Services
Every service can be bought on its own, as part of a package, or as an ongoing retainer. We organize our work around business problems, not industries — so whatever you do, there's a fit.
1. AI Strategy & Discovery
Figure out where AI will actually pay off in your business — before spending on tools or builds.
- AI Readiness Audit — a review of your workflows, tools, data, and team. You get a written report, an opportunity map, and risk notes.
- Opportunity Prioritization — ideas ranked by impact, effort, cost, and risk. You get a scored shortlist and a 30/60/90-day roadmap.
- AI Roadmap & ROI Modeling — a business case with estimated time or cost savings. You get a roadmap, an ROI estimate, and a budget range.
- Executive Briefings — plain-language sessions for owners and leadership. You get a slide deck, Q&A, and an action list.
- Vendor & Tool Selection — independent advice on which AI tools to use (or avoid). You get a comparison matrix and a recommendation.
2. AI Automation & Workflow Systems
Automate the repetitive tasks that eat your team's week.
- Business Process Automation — data entry, report generation, invoicing steps, scheduling, file handling, approvals, notifications.
- Document Processing — extract, classify, summarize, and route information from invoices, forms, contracts, receipts, emails, and PDFs.
- Email & Inbox Automation — triage, categorize, draft replies, flag priorities, route to the right person.
- Workflow Integration — connect your CRM, accounting, calendars, spreadsheets, help desk, and e-commerce so data flows automatically.
- Reporting Automation — scheduled dashboards and summaries delivered by email, Slack, or similar.
- Approval & Task Routing — intelligent routing with human sign-off where needed.
3. Custom AI Assistants & Agents
Helpers trained on your business — for your customers and your team.
- Customer-Facing Chatbots — website, messaging, and social assistants that answer questions, qualify leads, book appointments, and hand off to humans.
- Voice Assistants / AI Receptionists — answer calls, take messages, route calls, book appointments, handle FAQs, 24/7.
- Internal Knowledge Assistants — staff-facing assistants trained on your documents, policies, and procedures so people get instant answers.
- Task-Performing AI Agents — agents that carry out multi-step work: research, data gathering, drafting, updating systems, following up.
- Custom GPT / Assistant Builds — purpose-built assistants configured with your tone, rules, and knowledge.
4. Sales & Marketing with AI
Find more leads, follow up consistently, and create content in your voice.
- Lead Generation & Prospecting Systems — identify, research, and enrich target leads; build outreach pipelines.
- Outreach & Follow-Up Automation — personalized email, LinkedIn, and SMS sequences with compliance built in.
- Lead Qualification & Scoring — automatically rate and route inbound leads.
- CRM Setup & Automation — configure your CRM, pipelines, and automated follow-up.
- Content Creation Systems — blog posts, newsletters, social posts, product descriptions, ad copy, and scripts in your brand's voice, with human review.
- SEO & AI-Search Optimization — keyword research, content plans, on-page improvements, and optimization for AI answer engines.
- Social Media Management Systems — content calendars, scheduling, caption drafting, comment and message triage.
- Review & Reputation Management — request reviews, draft responses, monitor sentiment.
- Personalization & Campaign Analytics — segment audiences, test messaging, report what's working.
5. Customer Support & Experience
Faster answers for customers, less overload for your team.
- AI Help Desk / Ticket Triage — categorize, prioritize, draft replies, and escalate tickets.
- FAQ & Self-Service Knowledge Bases — searchable help content your customers can actually find.
- Multichannel Support Bots — one assistant across web chat, email, WhatsApp, SMS, and social.
- Sentiment & Feedback Analysis — analyze reviews, surveys, and messages for trends.
- Appointment & Booking Automation — scheduling, reminders, rescheduling, and no-show reduction.
6. Data, Analytics & Insights
Turn messy data into clear answers.
- Data Cleanup & Organization — clean, de-duplicate, standardize, and structure messy data.
- Dashboards & Business Intelligence — live visual dashboards for your key metrics.
- Natural-Language Data Querying — "ask your data" assistants so non-technical staff can get answers.
- Forecasting & Predictive Analytics — demand, revenue, churn, inventory, and cash-flow projections.
- Competitor & Market Research — ongoing monitoring and summarized insights.
- Data Pipelines & Integration — move and unify data from multiple systems.
7. Finance, Admin & Back-Office
Lighten the admin load without adding headcount.
- Invoice & Expense Automation — capture, code, match, and route for approval.
- Bookkeeping Assistance Workflows — categorization suggestions, reconciliation helpers, reminders.
- Contract & Document Review Assistance — summaries, key-term extraction, flagging unusual clauses (not legal advice).
- HR & Recruiting Support — job description drafting, resume screening support, onboarding checklists, FAQ assistants.
- Meeting Notes & Action Items — transcribe, summarize, assign tasks, and update systems.
- Proposal, Quote & Report Generation — draft documents from templates and data.
8. Websites & Digital Presence
Modern websites with AI features built in — not bolted on.
- AI-Assisted Website Design & Build — fast, modern, mobile-friendly sites with built-in AI features.
- Landing Pages & Funnels — high-converting pages with analytics and lead capture.
- Website Chat & Lead Capture Integration — add assistants, forms, and booking to your existing site.
- E-commerce AI Features — product description generation, recommendations, support automation.
- Ongoing Site Updates — content refreshes, maintenance, and performance monitoring.
9. Training, Enablement & Change Management
Tools only work if people use them. We make sure yours do.
- Team AI Workshops — hands-on sessions: practical AI skills for everyday work.
- Prompting & Tool Training — how to get reliable results from AI tools.
- AI Policy & Governance Setup — acceptable-use policy, data handling rules, approval processes.
- Custom Playbooks & SOPs — documented, repeatable ways of working with AI.
- Adoption Support — champions, check-ins, and troubleshooting so tools actually get used.
10. Ongoing Support & Managed AI
An AI partner on retainer — we keep everything running and keep improving it.
- Managed AI Retainer — monthly partnership: monitoring, improvements, new automations, support.
- Monitoring & Maintenance — keep automations and assistants running, fix breakages, update as tools change.
- Performance Optimization — review results monthly, tune prompts and workflows, expand what works.
- Security & Compliance Reviews — periodic checks on data handling, access, and tool risk.
- On-Demand Support Hours — flexible hours for ad-hoc requests.
Not sure where to start?
That's what the free discovery call is for. We'll point you at the right service — and tell you honestly if AI isn't the answer.