Free AI Assessment — Limited spots available

Find the hidden time and money leaks in your business.

We review your daily workflows, missed-lead points, follow-up process, website flow, and repetitive admin tasks to find where AI and better systems can save time or recover revenue — completely free.

Start My Free Assessment See how it works
10+
hrs/week automatable work typically found
$2K+
monthly opportunity identified on average
48hr
report delivery
Free
no card required

These estimates are based on common small-business workflows: missed calls, manual follow-up, scheduling, quoting, customer messages, admin work, and repetitive tasks.

Who we help

Built for businesses like yours

If your business has repetitive tasks, missed leads, or manual processes — we can help.

Trades & Mobile Services
Missed calls, booking, quoting, scheduling, job follow-up
Restaurants & Food Service
Costing, schedules, catering replies, repetitive admin
Resellers & eCommerce
Listings, photos, descriptions, inventory tasks

We also assess other small businesses with repetitive tasks, missed leads, or manual admin work.

Your deliverable

A real report. Specific to your business.

Not a generic checklist. Every section is written based on what you share with Annie — your industry, your team, your specific pain points.

✓Delivered within 48 hours of your assessment call
✓Specific tool recommendations with setup time and cost estimates
✓A day-by-day action plan so you know exactly where to start
✓Real dollar estimates on time saved and revenue recovered
✓Followed by a free 30-minute walkthrough call
Get My Free Report →
Operations Assessment 48hr Delivery
01
Website & Lead Flow Review
Whether your site, Google profile, forms, and follow-up are helping or costing you leads.
02
Missed Calls & Follow-Up Gaps
Where potential customers are falling through the cracks before they ever become jobs.
03
Top 5 Time Leaks
The specific tasks eating the most hours each week — ranked by impact.
04
Missed Revenue Opportunities
Leads, upsells, or repeat business that are quietly slipping away.
05
Recommended Automations
High-impact, low-effort fixes with specific tools, setup time, and cost estimates.
06
Quick Wins
Changes you can make this week, many of them free.
07
4-Day Starter Action Plan
Day-by-day implementation so you know exactly what to do first.
08
Estimated Monthly Savings
Hours recovered, dollar value of your time, tool costs, and net monthly return.
Included in every free assessment

Website & Lead Flow Review

We look at whether your website, Google profile, forms, calls, and follow-up process are helping customers contact you — or quietly costing you leads.

—Is your homepage message clear to a first-time visitor?
—Is the call-to-action obvious and easy to find?
—Is your contact form or booking flow easy to complete?
—Does the site work well on mobile devices?
—Are missed calls followed up quickly enough?
—Does your Google profile send people to the right place?
The process

How it works

From your first message to a finished report — here's exactly what happens.

Step 01
Talk to Annie

Start a conversation right here — by chat or phone call. Annie asks targeted questions about your operations, team, and pain points.

Step 02
We analyze your business

Your conversation is processed by our AI to identify where you're losing time and revenue across every part of your operation.

Step 03
You get your report

Within 48 hours, you receive a personalized PDF with quick wins, tool recommendations, a 4-day action plan, and a financial impact estimate.

Step 04
We walk through it together

A free 30-minute call where we go through every section, answer your questions, and help you decide what to tackle first.

Try it now

Try the free assessment now.

Annie will ask you about your daily tasks — what's eating your time, what's slipping through the cracks. It takes about 5 minutes.

When you're done, you'll get a preview of your full report — and we'll follow up with the complete assessment within 48 hours.

✓ No sign-up required
✓ Takes under 5 minutes
✓ Hate typing? Annie can call you instead
✓ Full report delivered within 48 hours
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What you get

Start with your free assessment.

Your first step is simple: Annie learns about your business, we identify where time, leads, and money may be slipping away, and you receive a personalized report within 48 hours.

Always free
Free AI Business Assessment
$0
See exactly where your business is losing time, leads, and revenue — at no cost.
  • AI discovery chat or call with Annie
  • Personalized AI Opportunity Report
  • Website & Lead Flow Review
  • Missed-lead and follow-up review
  • Repetitive task and workflow review
  • Quick wins you can implement immediately
  • Delivered within 48 hours
  • Free walkthrough call included
  • No credit card required
  • No obligation
Start My Free Assessment
After your free assessment, you can use the report yourself, hire someone else, or ask First Step AI about deeper help. No pressure.
No hard sell. No obligation.

Your report belongs to you — take it and do whatever you want with it.

Start My Free Assessment →
Get started

Get your free business assessment

Fill this out and we'll reach out within one business day to schedule your assessment call with Annie.

What happens next
1
Fill out the form below
2
We review your business type and context
3
Annie calls or chats with you — 20 to 30 minutes
4
We build your personalized report within 48 hours
5
Free 30-minute walkthrough call to go through your results

100% free. No credit card. No obligation. We'll reach out within one business day.