A free AI assessment for business owners. Answer a few questions, have a short chat with Sofia, my AI assistant, and get a written report: where AI can help your business most, and where to start.
Two seven-figure exits · Inc. Magazine published · taught at UC Berkeley Extension · MBA, UC Davis
A sample of the report that lands in your inbox. See more pages
You read about AI every day. Your competitors are probably using it. Your kids and grandkids talk about it. Some salesperson keeps trying to sell you a tool that costs $4,000 a month and promises to change your business.
You don’t know what’s real and what’s noise. You don’t know what’s worth paying for. You don’t know what to fix first. Your operations are full of things you’ve been meaning to get to for years, and now there’s a whole new category of things you don’t even understand.
So you do nothing, or you buy the wrong thing, or you sit through another sales call and feel exactly the same afterward.
How your business runs today, and which jobs you still do by hand. Mostly taps, a short answer or two. Skip anything you like.
Sofia is my AI assistant. She asks about three short topics, one at a time, then tells you what she heard so you can fix anything she got wrong. Say skip to move on, or go straight to your report.
You see your result right away, and a written report follows by email. We send a code to confirm your email first, so the report only goes to you.
Your report is written from your own answers and your chat with Sofia. Here is a sample, for a bakery with two shops.
The assessment is free and nobody calls you unless you book a time. If a $20 ChatGPT or Claude plan is all you need, the report says so. I’d rather you start small and see it work than buy something you don’t need.
About 10 minutes, then a written report in your inbox. Free.
Most “AI audits” come from tool sellers who learned about AI six months ago and now hand you a list of software to buy. The “operations audits” usually come from big firms that hand you a binder and disappear.
I’m neither. I ran a four-location media company that sold for seven figures. I ran an electric scooter media business from zero to a million in revenue and sold that too. I built operations from scratch as COO of a fast-growing juice company. I wrote a book on what I learned, and Inc. Magazine published it in 2023. When AI got good enough to actually rebuild operations around, I went deep. The work below is real, deployed, and runs every day.
The questions in the assessment come from that. Operations first. AI shows up where it’s the right answer, and stays out of the way where it isn’t.
When your report points to a custom build, this is what that looks like coming from me, not a slide deck of someone else’s case studies.
60 hours a year saved. $1,500 a year in labor. One click. Runs free.
View → OrchestrationFive accounts synced, emails triaged, voice captures routed before coffee. Built around your actual day.
View → Knowledge opsDrop a book, transcript, or strategy doc into a folder. Get cited answers months later.
View →Plenty of owners take the report and run with it themselves. That’s why it ends with three first moves. Some want me to set it up with them, or stay on as their part-time chief AI officer. If that sounds useful, book 30 minutes from the report and we’ll talk it through.
Take the free assessment. About 10 minutes of questions and a short chat with Sofia, then a written report in your inbox with where to start.