AI ACTION PLAN
Know exactly where AI makes sense in your business.
$999 flat
If it isn't worth it, you don't keep the bill.
Every Action Plan ends with a walkthrough. If you're in the Nashville area, I'll come to you. Otherwise, video. Same hour either way.
I'll learn how your company actually works, then tell you:
- —What I’d do now.
- —What I’d do next.
- —What I wouldn’t spend money on.
You get a written plan, built from how your business actually works, and I read it before you do. The build-or-buy call in it comes from someone who has done both: I write the software, so when I say something is a two week build rather than a two month one, that is an estimate from the person who would have to do it.
Most Action Plans are delivered within three business days after I have everything I need.
You send a request, I confirm it's a fit and send a payment link, then the work starts. Nothing is charged on the next page. Covered by the Worth-It Guarantee.
THE WORTH-IT GUARANTEE
If you receive your Action Plan and don't believe it was worth the $999, tell me within 14 days and I'll refund it in full.
I won't invent savings numbers or pad the plan to make it look impressive. Sometimes the right answer is to leave something alone.
What's included
FIRST
I learn how the business actually works
- —I read your website first and write up what I find
- —A short set of questions. Only what I couldn't work out on my own
- —Real examples of the work, if you have them. Optional
THEN
I work out what's worth doing
- —How one of your workflows runs today, and how I'd run it instead
- —Who does each step: a person, an automation, or AI
- —What to buy, what to connect, what to build, and what to leave alone
YOU GET
A plan you can act on
- —A written plan, in the order things have to happen
- —What I would not spend money on, and why
- —Read by me before it reaches you
This is a different job from the free Checkup
Not a longer version of it. The Checkup is written from outside your business. The Action Plan is written from inside one of your workflows.
FREE CHECKUP
- —Looks at your business from the outside
- —What looks worth investigating
- —What I could not tell from out there
- —An initial judgment, and whether it is worth going further
ACTION PLAN · $999
- —Goes inside one workflow you actually run
- —How that work runs today, step by step
- —How it would run instead, and who does each step
- —The order things have to happen in
- —What to buy, build, connect, and leave alone
- —Reasoning specific to your business, not a template
- —Enough detail to hand to whoever does the work
Start with the Checkup. It costs nothing and it tells you whether the paid work is worth it. Some Checkups end with me saying you don't need me.
This is the plan, not the build
The $999 covers the diagnosis and the plan. It doesn't include custom software, crm or erp integration work, website rebuilds, data migrations, a required retainer.
If the plan turns up something worth building, I'll quote it separately, once we both know what the problem actually is.
Simple process. Straight answers.
I read your business first
I go through your website and write up how I think the company runs, before I ask you anything. If you've already done the free Checkup, that part is done.
You fill in what I couldn't
I skip anything I already know and ask only what changes the answer. How often something happens, who signs off, what must never be automated. About ten minutes.
I build your Action Plan
I map how the work runs today, work out how I'd run it instead, and decide what to buy, connect, build, or leave alone. Most plans are delivered within three business days of this point. If I need a short call to understand part of the business better, I'll tell you before I start.
I read it before you do
Nothing reaches you that I haven't gone through myself. I'm not sending you a document I haven't read.
You decide what happens next
Take the plan and do it yourself, or ask me to quote the work. Nothing else is required. Some plans say straight out that you don't need me.
Where the numbers come from
If there's a number in your plan, you see where it came from and the math behind it. If you gave me a rough figure, it says so. I don't treat your guess as a fact.
Where there isn't enough to price something honestly, the plan says so instead of making a number up. Time saved is described as time, not money, unless headcount or overtime would actually change.
How this actually gets made
I use my own software to do the heavy lifting. Reading the site, mapping the workflow, laying out the options. Then I go through all of it and decide what I actually believe before it goes to you. I don't send plans I haven't read.
That judgement is what you're paying for. What's worth doing, and what isn't.
Two things you're probably wondering
Have you done this for a business like mine?
Probably not exactly like yours. I'm not going to show you ten case studies in your industry, because I don't have them and I'm not going to borrow somebody else's.
What I have done is run a business with real deadlines and real clients for twenty years, and spend the last two building software for operational problems. Ordo Golf, which runs private indoor golf clubs. The system that produces this plan. Half a dozen others. The part that transfers is the part I do here: looking at how work actually runs and deciding what a computer should take over.
The plan starts from your workflow, not from a template of what businesses in your category ought to do. Reading how the work actually runs matters more here than having seen your industry before. And if I get into it and can't find enough worth doing, that's what the guarantee is for.
I don't have time for another project.
This isn't a project. Your part is a set of questions that takes about ten minutes, and only the ones I couldn't answer by reading your site myself. Then you don't hear from me until the plan is written.
Half the value is what it tells you not to do. The rest is in order, so you can do one thing and stop, rather than looking at a list of nine and doing none of them.
Want to know what's actually worth doing?
Questions first? Email zack@zackmassey.com