Question 1

What does the AI Tools Assessment cost?

Accepted Answer

The AI Tools Assessment is a flat $999. Implementation is separate and is scoped only after the recommendations are clear.

Question 2

What is included in the $999 assessment?

Accepted Answer

The $999 assessment includes a 45 minute recorded discovery with permission, transcript analysis, human verified research, three to seven prioritized recommendations, an effort versus impact matrix, a four day plan, ROI assumptions, and a 30 minute review.

Question 3

How is the website form different from the assessment?

Accepted Answer

The website form is a free way to share the business, workflow, urgency, and best contact details. I review it and follow up about fit and the next step. The paid assessment is the deeper discovery, research, report, and review.

Question 4

Is implementation included?

Accepted Answer

No. The assessment ends with a recommendation report and review. You can implement the plan yourself or request a separate proposal for the work you want help with.

Question 5

How are recording and sensitive data handled?

Accepted Answer

The discovery is recorded only with permission. Before the call, we agree what data can be discussed and what must stay out of recordings, transcripts, and AI tools.

Question 6

Do we need to replace our current software?

Accepted Answer

Usually no. The assessment considers the phone, email, calendar, CRM, spreadsheets, forms, payment tools, and job systems you already use before recommending anything new.

Question 7

What business size is the best fit?

Accepted Answer

The primary fit is an owner led San Antonio service business with a repeated workflow involving calls, paperwork, follow ups, or handoffs. Team size does not determine eligibility.

Bring me the workflow your team keeps doing by hand.

Tell me about the workflow.