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The AI Check-Up

A second opinion on your business, with AI in mind. A few hours on site, and a one-page plan you can act on this month.

How it works

  1. A free conversation first. Thirty minutes, by phone or in person, about where your week goes.
  2. Two to four hours at your business. We look at how work really gets done: quotes, scheduling, follow-up, paperwork, and the tools you already pay for.
  3. A one-page plan within a week. Plain language, no jargon.

What you get

  • Three findings: where time and money are leaking today.
  • One AI step to try this month, with the tool and how to start.
  • What a larger effort would look like, if one is worth doing. Often it isn't, and we'll say so.
Price

$250 to $500

Depending on the size of the business and the time on site. The fee is credited in full toward any further work.

Satisfaction guaranteed. If the Check-Up isn't useful to you, we refund the fee in full.
Where

Southwest and Southeast Florida

Naples, Fort Myers, Sarasota, Miami, Fort Lauderdale, West Palm Beach, and north to the Orlando area.

Good fits

Any business where skilled people spend their days on work a machine could draft, schedule or chase. Some of the places AI is already changing the work:

Professional services

Law, accounting, insurance

Client intake, first drafts of letters and documents, and deadline tracking, so billable people bill.

Medical and dental

Practices and clinics

Scheduling, reminders, insurance paperwork and patient questions, handled before they reach the front desk.

Trades and construction

Contractors and builders

Site notes to quotes the same day, job scheduling, permits and follow-up on every estimate.

Property and associations

Managers, HOAs and condos

Owner and tenant requests, notices, vendor work orders and board reporting, without the backlog.

Real estate

Brokers and teams

Listings, lead response in minutes, transaction checklists and market updates for clients.

Hospitality and marine

Seasonal businesses

Bookings, guest questions and staffing for the season, so the off-season isn't spent catching up.

Distribution and retail

Wholesale, retail and e-commerce

Product listings, customer service, inventory questions and order exceptions.

Inside larger companies

A department or a team

A Check-Up works for one team inside a big organization too. For company-wide work, see larger organizations.

It couldn't hurt to talk.

Tell us a little about your business. If we can't help, we'll say so. Serving Naples, Fort Myers and all of South Florida.

Book a free conversation Ask for a call back