AI READINESS ASSESSMENT
Not Sure Where to Start? Start Here.
THE PROBLEM YOU'RE SOLVING
You're curious about AI but overwhelmed by the options. You don't want to waste time or money on tools that don't fit your practice. You need a clear roadmap before committing to implementation.
INVESTMENT
$2,500 (one-time) If you proceed with implementation services, this fee is fully credited toward your first month or project.
WHAT'S INCLUDED
Phase 1: Deep-Dive Consultation (90 minutes)
Complete workflow analysis
Technology stack review
Bottleneck identification
Team and capacity assessment
Compliance considerations review
Goal setting and prioritization
Phase 2: Custom AI Readiness Report (20-30 pages)
Current state assessment
AI opportunity analysis specific to YOUR practice
Prioritized recommendations (high-impact, low-effort first)
90-day implementation roadmap
ROI projections by use case
Tool recommendations with rationale
Risk assessment and mitigation strategies
Phase 3: Follow-Up Call (30 days)
Answer questions about the report
Adjust roadmap based on your feedback
Discuss implementation options
Next steps (if you decide to proceed)
TIMELINE
● Week 1: Schedule and complete consultation
● Week 2: Receive your custom report
● Weeks 3-4: Review and follow-up call
WHAT YOU'LL RECEIVE
PDF of your complete AI Readiness Report
Prioritized action plan (what to do first, second, third)
ROI calculator customized to your practice
Tool comparison matrix
Sample prompts to test immediately
Recording of consultation (for your reference)
BEST FOR
● Financial professionals exploring AI who want clarity before committing
● Practices considering multiple AI applications and need prioritization
● Teams evaluating AI adoption and need a business case
● Anyone who wants to make informed decisions based on their specific situation
WHAT HAPPENS NEXT
After the assessment, you have three options:
1. Implement yourself using the roadmap (we provide the plan, you execute)
2. Hire us for implementation (done-for-you services below)
3. Enroll in training (we teach you how to implement with ongoing support)
There's zero pressure. The assessment is valuable on its own, even if you never work with us again.
Ready to Get Started?
Growth becomes easier when you have clarity, strategy, and the right tools.
Let’s build your next level — with purpose and intention.
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