AI operations consulting for businesses with 50 or fewer employees

Tell me where the business feels heavy.

This gives me enough context to understand the business, decide whether I can help, and prepare useful next steps. Short, honest answers are welcome. You do not need to write an essay.

About 15 to 20 minutesMost questions are quick choices or short answers.

Reviewed by JakeYour answers are not used for a generic sales pitch.

Reply in 1 to 2 business daysThe review window starts when you submit.

Keep credentials private. Do not include passwords, API keys, bank or card numbers, tax IDs, or private customer information. If we work together, access will be handled separately and securely.

Do not fill this out if you are human

Your contact and business details

Start with the basics so I know which business I am reviewing and how to reach you.

Full name *Your role *

Business name *Website or public profile

Work email *Phone *

Time zone and best general call time *Business location and service area *

Part 1 of 4The business and your time

1What does the business do, and who does it serve? *

Two or three plain-language sentences are enough.

2How large is the team? *

Team size Who handles most daily operations?

3Which parts of the business do you most want to improve? *

Choose up to three.

Scheduling and coordination Admin and paperwork Accounting administration Team handoffs and accountability Information and organization Customer service after booking Reporting and visibility Something else

Why does this matter now? *

4Where does most of your time go each week? *

Choose the two or three biggest time consumers.

Scheduling and coordination Email, calls, and messages Paperwork and data entry Billing, expenses, and bookkeeping prep Finding information and fixing mistakes Managing people and follow-up Doing the core service Something else

Roughly how many hours a week go to work you wish someone or something else could handle?

Part 2 of 4What feels heavy

5What work would you most like taken off your back, even if it is not broken? *

What would you gladly stop doing or spend much less time managing?

6What is the biggest recurring headache in the business right now? *

A recent example and its effect on time, money, mistakes, delays, or stress will tell me the most.

7What keeps you up at night about the business? *

What are you afraid could be missed, delayed, mishandled, or become too dependent on you?

8Which outcome would create the most relief? *

More owner time Fewer mistakes and missed details Faster, smoother work Better organization Clearer visibility and reporting Less dependence on one person

Part 3 of 4Your tools and processes

9Which tools run the business today? *

List the main tool and what it handles. Include spreadsheets or paper if they are part of the process.

10Where does work get repeated, delayed, lost, or disconnected between those tools? *

Think about retyping information, chasing updates, finding files, approvals, handoffs, and things only one person knows.

11Which financial administration areas need the most help?

Choose any that apply. This is workflow support, not tax or accounting advice.

Invoices and payments Bills, receipts, and expenses Bookkeeping handoff Timecards and payroll inputs Job costing Recurring reports None or not sure

12What have you already tried, and is there anything I must work around?

Optional. Mention previous tools or fixes, required software, privacy needs, a firm deadline, or a change the team will not accept.

Part 4 of 4AI, the first priority, and value

13What would you feel comfortable letting AI help with? *

Choose any you would consider. You are not agreeing to automate all of them.

Drafting, summarizing, and organizing Moving data between tools Reports, reminders, and task routing Customer updates after booking Accounting administration preparation Taking low-risk actions within written rules Only recommending next steps for now Not sure yet

What should AI never do without a person reviewing or approving it?

14If I could improve one process first, what should it be and what would better look like? *

Describe the first priority and the result that would make you say, “That genuinely helped.”

15If that result were delivered, which investment range would feel reasonable to consider? *

Your answer does not set your price. A higher choice will not automatically increase my quote. I price the actual work, complexity, and promised result. This only helps me understand whether a smaller focused project or a more complete implementation fits the value of the problem.

Under $1,000 $1,000 to $2,500 $2,500 to $5,000 $5,000 to $10,000 More than $10,000 Not sure until I see the plan

You will see the exact scope, price, and promised result before deciding whether to move forward.

Ready for an honest review?

I will review the completed questionnaire and contact you within 1 to 2 business days with next steps, clarifying questions, or a direct answer if I am not the right fit.

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Tell me where the business feels heavy.

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