Assessments

Small business assessments that show where time, money, and risk are concentrated.

AIS reviews selected workflows, business systems, technology, cybersecurity risks, and AI and automation opportunities, then gives you a prioritized written plan you can act on with or without us.

You do not need to choose your own tier. After a free 30-minute consultation, we recommend the smallest assessment that can reasonably provide useful answers. If a lighter engagement will do, we will say so — and if you do not need an assessment at all, we will tell you that too.

Solo / Startup Assessment

Starting at $495

Best for solo operators, side businesses, and brand-new startups.

Review of up to 3 selected priority workflows
Inventory of the tools and subscriptions you already pay for
Identify practical cybersecurity and technology risks connected to the selected workflows
Written summary with prioritized, low-cost next steps
Walkthrough call to talk through the recommendations

Small Business Assessment

Starting at $1,250

Best for teams with several roles, shared tools, and handoffs between people.

Analysis of up to 6 selected priority workflows, including important handoffs between them
Interviews with up to 3 key stakeholders who actually do the work
Tool and subscription overlap analysis with cost notes
Cybersecurity and technology risk review within the selected workflows
Automation and AI opportunities ranked by effort and payoff
Written report, prioritized roadmap, and review session

Comprehensive / Custom

Custom pricing after consultation

Best for multi-location, greater security or compliance complexity, or more complex technology environments.

Scoped to your environment, timeline, and internal capacity
Deeper review across operations, finance workflows, and technology
Vendor and system landscape assessment
Phased implementation roadmap with owner-level reporting
Optional ongoing advisory after delivery
Every Comprehensive / Custom Assessment is defined in a written scope before purchase. Custom does not mean unlimited; expanded requirements are separately approved and priced.

What you receive

Every assessment ends with plain-language documentation: what we observed, what it appears to cost you, what to fix first, and what can wait. Recommendations are prioritized so you can begin with the lowest-cost reasonable, highest-value improvements before taking on larger investments — and we recommend the option that provides the best overall value for your needs, priorities, budget, risk, and ability to maintain it.

Protecting your information

We do not request passwords, credentials, financial account information, protected client records, or other sensitive business data through our website, booking process, or free consultation. If a purchased engagement genuinely requires sensitive information or system access, we establish the appropriate scope and secure handling process before requesting it.

What happens after the assessment?

You decide what happens next. Your findings are useful whether you implement the recommendations yourself or ask AIS to help. When appropriate, we can provide options to Advise, Teach & Co-Build, Build & Handoff, or Build & Manage — with implementation scoped and priced separately.

Learn how AIS delivery and implementation options work · Explore AIS services

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