Getting ready
AI runs on your data. Let’s get it in order first.
Customers in three places, a process nobody wrote down, a team nobody asked: that is normal, and it is why most AI projects stall. Getting ready is step one, and we do it with you.
You do not need to clean anything up before you call. Getting ready is the work.
Signs you are not ready yet
If this sounds like your business, you are in good company.
- 01
Your customers live in four places.
Phone contacts, a spreadsheet, the invoicing app, and a box of paper. Nobody is sure which list is right, so nobody follows up.
- 02
The process lives in your head.
How a call becomes a quote becomes a job was never written down, so nothing can follow it but you.
- 03
Every tool is an island.
The calendar does not talk to the CRM, which does not talk to the invoices. Every handoff is someone retyping something.
- 04
Nobody asked the team.
The people who answer the phone and do the work know exactly where things fall through. They are rarely asked.
How we get you ready
Five steps before any AI goes live.
Nothing is installed that the assessment did not call for, and nothing is built on data we have not cleaned up first.
Gap Check + AiGPA
Find the gaps
The free Gap Check gives a rough picture in about two minutes. The AiGPA goes area by area with your own numbers and ends in a 90-day roadmap.
During setup
Organize the data
We import and clean your customer list into one CRM, so every past customer and every open lead is in one place.
During setup
Map the process
We write down how a call becomes a booked job and set up the pipeline stages to match how you actually sell.
During setup
Talk with your team
We talk with the people who answer the phone and do the work, so the system fits how the day really goes.
The roadmap
Pick what AI does first
One leak at a time, biggest first. The rest of the roadmap waits until the first piece is working.
What you have at the end
A business AI can actually run on.
- One customer list, cleaned up and in one CRM.
- Your process written down, with pipeline stages to match.
- A 90-day roadmap of what AI does first, second, and third.
- A team that knows what is coming, and why.
The AI Profit Gap Assessment
The six areas we check.
The AiGPA is a $997, 60-minute deep dive across six areas of the business, delivered as a written report with a 90-day roadmap built from your own numbers. The fee is credited in full toward any plan you sign within 30 days, and if the report does not show you where you are losing money and what it costs to fix, we refund it.
- Lead captureWhere do inquiries come in, and which ones never get recorded?Scored in your AiGPA
- Speed-to-leadHow long does a new lead wait before a human responds?Unlocked here
- Sales follow-upHow many touches does a lead get before being abandoned?Scored in your AiGPA
- Booking & show rateHow many booked appointments actually show up?Scored in your AiGPA
- Retention & reactivationWhat happens to a customer after the job is done?Scored in your AiGPA
- ReputationHow do reviews get requested, monitored, and answered?Scored in your AiGPA
Questions owners ask about getting ready
Do I need to clean things up before I call you?
No. Getting ready is the work, and it is the first part of every engagement. Come as you are.
What if our customer list is on paper?
Then we start there. Going forward, every new customer lands in the CRM, and the old list gets brought in during setup.
How long does getting ready take?
The assessment is one 60-minute session plus the written report. The cleanup and process mapping happen during setup, which for AI Ignite is within 7 business days of your intake form.
Is our data safe?
Your customer data lives in your own CRM account, not in a shared pool, and we never sell it. During setup we only bring in what the system needs to do its job.
Step one takes about two minutes.
The free Gap Check gives you a rough picture of where your business leaks, and what we would look at first.
