The AI Tools Assessment

You don't need more AI. You need the right three tools.

One 45-minute conversation about how your business actually runs. Within 48 hours, a report prescribing the 3–7 tools that reclaim 5+ hours of your week — and a 4-day plan to make them stick.

Based in Phoenix, AZ & Houston, TX  ·  Serving clients virtually
The Guarantee

If your assessment identifies fewer than 5 reclaimable hours per week, you get a full refund. We can make that promise because we haven't missed yet — in any business with real payroll, the hours are there.

How it works

Three steps. One week. No jargon.

01
Discover

A 45-minute recorded interview about how your business actually runs — where time leaks, what software you pay for but barely open, and what only you can do that really shouldn't require you.

02
Prescribe

Within 48 hours you get the report: 3–7 specific tools — one per problem, not a comparison chart — with real pricing, setup effort, hours reclaimed, and a 4-day quick-start plan.

03
Review

A recorded walkthrough call — you keep the recording and transcript as team training material. Leave with total clarity: run the plan yourself, or have us implement it with your $999 credited in full.

What's in the report

A prescription, not a survey.

  • Executive summary
    Half a page, no jargon. What we heard, what we found, what it's worth, and where to start.
  • Effort vs. impact matrix
    Every recommendation plotted — quick wins, big bets, and what to skip. Yes, we tell you what to skip.
  • 3–7 tool prescriptions
    One specific tool per problem, with current pricing and setup effort — including the software you already pay for but underuse.
  • 4-day quick-start plan
    Day-by-day instructions to have your first tools running within the week — no waiting on us.
  • The math
    Hours reclaimed × what your hour is worth, against what the tools cost. The arithmetic is shown, not asserted.
AI Tools Assessment · Sample48 HR
Top prescriptions
Ranked by estimated weekly time reclaimed.
01
Email triage & response drafts
~4.5 hrs / week
02
Meeting notes → action items
~2.5 hrs / week
03
Client intake → CRM hand-off
~1.5 hrs / week
Day 1 of your quick-start
Set up email triage first — highest return, lowest setup effort.
Included with every assessment

The report is the start, not the whole deliverable.

Custom Prompt Pack

3–5 ready-to-use prompts built specifically for your business and the pain points you named — not generic templates. Delivered with the report.

Recording & Transcript

The full review call is recorded and yours to keep — most clients share it with their team as training material for the rollout.

90 Days of Office Hours

One emailed question per month for 90 days after delivery. Hit a snag during rollout? You're not on your own.

Who it's for

Built for owners still in the weeds.

  • You run an owner-operated business — roughly $500K–$5M in revenue, 3–25 employees.
  • You're still doing day-to-day operations yourself, and your week disappears into tasks that shouldn't need you.
  • You're paying for software — maybe even AI subscriptions — that nobody on the team actually opens.
  • You want a specific prescription, not another webinar or a "Top 10 AI Tools" listicle.

The assessment works because businesses this size have real, findable hours hiding in email, admin, scheduling, and follow-up — and an owner with the authority to act on the plan the same week.

An honest note: if you're a solopreneur or an enterprise, this probably isn't the right fit — and we'll tell you that up front rather than take the fee. The guarantee only means something if we qualify who we work with.

After the assessment

Two ways to run the plan.

AIncluded
Do it yourself

The report is built to stand alone. The 4-day quick-start plan gets your first tools running within the week, the prompt pack covers your named pain points, and office hours have your back for 90 days. A real path — no pressure, no drip campaign.

B$999 credited
We implement it for you

We set up, customize, and train your team on everything in your report — from a quick-wins setup to the full roadmap. Your entire $999 assessment fee is credited toward any implementation. Scoped and quoted at your review call.

Ask about implementation →
The ongoing option

AI Concierge — your standing AI department, without the hire.

For businesses that want a partner, not a project. Two working calls a month where we build live, unlimited async access between them, and a quarterly review that cuts the tools you're paying for but not using.

  • Two 45-minute working calls per month — we build live
  • Unlimited async access, answered within 12 business hours
  • Everything we build, you keep — skills, prompts, automations
  • Quarterly tool rationalization — we cut what you don't use
  • Capped at 6 clients — two working calls per client is the quality ceiling, so the roster stays small
Tool-agnostic, on purpose

You don't need 47 tools. You need the right ones.

We prescribe whatever fits your business — including the software you already pay for. Deep fluency in the Anthropic and OpenAI ecosystems, plus the automation platforms that glue everything together.

ChatGPT
Writing, research & everyday AI tasks
Claude
Deep analysis, drafting & complex reasoning
Zapier
No-code workflow automation
Notion AI
Knowledge management & documentation
Fathom
AI meeting notes & action item capture
Make
Advanced multi-step automation pipelines
Who we are

Two engineers. No hype.

We're not vendors or resellers. We come from deep IT and systems backgrounds, which means we understand the environments AI has to actually live in — and we'll tell you honestly what will work and what won't.

Jermaine Williams
Jermaine Williams
Phoenix, AZ · Virtual
AI Engineer & Consultant

Jermaine brings a practitioner's perspective to AI — grounded in years of enterprise IT and systems operations. He designs agentic workflows and automation strategies that fit how your environment actually runs, not how a vendor demo says it should. His background in technology infrastructure means the solutions he builds integrate cleanly with what you already have.

Brandon Davis
Brandon Davis
Houston, TX · Virtual
AI Engineer & Consultant

Brandon is a systems engineer with over a decade of experience in endpoint and mobile device management — the kind of work that sits at the intersection of technology and the people who actually have to use it. That user-first mindset carries directly into how he approaches AI: the goal isn't the implementation, it's whether the people on the other end find it useful. He builds solutions that fit how your team already works, so adoption happens naturally rather than by force.

Ready to start?

Find your five hours.

One 45-minute conversation. A report prescribing the exact tools that fit your business. A 4-day plan to put them to work. And if we can't find you 5 reclaimable hours a week, you don't pay.

Book the AssessmentOr email us directly$999 · report in 48 hours · refund-backed