The AI Opportunity Assessment
Find where your business loses calls, jobs and hours, in your own numbers.
A recorded 45-minute interview about how your week actually runs, then a bound, printed report: what to fix first, what each fix is worth in your own hours and dollars, and what AI can and can't take off your plate. Yours to keep, even if you never hire me.
Questions first? Tell me about your business and I'll get back to you, usually the same day.
What you get
- A 45-minute interview, recorded with your OK: how calls come in, how jobs get booked, quoted, followed up, paid and reviewed, and where you spend your own hours.
- A map of where jobs slip, from the first call to the review, and what's working that you should leave alone.
- What AI can and can't take over in your business, in plain words.
- A money table built only from the numbers you give me: hours back, jobs recovered, monthly costs subtracted, and when each fix pays for itself. No industry averages.
- How your market looks from public records: city permits, the businesses around you, and what AI assistants say when your customers ask who to call.
- A plan: what to do first, a short plan you can start this week without me, and 3–7 ready-made AI tools you could set up yourself in under 30 minutes.
- A bound, printed copy with its own report number, a PDF, and a 30-minute call where I walk you through it.
What a report looks like
Pages from a sample report for a made-up HVAC company. Every name and number in it is fictional; your report is built from your own.
Who it's for
Established local businesses with a phone that rings with jobs and an office that keeps them moving. Trades first (heating and air, plumbing, electrical, roofing, foundation and restoration), and any local business that runs on calls, quotes and follow-ups.
What it costs
- The AI Opportunity Assessment$500 flatThe interview and the bound report. Credited toward setup if you continue within 30 days, up to the whole setup; any remainder comes off your first month. It becomes $1,000 after two reference clients.
If the report shows less than about three times the monthly fee in time and jobs recovered, I'll recommend the smaller option. Every price is on one page.
How it works
- Book it. Pay online, or tell me about your business first and we'll set a time.
- A short prep text with the few numbers worth having handy: roughly how many calls, quotes and jobs in a normal week.
- The 45-minute interview, by phone or in person, recorded with your OK.
- I confirm the numbers with you before anything goes in the report.
- A 30-minute review call where I walk you through the report, and you get your bound copy and the PDF.
Straight answers
Do you promise results?
No. The report shows what I found and what each fix is worth in your own numbers. What happens after that depends on your business, and I won't promise an outcome I can't control.
Can you get me to the top of Google or ChatGPT?
No one can honestly promise that; the answers change from one search to the next. I measure where you show up today and what feeds those answers, and the report says what would help.
Is this a sales pitch?
It's a paid report you keep, whether or not you hire me. If your numbers are small, it says so and recommends the smaller option, or doing it yourself.
Is the interview recorded?
Only with your OK. The recording is used to write your report and isn't shared.
Do the AI tools talk to my customers as if they were a person?
No. Anything we set up that talks to your customers says it's an AI, and nothing goes out in your name without your approval.
Do I need to give you passwords?
No. You keep every account. For the assessment I only need the conversation and the numbers you choose to share.
Lane Davis II
Founder, autoants · New Orleans