Choose Your Package

Same comprehensive service, scaled for your business size. Transparent pricing. No hidden fees.

Solopreneur

$2,000

One-time investment

For: Sole proprietors, freelancers, very small teams

Select Solopreneur

What's Included:

Discovery conversation
Business assessment questionnaire
AI opportunity analysis
Custom tool recommendations (specific names + links)
10-15 page report with findings
Implementation roadmap
ROI analysis for each tool
Email support for 2 weeks

Small/Medium Business

$5,000

One-time investment

For: Growing businesses with 5-50 employees

Select Small/Medium

Everything in Solopreneur, plus:

Team stakeholder interviews
Deep operational workflow analysis
20-25 page comprehensive report
Detailed tool comparison (3-5 options per use case)
Financial impact modeling
Phased implementation timeline
Vendor selection guidance
Two follow-up consultations (30 days)
Email support for 2 months

AI Opportunities We Explore

Six key areas where AI can transform your business

🤖 AI for Estimating

Tools that learn from past jobs and generate accurate quotes in minutes. Reduce estimating time by 50-70%.

📞 AI for Lead Nurturing

Automate follow-ups with SMS/email sequences. Chatbots handle common questions. Recover 30-50% of lost leads.

🚗 AI for Scheduling

Smart routing that cuts wasted travel time. AI assigns jobs by technician skills and location. Reduce admin overhead.

📸 AI for Photo Management

Auto-tag and organize job photos. Speed up invoicing. Create customer portfolios automatically with AI.

💰 AI for Collections

Auto-generate invoices from job data. Send payment reminders automatically. Improve cash flow by 2-3 weeks.

👥 AI for Customer Intelligence

AI structures customer profiles from past interactions. Surfaces service history to technicians. Enables upselling.

What You'll Receive

Everything you need to implement AI in your business

Business Assessment

A detailed analysis of your current operations, workflows, and where AI can make the biggest impact.

AI Opportunity Map

Clear identification of 3-6 specific AI opportunities ranked by impact and ease of implementation.

Specific Tool Recommendations

Names of actual tools (Jobber, HubSpot, CompanyCam, etc.) with direct links and pricing information.

ROI Analysis

For each tool: estimated cost, implementation time, monthly savings, and payback period.

Implementation Roadmap

Step-by-step timeline for getting started. What to implement first, quick wins, and long-term strategy.

Professional Report

A 10-25 page document you can share with your team and refer back to as you implement.

Frequently Asked Questions

How long does an audit take?

Typically 2-3 weeks from start to final report delivery. This includes your information gathering time, our analysis period, and report compilation.

What if I have concerns during the process?

We're available throughout the audit process. All packages include follow-up consultations to discuss findings and recommendations in detail.

Can I upgrade my package?

Yes. If you start with Essential and want to upgrade to Professional, we'll credit your Essential payment toward the upgrade.

What if I don't like the recommendations?

Our recommendations are based on industry best practices and your actual business data. We're happy to discuss any concerns during follow-up consultations.

Do you provide implementation support?

Professional and Enterprise packages include implementation support. Essential includes one follow-up consultation. Additional support can be purchased separately.

What about confidentiality?

All audit information is confidential and proprietary to your business. We sign NDAs for Enterprise clients and treat all data with strict confidence.

Two Simple Packages