AI Tools Assessment for small business owners
Get 5–10 hours a week back from the work that runs you.
I help business owners reclaim 5–10 hours per week by implementing 3 to 7 simple, off-the-shelf AI tools — matched to how your business actually works, not a generic list.
Book your assessment call 45 minutes. You talk, I listen. No pitch, no jargon.Sound familiar?
You know AI could help. You just don’t have a week to figure out where.
“There are a thousand tools. I have no idea which ones actually work for a business like mine.”
Tool overwhelm“I just spent three hours on something that should take twenty minutes.”
The repetitive-work tax“I bought two AI subscriptions last year. They’re collecting dust.”
Wasted spendHow it works
One call. One clear plan. Four days, start to finish.
Discovery call
45 minutes on Zoom. You walk me through your week — where the hours actually go. I ask the questions; you do the talking.
Your custom report
I analyze the full conversation and build your assessment: 3–7 specific tools, ranked by impact and effort, with real pricing and time savings.
Review call
30 minutes. We walk through every recommendation together and decide what to tackle first. You leave knowing exactly what to do Monday.
Quick wins ship
Your report includes a 4-day quick start plan. Day one is always the easiest win, so momentum starts immediately.
What you get
A plan specific enough to act on this week.
- 3–7 tool recommendations — the actual tool, the workflow it replaces, and the hours it saves each week
- Impact-effort priority matrix — so you start with quick wins, not big projects
- 4-day quick start plan — exactly what to do Monday through Thursday
- Financial impact math — hours saved translated into dollars per year, honestly calculated
- Current pricing on every tool — verified the week you receive the report
- A 30-minute walkthrough — questions answered, first step chosen, before we hang up
The guarantee
If your assessment doesn’t surface at least one quick win you can ship in 7 days that recovers 5+ hours a week — full refund. No questions, no negotiation.
Assessments are $999 for single-owner businesses and $1,999 for teams. Compare that to a consultant at $150/hour with no endpoint, or a $2,000 course you’ll never finish. The risk is on me, where it belongs.
Fit check
This works best for a specific kind of owner.
A great fit if you…
- Run a service business, practice, or agency and wear too many hats
- Spend hours each week on repetitive admin, follow-ups, or paperwork
- Have tried ChatGPT but never turned it into real time savings
- Want a clear roadmap you can execute yourself — with proven, off-the-shelf tools
Not the right fit if you…
- Want someone to build everything for you before understanding what’s broken (implementation comes after diagnosis)
- Are looking for a magic button with zero learning time
- Need enterprise-grade custom software
South Florida, in person
Your local AI guy — not a faceless agency.
I’m based in Boynton Beach and work with business owners across Palm Beach County and South Florida. Discovery calls happen on Zoom, but I’m the kind of consultant you can actually meet — keep an eye out for the monthly AI for Business meetup, where I demo real tools for local owners, live.
After your assessment, if you want help implementing, I offer hands-on working sessions where we build your AI setup together. That conversation only happens if you ask for it.
About Steve
I’m Steve — an operator, not a programmer. I run my own business on the exact AI tools and systems I recommend, which is why every recommendation in your report is something I can demo, not something I read about. My rule is simple: specific over generic, and no tool makes the report unless the time savings are real.
Common questions
Straight answers.
Do I need to be technical?
No. Every recommendation is an off-the-shelf tool with step-by-step setup — most take under an hour. If you can use email, you can use everything in your report.
What does it cost?
$999 for a single-owner business, $1,999 for a small team or a business with multiple revenue streams. One fixed price, backed by the refund guarantee above.
Will you try to sell me a big ongoing contract?
The assessment is the assessment — a complete, standalone deliverable you can run with on your own. If you want help implementing, ask and I’ll show you what that looks like. I never pitch it uninvited.
What happens on the discovery call?
You talk for about 80% of it. I ask where your hours go, what frustrates you, and what winning looks like in 90 days. The call is recorded (with your consent) so the analysis catches everything — it’s the raw material for your report.
Do you take commissions from the tools you recommend?
If any recommended tool ever pays a referral fee, it’s disclosed in writing in your report — and no tool ever makes the list because of one. Trust is the whole business.
One clear next step
Book your AI Tools Assessment.
A 45-minute conversation about your business, and four days later, a ranked plan for getting your hours back. If we don’t find a real quick win, you don’t pay.
Pick a time that works 45 minutes · Zoom · Boynton Beach, FL