AI Consultation
Not sure where AI fits in your business? Book a session and get a clear, actionable automation roadmap — no jargon, no fluff, no obligation.
An AI consultation is a focused strategy session where we analyze your day-to-day operations and identify specific opportunities for automation. Unlike generic AI advice, we look at your actual workflows, your existing tools, and your industry requirements to build a roadmap that makes sense for your business — not a hypothetical wishlist.
of business tasks involve repetitive work that can be automated
Source: McKinsey
of workers spend at least a quarter of their week on manual, repetitive tasks
Source: Smartsheet
average ROI from automation within the first year of implementation
Source: Forrester
What You Get
1-on-1 Strategy Session
A focused conversation about your business operations. We listen first, then identify exactly where AI and automation can make the biggest impact.
Workflow Audit
We map out your current processes and find the bottlenecks — repetitive tasks, manual data entry, slow follow-ups — that are costing you time and money.
Custom Automation Roadmap
You leave with a prioritized action plan: what to automate first, which tools to use, expected time savings, and realistic implementation timelines.
Tool Recommendations
No generic advice. We recommend specific tools that fit your existing tech stack — Power Automate, Zapier, custom solutions, or AI platforms.
Security & Compliance Guidance
If you handle sensitive data (legal, healthcare, financial), we factor in compliance requirements from day one so nothing gets built that puts you at risk.
Actionable Next Steps
Every session ends with clear, specific actions you can take immediately — whether you implement yourself or hire us to build it.
How It Works
Book Your Session
Tell us about your business and what you're looking to improve. We'll come prepared with relevant questions and ideas for your industry.
We Audit & Strategize
During the session, we walk through your workflows, identify automation opportunities, and prioritize them by impact and ease of implementation.
Get Your Roadmap
You walk away with a clear plan — what to automate, which tools to use, and a realistic timeline. No obligation to hire us for the build.
This Is For You If…
You're spending hours on tasks that feel like they should be automated
You've heard about AI tools but aren't sure which ones actually apply to your business
You want to automate but need to stay compliant (legal, healthcare, financial data)
You've tried off-the-shelf tools but they don't fit your workflow
You want an honest assessment before committing to a full automation project
Frequently Asked Questions
How long is a typical consultation session?
Most clients book 1-2 hours for an initial session. One hour is usually enough to identify the top 2-3 automation opportunities in your business and outline a plan of action.
Do I need any technical knowledge?
Not at all. We speak business, not code. You tell us what's eating your time, and we'll translate that into automation solutions. We handle all the technical thinking.
What happens after the consultation?
You get an actionable roadmap you can implement yourself or with any developer. If you want us to build the automations, we'll give you a fixed project quote — but there's zero obligation.
Can you consult on AI tools like ChatGPT, copilots, or AI agents?
Yes. We cover the full spectrum — from simple workflow automation (Zapier, Power Automate) to AI-powered solutions (chatbots, document processing, AI agents). We'll recommend what actually makes sense for your business size and budget.
Is this just a sales pitch for your automation services?
No. The consultation is a standalone service. You're paying for expert advice and a roadmap. Many clients implement the recommendations on their own. If you want us to build, great — but that's a separate conversation.
What industries do you work with?
We specialize in local service businesses — law firms, dental practices, restaurants, real estate, healthcare, and gyms. But the consultation applies to any business with repetitive manual processes that could be automated.
Ready to See What AI Can Do for Your Business?
Book a consultation and get a clear roadmap in one session. $45/hour, no commitment, no obligation to buy anything else.