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Stop Guessing Where Your Money Goes

AI analyzes your business data — CRM, spreadsheets, calendar, POS, invoices — then delivers a report showing every dollar you're losing, and what to fix first.

$2,500 one-time
$25K savings guarantee or full refund
Show Me Where I'm Losing Money or take the free AI Readiness Quiz →

Is This For You?

This analysis is for you if...

  • You run a small business with 5-50+ employees
  • You use QuickBooks, a CRM, a POS, or business spreadsheets
  • You know money is leaking somewhere but can't pinpoint where
  • You're open to using AI to save time and money
  • You can invest $2,500 to potentially save $25,000+/year

— This is probably NOT for you if...

  • — You're a solo operator with no employees
  • — Your business does under $500K in annual revenue
  • — You don't use any digital tools (no email, no apps)
  • — You're looking for someone to run your business for you
  • — You need results tomorrow (the analysis takes 5-7 days)

What You Get for $2,500

12-20 page PDF report with your AI Readiness Score
8-15 scored opportunities ranked by impact and ROI
Exact dollar amounts — what you're losing, where, and how much you'd save
30/60/90 day action plan with specific tools and costs
60-minute walkthrough call — we go through every finding together

What this analysis is worth:

Business process audit (6 dimensions) $1,500
Technology stack review & integration mapping $800
AI opportunity mapping (8-15 use cases) $2,000
ROI calculation per opportunity $1,200
30/60/90 day action plan $500
Total value $6,000+
Your investment $2,500

What's NOT included (we're upfront):

— We don't implement anything — this is analysis only
— We don't sell you software
— You get the report and decide what to do with it
5-7 business days
~3 hours of your time

We Analyze Six Dimensions of Your Business

Each dimension gets scored individually, so you know exactly where you're strong and where to focus.

Business Processes

Lead intake, sales, operations, fulfillment, invoicing, customer service workflows.

Data Maturity

Customer records, transaction history, operational data. Where it lives, how clean it is, whether you can actually query it.

Technology Stack

Current software and integrations. QuickBooks, Stripe, Shopify, Toast, CRM, scheduling — whatever you run on.

Team Readiness

Digital literacy across office staff and frontline employees, change readiness, and existing AI awareness.

Governance & Security

Compliance requirements (PCI, HIPAA, state privacy), data privacy practices, customer confidentiality.

Financial Readiness

Budget for tools, ROI expectations, current tech spend as % of revenue.

Your AI Readiness Score

Your business gets scored on a 100-point scale. Most small businesses with 10-50 employees score 41-60 (Emerging Readiness).

0-40 — Foundation Building

Processes are mostly manual. Focus on digitizing basics first.

41-60 — Emerging Readiness (Most small businesses are here)

Using apps but they don't talk to each other. Ready for 1-2 AI pilots.

61-80 — Strong Preparation

Integrated stack, documented workflows. Ready for 3-5 AI initiatives.

81-100 — AI-Ready Leader

AI already embedded, measuring ROI. Full roadmap execution.

Take the free quiz to estimate your score →

What AI Analysis Actually Finds

70%
e-commerce cart abandonment rate
Baymard Institute
4-10%
food cost lost to waste in restaurants
NRA / LeanPath
37%
lawyer billable utilization — 5 hrs/day on admin
Clio 2024
62%
of small business calls go unanswered
411 Locals study
60-70%
of employee time AI can automate
McKinsey
20-50%
inventory reduction with AI forecasting
McKinsey

The Process (5-7 Days)

1

Kickoff — Day 1

We send you a 20-question assessment form. Takes 15-20 minutes. Covers your workflows, pain points, and goals.

2

Discovery Call — Day 2

90-minute deep dive into your business. We ask about your biggest bottlenecks, current tools, and where money is being left on the table.

3

Tech Stack Review — Day 3

30-60 minutes of your time to walk us through your systems. We map integrations, identify gaps, and document everything.

4

AI Analysis — Days 4-5

We map 8-15 AI opportunities, score each by impact and effort, calculate ROI estimates, and build your prioritized roadmap.

5

Report Delivery — Days 6-7

60-minute walkthrough of your complete report. You leave with a clear action plan and specific recommendations.

Frequently Asked Questions

What exactly is an AI Business Analysis?
It's a comprehensive 5-7 day assessment of your business processes, technology stack, team readiness, and data maturity. You get a detailed PDF report (12-20 pages) with scored AI opportunities, ROI projections for each, and a prioritized action plan. Think of it as a blueprint for where AI can actually save you time and money — built from your own data, tailored to your industry.
How long does the analysis take?
The analysis takes 5-7 business days from kickoff to delivery. Your time commitment is about 3 hours total: a 90-minute discovery call, 30-60 minutes for tech stack review, and a 60-minute delivery walkthrough. We handle the rest.
What do I get at the end?
A branded PDF report (12-20 pages) with your AI Readiness Score, a scored opportunity matrix showing 8-15 AI use cases ranked by impact and effort, ROI estimates for each opportunity, a phased implementation roadmap (30/60/90 day), and a slide deck you can share with your team.
Is $2,500 worth it?
Consider what you're already paying: IT consultants charge $3,750-6,250/month. Fractional ops or marketing consultants run $2,500-5,000/month. Even a basic all-in-one SMB platform implementation (ServiceTitan, Shopify Plus, Toast, Salesforce) runs $10,000-25,000. The analysis is a one-time investment that shows you exactly where to get the highest ROI from AI — before you spend anything else.
What if AI isn't right for my business?
We'll tell you. In the discovery call, if we don't think we can deliver real value, we'll say so and save everyone time. The analysis scores your readiness objectively — if you're at the "Foundation Building" level (score 0-40), the report will focus on the basics you need first, not expensive AI tools.
Do I need any special tech or IT staff?
No. Most of our clients use QuickBooks, a CRM or POS, and spreadsheets — whatever their business runs on. That's enough to start. The analysis evaluates what you have and recommends tools that work with your existing setup — no IT department required.
Which industries does this work for?
Any small business that generates data: service trades (HVAC, plumbing, electrical, cleaning), restaurants, e-commerce & retail, professional services (accounting, legal, consulting), construction & remodeling, home services, fitness & wellness, healthcare clinics, automotive. If you have digital records and $500K+ annual revenue, the method works.

Ready to Find Out Where Your Money Is Going?

Book a free 20-minute call. You'll walk away knowing your top 3 money leaks — even if you never hire us.

Show Me Where I'm Losing Money