# AI assessment — [business / workflow]

Prepared for: [client]
Prepared by: AI SIMPLE
Assessment date: [date]
Evidence reviewed: [interview, workflow examples, approved prior notes]

## Your goal and the first priority

[The business outcome in the client's language. Name the primary bottleneck and why it should be addressed first.]

Recommendation: [stop / simplify / fix / assist / automate]

## How the work happens today

| Step | Owner | Input / source | Action | Output / next handoff | Friction |
|---|---|---|---|---|---|
| [step] | [owner] | [source] | [action] | [handoff] | [issue] |

## What we found

| Finding | Evidence | Business effect | Confidence | Missing information |
|---|---|---|---|---|
| [finding] | [call / timestamp / example] | [effect] | [confirmed / estimate / hypothesis] | [unknown] |

## What to fix, cut, or simplify first

| Priority | Recommendation | Why now | Owner | Dependency | Done when |
|---|---|---|---|---|---|
| 1 | [first change] | [reason] | [owner] | [dependency] | [observable check] |

## Where AI fits

For each proposed change: pain addressed, current tool or proposed tool, necessary information, human approval points, estimated setup effort, recurring cost, limitations, and a small first test.

Use fewer tools when the existing stack can perform the job. A recommendation can be to remove a tool or avoid automation.

## Expected impact and assumptions

Separate measured baseline, estimated capacity recovered, revenue hypotheses, implementation cost, and ongoing cost. Do not combine speculative revenue and saved labor into guaranteed earnings.

| Input | Value | Evidence / assumption |
|---|---|---|
| Runs per week | [value] | [source] |
| Current minutes per run | [value] | [source] |
| Estimated minutes reduced per run | [range] | [assumption] |
| Client-supplied labor cost | [value or unknown] | [source] |
| Setup / recurring cost | [value or range] | [verified source and date] |

Estimated weekly capacity recovered = runs per week × minutes reduced ÷ 60. Capacity is time available for other work, not automatically a cash saving.

## Your implementation outline

| Order | Work | Who owns it | Prerequisite | Validation | Proceed / stop rule |
|---|---|---|---|---|---|
| 1 | [smallest useful first change] | [owner] | [input] | [test] | [rule] |
| 2 | [next change] | [owner] | [input] | [test] | [rule] |

## Review decisions and next steps

- What the client will do themselves:
- What needs additional help:
- What is deferred or excluded:
- Open questions:
- Next review / owner:

Optional AI SIMPLE implementation is a separate scope and investment. This assessment provides the plan regardless of whether implementation is purchased.

## Evidence appendix

| Recommendation | Supporting source | Location / timestamp | Unverified assumptions |
|---|---|---|---|
| [recommendation] | [source] | [location] | [assumptions] |