AI Assistant Planning Worksheet

Plan what an AI assistant could cost and how much time it could free up, using your own numbers. Self-serve in about 30–45 minutes, or use it live on a sales call with the included script. The results are your own estimates, not predictions or guarantees.

What's inside (6 pages)

• A before-you-start checklist for call logs, inbound counts, close rate, average sale, margin, hourly pay, and proposed costs
• Key formulas for hours saved, time value, recovered leads, value per lead, monthly net benefit, payback, and first-year net
• Sections to pick tasks, size hours saved, estimate recovered leads, set value per lead, and enter costs
• Three scenarios (expected, conservative, and upside) plus a sales-call mode with a live script
• A self-check so you mark measured vs. estimated vs. guessed inputs before you rely on the result

Who it's for

Owners and consultants who want to work through the numbers using the business's own inputs.

Instant PDF download after checkout. Questions? Reach out.