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The ClarIQ Toolkit · AI Series

Put AI to work. Keep a human in charge.

Three self-serve tools for owners: automate the first boring job in a week, set the house rules before the team improvises them, and score any business you might buy for AI exposure. Every fee lives on its own product page.

In the toolkit

Put AI to Work in Your Business This Week

Not a course, not a tool pitch: a five-day working plan. Monday audits where the time goes, Tuesday scores what is safe to hand off, Wednesday writes the brief, Thursday builds the draft-review-send loop, Friday measures and decides. One real win in one honest week, with a human approving everything that leaves the building.

See what is inside, and the fee →

In the toolkit

The AI Ground Rules Pack

Somewhere in your company, someone pasted something into a chatbot this week. The Ground Rules Pack is the calm response: an acceptable-use policy, customer-data rules, and a rollout memo, each in plain English with every decision point marked in blue brackets. Edit, sign, and share them in one afternoon.

See what is inside, and the fee →

In the toolkit

Will AI Kill This Business?

The bank checks the past. The broker sells the past. You are the only person in the deal who has to live in the future. Twenty scored questions, one afternoon with the diligence documents, and you know how exposed the revenue is, what keeps customers from leaving, and what to pay when the answer is uncomfortable.

See what is inside, and the fee →

The bundle

The AI Survival Kit for Owners

The three AI tools for owners of growing businesses, sequenced: put AI to work in a week, ship the house rules the same Friday, and keep the buyer's scorecard for the day a deal, or your own exit, crosses the desk. The kit bundles all three for less than they cost separately, with a start-here sheet.

See what is inside, and the fee →

Free, no sign-up

The AI Use Policy Generator

Not a toolkit item and not for sale: a working page that writes your AI use policy in front of you. Answer eleven questions about what your team may and may not do, and it assembles the whole document, from approved uses to the signature block. Copy it, print it, hand it out. It runs in your browser and keeps nothing.

Generate your policy, free →

Free, no sign-up

The Review Reply Grader

Also free, also a working page. Paste in up to five recent reviews and the replies you posted, and it grades the part you actually control: whether you answered, how fast, and whether the answer reads like a person or a form letter. You get a letter grade, a verdict on every review, and the three fixes worth doing first. It runs in your browser and keeps nothing.

Grade your replies, free →

Free · the live demo of the monthly memo

The One-Shot Narrative

This is the flagship monthly memo, running live on one month of your numbers. Paste your profit and loss or trial balance and it writes the month out in plain English while you watch: what the business actually made, what moved and why that matters, and three moves ranked by effort. It is the same read the Business Accelerator delivers every month with a person reviewing it, except free, out of context, and only once.

Read your month, free →

Free read, no sign-up

The Social Autopilot

A working page for your social accounts. Enter your handles on Instagram, TikTok, YouTube, Facebook and Google, say what you sell and how much you can film, and read what is missing for your kind of business. The plan hands back the exact name field, bio and link for every platform and a posting rhythm you can keep; clients on an invite link are deployed on the spot, with the queue, the card decks and the ready-to-post packages.

Read your setup, free →

Beyond self-serve

Free on one side, professional eyes on the other

Want it done with you instead? The readiness audit ranks your whole business by automation payback, and the AI Intelligence Suite ships the work itself, human-reviewed.

The ClarIQ Toolkit

Small tools. Big, careful things.

Every tool is self-serve, current to the July 2026 rules, and written in the plain English this firm is built on. Questions before buying? Ask a human.

hello@clariqadvisory.com