A free 15-minute Zoom call. No cost, no pressure.The short version
The free AI game plan is a 15-minute Zoom call. We look at your business, show you where AI would help first, and tell you which of our four levels fits. That is it.
No cost. No pressure. Nothing gets set up for free on that call. You leave with a clear picture and a written follow-up, and you decide what to do next.
If you are wondering whether it is a sales pitch dressed up as a call, it is a little of both, honestly. We would like your business. But the call is built to be useful even if you never hire us.
Before the call: what to bring
You do not need to prepare a deck or clean anything up. Bring three things.
- A rough sense of where your week goes. The tasks that eat time. Quotes, invoices, follow-up, scheduling, email, whatever it is.
- Which AI account you already have, if any. Claude, ChatGPT, Gemini, or none. All three answers are fine.
- Who on your team would actually use it, and whether anyone already does, on their own personal account or otherwise.
If you have a laptop and a second screen, great. If you are on your phone in a truck between jobs, that works too.
Minutes 1 to 5: your business, in your words
We start by asking what you do and how the work actually flows. Not the polished version. The real one.
Who answers the phone. Where leads come from. What happens after a job is booked. What gets forgotten when things are busy. What you personally keep doing at night because there is no one else to hand it to.
This part matters more than the AI part. If we do not understand the business, anything we suggest is guesswork.
Minutes 5 to 12: where AI helps first
Then we get specific. We talk through your real examples, so the ideas fit your work instead of a generic demo.
Usually the first wins are unglamorous. Drafting replies to routine emails. Turning a rough voice note into a clean quote. Summarizing a long thread. Getting a first draft of a listing, a job description or a follow-up sequence. Pulling the important bits out of a pile of documents.
We also tell you what not to bother with yet. Some things people expect AI to do are better left alone at the start, and it is worth knowing which before you spend a weekend on them.
If you are in law, medical or finance, we will talk about client files. That means zero data retention, or private AI on a machine inside your office so files never leave. We do not claim anyone is compliant. We walk through the options and you check your own rules.
Minutes 12 to 15: which level fits, and what it looks like
We name the level that matches where you are.
- Setup if you have nothing yet and want it built and connected properly, with your team trained.
- Support if you are set up but want a real person to text when something breaks or a question comes up.
- Coaching if you have a specific goal and want to be walked through it with a written plan.
- Done for you if you want our team to build and run it, from a website to automations to an AI phone assistant.
Everyone starts with Setup. You can move up or down anytime. You also get your price in writing after the call, before anything starts, so there is no mystery.
What you leave with
A short written follow-up. The two or three places AI would help you first, the level that fits, and your price in writing.
You also leave with something you can use whether or not you hire us. The goal is that you hang up knowing your first move.
One honest note. We are not going to tell you AI does everything. It does not know your business until it is set up and fed your context, and it gets things wrong sometimes. The call is about a realistic start, not a magic wand.
A normal week after Setup, so you know what you are signing up for
Setup is one time. We create the account on your own login, so you pay the AI company directly and never buy the subscription through us. We connect it to your email, files and tools, set it up for each person, and run the first training session.
After that, a normal week looks like people using it on real work, a question or two coming to us by text, and a monthly check-in. If you are on Support or above, that is the rhythm. If you are on Done for you, our team is also building and running the pieces you asked for.
If it is not working, you cancel and keep your AI account. That is the whole deal.
Common reasons people put the call off
Too busy. That is the most common one, and it is 15 minutes.
Not sure AI is right for a business your size. One person shops count. So do ten person offices.
Worried about being sold to. The call is free and nothing is set up on it. You can say no on the call and still keep the notes.
Worried you will not understand it. Plain words, no jargon, and if we use a term we explain it. If you leave confused, we did the call wrong.
Book the free AI game plan when you have 15 quiet minutes. Bring your week and your questions. We will bring the rest.