How we work

You don’t need more AI. You need the right AI, connected to your business, doing real work.

Most business owners know AI could help. Few have time to learn a technology that changes every week. That’s where we come in. We act as your translator between what AI can do and what your business needs. We work in three steps, and each one builds on the last.

• Assess: find out where you are and where you’re going.
• Onboard: get your platform set up, connected and running.
• Automate: add custom and prebuilt workflows as you grow.

Every recommendation has to pay off

We don’t sell AI for its own sake. Each workflow we recommend must pull at least one of three levers:

Lever	What it means for you	Example
More revenue	Win and keep more business	Faster follow-up on every lead
Time back	Hours returned to you and your team	A weekly report that drafts itself
Better quality	A better product, and smoother days for your team	Consistent client onboarding, every time

We fix the process before we automate it

A 15-step process often needs only nine. We streamline first, then automate. Automating a messy process just makes the mess run faster.

Service 1: AI Assessment

Know where you stand and where you’re going.

You’ve heard AI can save time. The real questions are where, and with which tools. The AI Assessment answers both in about a week, before you spend a dollar on software or setup.

What’s included:

• Discovery session (45 minutes). We learn how your business really runs. Where is work manual? Where does it pile up? What breaks first when you’re away for a week?
• Possible workflows. A ranked list of [3–7] workflows where AI can save time, bring in revenue or raise quality. Each one comes with the hours it should save.
• AI platform recommendation. Which platform fits your team, your tools and your budget, such as Claude, ChatGPT, Microsoft Copilot or Gemini. We also name any ready-made tools worth adding, with their monthly cost.
• Your AI roadmap. A clear written report: what to do first, what it costs and what it saves.
• Review call (30 minutes). We walk through the roadmap together and answer your questions.

What you walk away with: A plan you can act on yourself or with us. No jargon, no guesswork.

Guarantee (optional): If we can’t find at least 5 hours a week of time savings, we’ll refund every dollar.

Price: $250 (one time) · Timeline: about 1 week

Service 2: Onboarding

Get up and running on your data, with your team.

Even the best AI platform can do very little until it knows your business. Onboarding sets up your platform and connects it to the tools you already use. Then we put three workflows into daily use, so you see results in weeks, not months.

What’s included:

• Platform setup and data connections. We configure your AI platform and connect it to your data, such as email, calendar, shared drives, CRM, project tools and spreadsheets. We also build the background your AI needs: who you are, what you sell, who you serve and how you sound.
• Three workflows, configured and live. We pick the three with the biggest payoff from your Assessment. Each one is built and then tested on real work before we hand it over.
• Handover: training. Hands-on sessions for you and your team, in your own account, on your own workflows. You drive and we guide, so the skills stay with you.
• Handover: documentation. A plain-language guide for each workflow: what it does, how to run it and how to adjust it.

Everything lives in your account. You own it, with no lock-in.

Example workflows (illustrative):

• A weekly team update, drafted from your email, meeting notes and reports
• Meeting summaries that turn into follow-up tasks automatically
• First drafts of proposals and quotes, in your voice
• Social posts drafted from your podcast or webinar transcripts

Price: $750 (one time) · Timeline: Approx 2 weeks

Service 3: Custom & Prebuilt Workflows

Automate the work that’s unique to you.

With your foundation in place, you can add workflows whenever you’re ready. Start from our library of prebuilt workflows for common jobs, or have us build one around a process only your business has.

	Prebuilt workflows	Custom workflows
Best for	Everyday jobs most businesses share	Processes specific to your business or industry
How it works	A proven workflow, set up with your data and your voice	We map your process, cut the extra steps, then automate it
Ready in	days or hours	Approx 2 weeks, scoped up front
Examples	Inbox triage, meeting follow-ups, weekly reports, proposal drafts	Client intake, quoting, order handling, compliance checklists
Price	Remember these are already available for you to configure yourself within the app. For anything custom contact us	Quoted after your Assessment

Built to last: We build on portable, reusable building blocks, not one-off tricks. As AI models and platforms improve, your workflows come with you.

Who it’s for

Built for busy owners and lean teams

We work best with small and mid-sized businesses, with at least 2+ employees and $500K in revenue. You’re big enough to have real bottlenecks, but too busy to fix them yourself.

You’re a fit if:

• You or your team spend hours each week on repetitive, manual work
• You know AI matters but haven’t had time to figure out where it fits
• You’re using free AI tools here and there, and want them to do real work
• You want your team to own the result, not depend on a vendor forever

You don’t need to be technical. Translating AI into plain English is our job.

FAQ

Do I have to start with an Assessment? Yes. Every engagement starts with one. That way we never guess, and you never pay to build the wrong thing.

Do I need to be technical? No. If you can share your screen and describe how your business runs, you’re ready. We handle the technical side and teach you only what you need.

Which AI platform do you use? Whichever one fits you best. We recommend a platform based on your team, the tools you already use and your budget.

AI changes every week. Will this be outdated next month? No. We focus on your workflows and your data, and those carry over as the tools improve. We help you tune out the noise and focus on what moves your business.

Where does my data live? Everything we set up lives in your own accounts, under your control. We’ll also help you choose platform settings that meet your privacy needs.

How long does it take? The Assessment takes about a week from discovery call to review. Onboarding takes [X weeks]. Most new workflows are ready in [X days to X weeks].

What happens after handover? Your team runs the workflows with training and written guides to back them up. When you’re ready for more, we can add new workflows.