AI Opportunity Assessment

Where should your business actually use AI? We find out in a week.

Every owner hears AI could save them time. Almost nobody tells them where to start. We spend a week inside your business and hand you a ranked list of AI opportunities: what to automate, what it's worth, and what to leave alone.

Start free: tell us about your business →

Flat fee · one week · credited toward any implementation work

No payment to start. Tell us about your business, we send a tailored recommendation and a secure payment link, and you pay only when you are ready.

Already know it is a fit? Skip ahead and pay now →

New to ServiceSight? Most clients start with an audit, so you see how we work before a bigger project. Get a free audit →
What's Included

Everything in the AI Opportunity Assessment.

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Stakeholder interviews

Short conversations with the people doing the work: marketing, sales, ops, service.

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Workflow review

We document the repetitive tasks, bottlenecks, and reporting gaps across the business.

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Ranked opportunity list

Your top AI opportunities scored by ease, cost, ROI, and hours saved.

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The do-not-automate list

Where AI would hurt quality, trust, or compliance. Just as valuable.

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Tool recommendations

Which tools fit your stack and budget. No affiliate deals, no platform lock-in.

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Implementation roadmap

A practical sequence your team can start on Monday.

Who It's For

Built for businesses like yours.

Small and midsize businesses whose teams are drowning in repetitive work: proposals, follow-ups, meeting notes, reporting, content drafts. No technical background required.

How It Works
1

Share a few details, free

No payment yet. A detailed questionnaire captures your goals, tools, team, and bottlenecks. That's 80% of a discovery call, done on your schedule. We follow with a tailored recommendation and a payment link, and you pay only when it's a fit.

2

One week inside

Short async check-ins with the people doing the work, plus direct workflow review. No meeting marathon.

3

Recorded readout

Your ranked opportunity list and roadmap as a written report plus a recorded walkthrough your whole team can replay.

FAQ

Common questions

How do I get started, and do I pay upfront?

No upfront payment. You start by sharing a few details through a short questionnaire, no card needed. We review it, send back a tailored recommendation, and only then a secure payment link. You pay when you are ready. Most clients start with an audit first so they see how we work before a bigger project. And if you already know this is the one, you can still pay right away.

Do we need to be technical?

No. The deliverable is written for owners and managers, not developers. Every recommendation explains what it does, what it costs, and what it saves in plain English.

Which AI tools do you recommend?

Whatever fits your workflow and budget. We work with ChatGPT, Claude, Gemini, and the automation tools that connect them to your systems. We have no reseller deals, so the advice is clean.

What if AI isn't right for some of our work?

Then the report says so. The do-not-automate list is part of every assessment. Customer trust, pricing, and quality control usually stay human.

What happens after the assessment?

You can implement in-house with the roadmap, or we build the top workflows with you in an AI Implementation Sprint. Either way the $1,500 assessment fee is credited toward any sprint you book.

How many meetings does this take?

Usually none. A structured questionnaire and async check-ins replace the discovery call, and the readout is a recorded walkthrough you can replay and share. One optional live session if you want it.