Simple Process
How It Works
No sales calls. No lengthy discovery engagements. Three straightforward steps from "I have no idea where to start" to a clear AI roadmap for your business.
Step One
Take the Assessment
The assessment is a guided 15-minute wizard designed specifically for small business owners. It asks clear, practical questions — no technical knowledge required. You work through five focused areas:
- Business overview — industry, team size, revenue range
- Pain points — which tasks eat your time or cost you money
- Current tools — what software you already use
- Goals — what you're trying to achieve in the next 12 months
- Budget — how much you're willing to spend monthly on tools
16 questions total. No open-ended essays — mostly multiple choice and short selects so you can move quickly.
Takes about 15 minutes
16 guided questions across 5 areas
No technical knowledge required
Designed for business owners, not developers
Free, no credit card
No account creation required to start
Save and resume anytime
Your progress is preserved if you need a break
Benchmarked against businesses in your industry and size range
Top Recommendation Preview
Automate customer follow-up emails
Estimated savings: 4–6 hours/week · Tool: HubSpot Sequences
ROI fit score: 82 / 100
Sample output — your results will reflect your specific answers.
Step Two
Get Your Results
As soon as you submit the wizard, our scoring engine analyzes your answers and generates a personalized report. No waiting for a human to review anything — results are live immediately.
AI readiness score
A 0–100 score showing how ready your business is to adopt AI, benchmarked against similar businesses in your industry.
Top 3 recommendations
The three AI opportunities with the highest potential ROI for your specific business, with estimated time savings per week.
ROI preview
A rough estimate of annual value — hours reclaimed, costs avoided — to help you decide if going deeper is worth it.
Step Three
Choose Your Path
After you see your results, you decide what happens next. There is no automatic upsell and no one will call you. Three paths forward:
Keep the free results
FreeUse your score and top 3 recommendations to explore tools on your own. Everything you need to start researching is in the free report.
Get the full Roadmap Report
$297Unlock all recommendations, ROI projections, tool comparisons, and a step-by-step implementation roadmap — delivered as a PDF within 24 hours.
Full implementation
CustomWe handle everything — tool setup, integration, team training, and documentation. Pricing from $2,500 based on scope. Book a consultation to get a custom quote.
The Full Flow
From zero to actionable in under an hour
Start the free assessment
Takes 15 minutes. No signup required to begin.
See your AI readiness score and top 3 recommendations
Instant results with estimated ROI for each recommendation.
Decide your next step
Keep the free results, upgrade to the full Roadmap Report, or book an implementation consultation.
Implement and track results
Put the tools in place — yourself with our guides, or with our team — and start reclaiming time.
Ready to take the first step?
The assessment is free, takes 15 minutes, and gives you an honest picture of where AI can help your business.
No credit card. No sales call. Results in 15 minutes.