What is an AI Tools Assessment?

An AI Tools Assessment is a structured four-phase process that maps your real business workflows, identifies where AI can save the most time, and delivers a prioritised implementation plan tailored to your specific situation — not a generic tool list.

How long does the AI audit take?

The process includes a 45-minute discovery call, a two-day analysis, a custom report delivered within a few days, and a 30-minute review call. Most clients have a clear plan within one week.

What is the guarantee?

We stand behind the quality of every assessment. If you feel the report didn't deliver value, reach out and we'll make it right.

Do I need to be technical to benefit from this?

No. The assessment is designed for business owners, not developers. Every recommendation is explained in plain language with clear implementation steps anyone can follow.

What happens after the assessment?

Most clients implement the recommendations themselves using the 2-week plan. For those who want hands-on support, we offer workflow redesign, automation builds, knowledge systems, and full AI infrastructure deployment.

One-time · High-touch · Fast turnaround

AI Tools Assessment for
Small Business

The problem isn't that AI tools don't exist — there are hundreds of them. The problem is nobody has looked at how your business actually runs and told you which ones matter. That's exactly what the AI Tools Assessment does.

Book Your Assessment — $999 $299

45-min discovery call

Custom report in days

30-min walkthrough call

2-week action plan

Only 2 pilot spots remaining

Join the Pilot Program

We're opening a small number of pilot spots for organizations ready to get governed AI infrastructure live inside Microsoft Teams — with hands-on support and pricing that won't be offered once the program closes.

Locked-in pilot pricing — a discounted rate that disappears once the program closes and standard pricing takes over.
Direct access to the founding team — no ticket queues, hands-on from onboarding through go-live.
Influence the roadmap — your workflows and policy needs get priority in active development.
White-glove onboarding — we help map workflows, configure your first Expert Bots, and get your policy live.

Only 5 pilot spots total. Every organization gets real, hands-on time with our team — which only works at a small scale. Once they're filled, the program closes and pricing moves to standard rates.

Book a Pilot Call →

What's included

Everything you need to act. For $299.

Most consultants give you a report and keep the methodology. We give you both — the output and the formula. You leave with enough to implement this yourself, or hand it off to us.

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45-Min Discovery Call

A recorded, focused conversation about how your business actually runs — your workflows, your bottlenecks, your time sinks. Everything that follows is built from this.

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Custom Report & Priority Matrix

Every AI opportunity we identify, ranked by priority. Specific to your business — not a generic tool list. You always know what to tackle first and why.

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The Prompts We Used

The actual AI prompts we ran during your analysis — so you can see exactly how we identified your opportunities and replicate the approach on future workflows yourself.

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Scripts & Frameworks

Ready-to-use scripts and frameworks for each recommendation — so you're not starting from scratch when you go to implement. Plug in, adjust to your context, and run.

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Live 30-Min Review Call

We walk through every recommendation together. Every question answered. You don't leave with a document to interpret — you leave with a confirmed first move.

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2-Week Implementation Plan

A step-by-step plan so the report doesn't sit in a folder. Specific actions, plain language, no technical background required. By the end of week one, at least one workflow runs differently.

Flat fee. One engagement. No strings attached.

The $299 covers everything above. There's no obligation to continue working with us after the assessment.

Book for $299 →

The problem most business owners are sitting in right now

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You know AI matters, but not where to startYou see other businesses using it. You know you should too. But "start somewhere" isn't a plan.

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Time still going to manual workRepetitive tasks keep filling the calendar — work that AI could handle, if someone had mapped it out for you.

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No obvious first moveEveryone says "just use AI" — but applying it to your specific workflows is a different problem entirely.

The offer

Specific answers for
your specific business.

Four phases. A flat fee. Everything you need to know exactly where AI fits — and a clear plan to act on it the same week.

🎙️

45-Minute Discovery Call A focused conversation about how your business actually runs — not how you think it runs. Recorded and transcribed so nothing gets missed.

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Deep Workflow Analysis We go through the full transcript and map where time is leaking, where bottlenecks are hiding, and where AI can step in without disrupting how your team works.

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Report & Review Call We present the findings live on a 30-minute call — walking through every recommendation together, answering every question, and making sure you leave with a confirmed first move.

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2-Week Implementation Plan A day-by-day rollout plan so the report doesn't sit in a folder. By day four, at least one workflow runs differently than it did before.

🔥 Limited Time — 70% Off $999

Was $999

Your price today

^$299

Flat fee. No subscription. No ongoing commitment.

Book Your Assessment — $299 →

No long contracts. One focused engagement. Results in days.

Everything included

Recorded discovery interview
Full expert analysis
Custom report with priority matrix
Live report & review call
Financial impact breakdown
2-week implementation plan

After the assessment

Clarity first.
Then we build if you want to.

Most clients act on the report themselves. For those who want to go further, here's what deeper engagement looks like.

Workflow Redesign

We take the highest-impact opportunities from the assessment and redesign the process end-to-end — what gets removed, what gets automated, and what gets handed off.

Automation Setup

We build and configure the integrations that connect your existing tools — tested, documented, and ready for your team to run without ongoing support.

Internal Knowledge Systems

We structure your existing documentation and processes into a system your team can query directly — reducing interruptions and getting faster answers to routine questions.

Full AI Infrastructure

For organizations ready to govern AI at scale — role-specific bots, documented workflows, and policy enforcement built into Microsoft Teams from the ground up.

Learn about Toodlebox →

The assessment stands on its own. Most clients leave with a clear plan they can execute themselves. If you want implementation support, we'll talk about what makes sense at the end of the review call.

AI Tools Assessment forSmall Business