Are these resources really free?

Yes. The assessment, the ROI calculator and the policy template require nothing at all. The playbook, field manual and checklist ask for an email so the download can be sent and so I know which problems people are actually working on. Nothing is gated behind a call.

Which one should I start with?

Start with the AI readiness assessment if you do not yet know where your constraint is — it takes about three minutes and scores you across data, process, people and governance. Start with the 90-Day AI Playbook if you already know the constraint and need a sequence to fix it.

Will I be added to a sales sequence?

No. Downloading a resource does not put you into an automated nurture campaign. You may get an occasional note when something genuinely relevant is published, and every message has a working unsubscribe link.

Can I share these with my team?

Yes, and they work better that way. The policy template in particular is meant to be edited and adopted internally rather than read once. Attribution is appreciated but not required.

Vol. X — Free ResourcesThree Tools · No Cost

The ToolkitTake What You Need

Free tools for your AI roadmap.

Practical tools, guides, and checklists for businesses ready to start. No fluff. No emails-required walls.

IFree PDF Playbook

The 90-Day AI Playbook

Seven steps to measurable AI ROI in ninety days, without a $400K executive hire — readiness score, one-page policy, one workflow with a measured return, exit-cost vendor scoring, a four-number board update.

What's Inside

Seven steps, seven artifacts
Readiness rubric + ROI-per-risk scoring
12 vendor questions
90-day scorecard

Get the Playbook

IIInteractive Tool

AI Readiness Assessment

Is your business ready for AI? Score yourself across data, process, people, and governance in 3 minutes — instant results, honest verdict, and your next three moves.

What's Inside

12 questions, 4 dimensions
Instant readiness score
Weakest-dimension diagnosis
Tailored 90-day next steps

Take the Assessment

IIIInteractive Tool

AI Automation ROI Calculator

Calculate your potential savings and ROI from implementing AI automation. Personalized estimates based on team size, current processes, and industry.

What's Inside

Personalized ROI estimates
Industry-specific benchmarks
Time savings projections
Cost-benefit analysis

Calculate Your ROI

IVFree Executive Brief

AI Automation Field Manual: Executive Brief

The book's five principles in twelve minutes, each with one move you can make this week. Free 4-page brief; the full book with case studies and worksheets is on Amazon.

What's Inside

Step-by-step implementation
Real-world case studies
Tool recommendations
90-day action plan

Get the Brief

VFree Template

AI Policy Template

A one-page AI usage policy your team will actually read — approved tools, plain-language data rules, output review lines, and a named owner. Adapt it in an hour.

What's Inside

One page, five sections
Data classification rules
Tool approval path
Incident accountability

Get the Template

VIPDF Checklist

Automation Readiness Checklist

Is your business ready for AI automation? A comprehensive checklist to assess your current state and identify the best opportunities.

What's Inside

20+ assessment questions
Priority scoring system
Quick wins identifier
Next steps recommendations

Get Checklist

Need More?

Personalized guidance?

For direct access to senior AI executive advisory — start with a $750 Strategy Intensive or explore the Fractional Chief AI Officer retainer.

Book a $750 Strategy Intensive

Or explore the Fractional Chief AI Officer retainer

FAQ

Common questions

Are these resources really free?: Yes. The assessment, the ROI calculator and the policy template require nothing at all. The playbook, field manual and checklist ask for an email so the download can be sent and so I know which problems people are actually working on. Nothing is gated behind a call.
Which one should I start with?: Start with the AI readiness assessment if you do not yet know where your constraint is — it takes about three minutes and scores you across data, process, people and governance. Start with the 90-Day AI Playbook if you already know the constraint and need a sequence to fix it.
Will I be added to a sales sequence?: No. Downloading a resource does not put you into an automated nurture campaign. You may get an occasional note when something genuinely relevant is published, and every message has a working unsubscribe link.
Can I share these with my team?: Yes, and they work better that way. The policy template in particular is meant to be edited and adopted internally rather than read once. Attribution is appreciated but not required.