A DEEPER LOOK AT YOUR BUSINESS
$997 AI Business Assessment
The free 15-minute assessment focuses on one business challenge. The full assessment takes a broader look at where time and sales opportunities may be slipping away, including lead response, follow-up, and recurring work, and gives you a prioritized plan for what to improve.
Or start with the free 15-minute assessment
What you get with the Deeper Dive assessment.
Broader
Business Review
Look beyond one
issue and examine
the bigger picture
AI Opportunity
Map
Spot the best-fit
opportunities across
your business.
Prioritized Recommendations
Get clear recommendations ranked by potential business value, effort, and fit for your team.
Written
Roadmap
Leave with a
practical summary
and next steps.
Compare the assessments.
Free 15-minute
AI Opportunity Assessment
$997 AI Business
Assessment
How the PING Method guides the deeper dive.
The full assessment gives more room to apply the PING Method across your business, not just one focused issue.
Pinpoint
Identify where time,
follow-up, and opportunities are slipping away
Improve
Clarify the process and remove friction before adding more tools.
Navigate
Choose the right AI, systems, or next steps for your business.
Get It Working
Leave with a plan
you can implement
with confidence.
How the $997 assessment works.
Review the
business
I review your goals, current tools, and key processes. Where relevant, I trace what happens from the first customer inquiry through follow-up and the next sales step.
Identify and prioritize
opportunities
I identify delays, missed handoffs, and repetitive work, then recommend where practical AI or a simpler process could make the most useful difference.
Deliver the plan and
recommendations
You receive a clear, written summary with recommendations and your next steps. I usually uncover 3-7 bottlenecks in your business.
Implementation is not included in the assessment.
The $997 assessment includes analysis, recommendations, and a prioritized plan. Setup, training, and hands-on implementation can be discussed separately.
AI Concierge Monthly Retainer
What is AI Concierge
I build and implement the fixes identified in your audit — lead follow-up systems, review/referral automation, and consistent marketing — then train you (or your team) to run them confidently.
What you get
- Fully built systems, not just a plan.
- Everything connected to tools you already use — no tool overload.
- Simple training so it runs smoothly from day one. Done-with-you implementation.
- Two 45-min strategy calls/working sessions per month
- 24/7 access to me for support between calls.
Want to take a deeper
look at your business?
The Deeper Dive assessment is designed for service business owners who want
more clarity than a quick 15-minute conversation can provide.
Start with the free assessment if you're not sure yet.
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