Fixed-Scope Engagement
AI Readiness Assessment for small businesses
Find out where AI will actually save your business time and money, and get a clear 90-day plan, before you spend on tools.
What You Get
A plan you can act on, not a slide deck
Workflow & Tool Inventory
Where your team’s time goes today, and the software and data you already have.
Ranked AI Opportunities
The tasks where AI will save the most time or money, ranked by payoff and effort.
Data & Security Review
What client and business data is at risk, and the controls needed before any AI tool touches it.
Tool Recommendations
Which tools fit (Copilot, ChatGPT, Claude or AI built into your existing software) and what licensing you need.
90-Day Roadmap
The first projects, in order, with owners and expected results.
AI Use Policy Draft
A plain-English starting policy for how your team may use AI with business and client information.
Who It’s For
Is the assessment right for you?
- Small and mid-sized businesses without an in-house technology leader.
- Owners who know AI matters but don’t know where to start or what to trust.
- Teams already using AI informally who need guardrails and consistency.
- Dental practices, law firms, insurance agencies and other businesses that must protect client data.
How It Works
Four steps, fixed scope
- Kickoff call. Your goals, pain points and the systems you rely on.
- Discovery. Short interviews with your team and a review of your tools, data and workflows.
- Findings session. German walks you through the ranked opportunities, risks and 90-day roadmap.
- Next steps, your call. Implement it yourself, or have German lead the implementation as a separate project.
FAQ
AI Readiness Assessment questions
Do we need to be using AI tools already?
No. Many clients start with no AI tools at all; others have staff experimenting on their own and want guardrails. The assessment works either way.
How much of my team’s time does it take?
A kickoff call with the owner or manager, plus short interviews with the people who do the day-to-day work. German handles the rest.
What happens after the assessment?
You keep the plan, whoever implements it. If you want help, German can take on the implementation as a separately scoped project.
What does it cost?
The assessment is a fixed fee, quoted up front after a short call, so you know the full cost before work starts.
Get In Touch
Start your AI Readiness Assessment
Send a short note about your business and German will follow up within one business day to scope it.
Let’s Talk
Tell me a bit about your business and I’ll follow up within one business day.