We look for useful opportunities
Missed calls, slow estimates, repetitive follow-up, scheduling friction, manual reporting, and routine admin work that keeps pulling people away from customers.
OldBranch Advisory · Practical AI decisions for your business
Figure out where AI actually belongs in your business.
OldBranch Advisory helps business owners decide where AI belongs in everyday work, what to leave alone, and what to do first.
One time · $900 · 45-minute call + written blueprint
You work directly with Nick Eide. After payment, you choose a time for the video call. Your blueprint arrives within 48 hours of the call.
You keep hearing AI can help. The hard part is knowing where.
You should not have to buy software or start a large project just to find out. The Assessment gives you a clear answer before you spend more.
We also tell you what to leave alone
If a process is too messy, too rare, too risky, or cheaper to keep doing by hand, the blueprint says so. Not every problem needs AI.
What is an AI Assessment?
The OldBranch Advisory AI Assessment is a 45-minute review of how work moves through your business.
Within 48 hours, you receive a written blueprint ranking the best opportunities, explaining likely costs, and giving you a plain go, wait, or skip recommendation. The answer may be AI, simpler automation, a process change, or leaving the work alone.
Already know what you need?
Most owners should start with the Assessment. If you already have a useful workflow in mind and want help setting it up yourself, start with Coaching.
AI Workflow Coaching
$2,000/month
Two 45-minute working sessions each month to help you set up and improve one useful AI workflow at a time. You bring the real work and operate the tools. Nick helps you plan the next step, work through the setup, test it against real work, and decide what to try next when an issue appears.
Start AI Workflow Coaching — $2,000/monthMonth to month. You use your own tools and accounts. Done-for-you builds, custom integrations, software costs, and ongoing support outside the agreed action list are separate.
After payment, Nick will email you to schedule your first working session.
Built for owners with real work moving through the business
The best fit is a business where requests, handoffs, sales, delivery, or recurring admin work affect revenue and customer experience.
- Businesses managing customer requests, sales follow-up, scheduling, estimates, support, or recurring admin
- Teams relying on shared inboxes, spreadsheets, disconnected tools, or owner memory to keep work moving
- Teams that know something is slipping but do not yet know whether the fix is process, software, automation, or AI
- Owners who want a short list of next steps, not a broad “digital transformation” plan
What you get
One call, one decision document, and a practical place to start.
1. A 45-minute working session
You walk Nick through how requests, scheduling, estimates, callbacks, follow-up, handoffs, and recurring admin work happen today.
2. A written opportunity map
The blueprint ranks the best opportunities by likely value, cost, difficulty, and speed to implement.
3. The first three steps
You get the small number of changes worth considering first, including likely tools, setup costs, ongoing costs, and why each step matters.
4. A go, wait, or skip recommendation
If AI is useful, you will know where to begin. If the process needs to be fixed first—or there is no worthwhile opportunity—the report will say that plainly.
A clear $900 money-back guarantee.
If the Assessment does not identify at least one practical AI or automation improvement likely to save or make more than the $900 purchase price, we will refund your $900 payment.
How it works
Start with one paid Assessment. Any work afterward is separate and optional.
Pay and choose a time
Pay $900 through Stripe, then use the calendar shown after checkout to book your 45-minute video call.
Show us how the work happens
Bring the real process. We talk through new requests, callbacks, estimates, follow-up, handoffs, and the tools your team already uses.
Get the blueprint within 48 hours
You receive the findings, ranked opportunities, costs, first steps, and a clear recommendation in plain language.
OldBranch Advisory FAQ
How much does the AI Assessment cost?
The Assessment is a one-time $900 purchase. It includes the 45-minute call, written blueprint, and seven days of follow-up questions by email.
How long does it take?
The working session is 45 minutes. The written blueprint is delivered within 48 hours after the call.
Do I need to know which AI tools I want?
No. Start with the business process, not the software. The Assessment is designed to tell you whether AI belongs there and, if it does, what kind of first step makes sense.
What parts of the business do you review?
We can review service requests, missed calls, scheduling, estimates, callbacks, sales follow-up, handoffs, recurring admin work, and reporting. The call focuses on the areas causing the most friction in your business.
What if AI is not the right answer?
The blueprint will say so. It may recommend fixing the process first, waiting, or leaving the work alone. If the Assessment does not identify at least one practical AI or automation improvement likely to save or make more than the $900 purchase price, we will refund your $900 payment.
Do I have to hire OldBranch Advisory to implement the plan?
No. You can use the blueprint yourself, give it to your existing team, hire another provider, or ask OldBranch Advisory to scope the first workflow. There is no implementation obligation.
What can happen after the Assessment?
You can use the blueprint yourself, ask for AI Workflow Coaching to set up one chosen workflow with guidance, or decide that no additional work is needed. Any next step remains optional.
What is AI Workflow Coaching?
AI Workflow Coaching is the do-it-with-you option for someone who already has a workflow in mind. You operate your own tools while Nick helps you plan, set up, test, and improve the workflow step by step.
What is included each month?
You receive two 45-minute working sessions, one active workflow focus, and a short action list after each call. Between calls, you can email brief questions about the agreed action list. Email is for clarification, not monitoring, open-ended consulting, hands-on implementation, or a substitute for a working session. Software subscriptions, custom development, and emergency support are not included.
What counts as one workflow?
One workflow is one agreed business process and setup goal at a time—for example, turning a lead follow-up process into a repeatable AI-assisted workflow. We do not work on several unrelated workflows in parallel. If priorities change, we agree on the next workflow before moving on.
Can I cancel AI Workflow Coaching?
Coaching renews monthly. To stop the next charge, email nick@oldbranch.com before your next renewal date. Your cancellation takes effect at the end of the current paid billing month. Included sessions must be scheduled and used within that billing month; unused sessions do not roll over.
Worth looking at, or not a current headache?
If it is worth looking at, start with the paid Assessment.
Book the AI Assessment — $900