Rich AI Consulting

Keeping up with AI can be a full-time job. Since you already have one, we made it ours.

Tell us about your business and we'll tell you where AI can actually make an impact.

AI urgency is at an all-time high — but too many businesses are paralyzed: too many tools, not enough time.

We created a painless first step: an AI Assessment completed in a normal conversation.

How it works

  1. Tell us about your business

    Schedule a 30 minute call with our team, or call our 24/7 AI Agent. All you need to do is answer our questions about how your business runs.

  2. We build your report

    After your call, we create a report focused on where you can be using AI, and what tools fit into your workflows. We walk you through set up, cost, and how many hours it will save you.

  3. Pay and receive your report

    We will email you a secure payment link after your report is created. Once payment is received the full report will be emailed to you.

Optionally, we offer a free follow up call to walk through your report together and answer any questions.

This is what you walk away with

  • Tool recommendations

    A curated list of AI tools customized to how your business runs. Complete with an explanation of what each tool is and steps to implement.

  • Value analysis

    We rank each tool based on how much time it saves you, what it costs, and setup complexity so you get a clear picture of the ROI.

  • Additional services

    We offer supporting services including: set up and integration, team AI training, and custom built AI when no pre-existing tools fill your needs.

richaiconsulting.com/report/sample

AI Assessment · Sample

Copperleaf Heating & Air

Residential HVAC contractor · Prepared for John Doe

01

Executive summary

~8 hrs

reclaimed every week

~400 hrs

reclaimed every year

  • “I'm at the kitchen table until ten most nights typing up quotes from my project notes.”

    A Claude project loaded with your firm's price book and previous quotes turns project notes into a finished quote using your format and style.

  • “If the phone's already busy, that call goes to voicemail, and half of them never call back.”

    An AI receptionist picks up the overflow, answers like a person, books the visit straight onto your schedule, and texts you a summary.

  • “The techs hate the paperwork, so half the job notes are a text that says 'done.'”

    A tech records a 60-second voice note in the driveway. A custom tool updates the customer's record in your CRM and drafts the job summary and invoice for your approval.

  • “Every spring I tell myself we'll do a tune-up mailer, and every spring it doesn't happen.”

    Each March and September, a custom tool builds the outreach list from your own install and service history and drafts every reminder, ready for you to approve and send.

02

Impact vs. effort

Quick winCustom tool
Claude quotes
Retell
Field Notes
Tune-Up

Impact versus effort: Claude quote drafting (quick win, impact 4.2 of 5, effort 1.3 of 5, 2.5 hrs/wk); AI receptionist (Retell) (quick win, impact 3.8 of 5, effort 1.6 of 5, 1.5 hrs/wk); Field Notes Assistant (custom tool, impact 4.4 of 5, effort 3.4 of 5, 3 hrs/wk); Tune-Up Season Builder (custom tool, impact 3.4 of 5, effort 3.2 of 5, ~1 hr/wk).

03

Quick wins

  • Quick win 1

    Claude (quote-drafting project)

    2.5

    hours/week

    A Claude project set up with your firm's price book and two or three past quotes as examples. You read your project notes into your phone, and Claude drafts the full quote in your format and style for you to check and send. Kitchen-table quote nights become a 10-minute review.

    Low-setup$20/mo

    Maps to: typing up replacement and install quotes every night.

  • Quick win 2

    Retell (AI receptionist)

    1.5

    hours/week

    An AI receptionist that answers the calls your office can't get to. It talks to the caller like a person, answers basic questions, books the service visit onto your schedule, and sends you a text summary of every call. Voicemail stops being where new customers go to disappear.

    Low-setup$50/mo (usage-based), ~$0.10 per call minute

    Maps to: missed calls going to voicemail while the office is on the other line.

04

Custom tools

  • Field Notes Assistant

    3

    hours/week

    Turns a tech's 60-second voice note from the driveway into an updated CRM record, a clean job summary, and a draft invoice — so job records stop arriving as a text that says “done.”

    Medium-setupClaude skill

    Maps to: after-job paperwork and re-keying project details into the CRM.

  • Tune-Up Season Builder

    1

    hrs/wk (seasonal, annualized)

    Builds the spring and fall tune-up campaigns from your own customer history, so the seasonal outreach that never happens actually goes out.

    Medium-setupClaude skill

    Maps to: seasonal tune-up marketing that gets skipped every year.

Illustrative sample. Copperleaf Heating & Air is a fictional business; the tools and prices are real and were verified when this sample was prepared.

Discover where AI fits in your business

Instead of spending hours trying to figure it out yourself, give us 30 minutes and we'll figure it out for you.

$999. One call, one report you keep.