who it's for
Owner-led businesses doing $1M+ a year. You don't need technical staff.
FAQ
Do we need technical staff?
No. We work with you and whoever answers the phones and runs the schedule.
Is our data safe?
We only ask for what we need, keep it confidential and will sign an NDA on request.
What if we already use AI?
We review what's working and where it fits with the rest of your software.
Related answers
Questions? Call 743.233.9262.