Free AI Tools and Guides

Everything here is free. Use these tools and guides to see where AI can save your team time, and what to do first.

Free tools

Quick ways to check where you stand and what AI could be worth to your business.

Free AI Readiness Quiz

Answer a few questions in about 5 minutes and get instant results on where AI can help first.

Take the quiz

ROI Calculator

Estimate how much time and money automation could save your team each month.

Open the calculator

AI Implementation Checklist

A free download that walks you through what to check before, during and after an AI project.

Get the checklist

Take the Free AI Readiness Quiz

Guides

In-depth, plain-language guides for owners who want to understand AI before spending on it.

AI Readiness Guide

Signs your business is ready for AI, signs it is not yet, and what to do first.

Read the guide

AI Governance & Policy Guide

How to set simple AI rules for your team, with a sample one-page policy.

Read the guide

Start with the AI Readiness Guide

Playbooks

Step-by-step playbooks for common workflows that are good first candidates for automation.

Client Intake That Doesn't Break

Set up client intake and onboarding that runs the same way every time.

Read the playbook

Simple Approval Flows That Scale

Build approval steps that keep work moving instead of stalling in someone's inbox.

Read the playbook

Reporting Without Weekly Meetings

Get the numbers you need automatically, without another status meeting.

Read the playbook

See how we build these with AI Implementation

Blog

Our newest articles on AI consulting, implementation, training and policy for small businesses.

How Owners Should Think About AI Strategy

Technology strategy is not about tools. It is about governance, architecture, and structured AI adoption in growing businesses.

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The Cost of Informal Systems at $10M+ Revenue

Informal systems that fuel early growth often fail at scale. Learn why AI and automation require governance maturity beyond $10M revenue.

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Why Growing Businesses Experience Decision Fatigue

As AI, automation, and system complexity expand, executive decision fatigue increases. Learn why structural maturity reduces leadership overload.

Read Article

Read all blog posts

Want advice for your business?

These resources are a good start. For advice on your own business, book the Free 30-Minute AI Strategy Call.

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