AI Check-Up: AI might help your business. It might not. Let's find out which.
A free 20-minute call tells us whether there's a real problem worth investigating. If there is, we'll recommend the AI Check-Up, at a fixed $1,995 CAD. If not, we'll say so.
What happens next
- 01A free 20-minute Fit Call about how your business works.
- 02A straight recommendation: the AI Check-Up, or a clear no.
- 03If it's a yes: about 1–2 weeks, then a written report and a walkthrough.
AI Check-Up
$1,995CAD
Fixed price About 1–2 weeks
Recommended after a free 20-minute Fit Call. If we don't see a useful reason to do one, we'll tell you.
- For
- Established small and medium-sized businesses with a small team and work that repeats.
- You get
- 1Workflow review
- 2Current tool review
- 3AI opportunity map
- 4Prioritization
- 5Tool recommendations
- 6Practical AI usage guidelines
- 790-day roadmap
- 8Walkthrough session
- Then
- Setting it up is separate. You can stop after the Check-Up and keep the findings.
02Judgement first
Not every business needs an AI Check-Up.
AI is useful when it solves a real business problem. So before recommending any tool, we look at how the work actually gets done, and the answer isn't always more AI.
- Sometimes the right answer is to automate a job.
- Sometimes it's to use AI differently.
- Sometimes it's to leave the process alone.
03Who it's for
Who should book a Fit Call.
A good fit
- You have a small team.
- The same work comes round again and again.
- Your people spend too much of the week on admin.
- You've tried AI, but it hasn't made it into the everyday work.
- You're not sure which AI tools are worth paying for.
- You'd like someone to look at the business before anyone recommends technology.
Probably not a fit
Nothing wrong with any of these. They just point somewhere other than a Check-Up.
- You mainly want your team shown how to use ChatGPT. A Team Workshop does that, on your own work.
- Very little of your work repeats. AI earns its place on work that comes round again and again.
- You're after a general talk about AI. Everything we do starts from your own business.
- You want a promised rise in revenue. We measure the change in your own numbers; we don't promise one in advance.
- You already know what you want built, like a chatbot or an agent. You don't need a Check-Up for that. Go straight to AI Solutions.
What people usually bring to the call
- The same admin, done by hand every week
- Customer enquiries answered one at a time
- Quotes and proposals written from scratch
- Follow-ups that slip
- Meeting notes that live in one person's head
- Reports put together by hand
- Documents nobody can find
- Know-how that only the owner has
- Content that takes an afternoon a piece
- The same data typed in twice
- Staff using AI in their own way, with no shared rules
- Too many AI tools, and no clear process
- “We tried ChatGPT. Nothing really changed.”
04The Fit Call
Twenty minutes, and a straight answer.
A few questions about how the business works, then an honest view of whether there's anything worth investigating. If there's no clear reason to look into AI, we'll tell you.
Free 20 minutes
What we'll ask about
- 01What the business does
- 02How many people work in it
- 03Where the time goes
- 04The work that repeats
- 05The tools and AI you use now
- 06What made you look at AI
What you leave with
A straight answer: whether an AI Check-Up is worth doing for your business, and why. That's useful whichever way it goes.
What it isn't
A diagnosis. Twenty minutes isn't enough to understand how a business runs, so we won't pretend otherwise. That's what the Check-Up is for.
05After the call
After the call, you'll hear one of two things.
If there's a fit
We recommend the AI Check-Up.
$1,995CAD
Fixed price About 1–2 weeks
- Fixed scope
- Written findings
- An opportunity map
- Prioritization by value, effort and risk
- Tool recommendations
- A 90-day roadmap
- A walkthrough session
Already had your Fit Call? Book the AI Check-Up
If there isn't
Sometimes the answer is not AI.
It might be a clearer process, a feature in a tool you already pay for, or a job that's better left as it is. We'll tell you what we see, point you somewhere more useful if we can, and leave it there.
There's nothing to buy. A Check-Up only makes sense when there's something worth finding.
06What's included
Eight things, one fixed price.
