The AI Operations Assessment for owner-led businesses

One guided interview. A precise, written plan for where AI returns time in your business, delivered within 24 hours of your interview, plus an included review call with an AI expert, scheduled from your report.

Secure checkoutPayments handled by Stripe
Report in 24 hoursDelivered after your interview
Expert review includedA call with an AI expert, for every client
IndependentA Helm Partners service
Why it exists

Owners know AI could help. Few have the hours to work out where.

Thousands of tools, advice that is either too technical or too vague, and the same emails, proposals and follow-ups still done by hand. The assessment starts from how your business actually runs and narrows the field to the few tools that fit.

01

Interview

You receive your private interview line right after checkout. Call whenever it suits you: 15 to 30 minutes on your role, your team and where the week goes.

02

Analysis

Every answer is mapped to specific tools and scored by impact and effort, with monthly cost and setup time for each.

03

Report

Your 9-slide assessment arrives by email within 24 hours of your interview, with a link to book your expert review call.

04

Expert Review Call

A 30-minute call with an AI expert to walk through your findings and agree your first steps. Included for every client.

Inside the assessment

Built from your answers. Ready to act on.

An interview that feels like talking to a sharp operations advisor, and a report you can hand to your team on Monday.

The interview

A conversation, not a form.

Day or night, on your schedule. No software to install, no sales pitch on the call.

  • 15–30 minutes on your private interview line, sent after checkout
  • Plain language; no AI knowledge needed
Interview in progressLive call
InterviewerWalk me through a typical week. Where does most of your time go?
YouClient emails, rebuilding proposals, and chasing follow-ups.
InterviewerIf you could take one of those off your plate tomorrow, which would it be?
Illustrative
The findings

Every opportunity, scored.

An impact–effort matrix shows what is worth doing first, followed by six quick wins and a four-day plan.

Impact–effort matrixSlide 3 of 9
ImpactEffort
● Quick wins   ○ Next phase
Illustrative
A real result

Executive coach, solo practice.

The report showed where the hours were going and which tools would take them back, each with a monthly cost, a setup time and a first step.

  • 6+ hours returned each week
  • $84 per month in total tool costs
  • $2,316 estimated monthly net ROI

Estimates based on the client's own inputs; not a guarantee.

Deliverable · 9 slidesPDF + email
1 · Executive summary
2 · Impact–effort matrix
3 · Six quick wins
4 · Recommended tools, cost, hours saved
5 · Four-day quick wins plan
6 · Next phase
7 · Financial impact
8 · Next step: your expert review call
Illustrative
Pricing

One assessment. One fixed price.

AI Operations Assessment
$497

One fixed fee. Everything below is included.

Get the assessment

You'll receive your private interview line right after checkout. Your report arrives within 24 hours of the interview, with a link to book your expert review call.

  • 15–30 minute voice interview, on your schedule
  • 9-slide personalized assessment
  • Recommended tools with cost, setup time and hours saved
  • Impact–effort matrix and six quick wins
  • Four-day quick wins plan
  • Estimated monthly ROI and weekly hours returned
  • Report delivered within 24 hours of your interview
  • 30-minute expert review call, included
FAQ

Questions

What is an AI operations assessment?

An AI operations assessment is a structured review of how your business runs, used to find where AI tools can save time and money. My AI Plan does it through a 15 to 30 minute guided voice interview and turns your answers into a written 9-slide plan with specific tools, costs, hours saved and first steps.

How much does the AI assessment cost?

The AI Operations Assessment costs $497, one fixed price. That includes the voice interview, the 9-slide written report and a 30-minute expert review call, with no subscription.

How long does it take?

The interview takes 15 to 30 minutes by phone, at whatever time suits you. Your written report arrives by email within 24 hours of the interview, and you book the 30-minute expert review call from a link in the report.

What do I get?

You get a 9-slide personalized assessment by email: an executive summary, an impact–effort matrix, six quick wins, recommended tools with monthly cost, setup time and hours saved, a four-day plan, the next phase and the estimated financial impact. Every assessment also includes a 30-minute review call with an AI expert.

Who is this for?

Owners of businesses of roughly 1 to 50 people, in service businesses, practices, agencies, trades and professional firms, who suspect AI could save them time but haven't had time to work out where.

Do I need to know anything about AI?

No. The interview is about your business, not technology.

Why a voice interviewer rather than a consultant?

You can do it at any hour, and it keeps the price far below a consultant's. The questions are built by people who do this work, and every answer feeds the report.

How fast do I get the report?

Your report is delivered by email within 24 hours of your interview, together with a link to book your expert review call.

What happens to what I share, and is the interview recorded?

It is used to build your report and nothing else. Your interview is recorded and transcribed, and we keep the recording, transcript and report until you ask us to delete them; email [email protected] at any time. Please don't share passwords, account numbers or client-confidential details.

What is the expert review call?

Every assessment includes a 30-minute call with an AI expert. You walk through your report together, test the priorities against your business, and leave with clear first steps. You book it from the link that arrives with your report.

How do I get the interview number?

Your private interview line is shown right after checkout and sent in your confirmation email.

Are the ROI figures guaranteed?

No. They are estimates based on your inputs and typical results for each tool, meant to help you prioritize.

What is the refund policy?

Full refund any time before your interview. Once the interview is complete, the assessment is non-refundable.

Who do I contact?

[email protected]. A person will reply.

Half an hour of conversation.
A plan for getting hours back.