weli. Green Light
Which AI tools are safe for your business, which aren't — and your first fix running before we hang up.
One 45-minute conversation and a report. Every tool you already use gets a plain-language verdict; three to seven more get prescribed. Then we install the first win live, on the call.
You've tried ChatGPT. You know AI could save you time, but you don't know which tools are real, which are safe to put client data into, and you don't have a weekend to find out.
If you don't leave the review call with three clear verdicts and a fix already running, you don't pay.
Jobber
YELLOW
Fine to keep running — just know your Canadian vendor stores client data offshore.
Vendor's own policy · checked 2026-07-29
30 tools checked · 0 offer Canadian data residency · verdicts in plain language · first fix installed live
The verdict
Shown, not told.
Every tool in your report gets one of three words. Here's what that actually looks like — real tools and one very common habit, checked 2026-07-29 against each vendor's own policy.
Vendor's own policy, checked 2026-07-29
Vendor's own policy, checked 2026-07-29
The habit we flag most · a real tool verdict looks like the others here
The data map
Where your data actually goes.
Thirty tools, checked one policy at a time. This is what we found.
I checked 30 tools small businesses actually use. Not one offers Canadian data residency. Four Canadian-headquartered vendors — Jobber, Proposify, FreshBooks, Wave — all state in their own policies that data may be stored or processed outside the country. I read the policy so you don't have to.
How it works
Four steps. About two hours of your time, total.
10 minutes
Intake
A short form about your business, what you already use, and where your time goes.
45 minutes
Discovery call
A recorded conversation. We ask, you talk — no pitching yet.
5 business days
Report
Every tool you use gets a verdict. Three to seven more get prescribed, each with cost and setup time.
60 minutes
Review call
We walk the report together and install your first fix live — you watch it start working.
We add and fix — we don't rip out your stack. Most verdicts land Green or Yellow. Red is rare, and it always comes with the smallest workable way out. The prescriptions are additions on top of what already works, chosen for fit, not for the sake of change.
The report
Your report: eight pages, plain language, a verdict per tool, and the math on what each fix saves.
- eight pages
- a verdict per tool
- cost and setup time
- the math on what each fix saves
The guarantee
Falsifiable, same day.
"By the end of the review call you'll have at least three specific tools with a clear use-it-or-don't verdict, and your first fix already running. If not, you pay nothing."
And if you go ahead with implementation: 100% of the report fee credits toward it, as long as you start within 60 days. If you go ahead, the assessment was free.
Price
One honest ladder — no surprise invoice.
Now — first 5 clients current rate
Founding rate, in exchange for a testimonial and permission to write up the case.
$499
Clients 6–10
After the first three written testimonials.
$749
Clients 11+
After two published case studies.
$999
Invoiced after the review call, by Interac e-Transfer or card. No payment button on this page — nobody should have to pre-pay a report before talking to the person writing it.
The price only goes up from here — the founding rate is a real cutoff, not a marketing countdown.
Why this is different
The column nobody else checks.
Not a quiz
A free quiz scores you
It doesn't read a single privacy policy, and it doesn't know your business. You get a number, not a decision.
Not a chatbot
ChatGPT lists tools
It won't tell you where your client data ends up if you use them, because it hasn't checked either.
Not a funnel
A vendor's free audit sells their tool
I don't sell any tool I recommend. There's no commission riding on which box you check.
Who's writing your verdicts
Seventeen years keeping enterprise data where it belongs.
I've spent my career in enterprise infrastructure, identity, and security — the systems large organizations trust to keep data in the right place. That's the background behind every verdict in your report: I read the vendor's actual policy before I recommend anything.
FAQ
Before you start.
Go ahead — it'll give you a list. It won't tell you where your client data ends up if you use any of them, because it hasn't read the vendors' policies either. That reading is the actual work.
There are free scorecards and quizzes out there, and they're a fine starting point. None of them read nine privacy policies for your specific stack, and none installs a working fix on the call. That's what the fee pays for.
Good — that's most of the report done before we start. Every tool you already run gets its own verdict and, where it needs one, a named setting to flip. You're not paying to be told to start over.
No. Add-on first is the whole approach — we verdict what you already have and prescribe additions on top of it. Replacement only comes up when a tool is a genuine liability, and even then we start with the smallest workable fix, not a rebuild.
The discovery call is recorded so I can focus on the conversation instead of taking notes — I'm the only person who watches it. Writing your report involves cloud AI tools, the same kind we'll be talking about, which means your answers may be processed outside Canada. I keep what goes into those tools to the minimum needed, and I never use one whose terms let it train on your information. You can ask for a different process — just say so.
Get started
Ten minutes gets you on the calendar.
Fill out the intake, and I'll reply within one business day with a couple of times for the call.
Start your intake — 10 minutesRunning a larger or regulated organization? See the AI Readiness & Governance Review.