AI Tools Assessment
about $1,000
A fully-scoped audit that maps your biggest time-sinks to the right tools. Full picture, not one tip.
I help business owners who are buried in weekly admin (inbox, follow-ups, reporting, ops) put AI to work on the stuff that keeps repeating, so you stop drowning and stay in control.
THE PERSON BEHIND THE WORK
Over a decade building the systems behind marketing, sales, and ops. I sit beside you in your tools, fix the process first, then turn it into something you own.
Owners and operators who’ve tried ChatGPT or Claude, got a little value, then stalled, still doing the same manual work every week. Best if you’ve got a few recurring tasks eating your time and you’re willing to learn alongside me (not looking for a course-only path or forever “just do it for me”).
THE FREE MINI
No long intake. No homework.
Bring one recurring headache, something that crosses tools, people, or your calendar every week.
After the call I dig in and follow up with one clear bottleneck and one tool recommendation or workflow worth trying, so you’re not guessing from a rushed answer on the Zoom. No obligation to continue.
Free · 15 minutes · Follow-up with one bottleneck + one tool or workflow
about $1,000
A fully-scoped audit that maps your biggest time-sinks to the right tools. Full picture, not one tip.
about $2,000/mo
Two 45-minute calls a month, async help with a clear reply window, and a client portal. We audit, simplify, then automate one painful process at a time in your account. I only take a few clients at a time.
After the mini, the next step is yours: try the tool yourself, or ask for help mapping more (Assessment) or ongoing partnership (Concierge).
Final approvals, sensitive decisions, customer conversations, or judgment calls, unless you set an explicit rule.
Book a free mini audit