Engagement flow

The audit is the heart of what we do. Everything that follows — integration, custom builds, ongoing advisory — is optional and scoped only if it's the right fit. You're welcome to take the audit and execute it yourself, or with any vendor you trust.

A fixed-scope discovery engagement. We map your business's workflows, identify the ones where AI or automation will deliver measurable time or cost savings, and deliver a prioritized implementation roadmap. If hardware is needed, we flag it and scope it separately.

What you get

  • A documented inventory of your current workflows and tools
  • A prioritized list of opportunities, ranked by impact and effort
  • Recommended tools, platforms, or architectures for each opportunity
  • A phased implementation plan with rough cost estimates
  • A live walkthrough of findings with your team

Who it's for

  • Businesses that know AI is worth evaluating but don't know where to start
  • Owners who want an outside technical perspective before committing to a vendor
  • Teams considering a platform change and wanting a read on their options

Optional follow-on work after the audit. For clients who want us to stand up AI tools like Claude, Gemini, or ChatGPT — wired into the connectors and apps your business already uses — and teach your team how to use them. Scoped per workflow so costs stay predictable.

What you get

  • An AI tool (e.g. Claude) set up and configured for your business
  • Connectors and integrations wired into the apps and data you already use
  • Hands-on training so your team knows how to use it properly
  • Plain-language documentation your team can actually reference
  • A defined handoff point and optional ongoing support

Common workflows we set up

  • Automated customer intake, qualification, and routing
  • AI-assisted drafting for email, proposals, or reports
  • Document processing and classification
  • Meeting and call summarization routed to your CRM
  • Internal knowledge retrieval across your company's documents

A service we offer when the fit is right — not our core work. For clients who need a customized AI environment built for how their business actually runs (online, fully local, or a mix), we'll scope and deliver it. Because this is hands-on build work, pricing reflects the time involved; we're honest with you up front if a commercial product would serve you better.

What you get

  • A tailored environment designed around your specific workloads
  • Online, fully local, or hybrid setup — whatever fits your situation
  • Hardware recommendations and sourcing when a local setup makes sense
  • On-site or remote deployment and configuration
  • Training and documentation for your team

Who it's for

  • Businesses with regulatory, privacy, or competitive reasons to keep data in-house
  • Professional services firms handling sensitive client information
  • Companies that have hit cost ceilings with commercial AI APIs
  • Teams that want a setup built for how they actually work, not a generic template

Monthly retainer support for businesses that have deployed an integration or infrastructure and want to keep it running well. Covers maintenance, updates, strategic guidance, and priority response time for new questions or small changes. AI systems and tools are rapidly evolving, we help you stay ahead of the competition.

What's included

  • Monthly review of deployed systems
  • Maintenance and version updates
  • Priority email response within the same business day
  • Strategic guidance on new AI tools and how they might fit your business
  • Up to a defined number of small changes or additions per month

Who it's for

  • Clients who have completed an integration or hardware deployment
  • Businesses without in-house technical staff for ongoing AI work
  • Owners who want a single point of contact for technology decisions

Not sure which service fits?

Start with a consultation. We'll point you at the right starting line — even if it isn't us.