CallsLeadsQuotesFollow-upBookedReviews
AI Consulting · Stage One

AI strategy and adoption, in plain language.

We map where AI saves time and money in your business, rank the opportunities, and plan how your team adopts them.

What it covers

What AI Strategy includes.

Concrete work with a defined end point, not open-ended consulting hours.

01

Revenue-leak audit

We review call logs, lead response times and follow-up to estimate what is slipping away each month.

02

Process mapping

How a lead moves from first contact to paid job, and where people or tools drop the ball.

03

Tool and data review

What you already have (CRM, phone, calendar, forms) and what is safe to connect.

You receive

  • A ranked list of automation opportunities
  • A 90-day implementation plan
  • An ROI model with conservative assumptions
  • A readout call to walk through everything

Best for

  • Owner-operators who suspect they are losing leads
  • Teams that have tried tools but nothing stuck
  • Businesses planning a CRM or phone-system change
How it works

From kickoff to done.

Each step has a clear output you can review before we move on.

01

Share access

You share call logs, forms and tool access (read-only where possible).

02

Measure

We quantify response times, missed calls and follow-up gaps.

03

Rank

Opportunities are scored by revenue impact and effort.

04

Present

You get the roadmap, ROI model and a clear next step.

Pricing

Starting ranges.

Final pricing depends on scope. Platform subscriptions are billed separately at cost.

Revenue-Leak Audit

$750 – $1,500
  • Call and lead-response review
  • Estimated lost revenue
  • 30-minute readout
Get started

AI Readiness & Roadmap

$3,500 – $7,500
  • Process and tool mapping
  • Ranked opportunities
  • 90-day plan and ROI model
Get started

Fractional AI Advisor

$4,000 – $8,000 / mo
  • Ongoing strategy and vendor guidance
  • Team training
  • Priority access
Get started
Questions

Straight answers.

Is the audit really free?

The 30-minute intro call is free. The full Revenue-Leak Audit is a paid deliverable and is credited toward your build.

What if there is nothing to fix?

Then we tell you. A short audit that saves you from a bad purchase is still worth doing.

Do you need access to customer data?

Only what is necessary, and we prefer anonymized or read-only exports.

Free · 30 minutes · No obligation

Find out what you're leaving on the table.

Book a revenue-leak audit. We'll review your calls and follow-up and show you the three highest-value fixes.

Book your free audit