AI Opportunity Assessment
The deliverable
A clear plan you can act on
You get a written plan in plain language, not a sales pitch and not a jargon deck. Every recommendation is specific to how your business actually works.
Where AI helps, ranked
A prioritized list of the places AI would actually move the needle in your business, each with what it would do, the effort to adopt it, and a rough payback.
What to skip, and why
The pitches to turn down, the tools that are thin wrappers, and the promises that will not hold at your size. The part a vendor will never tell you.
Fit to your constraints
How each option lands against the limits that actually bind: budget, staff and skills, your data, regulation, and the systems you already run.
A first step
The one or two lowest-risk, highest-signal things to try now, and a simple way to tell whether they worked before you spend more.
Fixed scope, mostly on your schedule
How it works
A short intake
A questionnaire and a quick call so I learn your business, your workflows, and what constrains you. Most of it is done in writing, on your time.
A working session
A half-day walking through how you operate and testing the real opportunities with the people who actually do the work.
Your written plan
Delivered after the session. The plan is the product, not the meeting, and it is yours to keep and act on however you like.
Why this is different
Independent, with nothing to sell you
Most AI advice comes from someone who profits from the answer. This does not.
No tool, no commission
I do not sell software and I take no referral fees. The recommendation is not steered toward anything I profit from. That neutrality is the whole point of paying for it.
Specific, not generic
No off-the-shelf "AI strategy" deck. Every line is about your business, your workflows, and your real constraints, and it says what not to do as clearly as what to do.
I verify the claims
Vendors and tools make big promises. I can test whether one actually does what it claims, on your data, before you buy it. Most advisors just recommend a tool and move on.
ROI you can measure
Not a projection in a slide. Where it matters, I measure the real before-and-after cost on your own numbers, so you know what actually paid off.
Backed by the real work
The same evidence-first standard behind my technical due-diligence and AI cost work: claims checked, not asserted, and published so you can see it.
Who it is for
Built for owners and operators, not tech departments
You run the business
A services firm, a shop, a practice, a manufacturer. You do not have a technical team to sort the real from the sold, and you do not need to hire one to get a straight answer.
You want a decision, not a project
A fixed-scope read that ends with a short list of what to do and what to avoid. If it points to real work, that is a separate step you choose, not something baked in.
Weighing a specific tool?
Test it before you buy it
Vendors promise a lot and demo the easy cases. Before you sign or renew, I can test whether an AI tool actually does what it claims, on your data and your hard cases, not a canned demo.
What gets tested
How often it is actually right on your real cases, the true cost at your volume (not the sticker price), how fast it is, and where and how badly it fails.
What you get
A plain buy / do-not-buy / buy-with-these-guardrails call, with every number traceable to the test. The one advisor in the room with no reason to tell you yes.
Find out what AI can actually do for your business.
A short call to see if it fits, or send the details. Independent, plain-spoken, and specific to you. Your data stays yours, and if AI is not the answer for a problem, that is what you will hear.