Free assessments, scorecards, and ebooks.
Simple tools, guides, and checklists for established professional firms. No credit card, no strings. Start with the AI Executive Readiness Assessment™, then grab the guides.
Looking for long-form field notes and essays? Visit the blog →
AI Visibility Scorecard
A 10-minute self-audit covering ChatGPT, Perplexity, and Google AI Overviews citation readiness, built for professional firms.
Website Build Kit
The build-ready checklist and the exact toolstack we use to scope a professional firm's site before we ever quote the work.
7 Chatbot Mistakes Killing Your Sales
The seven errors that quietly leak leads from most website chatbots, plus the one qualifying question almost every bot forgets to ask.
AI Voice Agent Demo
See how an AI voice agent answers your calls around the clock, qualifies each caller, and books the appointment straight to your calendar.
AI Profit Mastery for Small Business
The complete playbook for using AI to capture every inbound lead, automate follow-up, and earn citations from AI search.
AI-Ready Change Management Playbook
Prepare your team and processes for AI adoption without resistance, panic, or stalled rollouts. Ships with the Making AI Transformation Work prompt pack.
AI Executive Readiness Assessment™
Evaluate your organization across strategy, governance, security, operations, AI visibility, and growth. Receive a personalized executive report with your readiness score, key risks, and a prioritized 90-day roadmap.
- 6 pillars · 48 audit points. Strategy, governance, security, operations, AI visibility, and growth.
- AI-generated executive summary. Written for your firm, scored against industry benchmarks.
- Personalized 90-day roadmap. Prioritized actions sequenced to your gaps.
Want the deeper essays?
Six long-form articles live on the blog: GEO for law firms, the 5-minute lead window in concierge medicine, bilingual AI intake for luxury Miami brokerages, Fractional CAIO economics, discreet AI for family offices, and a plain-English guide to Generative Engine Optimization.
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