The AI Assessment
Three hours in your business. A plan you can run with.
I come on site and watch how work actually gets done: the steps, the handoffs, and how much is automated or captured digitally. Then we look at where technology and AI fit, and where the workflow itself should change. Within 10 days you get a written assessment report, and we go through it together in a one-hour online review. The full amount is due once the report is delivered.
A short questionnaire
Tell me about your business before I arrive. The more you share up front, the more we get done on site.
Three hours together
How work really gets done today, how much is automated or captured digitally, where technology and AI fit and where they don’t, your data and the tools you already pay for.
Report and review
A written assessment with your first steps in priority order, delivered within 10 days. We go through it together in a one-hour online review.
My goal: to show you there’s a real path to doing this yourselves.
How I assess
It’s the work, the people and the technology.
During an assessment I’m looking to understand the business, its culture, and how technology is used in its workflows. The ultimate win with tech enablement is a digital operation where information is available and accessible to AI tools. My goal is to see how far a business is from that, identify the gaps, and create strategies to close them.
The work
I watch the real workflow in your environment. That is where the friction and the opportunities are.
The technology
What software and systems are in use? What works and doesn’t? What would the ideal system look like?
The culture
AI technology allows the people who do the work to build the better version of it. I want to see who on your team can be a builder.
Read: My work is as much about culture as it is about technology. →
“Take a problems-first approach. Don’t pick a tool and look for problems. Find the problems first, then choose the tool.”
Request an assessment
Tell me about your business. I’ll follow up to set a date.
Send the form and I’ll reply by email within one business day to confirm a date and time. Nothing is due when you request. The full $1,500 is due once your report is delivered.
Rather talk first? Book a free 20-minute call.
Free · 20-minute call with Greg
Not ready to request an assessment?
Start with a free call. Ask what the three hours cover, what you get in the report and whether it’s the right first step for you.
Questions people ask
Do I need AI experience?
No. If you can run a business, you can do this. The assessment and the workshops are built for owners and their teams, not engineers.
How do I schedule an assessment?
Send the request form on this page. I reply by email within one business day to set a date and send a short questionnaire. Nothing is due when you request. Your report arrives within 10 days of the assessment, we review it in a one-hour online review, and the full $1,500 is due once the report is delivered.
What’s in the assessment report?
How work flows through the business today, how much is automated or captured digitally, where technology and AI fit and where they don’t, the workflows worth redesigning, and your first steps in priority order. It is delivered within 10 days, and we go through it together in a one-hour online review.
Is the assessment just about technology?
No. It is as much about workflow as technology. I look at how work gets done today, how much is automated or captured digitally, and where technology and AI fit. Often the biggest gain is redesigning the workflow, and AI now makes it practical to build the redesigned version.
Am I signing up for a long engagement?
No. My goal is to show you there is a path to doing this yourselves. If you want more help later, it is there, but that is your call.
Still have a question about the assessment? Ask me →