You're not behind on AI. You just don't know where it fits yet.
Everyone's telling you to use AI. Nobody's telling you what it actually does for your business. The AI Checkup is a focused review of where AI and automation genuinely save you time, ranked in the order you should tackle them, in plain English.
A brief chat to see whether this is a good fit. No obligation.
I work with a limited number of clients each month to keep the work personal.
Guaranteed: leave with a clear, ranked plan you can act on, or your money back.
Keeping up with AI has quietly become a second job
Every week there's a new tool, a new model, a new post telling you that you're falling behind. You've probably tried ChatGPT once or twice, gotten a mediocre answer, and gone back to doing it the old way.
That's not a you problem. Generic AI advice is written for everyone, which means it's written for nobody. "Use AI to save time" isn't guidance; it's a slogan.
What's actually missing is the specific part: which of the tasks you do every week can be handed off, which tools are worth the money, what order to do it in, and what's safe to put into a chatbot when you're handling client financial or personal information.
A review of your business, not a class about AI
This isn't a training session, and it isn't a "here's how ChatGPT works" walkthrough. You can watch a video for that.
It's a structured review of how you actually spend your week, followed by a short, ranked list of the places AI and automation will genuinely help. On the Setup tier, I then go build the first few of them for you.
I look at the real work: the emails you rewrite five times, the documents nobody has time to read, the same customer question you've answered forty times this year. Then I tell you which of those a machine can take off your plate, and which ones it can't.
Real tasks, not abstract "AI"
The review focuses on the work that eats your week. Common places it pays off:
- Client emails and proposals - first drafts that need editing, not writing from scratch
- Long documents - summarized down to what actually matters to you
- PDFs and invoices - pulling the numbers out without retyping them
- Meeting notes - captured and organized without you taking them
- Repeat customer questions - answered once, reused forever
- Standard operating procedures - written down so the work isn't only in your head
- Inbox triage - sorted before you open it
Which of these apply to you depends on your business. An insurance broker and a video producer get very different lists, and that's the point.
Simple from start to finish
We chat briefly about your business and what your week actually looks like. No preparation needed.
A short questionnaire about your tools and your recurring work, so our time together goes straight to what matters.
I work through your tasks, tools, and workflows and identify where AI and automation realistically fit, and where they don't.
A plain-English plan with your opportunities ranked, plus a call to go through it together so nothing is left ambiguous.
On the Setup tier, I configure, test, and document 2-3 of the tools or automations, then train you on what I built.
A short list, in order, that you can act on
Every client receives:
- The best 3-5 AI and automation opportunities for your business, ranked
- A tailored list of recommended tools, with what each one costs and why it's on the list
- A plain-English written plan, no jargon and no acronyms
- A 45-minute walkthrough call to go through all of it together
- A plain-English note on what client data is safe to put into AI tools
- 30 days of follow-up after delivery
The plan is ranked the way you'd actually work through it:
The one or two things that pay for the whole engagement in the first month.
Worth doing, but fine to pick up once the first changes have settled in.
Real opportunities that aren't worth the disruption today. Written down so you don't lose them.
Do I need to be technical?
No. Plain-English explanation is a core part of every deliverable. If a recommendation can't be explained without jargon, it doesn't belong in your plan.
How long does it take?
The questionnaire and review typically complete within one to two weeks of booking. Setup work is scheduled after the walkthrough call.
No obligation. A brief chat to confirm it's a good fit.
What's safe to put into an AI tool, and what isn't
If you're an accountant, a bookkeeper, a broker, or an advisor, this is usually the first question you'd ask, and it's rarely answered honestly. Most AI advice skips it entirely.
Every engagement includes a plain-English note covering what's safe to paste into an AI tool, what shouldn't go anywhere near one, and the real difference between a business account and the free consumer version you signed up for with your personal email. That difference matters more than most people realize.
Corey Klass
I spent 30 years in corporate IT and operations, working on the systems, tools, and processes that keep organizations running. I've spent the last few years running AI and automation daily inside my own small business, which is a very different exercise from reading about it.
I created the AI Checkup because the advice small business owners get about AI is either breathless hype or a sales pitch for one particular tool. Neither tells you what to do on Monday morning.
