Sell a paid 'AI health check' before building anything

🧰 Before you start

• Knowledge of one industry (e.g. property, clinics, retail)
• ChatGPT or Claude to help prepare reports
• A simple document template

🪜 Steps (tick as you go)

1. ☐
   1. Choose your industry

   You'll sell more easily where you already know people and the problems.

2. ☐
   2. Design a 60-minute interview

   Use the first prompt to create the questions you'll ask the owner and staff.

3. ☐
   3. Map their processes

   After the interview, list each process: who does it, how long it takes, tools used.

4. ☐
   4. Find the AI wins

   Use the second prompt to rank where AI could save the most time or money.

5. ☐
   5. Deliver a short report

   3-5 pages: top 3 opportunities, rough cost, expected savings, a 90-day plan.

6. ☐
   6. Offer the build

   End with a clear offer to implement the top idea for a fixed fee or monthly retainer.

💬 Prompts to copy

Create a 60-minute interview guide to find AI opportunities in a [industry] business with [size] staff.
Cover: sales and leads, customer service, admin and finance, marketing, operations. For each area ask about time spent, repetitive tasks, tools used and frustrations.

Here are my notes from an AI assessment of [business]: [paste notes].
Rank the top 5 AI opportunities by (hours saved per month x ease). For each give: what to automate, suggested tools, setup time, rough monthly cost, risks, and how we'd measure success.

🔗 Links

• ProvenStartups: 48 AI agency cases: https://provenstartups.com/blog/ai-agencies/ai-agency-revenue-examples

From https://usecasy.com/use-case/paid-ai-assessment/ · Guide checked 15 October 2026 · Prices are rough and shown in USD unless stated (MYR where relevant).