New inquiries sit until someone gets to them
What it costs you: The customer calls the next company.
What fixed looks like: Every inquiry gets a reply and an owner the same day.
AI Operations Assessment · $999
Win more of the work you quote. Get paid sooner. Get your evenings back.
The AI Operations Assessment finds where your business is losing leads, cash and time, and gives you a written plan to fix the biggest problems first. It uses AI where it helps and the software you already pay for where it does not. $999 flat, with at least three ready-to-use improvements or your money back.
Where owner-run businesses lose jobs, cash and time
Does any of this sound like your week?
Estimates go out and nobody follows up
What it costs you: Work you already priced goes to someone else.
What fixed looks like: Follow-up runs on its own, and the office sees what is still open.
Invoices go out late, and reminders depend on memory
What it costs you: Your cash sits in your customers' accounts.
What fixed looks like: Invoices go out on completion, with reminders on a schedule.
Quotes and job notes get written after hours
What it costs you: The business can only grow as far as your evenings.
What fixed looks like: Drafts are ready for you to review, not write from scratch.
The same information gets typed into two or three systems
What it costs you: Errors, rework and billing mistakes.
What fixed looks like: Enter it once and it flows where it is needed.
The office answers the same questions all day
What it costs you: No time left for the work that needs a person.
What fixed looks like: Routine answers are handled, and real issues go to a person.
You cannot find or afford more office help
What it costs you: The owner covers the gap.
What fixed looks like: The routine work comes off the desk.
You do not need to fix all of these. The assessment finds which ones are costing you the most, and which tool fixes each one, starting with software you already pay for.
What the assessment gives you
One fixed price, a clear scope, and a written plan you can act on with or without us.
Your lead response, measured
With your OK, we send a test inquiry and make a test call before the assessment, and time the reply. You see what happened, not our guess.
Fixes in priority order
Each one names the problem, the change, the tool, what it is expected to cost and how to set it up. Often it is software you already pay for.
How you will know it worked
Every recommendation comes with a measure you track on your own numbers, not ours.
A guarantee you can check
At least three specific, ready-to-use improvements you are not already doing, or a full refund of the $999.
How it works
- Free 20-minute call. We talk through one thing slowing your week down and whether the assessment is a fit. No charge.
- The assessment ($999). A Lead Response Check, then a 45-minute call across your whole operation.
- Your written report. Delivered about a week later, with each recommendation, its cost and its setup steps.
- Review call. 30 minutes to go through it together. Act on it yourself, or ask us to help.
Other ways we help
You do not need an assessment first. If you already know what you need, start here.
AI Business Consulting
Get every department moving the same way: a roadmap, an AI use policy and vendor choices, with checkpoints.
AI Training & Enablement
Get your team using the tools you already pay for, on their real work, safely.
Workflow Automation
Stop re-keying and chasing: we build and test intake, reminders, documents and updates between your systems.
Custom AI Chat Widgets
Answer common questions on your website at any hour, from content you approve, and pass real inquiries to your team.
Looking for an AI phone assistant? ReplicAi™ is available by request.
Why AI Workforce Plus
Practitioner-led
Our founders have 45+ combined years in finance, IT leadership and software development. We have run the back office, not just advised on it.
Process before tools
We look at how the work flows before naming software. Sometimes the best answer is a feature you already pay for, or a simpler step.
A person stays in control
We recommend setups where AI drafts and a person approves anything that goes to a customer.
Built for small teams
Our work centers on construction, trades and field services, and on professional firms, typically 2 to 20 people.