A two-week deep audit of your business. You walk away with a prioritized, ROI-ranked roadmap of where AI pays for itself first — and where it's a distraction.
Ideal if you run a local service business (law firm, med spa, contractor, dental, HVAC, real estate, marketing), have 5–50 employees, and need a clear-eyed answer to: "where do we actually start?"
Calls with you and 2–3 key team members to map how work actually moves through your business.
A documented map of every lead path, intake step, follow-up loop, and administrative task — with time-sinks flagged.
Every AI use-case I find, ranked by effort, cost, and realistic return over 12 months. No fluff, no vaporware.
A week-by-week plan of which workflows to automate first, which tools to buy, which to skip, and what to expect.
A 90-minute live walkthrough with you and your team — recorded, so you can share it with partners or staff later.
One hour on the phone, one month later. Answer questions, course-correct, or kick off implementation.
Kickoff call, team interviews, tool inventory.
I watch your real workflows — inbox, CRM, intake, reporting.
Scorecard, tool recommendations, 90-day plan built.
90-minute live walkthrough + Q&A with your team.
No. The Gameplan is tool-agnostic. Most recommendations use software you already pay for (your CRM, email, scheduling tools), plus 1–2 affordable AI layers on top.
Then skip to Automate the Grind. The Gameplan is for owners who want a second set of expert eyes before spending implementation money.
No. You get a working plan — a written roadmap you or any vendor can execute from, not a glossy PDF that sits in a folder.
Sometimes. If it's a fit, we move into Automate the Grind. If not, I'll point you at someone who can — no hard sell.