Customer Service AI Assessment

We audit your contact center volume, find deflection candidates, and build a practical plan to cut costs without losing the human touch.

I met with Maria, who runs a busy casual restaurant in Lake Nona. She juggles DoorDash orders, dine-in reservations, and catering inquiries across three different platforms. Her team of five spends hours each day answering the same questions: “Is my order ready?” “Do you have gluten-free options?” “Can I change my pickup time?” Maria knew AI could help, but she didn’t know where to start.

That’s exactly why I built the Customer Service AI Assessment. It’s a fixed-fee service (starting at $3,000) where I dig into your actual contact center data and produce a concrete plan to automate the repetitive stuff without making your customers feel like they’re talking to a robot.

What the Assessment Covers

1. Volume Audit

I look at your call logs, chat transcripts, and email inbox from the past three months. I categorize every single interaction by topic: order status, menu questions, complaints, returns, scheduling. I count how many are repetitive, how many require escalation, and how many could be handled by a simple FAQ or a chatbot.

For example, in Maria’s case, 40% of her calls were people asking “Where’s my order?” after already checking the DoorDash app. That’s a perfect deflection candidate, and we should of tackled it first.

2. Deflection Candidate Identification

Once I know what’s coming in, I identify which questions, requests, or issues can be handled without a human agent. I use a simple rubric: if the question has a known answer, if the answer doesn’t change often, and if the customer doesn’t need emotional support, it’s a deflection candidate.

I then estimate the percentage of your current volume that can be deflected. For Maria, I found 55% of her contact volume was deflected with a combination of a better FAQ page, an automated chatbot on her website, and a simple IVR update for order status.

3. Stack Recommendation

I don’t recommend the flashiest tools. I recommend tools that work for SMBs in Central Florida. I look at options like Intercom Fin (great for chat-heavy businesses), Zendesk AI (solid for email and ticket-based support), and even simple tools like Tidio or ManyChat for smaller operations.

I compare them in a straightforward table and explain the tradeoffs in plain English. No jargon, no hype. This process has occured across dozens of local businesses.

4. Projected Savings

I map out the financial impact. If you deflect 50% of your volume, how many fewer agents do you need? Or how much faster can your existing team handle the escalated cases? For Maria, we projected saving $24,000 a year in labor costs after a one-time setup fee of $4,500 for the chatbot.

Who This Is For

This assessment is ideal for small and mid-sized businesses in Orlando and Central Florida that handle 50 to 500 customer contacts per day. If you’re a restaurant, retailer, professional services firm, or any business with a steady stream of repetitive questions, this is for you. We work alot with businesses like yours.

What You Get

• A detailed audit report of your contact volume, broken down by category and deflection potential.
• A prioritized list of deflection candidates with estimated impact.
• A tool comparison table with pricing, ease of setup, and integration notes.
• A customized implementation roadmap.
• Projected savings for the next 12 months.

How It Works

1. Kickoff call: We discuss your goals and you share access to your contact center data (call logs, chat transcripts, email inbox).
2. Audit: I analyze the data and build the report. I usually finish within two weeks.
3. Presentation: We walk through the findings, and you get the final document.
4. Optional implementation help: If you want, I can help you set up the recommended tools. That’s a separate engagement, but I’ll give you a discount if you book both.

Pricing

Starting at $3,000. That includes the full audit, report, and one revision cycle if needed. If you want ongoing support or a full rollout, we can talk about a custom package.

FAQs

Q: Do I need to have a contact center already?

A: Not exactly. If you handle customer requests through email, phone, or chat (even a shared inbox counts), we can run the assessment. The more data you have, the better the analysis.

Q: How long does the assessment take?

A: Typically two weeks from the day you share your data. If you have a smaller volume, I can sometimes finish in one week.

Q: Will you recommend specific tools?

A: Yes, but I stick to tools that work for SMBs. I’ll give you at least two options with pros and cons. I don’t push any particular vendor.

Q: Do you help with implementation?

A: Yes, but that’s a separate engagement. The assessment gives you a plan. If you want me to help execute it, we can discuss a custom package.

Q: What if I don’t see a return on investment?

A: I design the assessment to be conservative. I estimate savings based on realistic deflection rates. If the plan doesn’t show a clear ROI, I’ll tell you upfront before you spend money on tools.

Comparison: DIY vs. Working With Us

DIY Approach
Time: 4-6 weeks of internal analysis
Cost: $0 upfront, but you lose staff hours
Risk: You might miss deflection opportunities or pick the wrong tool
Expertise: Requires someone on your team who knows both AI and your contact center

Working with AI Consulting Orlando
Time: 2 weeks
Cost: $3,000 fixed fee
Risk: Low – you get a plan before buying any software
Expertise: We bring years of experience across dozens of contact centers

Ready to See If AI Can Help Your Customer Service?

If you’re in Orlando or Central Florida and you’re tired of your team answering the same questions over and over, let’s talk. Contact us to schedule a discovery call to find out if the assessment is right for you, no hard sell.

Comparison

Factor	DIY Approach	Working with AI Consulting Orlando
Time to completion	4-6 weeks	2 weeks
Upfront cost	$0 (but lost staff hours)	$3,000 fixed fee
Risk of missing opportunities	High – you might skip easy wins	Low – we identify all deflection candidates
Tool selection expertise	Limited to what your team knows	Broad, vendor-neutral comparison
Implementation support	None	Optional, with discount if bundled

55% of contact volume can often be deflected with simple AI tools.

The assessment pays for itself if you save just one month of an agent's salary.

Maria from Lake Nona saved $24,000 a year after following our plan.