A two-week audit of your service business. You walk away with a prioritized roadmap of where AI pays for itself first — and where it's just noise.
Ideal if you run a service-based business with 2–50 employees and need a clear answer to: "where do we actually start?"
Calls with you and 2–3 key team members to map how work actually moves through your business — where time goes, what's repetitive, and what's falling through the cracks.
A documented map of every client touchpoint, reporting process, proposal workflow, and follow-up loop — with the biggest time drains flagged and prioritized.
Every AI use case I find, ranked by effort, cost, and realistic return over 12 months. No fluff, no vaporware.
A week-by-week plan of which workflows to automate first, which tools to use, which to skip, and what to expect.
A 90-minute live walkthrough with you and your team — recorded so you can share it with partners or staff later.
One hour on the phone a month later. Answer questions, course-correct, or kick off implementation.
Kickoff call, team interviews, tool inventory.
I watch your real workflows — inbox, CRM, intake, reporting.
Scorecard, tool recommendations, 90-day plan built.
90-minute live walkthrough + Q&A with your team.
No. The Gameplan is tool-agnostic. Most recommendations use software you already pay for (your CRM, email, scheduling tools), plus 1–2 affordable AI layers on top.
Then skip straight to Automate the Grind. The Gameplan is for owners who want a clear picture of the whole operation before spending implementation money — especially if reporting, proposals, or follow-up are the suspected culprits.
No. You get a working plan — a written roadmap you or any vendor can execute from, not a glossy PDF that sits in a folder.
Sometimes. If it's a fit, we move into Automate the Grind. If not, I'll point you at someone who can — no hard sell.