Free pilot: $0 for you. Normally $750 to $1,500.Limited spots
Jess Martinez · AI Opportunity Review Book 20 minutes
For small professional firms

Where AI fits in your business.

Most owners know they should be using AI and automation. Few know what's out there or which parts of their work it fits. You don't need to be technical. I look at how your business runs, from first inquiry to final payment, and show you where AI and automation would help most, with tools you can actually use.

  • Hours back for you and your team
  • Faster replies to new leads
  • A smoother experience for clients
  • More repeat and referral business
  • Fewer follow-ups that slip
  • Client data kept safe
Take the 2-minute check-upBook 20 minutes
A few things a review might find

Small fixes, bigger projects, and everything between.

Each recommendation comes with what it's worth to you and what it costs. Many use tools you already pay for.

SmallTyping up notes after every callAI notes, with a recap sent to the clientTime back every week · $0
MediumClients asking "what's the status?"Automatic update at each stage of their fileFewer check-in calls · ~$20/mo
LargeReading every new file to get up to speedAI that drafts a first summary of each new fileFaster starts · quoted
Quick check-up

See where AI could help you.

Eight quick questions. You'll get a short list of likely opportunities, sorted by size. Nothing is saved or sent anywhere.

What you get

A clear plan, in plain language.

  • 01A conversation with you or someone you choose to pick the areas worth focusing on, then deep dives with the team members closest to them
  • 02A plain-language report in 5 business days: each opportunity, what it's worth to you, the fix, setup time and monthly cost
  • 03A recommended tool stack, starting with features you already pay for and aren't using
  • 04A 45-minute walkthrough, and a suggested order so you can put it in place yourself
Jess Martinez
Why me

Jess Martinez

For 16 years I've led teams building business software in financial services and other regulated industries, where protecting client data was part of every decision. My focus was always the people using it. I sat with them, found where time was lost or things slipped through, and built tools they actually wanted to use. I'm not tied to any software company, so I'll tell you when something you already pay for can do the job, and I'll explain it all in plain language.

Pricing

One review, priced by team size.

Free during the pilot.

Up to 5 people
$750$0$750

A conversation with you to pick focus areas, deep dives where needed, time watching a normal day

6 to 25 people
$1,500$0$1,500

More people and processes to cover, plus a settings review of your main system and a plan by role

Optional after the review

Setup, team training or custom builds, quoted separately. Your review fee is credited in full within 60 days.

Guarantee: if I don't find at least 3 hours a week to give back, you don't pay for the review.

Free pilot, limited spots

The review is free, plus one small setup of your choice, like online booking with reminders. I'll be around for questions while it settles in, and we'll look at what changed after a month.

In return: an hour of your time, honest numbers, and okay to share how it went (with or without your name).

Next step

Book 20 minutes.

No forms to fill out first. Pick a time that works, and we'll talk through how your business runs today.

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