AI Tools Assessment
Find the hours
you're already paying for.
One call. One custom report. A four-day plan to get five or more hours back every week — built around your actual work, not a generic tool list.
$999 flat fee · 5+ hrs/week guaranteed or a full refund
$999
Flat Fee, No Retainer
4
Phases, One Week
5–7
Tools Recommended
5+
Hours Reclaimed / Week
Built for both paths
Same assessment. Same guarantee. Different starting point.
For Good
Nonprofits, foundations, and small mission-driven teams lose hours to the same manual admin as anyone else — often with fewer staff to absorb it. A 6-person program team gets the same $999 flat fee, the same four-day plan, and the same 5+ hours guaranteed.
Book your discovery call with Tony →For Business
Founders and operators drowning in busywork that AI already solves — they just haven't had someone map it to their actual workflow yet. Same $999 flat fee, same four-day plan, same 5+ hours guaranteed.
Book your discovery call with Tony →The four phases
From call to plan, in about a week.
Discovery Call
45 minutes · Zoom
We record the call and pull problems, not pitch a product.
- — Walk through yesterday, task by task
- — Tasks you dread doing
- — Where work piles up
- — Automations you've tried and abandoned
AI Analysis
Behind the scenes
The full transcript goes to Claude with one instruction: identify 5–7 real opportunities.
- — Claude catches patterns across the whole call
- — We review every pick against your context
- — We add tools from our own vetted toolkit
The Report
Delivered before the review call
A custom report — not a template — built around what you actually said.
- — Executive summary of your top 3 opportunities
- — Impact–effort matrix
- — Tool-by-tool cost, setup time, and weekly savings
- — 4-day quick-start plan and financial impact
Review Call
30 minutes · Screen-share
We walk every recommendation together and close on next steps.
- — What's most urgent for you
- — DIY it, or want help implementing
- — Your timeline
Sample report
What you actually get.
Every report is different because every call is different. Below is what one looked like for a 12-person services firm — illustrative, not a template.
The Tool Stack
Claude Projects
First-draft proposals & reports
Zapier
Client intake → CRM sync
Make.com
Invoice reminders, automated
Fathom
Call recording & auto-notes
Notion AI
Meeting notes → task lists
Calendly + Zapier
Scheduling → CRM sync
Impact–Effort Matrix
Quick Wins
High impact, low effort — this report focuses here.
Major Projects
High impact, high effort — phase these in after the wins.
Fill-ins
Low impact, low effort — do them when time allows.
Ignore These
Low impact, high effort — not worth the time now.
Financial Impact
Monthly Net ROI
+$3,800
Weekly Time Returned
13.5 hrs
Total Monthly Tool Cost
$87
The guarantee
5+ hours a week reclaimed — or a full refund.
If the plan doesn't return at least five hours of your week once implemented, we refund the assessment in full. No hoops.
Prefer ongoing support?
An advisory retainer is also available.
For teams that want a standing advisor as new tools and workflows come up, not just a one-time plan. Ask Tony for details.
- — Two 45-minute calls per month
- — Voxer access between calls
- — 12 business-hour response time
Ready to find your five hours?
45 minutes now, hours back every week after.