AI Readiness Assessment

We help you find where AI actually makes money. No hype. Just a plan.

What is an AI Readiness Assessment?

It is a deep, practical look at your business to figure out where AI can help right now. We do not sell you on some big, vague vision. We walk through your actual tools, your data, your workflows, and find the top five use cases that make sense for your size and budget. Then we give you a 90-day roadmap to start. It costs $3,500 flat. No upsells.

Who is this for?

You are an SMB or mid-market business in Orlando or Central Florida. You have a few employees, maybe 10 to 100. You use some software already like QuickBooks, Salesforce, or Google Workspace. You have heard about AI but are not sure if it works for you. You do not want to waste money.

Think of Maitland HVAC company with 4 trucks and a back-office of two. They had a stack of spreadsheets, a CRM they hated, and a pile of customer emails. We found they could save 8 hours a week by automating follow-ups and scheduling. That assessment paid for itself in two months.

What we do in the assessment

1. Stack inventory

We list every tool you use. From your accounting software to your CRM to your email platform. We check for integration gaps. For example, if your dispatch tool does not talk to your invoicing, we flag that. AI works best when data flows between systems.

2. Data audit

We look at your data quality. Is it clean? Is it in one place? Do you have customer history, sales records, or service logs? We check for duplicates, missing fields, and format issues. If your data is messy, we tell you how to fix it before buying any AI tool. We’ve occured many data issues that could of been avoided with early planning.

3. Security baseline

We check your security posture. Do you have access controls? Data backups? Encryption? AI tools can introduce risks if you are not careful. We flag gaps and recommend fixes. No scare tactics, just practical steps.

4. Top 5 use cases

We pick five specific, high-impact areas where AI can save time or money. Not generic advice like “improve customer service.” Concrete things like “automate email replies for common HVAC issues” or “predict which clients need maintenance based on service history.”

5. 90-day roadmap

We give you a step-by-step plan. Month one: clean data and pick one use case. Month two: set up a pilot with a free or low-cost tool. Month three: scale if it works. We include estimated costs and expected ROI for each step. This roadmap is alot more detailed than most consultants will give you.

How is this different from DIY?

You could try to do this yourself. Many businesses do. But they often miss the messy parts like data cleanup or integration. They buy a tool that does not fit. Or they waste weeks researching. We have done this dozens of times for Central Florida businesses. We know the common pitfalls.

Callout: We picked boring tech that works. No trendy startups. Just tools that have been around and proven.

We also know the local landscape. We can recommend tools that integrate with Florida-specific compliance needs like sales tax or lien laws. A DIY approach might skip that. The the differences add up fast.

Comparison: DIY vs Our Assessment

We picked boring tech that works.

Most businesses waste $5,000 on the wrong AI tool before calling us.

You do not need to be a tech company to use AI effectively.

Frequently asked questions

What does the $3,500 cover exactly?

It covers a full day of on-site work (or virtual if you prefer), including the stack inventory, data audit, security check, five use cases, and a written 90-day roadmap. We also do a 30-minute follow-up call to answer questions.

Do I need to have any AI already in place?

No. This is for businesses that are starting from scratch or have tried a few things but want a plan. We meet you where you are.

How long does the assessment take?

The on-site work takes one full day. The report and roadmap are delivered within one week after that.

Will you recommend specific AI tools?

Yes, but only ones that are boring and proven. We do not recommend experimental or unproven tools. We look for things like Zapier for automation, ChatGPT for text, or simple ML models through Google Cloud.

Is this assessment confidential?

Absolutely. We sign an NDA if you need one. We do not share your data with anyone.

What if I decide to hire you for implementation later?

That is fine. The assessment is independent. If you want us to help implement the roadmap, we can quote that separately. No pressure.