Find Out Exactly Where Your Business Is Losing Time to Admin

A 30-minute conversation about your workflows. A delivered report with specific tools, quick wins, and automation opportunities mapped to how your business actually runs.

30-Minute InterviewReport Within 48 HoursFollow-Up Call IncludedAny Industry Welcome

You Know AI Could Help. You Just Don't Know Where to Start.

Most business owners have heard enough about AI to know it's relevant. What they don't have is a clear answer to the only question that matters: which parts of my business should actually use it, and what would that look like in practice?

The problem isn't access to AI tools. There are thousands of them. The problem is knowing which ones solve your specific bottlenecks — and which ones are a distraction. Getting that wrong costs time and money you don't have.

That's what the AI Business Assessment is for. Not a generic quiz. A real conversation about your workflows, followed by a specific report built around your business.

How It Works

Three steps. Delivered within 48 hours.

1

30-Minute Workflow Interview

We talk through how your business actually runs — where your time goes, what's manual, what gets missed, and where your team feels the most friction. No prep required.

2

Your AI Report, Delivered

Within 48 hours, you receive a written report mapping your pain points to specific tools and automations. Quick wins are prioritised. Every recommendation includes implementation context and estimated time saved.

3

Follow-Up Call to Walk Through It

We schedule a 30-minute call to review the report together, answer questions, and help you decide what to act on first. No pitch. No pressure.

What the Report Covers

Built around your workflows, not a generic template.

Pain Point Summary

Every friction point surfaced in the interview, written up clearly with the estimated time cost per week.

Effort vs. Impact Matrix

Each opportunity plotted by how hard it is to implement and how much time it recovers. Quick wins are highlighted first.

Specific Tool Recommendations

Named tools with implementation context — not a list of apps, but an explanation of what each one does for your specific situation.

4-Day Quick Win Plan

A step-by-step starting point so you know exactly what to do first without getting overwhelmed by the full picture.

Financial Impact Estimate

Hours saved per week × your time value, minus estimated tool costs. Gives you a concrete number to work with.

Implementation Roadmap

Heavier lifts ranked by value for after the quick wins are done — so you have a full picture, not just the easy stuff.

Who This Is For

Good fit:

  • Businesses with 5–50 people
  • Owners doing work that should be automated
  • Teams using more than 3 tools that don't talk to each other
  • Anyone who's looked at AI tools and felt overwhelmed by where to start
  • Trade and service businesses (HVAC, security, cleaning, pest control, property management)
  • Professional services, retail, logistics — any business with repetitive admin

You'll get the most out of this if:

  • You're the one wearing multiple hats in the business
  • You have specific bottlenecks you keep meaning to fix
  • You've tried a tool or two but nothing stuck
  • You want a clear recommendation, not more research to do yourself

What This Looks Like in Practice

A commercial security company on Vancouver Island was running their entire operation on sticky notes and memory. One office admin. A couple of technicians. Solid reputation — but the back office was the bottleneck.

After a workflow assessment, we implemented 5 fixes over 5 weeks: automated lead response, a quote template system, job dispatch tracking, auto-invoicing, and a follow-up sequence.

The result: admin time dropped from 15 hours a week to 5. Quote conversions went up 30%. Eleven new Google reviews in six weeks. The owner took a full day off on a Friday for the first time in months.

Read the full breakdown in The Ops Shortcut →

Book an AI Business Assessment

Tell us a bit about your business. We'll get back to you within 1 business day to schedule the interview.

No spam. No sales pressure. We'll respond within 1 business day.

Common Questions

Is this only for trade businesses?+
Not at all. The assessment works for any business with 5–50 people and repetitive admin work — trades, professional services, retail, logistics, property management. If your team is doing the same manual tasks over and over, there's almost always a better way.
What if I'm already using some AI tools?+
That's fine — we factor in what you're already using. The assessment often surfaces gaps between tools, or finds that a simpler setup would work better than what's in place.
What happens after the report?+
You get a follow-up call to walk through it. After that, it's entirely up to you. Some clients implement the quick wins on their own. Others ask us to handle the implementation. There's no obligation either way.
How is this different from a free online AI quiz?+
A quiz gives you generic output based on a category. This is a conversation — we ask about your specific workflows, your specific tools, and your specific team. The report reflects your business, not a template.