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AI assessments for owners & small teams

Find where AI can give your time back.

Turn repetitive work into a clear plan. We assess how your business runs, recommend the tools that fit, and walk you through what to do first.

Lumon / AI Assessment

Your business → your priorities

An AI plan you can act on.

01

Map the bottlenecks

Where time gets lost today

02

Compare your options

Tools, costs, effort & estimated impact

03

Choose the first move

A quick-start plan & success checks

For the work that keeps taking you away from the business.

Repetitive admin

Copying information, assembling reports, and doing the same task twice.

Scattered knowledge

Hunting for answers across documents, inboxes, and disconnected tools.

Too many AI options

Trying tools without knowing which problem to solve first.

01 · The AI Assessment

Know what to change.
And where to start.

A useful AI plan starts with your business. We connect each recommendation to a specific bottleneck, explain the tradeoffs, and make the next step clear.

01

A close look at your workday

Walk our team through your workflows, existing tools, and the tasks that keep coming back. We start with the work that actually costs you time.

02

Your personalized AI report

Get 3–7 tool recommendations tied to your business, with costs, setup effort, and estimated time savings. An impact-versus-effort map makes the priorities clear.

03

A walkthrough. A first move.

Review the findings together, ask questions, and choose where to start. Leave with a practical action plan and a way to check whether each change is working.

How your AI assessment works

02 · how it worksfigs 1–4
01Discover

Start with your workday.

Show us your recurring tasks, tools, and handoffs. We ask where work slows down and what a better week would look like.

02Assess

Find the useful opportunities.

We review the workflows and compare where AI or a simpler process could help. Recommendations account for fit, cost, and setup effort.

03Prioritize

Make the next step clear.

Your report ranks the opportunities and pairs specific tool recommendations with estimated impact, assumptions, and a quick-start plan.

04Walk through

Leave with a plan you understand.

Meet with our team to review the recommendations, ask questions, and choose your first move. Agree how to measure whether it helps.

03 · Pricing

A clear starting point.

Choose the scope that fits your business. Both assessments include discovery, a personalized report, and a walkthrough with our team.

Solo owner

$999

For a business run by one owner.

  • Your workday, tools, and recurring bottlenecks
  • Priorities based on your time and setup effort
  • A practical starting plan you can follow
Discuss this assessment

Small team

$1,999

For a business with a small team.

  • Shared workflows, tools, and team handoffs
  • Priorities across the way your team works
  • A practical starting plan for the business
Discuss this assessment
04 · After the assessment

Take the plan forward.
On your terms.

Put the recommendations to work yourself, or discuss help implementing the changes that matter most.

When ongoing help makes sense, we can scope AI Concierge support around your priorities: tool selection, workflow improvements, and keeping your setup useful as the business changes.

05 · Before we talk

Good questions.

Who is this for?

Solo business owners and small teams with recurring manual work, disconnected tools, or uncertainty about where AI would help. Bring a real workflow you want to improve; you do not need a technical background.

What do I need to bring?

A walkthrough of a typical workday, the tools you already use, and a few examples of repetitive tasks or bottlenecks. We will agree what information is useful before the assessment. You do not need to send passwords or sensitive customer records.

Does the assessment include implementation?

The assessment includes discovery, analysis, your report, and a walkthrough. Tool subscriptions, setup, custom development, and ongoing support are separate. You can use the plan yourself or discuss a separately scoped implementation with Lumon.

How much time will AI save me?

That depends on your workflow. Your report includes estimates with their assumptions, plus a baseline and a practical test for the recommended changes. Time recovered is not the same as new revenue, and we do not promise a fixed savings figure.

What happens when I request a call?

Our team reviews your request and follows up to arrange a Zoom conversation. We confirm fit, assessment scope, and timing before you commit. Sending a request does not book an appointment or take payment.

06 · Start with a conversation

What keeps eating up your week?

Tell us what you do and where work gets stuck. We'll follow up to arrange a Zoom call and discuss whether an assessment is the right next step.

This is a call request. Your appointment is confirmed separately, and no payment is taken here.

Start here

Request a call with our team

A little context helps us make the conversation useful.