Free resource — instant download
Stop guessing.
Find where AI saves your business money.
The Small Business AI Starter Kit gives you three free tools to audit your workflows, spot your highest-ROI automation opportunities, and calculate exactly what you stand to save — before you commit to anything.
- Workflow Audit Template— map every manual task in 45 minutes
- Automation Opportunity Checklist— 10 proven high-ROI workflows
- ROI Calculator— your exact time and dollar savings estimate
Get instant access — completely free
14 hrs
Saved per week, on average
< 2 wks
Typical time from call to live
500+
Canadian SMBs automated
$0
Cost of the Starter Kit
What's inside
Three tools. One clear answer on where to start.
The hardest part of AI automation isn't the technology — it's knowing which process to touch first. The Starter Kit solves that in an afternoon, without needing a consultant or a tech background.
Know exactly where your time is going
Workflow Audit Template
Most owners say they're 'too busy to automate.' This template shows you why — in black and white. Map every repetitive task your team handles in a week, rank each one by time spent and how predictable it is, and walk out with a prioritized list of what to hand off to AI first.
- 20+ pre-filled task categories to spark ideas
- Time-per-week estimator for every workflow
- Automation readiness score (1–5 scale)
- Priority matrix so you start with the highest ROI
10 workflows already proven to work
Automation Opportunity Checklist
Skip the guesswork. These are the 10 workflows our clients automate first — because they're repetitive, high-volume, and consistently deliver the fastest payback. Check off the ones your team handles manually today and get an instant read on your biggest opportunities.
- Lead follow-up & CRM update sequences
- Customer FAQ and service request routing
- Appointment scheduling and no-show reminders
- Invoice creation, delivery, and payment nudges
Put a real dollar figure on the decision
ROI Calculator
Before you spend a dollar on automation, know exactly what you'll get back. Enter your hourly rate, team size, and how often each task happens. The calculator converts that into weekly hours saved, annual dollar value, and a simple payback period — so the decision sells itself.
- Works for 1–50 person teams, any industry
- Shows monthly and annual dollar savings
- Compares automation cost vs. time reclaimed
- Shareable output for team or investor buy-in
How it works
Inbox to insights in under an hour.
Drop your email below
Enter your first name and work email. The kit lands in your inbox in under a minute — no waiting, no sales call, no friction.
Open three ready-to-use templates
Copy them to your Google Drive in one click. Fill in the workflow audit during your next available hour — most owners finish it in 45 minutes.
Know exactly where to start
You'll leave with a prioritized list of automation opportunities and a dollar figure attached to each one. Then you can move forward on your own — or book a call and we'll do it with you.
Still on the fence?
The worst outcome is you spend an hour and find out automation isn't right for you yet.
That's still a useful answer — and it costs you nothing. Most owners find at least three workflows worth automating in their first 45-minute audit.
FAQ
Questions we hear a lot
Ready to skip the spreadsheet?
We'll do the audit live with you.
Book a free 30-minute AI audit call. We'll walk through your specific workflows, identify your top automation opportunities, and give you a realistic timeline and cost estimate — no slides, no pressure, no commitment required.