AI Readiness Advisory
Independent, vendor-neutral advisory for owner-operators deciding what to adopt — and how to make it stick.
Workflow & operations audit
We review how a business currently operates — scheduling, client communication, file and data management, follow-up processes — and identify specific points where AI-assisted tools could reduce time, cost, or error, and where they would not be a good fit.
Vendor-neutral tool evaluation
Rather than recommending a single platform, we evaluate available tools against a business's actual needs, budget, and technical capacity, and present a clear comparison with a recommendation.
Business case development
For owners who need to justify the cost of new tools — to themselves, a partner, or a lender — we build a clear, structured business case showing expected costs, benefits, and return on investment.
Adoption & change support
The most common reason AI tools fail in small businesses isn't the technology — it's that staff quietly stop using it. We work directly with teams during rollout to identify resistance early and address it, so adoption actually holds after the engagement ends.
How we work
Assessment, then a written recommendation, then support.
Engagements typically begin with an operations assessment, followed by a written evaluation and recommendation. From there, we support implementation and adoption through structured check-ins.