Find the work that is slowing you down
We look at the repeated work that gets in the way: missed calls, estimates, follow-up, scheduling, handoffs, reporting, and routine admin.
In one focused working session, identify where AI or simpler automation can genuinely help, what to leave alone, and the first moves worth making. You receive a clear written plan—not a vague technology strategy.
You work directly with Nick Eide. After payment, choose a time for your 45-minute working session. Your written blueprint arrives within 48 hours.
Most businesses already have plenty of tools, suggestions, and half-finished experiments. The hard part is deciding which everyday problems are worth fixing first—and which ones are not.
We look at the repeated work that gets in the way: missed calls, estimates, follow-up, scheduling, handoffs, reporting, and routine admin.
Your blueprint gives you 2–3 practical improvements to consider first, what each one involves, and what to ignore for now. The answer may be AI, simpler automation, a process change, or leaving the work alone.
The AI Assessment is a focused review of how work moves through your business. In a 45-minute working session, you show Nick where requests, follow-up, scheduling, estimates, handoffs, and recurring admin work get stuck.
Within 48 hours, you receive a written blueprint that ranks the best opportunities and gives each one a plain recommendation: go, wait, skip, or fix the process first.
The Assessment is most useful when a delay, missed handoff, repetitive task, or unclear process affects customers, revenue, or the owner’s time.
One working session, one written plan, and a practical place to start.
You walk Nick through the work creating friction now: new requests, callbacks, estimates, scheduling, follow-up, handoffs, reporting, or routine admin.
Your blueprint identifies the improvements most worth considering and compares likely value, cost, difficulty, and speed to implement.
You receive a clear sequence for what to do first, including likely tools, setup costs, ongoing costs, and the reason each step matters. The goal is to give you changes you can begin implementing within a week—not a list of ideas to revisit later.
Not every process needs AI. If the work is too messy, too rare, too risky, or cheaper to keep doing by hand, the blueprint will say so plainly.
If the Assessment does not identify at least one practical AI or automation improvement likely to save or make more than the $900 purchase price, we will refund your $900 payment.
There is no sales call. The 45-minute session is the paid working session where we look at your real business process.
Purchase the $900 Assessment through Stripe, then choose a time for your 45-minute working session.
Bring the real process. We talk through new requests, callbacks, estimates, follow-up, handoffs, and the tools your team already uses.
Within 48 hours, you receive the ranked opportunities, likely costs, first steps, and a clear recommendation in plain language.
The Assessment is a one-time $900 purchase. It includes the 45-minute working session, written blueprint, and brief follow-up questions by email within a week of the session.
The working session is 45 minutes. Your written blueprint is delivered within 48 hours after the session.
No. Start with the business process, not the software. The Assessment is designed to tell you whether AI belongs there and, if it does, what kind of first step makes sense.
We can review service requests, missed calls, scheduling, estimates, callbacks, sales follow-up, handoffs, recurring admin work, and reporting. The session focuses on the areas creating the most friction in your business.
The blueprint will say so. It may recommend fixing the process first, waiting, or leaving the work alone. If the Assessment does not identify at least one practical AI or automation improvement likely to save or make more than the $900 purchase price, we will refund your $900 payment.
No. You can use the blueprint yourself, give it to your existing team, hire another provider, or ask OldBranch Advisory to scope the first workflow. There is no implementation obligation.
AI Workflow Coaching is available when you already have one useful workflow in mind and want do-it-with-you help setting it up, testing it against real work, and improving it over time. Coaching is optional and separate from the Assessment.
Two 45-minute working sessions each month to help you set up and improve one useful AI workflow at a time. You bring the real work and operate the tools. Nick helps you plan the next step, work through the setup, test it against real work, and decide what to try next when an issue appears.
Start AI Workflow Coaching — $2,000/monthMonth to month. You use your own tools and accounts. Done-for-you builds, custom integrations, software costs, and ongoing support outside the agreed action list are separate.
After payment, Nick will email you to schedule your first working session.
For $900, you get a focused look at the work slowing your business down, 2–3 practical improvements to consider first, and a written plan for what to do now and what to ignore.
Get the AI Assessment — $900