AI Assessments for Agencies, Firms & Consulting Shops

I built the AI that runs my 5,000-customer business. In two weeks, I'll tell you what's worth building in yours.

If your team is drowning in the same questions every week, billing hours on admin instead of client work, the problem usually isn't a shortage of AI tools — it's not knowing which one is worth paying for. The Assessment fixes that: two weeks, $4,500 flat fee, a plain-English report on what to build first, what it costs, and what to skip. Yours to keep, whether you hire me again or not.

Get an Assessment See How It Works
$4,500 Flat fee for the full
two-week assessment
14 days From kickoff to the
report in your hands
100% Yours to keep, even if we
never work together again

No sales deck. No surprise invoice. No retainer required to start.

One real number

Client intake · 4 hours/week → 20 min after automation
Services

The assessment comes first. Everything else is optional.

01

AI Assessment

Two weeks. We look at how your business actually runs and tell you exactly what AI can and can't do for you — what it costs, what to build first, what to skip. Flat rate. The report is yours to keep, no strings.

You get: A plain-English action plan, priced and prioritized. $4,500 flat, two weeks.

02

Workflow Automation

The repetitive work that eats your team's hours — intake, reporting, follow-up, reconciliation — we automate it. Everything is documented so your team can change it and expand it without calling us.

You get: Running automation your team owns outright.

03

Custom AI Tools

We build AI tools for your specific problems — not off-the-shelf software repackaged. Built in your accounts, under your control. If we stop working together tomorrow, everything keeps running.

You get: AI that runs in your systems, not ours.

04

Team Training

Not a lunch-and-learn. We work alongside your team on the tasks they actually do, every week, until using AI is just how they work — not something the enthusiastic people do and everyone else ignores.

You get: A team that uses AI without being pushed to.

What's in your Assessment report

✓Which workflows AI can actually automate — and which it can't
✓What each build would cost — realistic numbers, not aspirational ones
✓What to build first, ranked by time you'd actually get back
✓What to skip, and why
✓A 90-day plan you can act on — with us or without
Get an Assessment

Flat fee · Two weeks
Report is yours to keep

Built with
Claude AI OpenAI Zapier Make n8n Airtable Notion
About Jonathan

I don't just advise on AI. I run a business on it.

I'm Jonathan Brooks. I'm the COO of a publicly traded small-business platform serving 5,000+ customers, and I built the AI running its operations myself — the intake systems, the workflows, the reporting. My team runs these tools every day, and when something breaks, I'm the one accountable for it. Not a vendor's product with my logo on it.

Before that, I took the PayPlan lending platform from zero to 5,000+ customers with a lean team, automating the work most companies would hire five people to do by hand. I've already made the expensive AI mistakes — the tool nobody used, the automation that broke production, the vendor that owned the code when the contract ended. That's what you're actually paying for: I run one, I didn't just study one.

  • COO, publicly traded small business platform (5,000+ customers)
  • Built PayPlan from 0 to 5,000+ customers using AI-automated operations
  • 15+ years running operations — lending, marketing, and product
  • Consulting small and mid-size firms since 2015
Jonathan Brooks, Founder of North Edge Solutions
How It Works

Here's exactly what happens when you reach out.

Week 1–2 $4,500 flat

Assessment

We look at how your firm actually runs — the client work, and the busywork underneath it. You get a plain-English report: here's what AI can do for you, here's what it costs, here's what to build first. The report is yours. Use it with us, hand it to your own team, or take it somewhere else — no strings.

Month 1 One thing at a time

Build one thing

We pick the highest-ROI item from your assessment and build it. One thing. Real results before any bigger commitment. Everything lives in your accounts. If it doesn't work, we stop — you haven't bet the firm on a theory.

Month 2+ Your team runs it

Expand what works

If it worked, we build more, and we train your team to run and expand it themselves. The goal is that in six months you don't need us — not a relationship that only survives as long as the invoices do.

No Case Studies Yet

I'm not going to manufacture case studies for a practice that's just getting started. What I can tell you: you work directly with me, not an account manager handed the file after the contract's signed — and the two-week assessment means you know if this is worth it before committing to anything bigger. Get your assessment.

Contact

Tell me what's eating your team's time.

I'll tell you if AI can fix it, what it'll actually cost, and what to expect if we work together. $4,500 flat for the two-week assessment. No sales deck, no discovery call that turns into a proposal, no "let me get back to you with pricing."

jonathan@northedgesolutions.com

Got it.

Jonathan will follow up within 24 hours.

No obligation. If it's not a fit, I'll tell you.