Starter
For clients in maintenance mode post-implementation.
$2,500/month
- Monthly strategy call
- AI system monitoring
- Minor adjustments & fixes
- Email support
Our Services
From assessment to automation.
Every business is different. That's why every engagement starts with understanding yours — then we build, connect, and train.
01 · Discover
AI Readiness Assessment
Before we touch a single tool, we need to understand how your business actually works. We audit your current systems, workflows, data, and team capabilities to identify where AI will have the highest impact.
- Timeline
- 2–4 weeks
- Ideal for
- Companies evaluating AI for the first time, or those with failed AI initiatives looking for a reset.
Operations Audit
We map your core workflows — from lead-to-cash, procure-to-pay, hire-to-retire — and identify every manual bottleneck, data gap, and integration failure.
AI Opportunity Matrix
A prioritized list of AI use cases specific to your business, ranked by ROI potential, implementation complexity, and time to value.
Technology Assessment
We evaluate your current ERP, CRM, and business systems for AI readiness — data quality, API availability, integration points.
Implementation Roadmap
A phased plan with cost estimates, timelines, and recommended tools. No vague strategy decks — specific, actionable steps.
02 · Implement
System Integration
We connect AI tools directly into your existing business systems. No rip-and-replace — we work with the ERP, CRM, and tools you already have.
- Timeline
- 4–8 weeks
- Ideal for
- Businesses with established systems that need AI wired into existing workflows, not layered on top.
ERP & CRM Integration
We wire AI into your existing systems — Business Central, NetSuite, Salesforce, HubSpot, QuickBooks, and more. AI reads your data where it lives.
Workflow Automation
We automate the processes your team does manually today — data entry, report generation, invoice processing, customer follow-up sequences.
Data Pipeline Setup
We connect your disconnected data sources so AI has a complete picture. Spreadsheets, databases, email, documents — unified and accessible.
Testing & Validation
Every integration is tested against real data with your team before go-live. We don't hand over something that works in theory.
03 · Build
Custom Development
When off-the-shelf tools can't solve your problem, we build exactly what you need. Internal tools, client portals, reporting dashboards, workflow applications — delivered at a speed and cost that wasn't possible two years ago.
- Timeline
- 2–8 weeks depending on scope
- Ideal for
- Businesses that need something specific — a tool, a dashboard, an app — that doesn't exist off the shelf.
Custom Dashboards
Executive dashboards, operational views, client-facing portals — pulling live data from your systems and presenting it the way your team actually needs it.
Internal Tools
The apps your team needs but IT never builds. Quote generators, approval workflows, inventory trackers, scheduling tools — custom-fit to your process.
Client-Facing Applications
Customer portals, self-service tools, reporting interfaces — polished, branded, and integrated with your back-end systems.
AI-Native Features
Built-in AI capabilities: natural language search, document analysis, intelligent routing, automated summarization — not bolted on, built in.
04 · Automate
AI Agent Setup
We set up autonomous AI agents that handle your admin work. Email triage, calendar management, invoice processing, CRM updates, follow-up sequences — running 24/7 so you don't have to.
- Timeline
- 1–3 weeks per agent
- Ideal for
- Small business owners and lean teams drowning in admin work. If you're wearing every hat, this is where AI gives you hours back.
Agent Configuration
We set up AI agents (OpenClaw and others) tailored to your specific workflows — not generic templates, but agents configured for how your business actually operates.
Email & Communication
Agents that triage your inbox, draft responses, send follow-ups, and flag urgent items. Your email works for you instead of burying you.
Document Processing
Invoices, contracts, reports — agents that read, extract, categorize, and route documents automatically. No more manual data entry.
Reporting & Monitoring
Daily briefings, weekly reports, KPI monitoring — agents that watch your business metrics and surface what matters before you have to ask.
05 · Train
Team Training & Certification
We don't just build systems and walk away. Through our AI Academy, we train your team to use what we've built — and certify their competency so you know it's working.
- Timeline
- Ongoing
- Ideal for
- Organizations that want AI adoption to stick. Training without certification is hope. Certification is proof.
Hands-On Workshops
Not slide decks. Your team works with the actual tools and systems in a guided environment. They leave the workshop able to do the work, not just understand the concept.
Custom Training Content
Training materials built around your specific systems, workflows, and use cases. Generic AI training doesn't stick — yours will.
AI Competency Certification
Through our platform, team members earn verifiable credentials that prove they can actually use AI effectively — not just that they attended a webinar.
Ongoing Enablement
AI moves fast. We keep your team current with regular updates, new tool introductions, and refresher sessions as your AI capabilities evolve.
Support
Ongoing Support & Managed Services
AI systems need care. Models change, tools update, businesses evolve. Our retainer clients get continuous optimization, priority support, and a trusted partner who knows their systems inside out.
Growth
Active automation building and ongoing development.
$5,000/month
- Everything in Starter
- New automation development
- Dashboard & report building
- Priority support
Partner
Essentially a fractional AI officer for your business.
$8,000/month
- Everything in Growth
- Ongoing custom development
- Team training sessions
- Executive AI reporting
Not Sure Where to Start?
That's exactly what the discovery call is for. We'll talk about your business, your systems, and where AI makes sense — no commitment, no sales pitch.
Free 30-minute consultation.