AI CONSULTANCY

Practical AI help for
Bay Area business owners.

We spend thirty minutes with you, learn how your week actually runs, and write up a short plan to get a couple of hours back. Every week, in plain English.

No subscriptions Written plan in 48 hours
A small business owner laughing with a colleague over a laptop in their shop, the kind of unhurried afternoon we’re trying to give people back.
A neighborhood shop on a Tuesday afternoon, somewhere in the Bay.

What we keep hearing

You are not behind. You just have a business to run.

“Every Sunday I sit down and answer the same ten emails I answered last Sunday. I know there’s a better way, but every article I open is written for a software company.”
— a wedding venue operator in Livermore
“My nephew keeps telling me to use ChatGPT. I tried it once, asked it a question about my schedule, and felt like I’d failed a test. I just want someone to show me what’s actually useful.”
— a dentist in San Mateo
“I’ve got estimates to write, suppliers to chase, and three guys waiting on me by 7am. I don’t need another app. I need an hour back at the end of the day.”
— a contractor in Oakland

How it works

Three steps.
No homework.

We do the looking-around so you don’t have to. You talk for thirty minutes, we hand back a plan, and we walk through it together. If something’s a fit, you try it. If not, you don’t.

  1. 01

    A 30-minute conversation

    A friendly call, by phone or video, where we learn how your day actually goes. No slide deck, no jargon, no upsell.

  2. 02

    A clear written plan

    A short report showing exactly which tools to try, what they cost, and how many hours each one is likely to save you each week.

  3. 03

    A walkthrough call

    We sit down together (coffee optional) and walk through the plan. You decide what to try, what to skip, and what to come back to later.

What you get

A real document.
Not a sales pitch.

The assessment is a short PDF, usually six to ten pages, written in plain English. Keep it, share it with your team, or read it on the plane.

  • i.

    Executive summary

    One page. Where we’d start, and why.

  • ii.

    Effort-vs-impact map

    A simple chart of what’s easy, what’s worth it, and what to ignore for now.

  • iii.

    Recommended tools, with pricing

    Three to six tools, with honest pricing and what you’d actually use them for.

  • iv.

    A 4-day quick-win plan

    One thing per day. The kind of small wins that build confidence.

  • v.

    Hours-saved estimate

    A best guess (not a promise), and how we got there.

AI For Biz · Assessment
No. 084

Prepared for

Maria’s Garden Catering
Hayward, CA

Author

AI For Biz

Pages

8

Tools

4

Hrs / week

~7

Sample cover · names changed.

A few real examples

What this actually
looks like in practice.

Real tools, used in small, specific ways. Nothing here cost more than a week of coffee, and nothing requires hiring an IT person. Names are changed; details are not.

01 · Wedding venue ~6 hrs / week

Stop rewriting the same vendor email twelve times.

We set up a Claude project with their booking template and tone of voice. Now they paste in a couple bullet points after a venue tour, and a thoughtful follow-up email is drafted in ten seconds. They edit, send, done.

Claude Gmail templates
02 · Dental practice ~4 hrs / week

Patient calls transcribed, summarized, filed.

Otter.ai sits in on new-patient consults; ChatGPT turns the transcript into a one-page summary plus a follow-up note. The office manager spot-checks instead of typing it all by hand.

Otter.ai ChatGPT
03 · Real estate broker ~5 hrs / week

Listing descriptions that don’t sound like a robot.

A Claude project trained on their best past listings drafts copy in their own voice. Canva templates handle the open-house flyers. What used to be a long evening is now twenty minutes.

Claude Canva
04 · General contractor ~7 hrs / week

Voicemails become a tidy list before lunch.

Google Voice transcribes the day’s calls; a small Zapier flow groups them into a Notion page sorted by urgency. He returns the urgent ones first, like a normal person.

Google Voice Zapier Notion
05 · Restaurant group ~3 hrs / week

Specials posted to three places, written once.

The chef dictates the week’s specials into a voice note. ChatGPT turns it into Instagram captions, a menu insert, and a short email, in his actual cadence. The manager reviews; nobody is up at 11pm writing copy.

ChatGPT Mailchimp
06 · Family manufacturer ~8 hrs / week

Quote requests answered the same day.

Incoming RFQs land in Gmail; Claude reads the spec, drafts a quote against their pricing sheet, and flags anything unusual for a human. Two days of back-and-forth became one afternoon.

Claude Gmail Google Sheets

Every business is different. We don’t walk in with a kit. We walk in with questions, and pick the two or three tools that fit your particular week.

Pricing

One price. One conversation.

We charge for the work, not for a seat in a portal. You walk away with a plan you own, whether you hire us for anything else or not.

Business assessment
$999 flat, paid after the walkthrough.
  • A 30-minute conversation, by phone or video.
  • A written plan delivered within 48 hours.
  • A follow-up walkthrough call (about an hour).
  • No subscriptions. No surprises. No upsells.
Book a 30-minute assessment

If we don’t find at least five hours a week we can save you, the assessment is free.

What people have said

Not bigger. Just less of the small stuff.

“AIforBiz showed us how to use Otter for our vendor calls and a simple sheet template for follow-ups. I stopped staying late on Wednesdays. That’s the whole review.”
Diana R. Operations Manager, wedding venue group · Livermore
“I went in skeptical. I thought I’d be sold a chatbot. Instead I got a four-page plan with three tools I’d never heard of. We use one of them every single morning now. About six hours back a week.”
Dr. Marcus P. Owner, dental practice · San Mateo
“Honest, no-nonsense. He sat at my kitchen table for an hour and set up a Claude project that drafts my open-house emails. I read them, fix one word, send. Used to take a full evening.”
Lillian K. Broker · Bay Area
Hands resting on a paper notebook next to a laptop, on a wooden desk.
Our standard equipment: a notebook, a laptop, and questions.

About

We’re a small shop in the Bay Area.

AI For Biz is based in the Bay Area, and we work with owners of small and mid-sized businesses from Napa to San Jose: venues, dentists, contractors, brokers, restaurant groups, family manufacturers. Most of our clients come from a neighbor who tried it first.

Kevin runs the shop. He’s an AI engineer who actually likes this stuff, and just as importantly, the kind of person who’ll tell you which of these new tools are worth the trouble and which ones to politely ignore. Nobody should feel embarrassed about not knowing this yet. It’s new for everyone.

We answer our own emails. We don’t outsource the work. And we’ll tell you when you don’t need us.

Questions

Things people
ask us first.

Not the question you had? Email it. We usually write back same day.

Do I need to be technical?

Not at all. About 80% of the people we work with have never opened a tool like Claude or ChatGPT. The whole point of the assessment is that we do the technical part and hand back something you can actually read.

What if I’ve never used these tools before?

Honestly, that’s our favorite kind of client. We start with the simplest possible win, usually something you can use the same afternoon, and build from there. No quizzes, no jargon, no homework.

Will you try to sell me a bunch of software?

No. We don’t take affiliate commissions and we don’t resell tools. Most of our recommendations are between $0 and $20 a month. If we think the free version is good enough, we’ll say so.

Is what I tell you kept private?

Yes. Everything you share stays between us. We don’t use client conversations to train anything, and we’ll sign an NDA before the first call if you’d like. The written plan is yours; we don’t publish it.

What if I’m not in the Bay Area?

We still might be able to help, but everything is over video, and we usually take a closer look before we say yes. Drop us a line and tell us a bit about your business; we’ll be honest about fit.

A small first step

Curious where AI could actually help your business? Let’s talk.

Thirty minutes, by phone or video. No pitch deck.