AI Implementation

    AI Implementation for Small Businesses

    We build the automations and AI workflows, inside the tools you already use, and train your team to run them.

    What we implement

    AI implementation means putting AI and automation to work on real tasks in your business, not just buying a tool. We focus on the repetitive work that eats hours every week and build fixes your team will actually use.

    Lead follow-up and CRM updates

    New leads get a fast reply and land in your CRM with the right details. No more copying contact info from emails or forms.

    Email and document drafting

    AI writes first drafts of replies, quotes and proposals using your templates and tone. Your team reviews and sends.

    Meeting notes to tasks

    Meetings are summarized automatically, and action items show up in your task list with an owner and a due date.

    Reporting and dashboards

    Numbers from your sales, finance and project tools come together in one simple weekly view, without manual spreadsheets.

    Invoice and admin automation

    Invoices, payment reminders and expense tracking run on their own, so fewer things slip and month-end is calmer.

    Customer service assistants

    Common questions get quick, accurate draft answers from your own information. Tricky cases still go to a real person.

    Connecting your systems

    Most small businesses run on five to ten separate tools that do not talk to each other. So people fill the gaps by hand: retyping a client's details into three places, exporting spreadsheets, and chasing updates by email. That is where errors creep in and hours disappear.

    We connect the tools you already have so information moves on its own. We work with Google Workspace, Microsoft 365, HubSpot, GoHighLevel and QuickBooks, and we link them together using Zapier, Make or n8n.

    CRM: HubSpot, GoHighLevel and similar tools, kept up to date automatically
    Accounting: QuickBooks connected to your sales and project records
    Project management: tasks created from emails, forms and meetings
    Forms: website and intake forms that route to the right person and system
    Email and calendar: Google Workspace or Microsoft 365, the hub for everything else

    Your team should not be the glue between your software.

    Enter it once, and let it flow everywhere it needs to go.

    Packages

    Three fixed-price options, depending on how much of the business you want to cover. Not sure which fits? That is what the free call is for.

    AI Quick Win Sprint

    $3,000

    2 weeks

    For solo owners and small teams who want fast, low-risk wins.

    • 1 discovery session (workflow audit)
    • 3 to 5 high impact automations implemented
    • 1 training session per department
    • Simple documentation in Notion or Google Docs
    • 2 weeks of email support after delivery

    Our Promise

    Before we start, we agree on a clear time-savings goal together. If the Sprint doesn't hit it, you get your money back.

    See full details

    Full Business AI Implementation

    $6,000

    4 weeks

    For small businesses ready to improve several parts of the business at once.

    • Complete workflow audit across all departments
    • 10 to 15 automations across sales, marketing, operations and customer service
    • Team training sessions (2 to 3 group sessions)
    • Playbook documentation
    • 2 weeks of post project support
    • Monthly check in (30 minutes) for 3 months

    Our Promise

    We set a time-savings goal for your team together at kickoff. If we haven't reached it within 30 days, we keep working for free until we do.

    See full details

    AI Transformation + Ongoing Optimization

    $12,000 upfront + $1,200/month

    8-week build, then ongoing

    For growing businesses that want an ongoing AI partner.

    • Everything in Full Business AI Implementation, in more depth
    • 8-week intensive implementation period
    • Monthly optimization and custom builds as needs come up
    • Quarterly tool reviews
    • Priority support with same day response
    • Monthly team training workshops

    Our Promise

    Become an AI first business in 60 days, then stay ahead of competitors with ongoing optimization.

    See full details

    How a project runs

    1

    Discovery

    We map the workflows in scope, agree on what success looks like, and measure how long things take today.

    2

    Build

    We build the automations and AI workflows inside your existing tools, starting with the quickest wins.

    3

    Test alongside your current process

    Each automation runs next to the way you work today, so we can check results before anything switches over.

    4

    Train and hand off

    Your team learns to use and adjust everything, with simple written guides they can come back to.

    Ready to get hours back each week?

    In 30 minutes, we will look at your busiest workflows and tell you which package fits, or whether you should start smaller.