Plumbline AI · Field notes
Notes from the AI engagements.
The checklists, build sets, and ROI framings that come out of the Readiness Audit, written for a firm owner reading before the call. New posts land on a monthly cadence; the dollar numbers are real, the workflows are real, the order is ranked.
Posts
Readiness · Checklist
AI Readiness Checklist for $2M–$50M Services Firms
The eight-item readiness checklist we walk owner-led services firms through before a single agent ships — sized to the four-stage audit so the same questions become the same ranked roadmap.
Read postAgents · Checklist
5 AI Agents Every $2M–$50M Services Firm Should Consider
The five (plus one) agent deployments the Plumbline AI Readiness Audit ranks highest across owner-led services firms — sized by hours saved, dollars added, or exposure reduced, and shipped in the firm’s own accounts.
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From notes to a roadmap
Translate the checklist into a ranked list of agents.
The Readiness Audit ships with a fixed fee, dated deliverables, and a partner-led build path that runs from the audit forward. Walk away with a ranked list of agents sized by dollars or hours — and a first build slot booked before the audit closes.