Professional Services AI Readiness Assessment & Action Plan
A personalized assessment and practical action plan designed to help professional service businesses understand where AI makes sense, where it does not, and what to do next.
Built for small professional service teams that rely on expertise, judgment, and client trust, and want to explore AI thoughtfully without undermining quality, credibility, or focus.
This assessment is designed to provide clarity before you commit to tools, vendors, or changes that may not fit your business yet.
Personalized AI Readiness Assessment for Professional Services
AI is becoming part of nearly every conversation about efficiency and growth, yet guidance tailored to professional service businesses is often vague or overly technical. Many firms sense that AI could help with research, documentation, communication, or internal processes, but are unsure what applies to their work and what could introduce risk.
This assessment was created to offer clarity without pressure. It helps you understand where AI can realistically support your small business, and where it makes sense to proceed carefully or not at all.
What this assessment does
This is a personalized AI readiness assessment built specifically for professional service businesses. It looks at how your firm operates today, how work flows from intake to delivery, where time and attention are being consumed, and where thoughtful improvements could support consistency and focus.
There is no technical jargon and no push toward unnecessary tools. The focus is alignment with your professional standards, not automation for its own sake.
How it works
You’ll complete a short, guided assessment that asks thoughtful questions about your role, your service model, client interactions, internal workflows, and comfort with technology.
Your responses are then used to generate a customized AI action plan written in plain language.
The result is a clear, calm roadmap that highlights what matters now, what can wait, and what may not be appropriate for your firm.
What you’ll receive
You’ll receive a personalized AI action plan tailored to how your firm actually operates. Each recommendation explains why it matters, what risks or limitations to consider, and how it could fit into your existing workflows without disrupting client relationships or professional judgment.
You’ll also receive access to an evolving recommendation library that expands on your report and stays current as technology changes.
Who this is for
This assessment is for professional service firms that are curious about AI but cautious by nature. It is especially helpful if your work depends on expertise, confidentiality, accuracy, or trust.
If you value consistency, thoughtful decision making, and long-term credibility over trends, this approach will feel appropriate.
A grounded approach to AI
AI does not need to replace professional judgment to be useful. When applied carefully, it can support preparation, documentation, internal organization, and decision making, while leaving core work firmly human-led.
This assessment helps you explore those possibilities responsibly.
How this assessment and plan compares
Most organizations exploring AI or automation are typically presented with one of three options.
Free tools and vendor demos
Cost: $0
These are easy to access, but generic. They often focus on selling software rather than understanding how your firm works, and rarely address professional risk or appropriateness.
Consulting and strategy engagements
Cost: $150 to $400 per hour, or $5,000 to $25,000 or more for project-based work
These can be valuable, but often require extended discovery and significant commitment before clear direction is provided.
This assessment and plan
Cost: $249 one time
A personalized analysis, tailored recommendations, and a practical action plan delivered for a fixed price. No hourly billing, no subscription, and no obligation to implement anything afterward.
Why this option exists
This assessment and plan is designed to sit between free tools and full consulting.
It provides clarity without pressure.
It offers professional insight without long engagements.
It helps you decide if deeper investment makes sense before committing resources.
For many firms, it becomes a practical starting point that makes future decisions clearer and more confident.
Start your assessment
Begin with a short assessment and receive a personalized AI action plan built specifically for your professional services firm.
Because this assessment and plan is personalized and created for your organization, all sales are final.
If this feels like a good starting point, you’re welcome to begin when it makes sense for you.