Free Resources
Tools and checklists for San Diego small business owners who want to think clearly about automation before spending money on it.
The SD SMB AI-Automation Readiness Checklist
A structured set of questions to run through before you talk to any automation vendor — including us. It covers operations readiness, data quality, team capacity, and budget, organized by the same framework we use in the paid Operations Audit.
- 6 sections, 38 yes/no questions — takes about 20 minutes
- Scoring guide at the end: where you are in the readiness curve
- Designed for SD small businesses, not enterprise IT teams
- PDF — print it, fill it with your team, bring it to any vendor meeting
One email. We send the checklist. If you're a fit for an audit, we'll say so — if not, we'll say that too. No drip campaign.
Get the checklist
We'll email you the PDF within a few minutes.
SD Business Automation Opportunity Finder
Pick your industry. See the top 3 automatable processes for your vertical — sourced from real process-difficulty ratings, not invented case studies. Plus an honest directional estimate of what's realistic before you spend a dollar.
- 15 San Diego verticals covered
- Opportunity tier and time-savings estimate per vertical (directional, not a promise)
- No login, no account — runs entirely in your browser
More resources coming
We add new tools when they solve a real problem — not to fill a content calendar. Things currently in progress: a voice AI ROI calculator for SD restaurants, and a process-readiness self-assessment.
Want to know when something new ships? Drop us a note and we'll add you to a plain-text update list — no marketing emails, just an alert when something new is available.