Decide where AI should actually live in your business.
This is the starting point for founders who know AI could help, but do not want to waste time, money, or team trust chasing random tools. We assess your current workflows, identify the highest-leverage use cases, and hand you a 90-day roadmap that shows what belongs in the sprint and what to ignore for now.
Not more AI ideas. A clear decision-making roadmap.
What it does
This engagement helps you decide where AI can actually reduce drag in your business without disrupting the parts that still need a human touch. You walk away with clarity, priorities, and a grounded plan.
What it prevents
It keeps you from buying tools you do not need, automating broken processes, or giving your team a pile of AI experiments with no ownership, no sequence, and no adoption plan.
What you walk away with
Workflow Assessment
A fast but strategic review of your current workflows, systems, and operational friction points so we can see where work is slowing down, getting duplicated, or living only in your head.
3–5 High-Leverage Use Cases
A shortlist of the best places for AI to support your business right now, based on leverage, feasibility, team adoption, and operational impact rather than novelty.
90-Day AI Roadmap
A focused roadmap showing what to tackle in the sprint, what to stage later, and what to ignore for now so your next moves stay clean and executable.
The plan gets split into three simple decisions.
Do now
- The workflow(s) most ready for immediate improvement.
- The use cases with the highest return on time, clarity, or team capacity.
- The items that should move into the next sprint first.
Do later
- Opportunities worth pursuing after the foundation is stronger.
- Ideas that need cleaner inputs, better process ownership, or team readiness first.
- Expansion points for phase two once adoption is working.
Ignore for now
- Shiny tools that create complexity without leverage.
- Automations that would sit on top of broken workflows.
- Use cases that sound exciting but do not solve a real operational constraint.
Examples of the kinds of use cases we may prioritize
Internal SOP support
Turning repeated team knowledge into usable prompts, process support, or documentation helpers.
Client communication workflows
Reducing manual drafting, follow-up friction, and missed handoffs without losing your voice.
Decision-prep and operational triage
Using AI to summarize inputs, prepare next-step recommendations, or reduce founder bottlenecks around recurring decisions.
Three steps. Clear priorities. No wasted motion.
1. Assess
We review your current workflows, tools, team friction, and where work is getting stuck, repeated, or routed through you.
2. Prioritize
We identify the 3–5 AI use cases with the highest leverage and lowest unnecessary complexity for your current season of business.
3. Roadmap
You leave with a 90-day plan that tells you what belongs in the sprint, what can wait, and what should not be touched yet.
This is for founders who want clarity before implementation.
You know AI could help, but you do not yet know where it belongs in the business.
You want to reduce drag without turning your operations into a patchwork of disconnected tools.
You need a sharp filter for what to build now versus what to postpone or ignore.
You want the next sprint to be grounded in real business leverage, not AI hype.
Book your Assessment
One-time. 1:1 session plus written deliverable.
Standard engagements are $1,500. Complex multi-location or multi-entity scopes are quoted up to $2,500.
- ✓ Strategic workflow assessment
- ✓ 3–5 prioritized high-leverage AI use cases
- ✓ Written 90-day AI roadmap
- ✓ Do now / Do later / Ignore breakdown
- ✓ Live 1:1 working session with Jen
- ✓ Clear next-step recommendation
Best for businesses that need strategic clarity before implementation.
Start with the roadmap before you build the machine.
If you are trying to figure out what AI should actually do in your business, this is the cleanest first step. You will leave with priorities, sequence, and a 90-day plan that protects your time and your team.
FAQs
We know AI could help but we don't know where. Is this for us?
That's exactly who this is built for. Most founders we meet at this stage already know they're the bottleneck and already know AI is part of the answer — they just don't trust themselves to pick the right starting point. The Assessment is the diagnostic and the plan.
We've already watched the videos and tried the tools. What's different here?
You're not getting more information. You're getting a focused 1:1 working session where we look at your actual workflows, your actual team, and your actual stack — and walk away with a written 90-day plan that says exactly where to start and what to ignore.
What if our real bottleneck isn't AI at all?
Then we'll tell you. Sometimes the answer is a hire, an SOP, or fixing a process before automating anything. The Assessment is honest about that — the worst outcome would be building AI on top of a broken workflow.
What if we don't end up needing a Sprint or Build after?
Then you saved yourself five figures. The roadmap is a deliverable you own — you can hand it to your team, an internal ops lead, or another implementer. We'd rather be honest than upsell you into the wrong engagement.
What do we walk away with?
A workflow assessment, a shortlist of 3–5 high-leverage AI use cases, and a written 90-day roadmap split into Do Now, Do Later, and Ignore. Plus a clear next-step recommendation.
How much of our team's time does this take?
One 90-minute working session with the founder (and optionally a key operator). A short pre-call intake. Total founder time: roughly two hours.
We're not technical. Do we need to be?
No. The Assessment is delivered in plain business language — workflows, outcomes, sequence — not stacks and APIs. The technical decisions come later, if and when you build.
How is this different from a free discovery call?
A discovery call qualifies fit. The Assessment delivers a written, prioritized plan you can execute against — with or without us. It's a real deliverable, not a sales conversation.
Need a plan before you spend another dollar on AI?
If you're tired of guessing where to start, the Assessment gets you the clarity, sequence, and 90-day plan in a single working session. Take the free bottleneck quiz to see your top friction point, or book your Assessment directly below.
Prefer to talk first? Send us a note and we'll respond within two business days.