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5 signs your small business is ready for a custom AI tool

By Jonathan Cole, founder. .

Most businesses under about $5 million in revenue don't need an app. They need the three or four things that eat the owner's evenings to stop eating them. Here's how to tell whether a custom tool is the fix.

1. Someone re-types the same information twice

From the form into the spreadsheet. From the spreadsheet into the invoice. From the email into the CRM. Every re-type is a job a tool can do in seconds, with fewer mistakes.

2. You answer the same question every week

"What's our price on that?" "How do I handle a return?" "Where's the form for..." If the answer lives in a document or in your head, a tool can answer it from that document so you don't have to.

3. You've considered a hire for a job that's mostly checklist

If the job description is a list of steps rather than a list of judgments, start with a tool. You can always hire later, and you'll hire for a better job.

4. Your software almost fits

You pay for a platform and use 20% of it, plus a spreadsheet to cover what it can't do. The spreadsheet is the real system. A custom tool replaces the spreadsheet, not the platform.

5. You know the numbers you check every Monday

If you already know which five figures matter, a one-page tool that pulls them together is cheap to build and used every single week.

Two signs you should wait

If your process changes every month, write it down first; you can't automate a moving target. And if the real problem is a person who isn't doing the job, a tool won't fix that either.

Three or more of the five? Book the free hour and we'll tell you which one to build first.

Give us a free hour. We'll show you where the time goes.

Pick a time that works and we'll meet on video, or send the basics and we'll reach out within one business day. Want to make the hour count? Fill out the full pre-sit-down questionnaire; it takes about 10 minutes.

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