📋 Strategy & Consulting
Find Your AI Opportunity in 30 Minutes
Most businesses we talk to have been reading about AI for months but haven't done anything yet. The blocker is usually the same: not knowing where to start, what it actually costs, or whether it'll work for their specific situation. That's what the discovery call is for.
✓30-minute discovery call — free
✓AI Readiness Scorecard in 48 hours
✓No commitment to proceed
Consulting Services
4 Ways We Help You
Plan Your AI Investment
Whether you're starting from scratch or you've already bought tools that aren't quite working — we help you figure out what to actually do next.
AI Readiness Assessment
$2,500–$5,000 · 1–2 weeks
We go through your current workflows, tools, and data situation together. You walk away knowing exactly which AI projects are worth doing, which aren't, and in what order to tackle them — ranked by how fast you'd see a return.
- ✓Current process audit (workflows, tools, manual tasks)
- ✓Quick-win identification (ranked by ROI and effort)
- ✓Data maturity scoring (what you have, what you need)
- ✓Risk and compliance flags
📄 Deliverable: AI Readiness Scorecard
AI Roadmap
$5,000–$12,000 · 2–3 weeks
A concrete 12-month plan — not a slide deck full of buzzwords. Phase by phase: what to build, what it costs, who handles it, and what the numbers should look like when it's working. Specific enough that you could hand it to a developer and they'd know what to build.
- ✓12-month prioritized implementation plan
- ✓Phase breakdown with milestones
- ✓Budget & resource requirements per phase
- ✓ROI projections with conservative and optimistic scenarios
📄 Deliverable: 12-Month AI Roadmap Document
ROI & Business Case
$3,000–$8,000 · 1–2 weeks
We build the actual numbers — what the project costs, what it saves, and when it pays for itself. Useful if you're convincing yourself, a partner, or an investor. We also design the KPI dashboard so you know what to track once it's live.
- ✓Cost-benefit analysis with sensitivity modeling
- ✓Payback period and break-even calculation
- ✓Risk assessment matrix
- ✓KPI dashboard design for ongoing measurement
📄 Deliverable: AI Business Case Deck
Technology Stack Review
$2,000–$5,000 · 1 week
You're about to spend money on a tool or platform — we look at it first. WordPress or custom build? GHL or HubSpot? Claude or GPT-4? We give you an honest comparison based on your actual use case, not what's trending or what earns a referral fee.
- ✓WordPress vs. custom build assessment
- ✓GHL vs. HubSpot vs. custom CRM comparison
- ✓Claude vs. GPT vs. Gemini for your use case
- ✓Vendor lock-in and switching cost analysis
📄 Deliverable: Tech Stack Recommendation Report
How It Works
From Discovery Call to
Actionable Clarity
01
Schedule
Book a 30-minute discovery call from the button above. No prep work required — just show up.
02
30-Min Discovery Call
We ask about your current tools, biggest bottlenecks, and what "AI success" looks like for your business.
03
Receive Your Scorecard
Within 48 hours, you receive a free AI Readiness Scorecard with our initial findings and recommendations.
04
Optional: POC Build
If it makes sense, we scope and build a proof-of-concept so you can see results before committing to a full project.
Discovery Call Outcomes
What You'll Know After
30 Minutes With Us
Most business owners walk away from our discovery call with more clarity about AI than they had after months of research. Here's exactly what we cover:
- ✓Your #1 AI opportunity — the single highest-ROI place to start based on your specific business model
- ✓Realistic timeline and cost — what a proper AI implementation actually costs and how long it takes
- ✓What to avoid — common AI mistakes businesses make and how to sidestep them
- ✓Tool recommendations — which AI tools actually fit your budget and use case (not just the trending ones)
- ✓Build vs. buy clarity — whether you need custom development or an existing platform will do
- ✓Data & compliance gaps — what you'd need to address before deploying AI safely in your industry
📊 Sample AI Readiness Scorecard
Process Automation Potential87/100
Data Maturity62/100
Integration Readiness78/100
Compliance Risk LevelLow–Medium
Top 3 Recommended Quick Wins
1.AI booking agent (ROI: 3–4 months)
2.Lead follow-up automation (ROI: 1–2 months)
3.AI content pipeline (ROI: 4–6 months)
Pricing Summary
All Consulting Services
at a Glance
All services start with a free 30-minute discovery call. Bundle 2+ services for a 15% discount.
FAQ
Common Questions About
AI Strategy & Consulting
Yes. The 30-minute discovery call is completely free. You'll receive a basic AI Readiness Scorecard within 48 hours at no charge. We only engage further if you decide to commission a paid consulting service — and there's never any pressure to do so.
Often yes — especially if the tools feel disconnected or you're unsure whether you're getting ROI from them. Our Technology Stack Review and Readiness Assessment are specifically designed for businesses that have started with AI but want to make sure they're on the right path before investing further.
Software vendors recommend their own products. We're independent — we'll tell you honestly when an existing SaaS tool is a better fit than a custom build, and we compare competing AI models and platforms based on your specific needs, not commission incentives. Our only goal is to get you the right result.
Yes — and this is the most common path. After the strategy phase, many clients move into implementation with us directly. The consulting deliverables become the technical specification for the build, which reduces project risk and speeds up delivery significantly. The consulting fee is credited toward the implementation if you proceed within 60 days.
Most of our clients aren't technical — that's fine. We talk in hours saved, leads converted, and dollars. You don't need to know how any of it works under the hood. We handle that part and explain the decisions in plain terms when it matters.
Most of our clients are in healthcare (clinics, med spas, therapists), legal (law firms, solo practitioners), and local service businesses (HVAC, plumbing, agencies). We also work with professional services and e-commerce. The underlying AI work transfers across industries — but the examples, use cases, and numbers we reference will match what you actually do.
📋 Start With a Free Discovery Call
Book Your Free Discovery Call
30 minutes. No prep required. Walk away knowing exactly where AI can help your business and what it would take to get there.
Book Your Free Discovery Call →