A $999 flat-fee assessment for local businesses in Orange County & beyond. We interview you, audit your workflows, and send a custom report showing exactly where AI fits, and where it doesn't.
THE PROBLEM
You already know AI could help somewhere in your business
You’ve played with ChatGPT. Maybe you tried to set up a Zap. Your bookkeeper mentioned some AI tool for invoicing last month.
Then you got back to running the business, answering calls, chasing estimates, writing payroll, and never touched any of it again. That’s not a character flaw. There’s no time to figure out which of the 400 AI tools on the market actually fit your workflow, and nobody wants to pay a consultant $250 an hour to find out.
The $999 assessment fixes that.
HOW IT WORKS
Work smarter, not harder.
- The interview (45 minutes). We meet on Zoom. I ask questions about how work actually flows through your business, how leads come in, how estimates go out, how jobs get scheduled, who does the admin. No slides, no fluff. I record it with your permission so nothing gets missed.
- The report (delivered in 3 business days). I feed the interview to my AI analysis system and then review every recommendation by hand. You get a 10-15 page custom report: the 3-7 AI tools worth your time, what each one costs, what it’ll save you, and a 4-day quick start so you can set up the first win yourself.
- The review call (30 minutes). We walk through the report together. You ask questions. If you want to implement the recommendations yourself, you have everything you need. If you’d rather hand it off, I can quote that too, but there’s no pressure. Plenty of clients take the report and run with it.
WHO'S IT FOR
Navigate AI with Confidence
You’ll get real value from this if…
- You run a local business in Orange County with 1 to 25 employees
- You’ve tried AI tools and either got stuck or never got around to setting them up
- You’re tired of articles that assume you already know what an API is
- You want a plan you can act on this week, not a 40-hour course
- You’d rather spend $999 once than $300 a month on a tool you’ll never use
This probably isn’t for you if…
- You want a fully managed service with no involvement from your team
- You’re not willing to spend a few hours learning one or two new tools
- You’re looking for someone to rebuild your entire business in 90 days
- You need enterprise-grade AI work (my clients are local, not Fortune 500)
TESTIMONIALS
Real Businesses, Real Results See What Our Clients Say
AGL Spray Foam
Before: Manual weekly reporting pulling data from GA4, Google Ads, and the CRM into a spreadsheet by hand.
After: Automated pipeline through Coupler.io into a weekly AI-generated summary. Time saved: [confirm: X hours/week]. Plus an AI-assisted estimate workflow that turns a site visit recording into a draft estimate in under 5 minutes.
LaffCo Painting
Before: Website leads were sitting [confirm: X hours] before the team responded.
After: Speed-to-lead workflow that auto-responds with a personalized message and books the site visit. Lead-to-booking rate improved [confirm: X%].
OC Porch Stylists
Before: Google review responses were taking the team about [confirm: X hours/week].
After: Template-driven AI workflow for Google Business Profile. Every review now gets a personalized response within 24 hours in about 20 minutes of total weekly effort.
Trusted by
OUR MISSION
Our mission is to make AI accessible and practical for small and local businesses, ensuring you stay ahead in today’s competitive landscape. With a deep understanding of the unique challenges faced by businesses in this region, we’re here to provide tailored AI solutions that drive efficiency and profitability.
WHY US
Three reasons this works better than the alternatives
- Fifteen years of marketing for local businesses, not a prompt-engineering side hustle. Before AI was the thing, I was running SEO and Google Ads for home service and local companies. I know what actually matters for a business with 8 employees and a truck, because I’ve worked with them. The AI part is new. The understanding-your-business part isn’t.
- I live here. Huntington Beach. I coach youth flag football and baseball in the area. You can meet me at a coffee shop on Main Street if you want. I’m not a Fiverr rando running “AI services” from three time zones away.
- The assessment is the whole deliverable, not a bait-and-switch. Plenty of clients take the report and implement it themselves. I’d rather you get $999 of real value than feel pressured into a $10,000 retainer. If you want me to build out the recommendations after, we can talk, but it’s never the goal of the call.
SEE HOW AI CAN HELP YOUR BUSINESS
Your next 45 minutes could save 5+ hours a week
One call. One report. One flat fee. No retainer, no upsell pressure, no 6-month commitment.
Based in Huntington Beach. Serving small and local businesses across Orange County: HB, Costa Mesa, Newport Beach, Fountain Valley, Westminster, Garden Grove, Santa Ana, Seal Beach, Irvine, and beyond.
Frequently Asked Questions
I'm not technical. Will this work for me?
Yes. The report is written for non-technical owners, and every recommendation comes with a step-by-step setup. If a tool requires technical skill to implement, I’ll flag it and give you a realistic path: hire me to do it, hire someone cheaper, or skip it.
What if AI isn't actually right for my business?
Then I’ll tell you. I’d rather deliver a report that says “these three things aren’t worth automating yet” than pad it with filler recommendations. The $999 buys honest analysis, not a sales pitch.
Do you implement the tools for me?
Not as part of the assessment. If you want implementation, I quote that separately after the review call. Typical implementation projects run from $1,000 for a single workflow to $5,000+ for a full setup. Plenty of clients handle implementation themselves. The report is designed so you can.
How is this different from just asking ChatGPT for AI recommendations?
Try it, honestly. Paste your business description into ChatGPT and ask for AI recommendations. You’ll get a list of 20 tools, most of which are overkill or don’t apply to you. My job is to sit on a call with you, figure out which 3-5 actually fit, and tell you what to skip. You’re paying for the filtering, not the list.
How soon can we start?
I book about 3 assessments a week. If you book today, you’ll usually get on the calendar within 7-10 days and have your report a few days after that.
What if I don't love the report?
If you honestly feel the report didn’t give you $999 of value, I’ll refund it. That’s happened once in 2 years. I’d rather lose the fee than have you feel ripped off.