Consulting · Starts at $750 · Implementation optional
AI Utilization Assessment
A structured review of how your organization actually works — and where AI can replace repetitive processes, reduce manual labor, and support your team. You walk away with a written roadmap, whether you build with us or not.
Free fit review first. The paid assessment only starts once scope and price are confirmed in writing.
What's included
- Discovery interviews with owners, managers, or staff
- Review of tools, inboxes, files, spreadsheets, and reports
- Process discovery and workflow mapping
- 3–10 ranked AI opportunities (value, effort, risk, complexity)
- Written roadmap and recommended first project
- Optional implementation quotes for the top opportunities
- Honest 'do not pursue' notes where AI isn't a fit
$750 starting price for smaller or simpler organizations. Custom pricing for larger teams, multi-department reviews, or sensitive-data environments.
Who it's for
Built for any organization with repetitive work and a lean team.
We work with for-profit and nonprofit organizations, single departments, and solo professionals. You don't need a data team, an IT department, or existing AI tooling to start.
Owner-led companies and growing organizations (5–500 people)
Departments inside larger organizations
Nonprofits and mission-driven teams
Professional offices (legal, accounting, medical, real estate)
Data-heavy or admin-heavy operations
Solo professionals running lean
What we review
The work eating your team's week.
- The tools, inboxes, spreadsheets, files, and reports your team uses every week
- Repetitive administrative work that consumes staff time
- Manual handoffs between systems, people, or departments
- Reporting, data entry, and document workflows
- Customer- or member-facing communications and intake
- Sample workflows you choose to share — no production system access required
What you receive
A written roadmap you own.
- A written roadmap of 3–10 ranked AI opportunities
- Each opportunity scored on value, effort, risk, and implementation complexity
- A recommended first project with rationale
- Honest 'do not pursue' notes where AI isn't the right tool
- Optional fixed-fee implementation quotes for the top opportunities
- Yours to keep — take it to us, your internal team, or another vendor
How the assessment works
1. Free fit review
A 20-minute call to confirm scope, attendees, and timeline. No obligation.
2. Interviews & review
We interview key people and review samples of the work eating your week.
3. Ranking
We rank opportunities by value, effort, risk, and implementation complexity.
4. Roadmap delivery
Written roadmap, recommended first project, and optional implementation quotes.
Pricing
Starts at $750. Quoted in writing.
$750 is the starting price for smaller or simpler organizations — typically a solo professional, a small team, or a single function. Larger orgs, multi-department reviews, or sensitive-data environments are scoped on the free fit review and quoted in writing before any work begins.
Starting price
$750
Smaller orgs and single-function reviews
Larger or multi-department
Custom
Scoped and quoted up front, no surprises
Implementation
Optional, never required.
The roadmap includes optional fixed-fee implementation quotes for the top opportunities. You can take the roadmap to your internal team, another vendor, or back to us when you're ready.
Why it's low-risk
A focused consulting step before any build commitment.
Fixed starting price
$750 for focused reviews; larger engagements scoped and quoted up front, no surprises.
Implementation optional
Take the roadmap to your internal team, another vendor, or back to us when you're ready.
Yours to keep
You walk away with the written roadmap whether you hire us to build it or not.
Common questions
Ready to find your highest-value AI opportunities?
Start with a free 20-minute AI Fit Review. If an assessment makes sense, we'll scope and quote it in writing — starting at $750.
A name, email, and one sentence is enough.
Plain-English fit review. No deck, no pitch.
Walk away with notes, or scope an assessment.
No specific savings, revenue, or workforce outcomes are guaranteed. Not legal, financial, medical, or tax advice.