AI Opportunity Assessment for Small Business

Scope

What the Assessment Includes

• Business review

  Discussion of business model, growth priorities, team structure, and where owners and staff spend the most time on repetitive work.

• Workflow review

  Analysis of client intake, communication, scheduling, proposals, marketing, reporting, and internal operations to identify automation and efficiency opportunities.

• AI opportunity identification

  Mapping of practical applications across customer service, sales support, marketing, administration, and knowledge management—matched to your operations.

• Prioritization matrix

  Opportunities scored by business impact, implementation ease, time to value, and cost—so you fund what matters first.

• Implementation roadmap

  A 90-day sequenced plan with recommended next steps, tool categories, success metrics, and optional execution support through trusted specialists.

Results

Potential Business Outcomes

• Cost reduction

  Reduced administrative hours, fewer manual errors, and less need for incremental support staff as client volume grows.

• Revenue growth

  Faster lead response, more proposals sent, improved follow-up, and better client retention contributing to top-line growth.

• Productivity gains

  Owners and teams recover hours each week for client work, business development, and strategic priorities.

• Improved customer experience

  Faster responses, consistent communication, and more professional touchpoints from first inquiry through ongoing service.

Audience

Who This Assessment Is For

• Business owners evaluating AI for the first time
• Professional services firms—advisors, consultants, coaches, agencies
• Growing companies with 5–50 employees seeking efficiency without large IT investment
• Founders who have tried AI tools but lack a prioritized plan
• Leadership teams preparing budget decisions for technology investment

Advisory services

Relevant Advisory Engagements

Ready to identify your highest-value AI opportunities? Request the formal advisory engagement—AI Opportunity Assessment for Growing Businesses—with defined deliverables and a prioritized 90-day roadmap.

• AI Assessment for Growing Businesses

  Fixed-scope assessment identifying practical AI opportunities with a prioritized 90-day roadmap for small businesses and professional practices.

• AI Opportunity Assessment

  Identify and prioritize high-value AI initiatives with executive-ready recommendations and a practical roadmap.

• Strategy to Execution

  Move from advisory to implementation through trusted specialists under executive direction.

• About Michael Hibbert

  Executive profile, professional background, and advisory experience across media, technology, and growth-stage organizations.

FAQ

Frequently Asked Questions

How long does the small business AI assessment take?

Most assessments complete in two to three weeks depending on business complexity and owner availability for interviews.

What does the assessment cost?

Fixed-scope engagements start at $3,500. Scope is confirmed during discovery based on business size and workflow breadth.

Do I need technical knowledge to participate?

No. The assessment is designed for business owners and operators. You describe how your business works; advisory work translates that into prioritized AI opportunities.

What deliverables do I receive?

You receive a prioritized opportunity map, workflow analysis summary, prioritization matrix, 90-day implementation roadmap, and an executive findings review session.

Will you implement the recommendations?

The assessment focuses on identification and prioritization. Implementation support is available through Strategy to Execution engagements with trusted specialists when needed.