How long does the AI readiness assessment take?

Typically 1 to 2 weeks from kickoff to the results meeting, depending on how quickly we can schedule time with your team.

How much does the assessment cost?

It's a fixed fee of $1,500. 100% of the fee is credited toward a Quick Win Build, Custom Build, or your first plan month if you sign within 30 days. If you used a Quick Start credit toward the Assessment, only the amount you paid for the Assessment carries forward.

Will you build anything during the assessment?

No. The assessment is about finding and ranking opportunities. Building is the next step, through a Custom Build or a monthly plan.

What do you need from our team?

Time for a leadership kickoff, time with the people who do the workflows we review, and a results meeting. We only ask for the access we need to understand the work.

Do we need an assessment before starting a monthly plan?

No. If you already know what you want built or supported, you can start a plan or a Custom Build directly.

AI readiness assessment for small business

Know where AI pays off

Our AI readiness assessment for small business is a quick, fixed-fee look at how work actually gets done in your company, so you know where AI will save real time and where it won't. It takes 1 to 2 weeks, costs $1,500, and ends with a short, ranked list of opportunities your leadership team can act on. No sales pitch dressed up as a report, and no hundred-page deck.

Who the AI readiness assessment is for

The assessment is built for owners and leaders who believe AI could help but aren't sure where to start. Maybe your team is already trying ChatGPT on their own. Maybe a vendor has pitched you a tool and you can't tell if it fits. Or maybe you just know that too many hours go to copying data between systems, chasing paperwork, and building the same reports every month.

If any of that sounds familiar, the assessment gives you a clear answer before you spend serious money. If you'd like a quick gut check first, our free AI Readiness Scorecard takes a few minutes and shows where you stand across processes, data, tools, team, and leadership.

AI Readiness Assessment

What we do

60-minute kickoff with leadership
Walkthroughs of up to 3 workflows with the people who do them
Deliverables: your top 3 AI opportunities ranked by estimated hours saved, cost, and difficulty, plus any data or security gaps we spot
45-minute results meeting

What we don't do

Build anything (that's the next step)
A full IT security audit
Vendor contract negotiation

Price: $1,500
Timeline: 1 to 2 weeks
Credit: 100% of the fee is credited toward a Quick Win Build, Custom Build, or your first plan month if you sign within 30 days. If you used a Quick Start credit toward the Assessment, only the amount you paid for the Assessment carries forward.

Ask about AI Readiness Assessment

What happens during the assessment

We keep the process short and focused on the people who do the work. Here's how it runs:

Leadership kickoff. We meet with you and your leadership team to understand your goals, your pain points, and what a good outcome looks like. This is where we agree on which workflows to look at.
Workflow walkthroughs. We sit down with the people who actually do those tasks and watch how the work moves today: which systems they touch, where they retype information, where things wait for approval, and where mistakes creep in.
Analysis. We estimate the hours each workflow takes, what it would cost to improve, and how hard the change would be. We also note any data or security gaps that should be fixed before any AI touches your information.
Results meeting. We walk you through the findings, answer questions, and talk through sensible next steps. You leave with a plan, not homework.

What you get: your top AI opportunities, ranked

The main deliverable is a short list of your top AI opportunities, ranked by estimated hours saved, cost, and difficulty. That ranking is the point. A flashy idea that saves two hours a month and needs three new systems shouldn't come ahead of a simple fix your team will use every day.

This is where our CFO-led approach shows. Our founder, Rachel Faciana, has spent years running a fractional CFO and accounting firm, so every recommendation is weighed the way a finance leader would weigh it: does it pay for itself in hours saved or costs cut, and will the numbers hold up? If the honest answer is that a simpler, non-AI fix makes more sense, we'll say so. You can read more about how we think about payback in how to measure AI ROI.

Just as important, the assessment is human-first. We look for the repetitive steps AI can take on, so your people have more time for judgment, customers, and the work only they can do. It's about better systems, not fewer people.

Why the assessment fee is credited if you continue

We want the assessment to be an easy first step, not a cost you have to justify twice. So the fee works like a down payment on the work that follows.

In plain terms: if the assessment shows a clear win and you decide to build it, or you'd like ongoing help through one of our monthly AI support plans, the money you spent on the assessment comes off what you pay next. If you decide not to go further, you still keep the ranked list and the findings, and you're free to act on them however you like.

Is an assessment required before you work with us?

No. The assessment is optional. It's the right first step when you're not sure where AI fits. If you already know what you want, such as a specific automation or ongoing support for tools you use today, you can skip it and start with a custom AI automation build or a monthly plan directly. We'll still do the discovery work needed to scope the job well.

Not sure which path fits? Book a free discovery call and we'll tell you honestly whether an assessment would help or whether you're ready to move straight to the work. You can also see every price up front on our pricing page.

Frequently asked questions

Find your lost hours

Book a free 30-minute discovery call. We'll talk through where your team's time goes and whether AI can help. No pitch, no pressure.

Book a Free Discovery Call Take the AI Readiness Scorecard