Services
From first plan to daily use.
We help mid-sized businesses decide what to do with AI, put it in place, and make sure people actually use it. Start with any of these.
Assessment and roadmap
Find out where AI and automation will make the biggest difference in your business, and what to do first.
We talk with the people doing the work, review the software you use, and look at where time is being lost. You get a clear, prioritized plan written in plain language.
- Interviews with your leadership and key team members
- A review of your current software and how it's connected
- A prioritized list of opportunities, with the expected effort for each
- Recommendations on tools and an approach to AI usage and safety
- A walkthrough of the plan with your team
Implementation and automation
We build and set up the solutions, inside the software you already use wherever possible.
Configuring tools, connecting systems, and building automations and AI assistants for specific jobs. Every piece is tested with your team before it goes live.
Examples of what we build
- Automatic follow-up on new leads and inquiries
- Handling routine customer questions by text, chat, or email
- Pulling information out of documents and emails into your systems
- An internal assistant that answers questions from your own documents and procedures
- Reports and dashboards that update themselves
- Connections between your CRM, accounting, and other tools so data is entered once
New tools only help if people use them.
Training and adoption: we help your team use AI and new tools confidently and safely, built around the tasks your people actually do, not generic demos.
Hands-on sessions
Training for your team, organized by role.
How-to guides
Short guides for each workflow we set up.
AI usage policy
Simple written rules you can adopt and adjust.
Follow-up
Answers to questions once people start using the tools.
Ongoing support
Keep everything running and keep improving as your business and the technology change.
AI tools change quickly. We look after what we've built, fix issues, and help you decide which new tools and features are worth adopting, so you don't have to track it all yourself.
- Monitoring and fixes for the systems we set up
- Regular improvements and new automations as needs come up
- A go-to contact for technology questions and vendor decisions
Pricing
Fixed-scope quote after a free call.
Every business is different, so we don't publish a price list. Here's how it works instead.
- 1
Free 30-minute call
We learn about your business and what you need.
- 2
Written, fixed-price quote
The exact scope of work and the price, in writing.
- 3
You approve, then we start
Nothing starts until you say yes. No hourly surprises.
Free 30-minute call
Find out where AI can help your business.
Tell us how your team works today. We'll tell you plainly where technology can save time, where it can't, and what a sensible first step would be.
Prefer the phone? Call (949) 691-0086