The AI Readiness
Assessment for SMB operators.
Buy the Assessment. Complete the intake on your own time. Get a personalized report on where AI fits and which tools to buy, within 5 business days. $500 flat.
For operators in
Every engagement starts
with clarity.
We map your operations end to end before recommending anything. The output is a scored roadmap with real numbers.
AI Readiness Assessment
Prepared for Cascade PM
Overall Readiness
Top Opportunities
$500
A clear map before you commit a dime.
We sit down with you and your team, learn how the work actually runs, and identify where AI fits and where it does not.
- Readiness score out of 100, with dimension breakdown
- Workflow map showing where AI fits and where it does not
- Ranked tool recommendations with budget ranges
- Honest read on what to fix before AI
Async intake, no call
A structured intake replaces the discovery interview. 30 to 45 minutes, on your schedule.
Opportunity scoring
Every opportunity ranked by impact, effort, and priority.
Plainly written
Real numbers, real recommendations, real tradeoffs. Even if the answer is that AI is not the right fit yet.
A written report.
Four sections.
A focused PDF, yours to keep. No implementation work bundled in. No retainer pushed. Just the score, the fit analysis, and the tools we actually recommend.
Readiness score
Your AI readiness score out of 100, broken out by operational maturity, data infrastructure, automation potential, and team readiness. A clear band classification with the headline read.
Where AI fits
A workflow map of your business showing the specific places AI can plug in, the places it cannot, and the places it should not. Real workflows, not generic playbooks.
Tool recommendations
A ranked list of specific tools to consider, with budget ranges and a build versus buy read on each. Vendor agnostic. No referral fees taken.
Honest read
Where AI is not the right fit yet, what to fix first, and what to avoid buying. The "no" recommendations matter as much as the "yes." This is the section most operators say paid for the assessment.
Real engagements, real outcomes.
Three engagements. Real numbers.
200 unit operator fielding 1,000+ tenant messages a month. Identified email triage and lease renewal automation as top opportunities. Implementation began in week 3.
Mid sized firm about to commit to enterprise AI suite. Assessment surfaced that 90% of needs were covered by existing tools and a handful of automations. Saved them from paying for shelfware.
Regional ISP handling thousands of customer tickets monthly. Built an AI triage layer that auto categorizes, prioritizes, and drafts responses. Support team handles the same volume with half the people.
Inside an actual engagement.
Three phases. Three deliverables. No filler in either direction.
A structured intake on your own time.
After purchase, you complete a focused intake form. 60 to 80 questions across operations, data, automation, and team. Roughly 30 to 45 minutes, completed whenever it fits your week. No call required.
- Business context and team shape
- Tool and tech stack you actually use
- Workflows ranked by time consumed
- Optional file uploads for deeper context
Every opportunity, scored and ranked.
We build an opportunity matrix that ranks every potential AI implementation by impact, effort, and priority. No vague recommendations. Real numbers, real tradeoffs, real ROI math.
- Impact vs effort scoring (1-10)
- ROI projections per opportunity
- Build versus buy analysis
- Specific tool recommendations
The tool recommendations, ranked.
A ranked list of specific tools that fit your operations and budget. Build versus buy on each. Plus an honest read on what to fix first before any AI gets bought.
- Tool shortlist with budget ranges
- Build versus buy on each
- What to fix before buying any AI
- What not to buy and why
Software, infrastructure, and adoption.
Real AI implementations need all three working together. The Assessment maps your operations across each layer.
Platforms and tools
The software layer. LLM selection, workflow automation, and integration with the stack you already run.
Hardware and infrastructure
The physical layer. On prem versus cloud, GPU and server specs, networking, security architecture.
Training and adoption
Team training, change management, internal AI usage policies, phased adoption. The part of the work that decides whether anything sticks.
One product. One price.
No tiered packages. No hidden retainers. No discovery call to negotiate scope. The Assessment is the product, $500 buys it, and the report is in your inbox within 5 business days.
- Structured intake form, 30 to 45 minutes of your time
- Every intake is personally reviewed. No automated reports.
- Written report covering score, fit analysis, tool recommendations, and honest read
- Delivered as PDF within 5 business days
- 2 rounds of clarifications included within 30 days
- Vendor agnostic. No referral fees taken from tool recommendations.
Secure checkout via Stripe. Intake link delivered immediately after payment.
The questions everyone asks first.
01How long does the assessment take?
Five business days from when your intake form is submitted. The intake itself takes 30 to 45 minutes of your time, completed whenever fits your week.
If you need it faster, reach out before purchase and we can usually accommodate a 3 day rush.
02What if AI isn't a fit for my business?
We will tell you. That is the whole point of the assessment. If your processes are not ready, your data is not in shape, or AI is genuinely not the right tool, we say so plainly in the report.
We would rather lose the next engagement than waste your money. Our reputation depends on honest reads.
03What size company is the right fit?
Our sweet spot is small to mid sized businesses, roughly 5 to 200 employees. Big enough to have real workflows worth optimizing, small enough that you do not need a 6 month enterprise engagement.
Solo operators and startups can also benefit, but the assessment is more lightweight. Reach out and we will tell you honestly if we are a fit.
04Do you actually implement, or just advise?
We focus on the Assessment itself. For most engagements, we work alongside your team or an implementation partner you trust. We are not a development shop.
If you need hands on build help after the Assessment, we have a network of vetted implementation partners we can refer.
05Why hardware and infrastructure too?
Software lives on infrastructure. Real AI implementations need conversations about networks, GPUs, on prem versus cloud, and data security. The Assessment covers all of it.
We come from an IT and network engineering background. Real implementations need real infrastructure conversations.
06Is there a discovery call?
There is no discovery call. The Assessment is self-serve via the website. Every report is personally reviewed and written; the intake form replaces the call. If you have questions before purchase, the free Mini Assessment is the fastest way to see how the framework works.
Get a real read on where AI fits. Start with the assessment.
$500. Self serve. 5 business days. Every report is personally written. Money back if we are not a fit for your situation.
Tell us about your business.
Fill out the form and we'll get back within 24 hours. Or skip the form and grab a time on the calendar directly.