Discovery Call
A 45-minute call on how you actually run the business — the tasks you dread, where work piles up, and what you've already tried.
The AI Tools Assessment
Get 5+ hours a week back — by putting AI to work the right way.
You know you're falling behind on AI. You just haven't had time to figure out where to start. In one week, I identify the specific tools that can save your business real time, check them for data safety, and implement one selected tool with you.
$999
flat fee • one week • implementation included
The Outcome
A practical result — not another report that sits on a shelf.
No hype. No 40-tab tech stack. Just the few tools that move the needle, chosen for how you actually run your business.
$999
Included
A practical report, data-safety checks, and one-tool implementation. Flat fee, one week, with final delivery during a 30-minute follow-up session.
How It Works
Four phases, one week.
A focused, low-effort process. You spend about 75 minutes with me across two calls; I handle the analysis and report in between.
AI Analysis
I run your workflow through our AI diagnostic to surface the 5–7 highest-impact opportunities — the patterns a busy owner can't see from the inside.
The Report
A priority matrix, specific tool picks with a data-safety check on each, a 4-day quick-start plan, and the dollar value of the hours you'll save.
Final Delivery + Tool Setup
We walk every recommendation, select one tool, and implement it together during the 30-minute session. More involved builds are scoped separately.
Who it's for: owner-operators and small teams (roughly 10–50 people) running lean, who know AI could give them time back and haven't had a spare hour to figure out how.
Why Aegis: most AI consultants bolt on tools and leave. I recommend AI that saves you time without quietly putting your customer data where it shouldn't be — because cleaning that up later costs far more than doing it right.
What You Walk Away With
A plan you can act on Monday.
Your top 3 moves
The highest-impact opportunities, ranked by impact vs. effort, with the dollar value of the time you'll get back.
3–7 specific tools
Named tools matched to your workflow — each with a data-safety flag so you know exactly what's safe for customer information.
Your first tool in place
A 4-day quick-start plan plus implementation of one selected tool during your final-delivery session.
Where It Goes Next
The assessment can be the on-ramp.
If you want help acting on the recommendations, follow-on work is scoped around your priorities, systems, and team.
Automation Build
Done-for-you Zapier / Make flows — built, tested, handed off.
Process Redesign
Map current to future state and cut the wasted steps.
Knowledge Systems
A custom AI assistant trained on your own content and docs.
Custom Workflows
Prompt libraries and templates for one-click operations.
Full Implementation
Custom AI agents and end-to-end workflow automation.
Team Enablement
Train your people to use the new tools with confidence.
The graduation · CLEAR-AI™
AI Governance & Data-Risk Stabilization
Once AI is woven through your business, we make it safe to keep: usage visibility, an acceptable-use policy, vendor review, and a 90-day path to practical governance.
Questions
Before you book.
Is my data safe when I start using these tools?
That's the whole point of doing this with me. Every tool I recommend gets a data-safety check — whether it trains on your data, where that data goes, and whether it's fit for customer or financial information. You get the time savings without quietly creating exposure you'll pay to unwind later.
What does the included implementation cover?
We select one recommended tool and implement it together during the 30-minute final-delivery session. More involved configuration, integrations, data migration, or multi-step automations are scoped separately.
Do I need to be technical, or already using AI?
No on both. This is built for businesses with little or no AI in place. You walk me through how you work; I translate that into the tools and steps that fit — in plain English.
How much of my time does it take?
About 45 minutes for the discovery call and 30 minutes for the final-delivery and tool-setup session. I handle the analysis and the report in between.
What happens after the assessment?
You leave with the report, a 4-day quick-start plan, and one selected tool implemented. More involved automation and implementation can be scoped separately, followed by the CLEAR-AI governance track when AI is woven more deeply through your business.
Get your 5 hours a week back.
Not ready to commit? Start with a free, no-obligation 30-minute introductory discussion. We’ll talk about your business, where work is consuming time, and whether the $999 AI Tools Assessment is the right fit.