Practical AI and automation guidance for small businesses

Improve the process before you automate it.

Black Summit Holdings reviews where customer response, follow-up, repetitive work, business knowledge, and operational visibility are breaking down—then identifies practical improvements using tools your business can realistically own and support.

$395 one-time pilot assessment · first three eligible clients · implementation is not included

What you are buying

A prioritized operating plan—not a random list of AI tools.

The assessment starts with the business problem. Every recommendation must create a credible opportunity to make the business more money, save meaningful time, improve customer or work quality, or strengthen management visibility. If it does none of those, BSH will not recommend it.

Assess the businessImprove the processAutomate only what makes sense
Choose the right starting point

Start with a consultation or move directly to the full assessment.

Focused consultation

$125 one time

One 45-minute conversation about one named operating problem, plus a concise written follow-up. The fee may be credited toward an eligible assessment purchased within 14 calendar days.

Review the consultation
Full pilot assessment

$395 one time

Review up to five workflows, research practical tools, prioritize opportunities, and receive a written assessment with a 30-, 60-, and 90-day roadmap.

Check assessment eligibility
Outcomes

The client is buying measurable business improvement.

Revenue capture

Improve how inquiries, quotes, appointments, and follow-up move toward the next customer action without promising revenue that has not been measured.

Meaningful time savings

Reduce repetitive typing, duplicate entry, information searches, unnecessary steps, and administrative handoffs.

Customer and work quality

Create more consistent answers, clearer procedures, fewer preventable errors, and better-preserved business knowledge.

Management visibility

Show owners which bottlenecks matter, which tools are worth considering, and what should be measured before investing further.

Fixed pilot scope

AI Operations Assessment — $395 one time

Included

  • Pre-purchase eligibility and information-boundary intake
  • One 60-minute discovery session
  • Review of up to five named operational workflows
  • Current-state bottleneck and process analysis
  • Research into practical existing tools
  • Prioritized opportunity matrix with effort, complexity, cost, risk, and human-approval notes
  • Written 30-, 60-, and 90-day roadmap
  • One 30-minute findings review call

Not included

  • Software or automation implementation
  • Account administration, data migration, or complex integrations
  • Third-party software or subscription costs
  • Unlimited consulting or ongoing technical support
  • Legal, compliance, accounting, or cybersecurity opinions
  • Guaranteed revenue, savings, accuracy, lead conversion, or employee replacement
How the work proceeds

A bounded assessment from qualification through action plan.

  1. 01

    Qualify

    Confirm the decision-maker, business problem, current tools, information boundary, and whether the fixed pilot scope fits.

  2. 02

    Discover

    Use a 60-minute session to understand how work actually happens across up to five named workflows.

  3. 03

    Assess

    Document triggers, steps, owners, handoffs, delays, repeated work, error points, outputs, and desired outcomes.

  4. 04

    Improve first

    Remove unnecessary steps, clarify information and approvals, and decide what should remain human, use ordinary automation, or genuinely benefit from AI.

  5. 05

    Prioritize

    Rank practical opportunities by expected value, complexity, risk, cost, client participation, and measurement needs.

  6. 06

    Plan

    Deliver a written assessment and a 30-, 60-, and 90-day roadmap, then review the findings with the owner or manager.

Good initial fit

Built for an owner-led business with a real operating problem.

  • Regular inquiries, quotes, appointments, documents, or follow-up
  • Repetitive administrative work using email, forms, calendars, spreadsheets, or shared documents
  • An owner or manager who can explain the process and approve change
  • Willingness to establish a baseline and participate in discovery
Not a fit

Do not purchase when the expectation exceeds the pilot.

  • Guaranteed revenue, savings, or fully autonomous operation
  • Immediate employee replacement or unrestricted access to customer data
  • High-risk legal, medical, financial, safety, or regulated decisions
  • Complex custom software or enterprise integration from day one
  • Implementation or unlimited support for the assessment price
First three eligible pilot clients

Start with the workflow that is costing the business time, responsiveness, or consistency.

Complete the non-sensitive eligibility intake. Eligible buyers receive the matching secure Stripe checkout only after the scope and policy acknowledgements are accepted.