Cut 10+ hours of back-office work per week without hiring
A practical guide for service business owners who want real automation results, not vendor demos. Most AI projects stall at the pilot stage. This playbook explains why, and what to do differently.
The 3 stages of AI adoption, and which one matches where you are now
A 5-signal checklist to find the first process worth automating
Real cost numbers from Klarna, Goldman, and Salesforce translated to a 25–150 person firm
The 7 questions to ask any AI vendor before signing
A one-page scoring sheet to rank automation candidates by ROI and risk
“We had looked at a few AI tools and nothing stuck. This framework helped us figure out we were trying to automate the wrong thing. Once we shifted, we got our first win in three weeks.”
“I use this with every portfolio company at the start of an engagement. It gets everyone on the same page fast.”