AI Readiness & Governance pack
3,500 dollars
Ships in 1–2 weeks
A written, plain-English assessment of what's safe to automate in your business, what isn't, where your data would go, and the documentation an insurer or auditor will ask for.
The problem
You know AI could help, but you can't move until you know it won't put client data or your compliance position at risk. For professional services, allied health, and bookkeeping, that sign-off has to happen before any build — not after.
What you get
A written readiness report you can hand to your PI insurer or compliance person: what's safe to automate, what isn't and why, a map of where your data lives and who touches it, and a ranked list of automation candidates with rough effort against each. It's an assessment, not a build.
Written readiness report
A plain-English document — no slideware — covering what in your day-to-day is a good automation candidate, what isn't, and the honest reasons for each. Written so a non-technical owner and a technical reviewer both get what they need from it.
Data-handling map
Where your data currently lives, what leaves your business and to where, and which parts would touch an AI model under each candidate workflow. This is the part your insurer and your auditor actually want to see.
Ranked automation candidates
The repetitive work most worth automating, ranked, with a rough effort band against each so you can see what's a small pack and what's a larger custom Build before you spend anything on scoping.
Governance documentation starter
A short, reusable record of what AI is used for, what data it sees, and the human-review step on each workflow — the paper trail that makes an AI engagement defensible to a regulator or a client.
Not included
- Any build work — this is an assessment. If it surfaces work worth doing, the report becomes the scope for a fixed quote.
- A formal legal or regulatory opinion — we're not your lawyer or your compliance auditor. We give you the map; sign-off stays with your professional advisers.
- Penetration testing or a security audit of existing systems — that's a separate, specialist engagement.
Bundle credit: buy any AI pack or start a custom Build within 60 days of a Readiness assessment and the $3,500 comes off the price. You don't pay twice for the same thinking. (Mirrors the "Discover fee is yours to keep" logic on custom work.)
Upgrade path: If the report surfaces a workflow worth building, it becomes the scope for a fixed-price pack or a custom Build — no separate Discover needed for anything already scoped in the report.