$1,995 CAD
- 01
Workflow review
How the work gets done today: the repeated tasks, the hand-offs between people, and where things get stuck.
- 02
Current tool review
What you already pay for, and what those tools can already do, before anything new is suggested.
- 03
AI opportunity map
The few opportunities actually worth considering. Not a long list of everything AI could touch.
- 04
Prioritization
Each opportunity ranked by how much it would help, what it takes to set up, and what could go wrong, in words you can act on.
- 05
Tool recommendations
Tools or approaches only where they make sense, starting with the ones you have. No pile of new subscriptions.
- 06
Practical AI usage guidelines
Plain-language rules for your team: what's fine, what needs a person to check, and how to handle business information. Not legal advice.
- 07
90-day roadmap
What to do first, second and third, with what to measure along the way.
- 08
Walkthrough session
A session with you to explain the findings, the priorities and the next steps, and to answer questions.
07A sample report
Every opportunity, from the problem to the first action.
Each one is ranked by value, effort and risk, with a person's part written in. Some come back marked “leave this manual”.
AI Check-Up
Report for “Your business”
- Prepared for
- A made-up business with eight people, most enquiries by email
- Looked at
- Enquiries, quotes, weekly meetings and pricing
1Opportunity map, ranked
Value: how much it would help. Effort: what it takes to set up. Risk: what could go wrong.
01
Customer enquiries
Consider implementing
In the roadmapFirst 30 days
- The problem
- The same questions arrive every day.
- Now
- Staff answer common questions by hand, one at a time.
- AI could
- AI drafts a reply from your approved prices and answers.
- A person
- Staff review, edit and send every reply.
- Value
- High
- Effort
- Low
- Risk
- Low
- Measure
- Time to first response
02
Meeting notes and follow-ups
Consider implementing
In the roadmapDays 31–60
- The problem
- Decisions and tasks get lost after meetings.
- Now
- Notes live in one person's head, or nowhere.
- AI could
- A summary and task list from the recording, made with everyone's consent.
- A person
- The meeting lead confirms tasks before they're sent.
- Value
- Medium
- Effort
- Low
- Risk
- Low
- Measure
- Tasks that slip past their date
03
Quotes and proposals
Consider later
In the roadmapDays 61–90
- The problem
- Quotes take days because each one starts from scratch.
- Now
- The owner writes each quote in a blank document.
- AI could
- A first draft assembled from past quotes and the current price list.
- A person
- The owner checks every figure before it goes out.
- Value
- High
- Effort
- Medium
- Risk
- Medium
- Measure
- Time from enquiry to quote sent
04
Pricing a custom job
Leave this manual
In the roadmapNo change
- The problem
- Every custom job is priced from experience.
- Now
- The owner prices each job after seeing it.
- AI could
- An AI tool could suggest a number. It shouldn't.
- A person
- The owner, exactly as now.
- Value
- Low
- Effort
- Medium
- Risk
- High
- Measure
- None needed
290-day roadmap
First 30 days
- Agree the team's AI usage guidelines
- Write down the questions you answer most, with your best answers
- Set up drafted replies for enquiries, with a person sending each one
Days 31–60
- Check time to first response against the starting point
- Try meeting summaries on one weekly meeting
Days 61–90
- Build a first-draft quote from past quotes and today's prices
- Keep, adjust or switch off each change, based on what the numbers show
Also in the report: how the work flows today, a review of the tools you already pay for, tool recommendations, and usage guidelines for your team.
08Where AI doesn't belong
Not everything should be automated.
We will tell you where AI does not belong.
Pricing a custom job
Leave this manualIt depends on judgement about the job and the customer. A wrong number costs money and trust.
Answering an unhappy customer
Leave this manualIt needs a person's care, and the customer can tell the difference.
Deciding who to hire
Leave this manualIt's a decision about people, and not a job for AI.
An AI Check-Up that recommends nothing for a job is doing its job. We'd rather you spent nothing than set up something that doesn't help.
09How it runs
Four steps, about 1–2 weeks from booking to walkthrough.
