AI Clinic for CEOs

In Two Hours,
Make More or Save More,
with AI

  1. Before

    Check-In

    A short form: your systems and what eats your week.

  2. Stop 1 • 0–15 min Opened at Stop 7

    Meet & Icebreaker: Seal Your Guess

    Write down what you think AI is worth to you. We open it at the end.

  3. Stop 2 • 15–30 min

    Last Call to Deal

    Quotes nobody followed up. Past clients nobody called back.

  4. Stop 3 • 30–45 min

    Cash in Limbo

    Late invoices, missed renewals, work that never got billed.

  5. Stop 4 • 45–60 min

    Copy-Paste Detox

    Retyping, copy-paste, the same report every Monday.

  6. Stop 5 • 60–75 min

    No More Waiting

    “Where do we stand?” You shouldn't wait days to know your own numbers.

  7. Stop 6 • 75–95 min

    Your Hour Back

    We try AI on one real task from your week. Live.

  8. Stop 7 • 95–110 min Opened from Stop 1

    Envelope, Please

    We do the math with your numbers, then open your guess.

  9. Stop 8 • 110–120 min

    First Move

    The one thing worth doing first, and what isn't worth your money.

  10. 48 hours later

    Money Map

    One page. Your numbers. Your next step.

No slides. No tool tour. Just your business.

Book a 15-minute intro call
The Deliverable

One page. Real numbers. One next step.

SAMPLE OUTPUT

AI Money Map — Action Plan

Confidential • Prepared for Business Owner • 48-Hour Delivery
Prioritized by Value
Finding Make or Save Value per year Effort First step
Pipeline slip detection
Flag deals pausing before month-end
 Make money $__,___ Low Connect CRM deal history to alert rule
Past client reactivation
Identify accounts quiet > 90 days
 Make money $__,___ Medium Extract quiet account list and draft outreach batch
Manual retyping & data entry
Handoffs between operations and bookkeeping
 Save money $__,___ Low Direct API connector between software
Weekly manual reporting
Compiling recurring status summaries by hand
 Save money $__,___ Low Automated Monday morning status script
Built directly around your business, your numbers, and one clear next step.

Nonprofits, business groups and associations

Want to bring the AI Clinic to your members or your team? We tailor it to your group.

Talk to us
Make money

“Decide earlier, get AI edge.”

  • See which deals are slipping before month-end
  • Know where cash stands without waiting for a report
  • Follow up with past clients and leads that went quiet
Save money

“Run AI agents. Get time back.”

  • Stop waiting on your team for numbers
  • Stop paying people to retype the same data
  • Cut the weekly reports nobody should build by hand
Questions

Frequently asked questions

Do you access my data?

Only what you choose to show us, view only, during the session. We sign an NDA before we start. Nothing is copied, stored or used to train AI models.

Is this a sales pitch?

No. You leave with your AI Money Map whether or not you work with us again. If AI isn't worth it for something, we'll tell you.

How long does it take?

A 15-minute intro call, one session of about 2 hours, and your Money Map within 48 hours.

Where does it happen?

In person at your office, anywhere from Boca Raton to Miami.

What does it cost?

Each Clinic is tailored to your business, so we confirm scope and investment on the intro call.

Fifteen minutes to find out if AI can pay off for you.

Book a 15-minute intro call

In person, Boca Raton to Miami.