Frequently asked questions
Answers to help youchoose your next step.
Find answers about Business Possibility Day, audit preparation and getting started.
16 results
How do I get started with Proactive AI Partners?
Start your audit prep, then book a discovery call. If you are a referral or a ready buyer, you can book discovery first, but audit prep must be complete before Business Possibility Day.
Do I need to take training before anything else?
No. Training is available and accessible, but it is not required. You start with audit prep and a discovery call. The right answer may not involve AI at all.
Do I need the audit before I book a discovery call?
Referrals and ready buyers can book a discovery call first. Audit preparation must be complete before Business Possibility Day, but you can start with discovery if you already know what you need.
Does my business actually need AI?
Not always. Proactive AI Partners looks at your goals, workflows and people first. Sometimes a process fix or a simpler tool is the right answer. AI is recommended only where it actually helps your business run better.
Do I need technical staff to work with Proactive AI Partners?
No. Every engagement starts with the work your business already does. Proactive AI Partners explains the tools in plain language and builds around your team, and can bring in specialists when an implementation requires them.
Where is Proactive AI Partners based?
Proactive AI Partners is based in Riverside County in Corona, California. Business Possibility Day can be held virtually or in person.
Who owns the systems Proactive AI Partners builds?
Ownership of deliverables and the accounts or platforms where work is delivered is defined in each client's written engagement agreement. The specifics are agreed in writing before the work begins.
What is Business Possibility Day?
Business Possibility Day is one working day, one on one with Talia McCarthy, virtually or in person, for owners of $1M to $10M businesses. You identify where AI could help attract or convert more customers, recover time or improve margins, and where it is unlikely to pay off. Using your business numbers and realistic assumptions about margins and costs, you estimate potential financial return before implementation and prioritize what to do first.
What do I get after Business Possibility Day?
After the day you receive the full audit findings, a written business money map with numbers and first build priorities, and a 120-day implementation plan. The plan is yours to keep and put into action.
Is Business Possibility Day virtual or in person?
Business Possibility Day can be held virtually or in person. You and Talia agree on the format that works best during your discovery conversation.
Does Talia guarantee financial results?
No. Revenue, customer growth and ROI are not guaranteed. Financial estimates depend on your business numbers and stated assumptions. Actual outcomes depend on business conditions and how changes are implemented and adopted.
What if I want help implementing the plan?
If you want help implementing the plan, Talia can recommend custom apps, workflows, automation, integrations, guided implementation, training or ongoing support scoped to your business. The scope is agreed with you before any work begins.
What is the AI Maturity Audit?
The AI Maturity Audit is a seven-dimension assessment of how your business uses technology today, based on the framework from Talia McCarthy's ongoing doctoral research on small-business AI adoption. It is the required preparation step before Business Possibility Day.
What does the audit measure?
The audit asks questions about your business across seven dimensions: Tool Adoption, Process Maturity, Content and Marketing, Leadership and Strategy, Scale Readiness, People Culture and Change Readiness, and Data Readiness.
What do I get from the audit?
After Business Possibility Day, you receive your full audit findings, a written business money map and a 120-day implementation plan. Completing audit preparation alone does not produce instant findings or a standalone plan.
How do I start the audit?
Start your audit prep at the assessment page. Proactive AI Partners reviews your answers and follows up about your next steps. The audit prep does not produce instant findings or a plan on its own.
Still have a question? Email Proactive AI Partners
Know where to start.
Start with audit preparation and a required discovery conversation before Business Possibility Day. Referrals and ready buyers can book discovery first, then complete audit preparation before the day.