It begins once the Fit Call shows it's worth doing, and ends with a plan you can act on. The setting up comes later, and only if you want it.
- 01
Measure
Understand how the work happens today: short conversations with the people who do it, and a look at the tools and information you already have.
- 02
Prioritize
Find the few opportunities worth pursuing, and rank them by value, effort and risk. Say plainly where AI doesn't belong.
- 03
Plan
Choose the tools, the rules for using them, and the order to do things in, written up as a 90-day roadmap.
- 04
Walk through it
A session to explain the findings, the priorities and what to do next, and to answer your questions.
10After the Check-Up
You can stop here, and keep everything.
The Check-Up doesn't commit you to anything else. If you want help with what comes next, each step is its own piece of work, priced before it starts.
- You are hereAI Check-UpUnderstand where AI fits$1,995 CAD, fixed
- Then, if you want · 02AI SolutionsBuild the right system for the top prioritiesPriced before it starts
- Then, if you want · 03Team WorkshopTrain the team on the tools you choosePriced before it starts
- Then, if you want · 04CareMaintain and improve it, when neededPriced before it starts
11Questions
Asked and answered, plainly.
What happens on the Fit Call?
We ask how the business works: what you do, how many people work in it, where the time goes, what work repeats, which tools and AI you already use, and what made you look at AI. Twenty minutes isn't enough to diagnose anything, so we won't try. It is enough to tell whether a proper look is worth doing.
Is the Fit Call a sales pitch?
No. It's there to decide whether an AI Check-Up is worth doing for your business. If it is, we'll recommend it and say why. If it isn't, we'll tell you, and that's the end of it. The call is free either way.
What size business is this for?
Established small and medium-sized businesses with a small team and work that repeats: enquiries, quotes, follow-ups, notes, reports. If you're on your own with light admin, you probably don't need it yet. The free AI self-check is a better start, and the Fit Call will tell you either way.
Do I need to be technical?
No. Everything is explained in plain words, and the report is written for the people who run the business, not for developers.
Do I need to know which AI tools I want?
No. Most people don't, and working that out is part of the Check-Up. We start from the work, not from a tool.
Will you recommend ChatGPT?
Only if it's the right fit. We start with what you already pay for, because many email and office tools now include AI, and recommend something new only when it clearly earns its cost.
Will AI replace my employees?
That isn't what we set out to do. The Check-Up looks for repetitive work to take off people's plates, and every recommendation keeps a person in charge of anything that matters.
What happens if AI isn't useful for my business?
The Fit Call is there to spot that before you pay anything: if we can't see a useful reason for a Check-Up, we'll say so. If a Check-Up goes ahead and finds less than expected, the report says so, and why. You still get the review of how the work flows, the tools you already have and what's worth tidying up. We won't invent opportunities to fill a page. The fee is the same either way: you're paying for an honest look, not a particular answer.
Is implementation included?
No. Building anything is AI Solutions, a separate piece of work priced by the size of the job, with your exact price in writing before it starts. Buying the Check-Up doesn't commit you to it: the findings are yours to act on yourselves, with someone else, or with us.
How do you handle sensitive business information?
We ask for as little as we need, and you decide what we see. Where examples help, customer details can be removed first, or we can look at them together on a call. The usage guidelines we write cover how your team handles business and customer information with AI tools. Legal and privacy questions, including what the law requires of your business, should be reviewed with your own legal advisor.
What do I actually receive at the end?
A written report in plain language: how the work flows today, a review of your current tools, a ranked map of the AI opportunities worth considering and the ones to leave alone, tool recommendations, usage guidelines for your team and a 90-day roadmap. Then a walkthrough session to go through it. It's yours to keep.
How long does it take?
About one to two weeks from booking to the walkthrough. Most of that depends on how quickly we can talk to the people who do the work.
Let's find out whether AI would actually help.
A free 20-minute Fit Call first. If the AI Check-Up is worth doing, it's $1,995 CAD, fixed, about 1–2 weeks. If it isn't, we'll tell you.