The AI Efficiency Assessment

AI is changing fast. You don't have to.

I'll show you which parts are worth your time, what to ignore, and what your business should actually do about it.

Book a free 15-minute call Or take the 2-minute quiz first.
Free 15-minute call before any commitment
Built by a former HubSpot product leader with 10+ years working with AI inside large companies
I won't recommend changes that break what's already working
Already know you want the assessment? Skip the call and book it directly, $499.
Custom Report
Riverside Law Group
v.04.26
Impact vs Effort
QUICK WIN Quote follow-up automation
PROJECT Client intake assistant
FILL-IN Call transcription
SKIP Generic chatbot
7-Day Plan
D1 Set up automated quote follow-ups
D2 Transcribe and summarize client calls
D3 Draft your first AI-assisted invoice reminders
… + 4 more
Sample
02 / The Problem

You're not behind on AI. You just don't know where to start.

A peer mentions they "set up AI" at their company and you're not sure if that's smart or a waste of money. You signed up for ChatGPT, used it once, and haven't been back. You've read the same five tool recommendations in three different newsletters. A client asked how you're using AI last week and you gave a vague answer.

You've built something real. You have processes that work. You have employees you trust. You don't chase shiny objects, and you've watched plenty of new technology come and go. You also know, somewhere in the back of your mind, that this one might be different.

Most small business owners I talk to aren't behind on AI. They're being asked to figure it out alone, in the middle of running a business, with no good way to tell what's real and what's hype.

What you've been told
  • "AI is the future, don't get left behind"
  • Newsletters with the same five tools every week
  • A friend or peer who keeps telling you to "just try ChatGPT"
  • Free webinars that turn into a $2,000 pitch
  • "Top 10 AI Tools" lists for your industry
What actually helps
Someone who looks at your business and tells you what's worth doing, what's hype, and what to skip entirely.
03 / The Reframe

You don't need to figure this out alone. You need someone who's used AI in real businesses to look at yours and tell you what's worth doing.

That's the assessment. A real conversation about how your business actually runs, followed by a written plan you can hand to anyone in your office. Nothing generic. Nothing that requires you to learn new software. Nothing that breaks what's already working.

04 / How It Works

How the assessment works.

A free intro call first. Then a 45-minute assessment if it's a fit. A custom plan within 48 hours.
01 ~15 min

Free intro call.

A short call before any money changes hands. I'll ask about your business and how it runs. If I don't think I can help you, I'll tell you. If I can, we'll book the full assessment.

02 45 min, video call

The assessment.

We get on a video call. I dig into the work your team is doing every day and find the manual, repetitive tasks that AI could quietly take off their plate. This is not a sales call. The goal is to find the leaks.

03 Within 48 hrs

Your custom plan.

Pain points identified. An impact-vs-effort matrix. Specific tool recommendations any non-technical employee can implement. A 7-day plan you can start on Monday, written in plain English.

05 / The Operator

Built by someone who's worked with AI for ten years.

I led the Ads and Social group at HubSpot, where my team launched their first Social Media AI Agent.

I hold a US patent for an AI-driven product I shipped at HubSpot. I've been using AI tools every day since November 2022, before most people had heard of ChatGPT.

Now I run two of my own businesses on top of that work. I see the difference between AI hype and AI that actually saves real businesses real time, and I'd rather tell you what's worth your attention than sell you something you don't need.

Working with AI since Nov 2022
HubSpot
Led Ads & Social, launched first Social Media AI Agent
10 years
US Patent
AI-driven ad sequencing
2023
Daily AI stack
In real production across two businesses
12+ tools
Where the time comes from
Most clients find 4–10 hours per week in their own time, their team's time, or both.
What it costs vs. saves
The plan pays for itself in week one or two if it saves you or your team even 2 hours.
06 / Fit

Who this is for.

This is for you if
  • A You run an established business — a few years in, with employees or contractors and processes that work.
  • B You have manual processes that work, but quietly eat hours every week.
  • C You suspect AI could help, but you don't know where to start or who to trust.
  • D You'd rather have someone tell you what to do than spend weekends researching tools.
This isn't for you if
  • A You want to read another "Top 10 AI Tools" list.
  • B You don't have manual work eating real hours. The plan won't manufacture problems.
  • C You're already running custom AI agents in your business. You don't need this.
  • D You want to overhaul your whole business. I'm here to help, not to break what's working.
07 / Lower Commitment Path

Not ready to talk? See where AI could quietly help your business in 2 minutes.

Answer 7 short questions about how your business runs. I'll send you a snapshot showing the parts of your operation where AI could save the most hours, with no jargon and no "you should be doing X" pressure. Free. No call required.

Take the Quiz
08 / FAQ

Questions, answered honestly.

If yours isn't here, email [email protected] and I'll answer it.

I'm not "techy." Will this make sense to me?
Yes. The plan is written in plain English, and every recommendation is something you or someone on your team can use without a training course. If something genuinely requires technical setup, I'll tell you and we can scope it separately. I won't bury it in the plan.
Will this work for my industry?
Probably. I've worked with law firms, accounting practices, family-owned manufacturers, trades, retailers, medical practices, consultants, agencies, online educators, coaches, and e-commerce brands. The diagnostic doesn't care what you do. It cares about where the manual hours go in your business. If you're not sure, that's exactly what the free intro call is for.
What if AI isn't the right answer for parts of my business?
Then I'll tell you. There are parts of every business where AI is the wrong tool, and I'd rather save you the money than recommend something for the sake of recommending it. Sometimes the answer is "leave this alone, it's working."
What exactly do I get for $499?
A 45-minute video call where I dig into how your business actually runs, and a written custom plan delivered within 48 hours. The plan includes the manual work AI can take off your team, an impact-vs-effort matrix, specific tool recommendations a non-technical employee can implement, and a 7-day plan to get started. If you'd rather skip the intro call and book the assessment directly, you can do that here.
Do I have to commit to anything before we talk?
No. The first call is free. We have a 15-minute conversation about your business. If I don't think I can help, I'll tell you and we don't go further. If I can, we book the full assessment from there.
What if I don't get value from it?
If after the assessment you don't think it'll save you at least the cost of the engagement, I'll refund you. No friction, no forms, no follow-up "are you sure" emails. Just reply to my delivery message and the refund goes out same day.
What happens after I get the plan?
You execute it, or your team does. The 7-day plan is written to be self-serve. If you want me to implement pieces of it for you, that's a separate engagement we can scope after you've seen the plan. Most clients run it themselves.
09 / Book

Find out what AI is actually worth your time.

Start with a free 15-minute call. If we're a fit, you'll have a written plan in 48 hours. If we're not, I'll tell you that on the call.

Book a free 15-minute call The call is free. If we're not a fit, you'll know in 15 minutes. Or skip the call and book the assessment directly, $499.