I work with accountants, bookkeepers, insurance brokers, financial advisors, consultants, real estate professionals, and other small business owners in the SF East Bay who want specifics instead of slogans.
Built for owners who want specifics, not hype
Best suited for owners who:
- Feel that keeping up with AI has become a job in itself
- Know AI could help but can't see where it fits their business
- Want concrete guidance, not a lecture about the future
- Handle client information and need to know what's safe
- Have done an Efficiency Checkup and want to go deeper on the AI side
Common clients include:
- Accountants and bookkeepers
- Insurance brokers and financial advisors
- Consultants and independent professionals
- Real estate professionals
- Small business owners who rely on their systems daily
Start with the review. Add help if you want it.
Every option starts with the same review. The difference is how much of the work I do for you afterward.
- Review of your business and how you spend your week
- Best 3-5 AI and automation opportunities, ranked: now / soon / later
- Tailored tool recommendations with real costs
- Plain-English written plan
- 45-minute walkthrough call
- Plain-English client data safety note
Best for: Owners who want a clear, specific starting point and are comfortable setting up the tools themselves.
If you don't leave with a clear, ranked plan you can actually act on, I'll refund you in full. No questions asked.
- Everything in the AI Checkup, plus:
- Done-for-you setup of 2-3 tools or automations
- Each one configured, tested, and documented
- A working session to train you on what I set up
Best for: Owners who want the first tools actually running without wrestling with the setup themselves.
- An AI Checkup or AI Checkup + Setup first, then:
- Ongoing advice as the tools change
- New automations added over time
- Up to 2 hours of support per month
- Available by email and scheduled calls
- Three-month minimum commitment
Best for: Owners who'd rather have an experienced hand keeping them current than chase every new AI headline themselves.
| What's included | AI Checkup $200 |
+ Setup $500 |
Concierge $100/mo |
|---|---|---|---|
| Review of your business | Yes | Yes | Prior Checkup required |
| Ranked opportunity plan | Yes | Yes | - |
| Tailored tool list | Yes | Yes | - |
| 45-minute walkthrough call | Yes | Yes | - |
| Client data safety note | Yes | Yes | - |
| Done-for-you setup (2-3 tools) | - | Yes | - |
| Setup documentation | - | Yes | - |
| Training session | - | Yes | - |
| Ongoing monthly advice | - | - | Yes (2 hrs/mo) |
| $200 credited toward the Efficiency Checkup | Yes | Yes | - |
Ongoing support after the included 30 days is $125/hour, billed in 30-minute minimums.
What this isn't
It's worth saying plainly what you're not buying, so there are no surprises:
- I work with off-the-shelf tools: Claude, ChatGPT, automation apps, and the AI features already sitting inside software you own.
- I don't build custom AI models. If that's genuinely what you need, I'll tell you and point you elsewhere.
- This isn't a way to replace your staff. It's a way to give the people you have their week back.
- The Setup tier covers 2-3 tools or automations. Anything beyond that is billed at the standard support rate.
This one goes deep on a single thing. The Efficiency Checkup goes wide.
The Small Business Efficiency Checkup is the broad review across all of your systems, tools, and workflows. This one takes a single slice of that, AI and automation, and goes much further into it.
If you're not sure which you need, start with a conversation and I'll tell you honestly. Plenty of businesses are better served by fixing a workflow than by adding a chatbot to it.
And if you start here and later want the full picture, the $200 you spend on the AI Checkup credits toward the Efficiency Checkup within 90 days.
A taste of the plain-English guidance you'll get
Before you book anything, here are some free AI tips I put together for a local workshop. No signup required.
Not ready yet?
If now isn't the right time, join the list. I occasionally send practical notes on AI, automation, and running a small business more efficiently - no fluff, no hard sell.
Find out where AI actually helps your business
If you've been meaning to figure out the AI thing for a year now and keep putting it off, this is a straightforward way to get it handled.
Not sure which option is right? We'll work that out during the free consultation. Once I understand how you spend your week, the right level of help is usually obvious.
Book a Free ConsultationWe'll briefly discuss your business and whether this is a good fit before moving forward.