What is an AI Tools Assessment?

An AI Tools Assessment is a paid $999 operational diagnostic for owner-operators. Jacob James conducts a recorded 45-minute discovery call, the transcript is evaluated through both technical and human analysis, and the client receives an actionable written roadmap: identified bottlenecks, 3 to 7 off-the-shelf software prescriptions kept under $60 a month, an effort-versus-impact matrix, an ROI calculation, and a 4-day deployment schedule. If the report fails to identify at least 5 hours per week of reclaimable administrative capacity, the $999 fee is refunded in full.

This service is designed for business owners who continue to handle day-to-day administrative operations, typically in firms of 6 to 30 team members. The 45-minute discovery call focuses entirely on mapping workflow friction, and the written report is the primary deliverable.

What does an AI Tools Assessment include?

A Neovis AI Tools Assessment delivers six concrete items: a recorded 45-minute discovery interview via Google Meet, a comprehensive analysis of the interview transcript, 3 to 7 specific tool prescriptions with pricing and expected hours saved, an effort-versus-impact prioritization matrix, a phased 4-day implementation checklist, and a 30-minute report walkthrough call.

The assessment delivers a concrete diagnostic report. Software licenses, custom engineering, and ongoing retainers are scoped separately on subsequent stages of the roadmap.

Every prescription specifies the exact tool name, monthly software cost, implementation time, and estimated weekly hours saved. The software stack target is kept under $60 per month total, ensuring small businesses avoid expensive enterprise subscriptions.

Who is an AI Tools Assessment for?

Neovis runs this assessment for owner-led service businesses where the buyer is also the person buried in admin. The strongest fit so far is law firms and legal services, marketing and design agencies, and real estate brokerages or property managers, in the roughly $1M to $5M revenue band. The call is remote. Geography is not the filter. The week of admin is.

It is a weak fit if you are a software company looking for an ML roadmap, a biotech lab, or a team that already has an operations lead and a working stack. Those firms usually need a different engagement, or none.

What happens on the 45-minute discovery call?

The discovery call is a structured diagnostic interview conducted on Google Meet. Neovis reviews how new customer inquiries, files, contracts, and onboarding sequences progress through your business week. No software is pitched on the call. The objective is to identify bottlenecks, redundant communication, and manual data re-entry directly from the owner's description.

The 45-minute interview maps how leads, documents, and customer updates move through a typical week. Clients should come prepared to outline their active software tools and identify the operational tasks that regularly fall behind schedule.

What do you walk away with after the assessment?

Within 5 to 7 business days following the interview, clients receive their written report and attend a 30-minute review session. The document outlines specific operational bottlenecks, recommended tools, projected software fees, implementation timeframes, and a day-by-day deployment guide.

After receiving the report, you can execute the 4-day plan internally or engage Neovis for Done-For-You Setup. When hiring Neovis for implementation, the $999 assessment fee is credited toward the project cost.

How much does an AI Tools Assessment cost?

The Neovis AI Tools Assessment is $999, one time, in USD as listed on neovis.xyz/operations. There is no subscription attached to the assessment itself. The recommended off-the-shelf stack is scoped to stay under $60 a month in tool fees.

Done-For-You Setup, when you want Neovis to implement, runs $999 to $4,999 per project with the assessment fee credited. The AI Concierge retainer is $1,500 a month and is capped at 6 active clients. Those are separate products. The assessment stands alone.

What is the money-back guarantee?

The money-back guarantee is tied directly to identifying and documenting at least 5 hours of reclaimable administrative capacity in the written report. If the delivered plan cannot prove where those 5 weekly hours can be recovered, Neovis refunds the $999 fee immediately. The client risks only the 45 minutes spent on the discovery call.

What does an AI Tools Assessment not include?

It does not include software licenses, custom engineering, staff training beyond the review call, or a retainer. It does not include Neovis logging into your production systems and configuring tools unless you commission Done-For-You Setup.

The diagnostic roadmap focuses on off-the-shelf software. Custom engineering is proposed only when client discovery proves that seat-based licensing or metered communications would penalize business expansion. This approach was implemented for Larit Assurance, as detailed in the Larit Assurance case study.

How long does the whole process take?

From booked call to review call is usually under a week. The discovery session is 45 minutes. Analysis and deck preparation require a few business days, followed by the 30-minute review.

When a custom build is warranted, implementation begins after the assessment. For Larit Assurance, the first production workflow was live within six days of locking build scope.

How is this different from a free AI readiness quiz?

Automated questionnaires provide generic readiness scores and email static summaries. The Neovis AI Tools Assessment is an operational investigation of your specific company workflows, backed by specific tool recommendations and a contractual 5-hour efficiency guarantee.

Should you DIY the tools or hire Neovis to set them up?

DIY if the prescriptions are standard connectors — Zapier or Make, Notion, a shared inbox, a meeting recorder — and someone on the team can spend 15 minutes a day for four days. Hire Done-For-You if the workflow crosses several systems, nobody on staff will own the setup, or discovery already pointed at a custom build.

More than half of owners who go through the assessment ask Neovis to implement. That is a choice after the report, not a condition of buying it.