What We Build
AI workflows for small businesses
We help US businesses with 5 to 50 employees find where AI actually pays off, build the workflow that captures it, and train your team to keep running it after we leave. Below are example systems we build. If you can describe the process, we can scope it.
Client Intake & Onboarding
Every new client set up the same way, every time.
The Problem
New customer onboarding is the same handful of steps done by hand every time: collect information, set up the account or project, route work to the right person, and key data into several systems. When it is manual, details go missing and the first impression depends on who picked up the work.
The Solution
A workflow that collects intake information, drafts the welcome or scope paperwork, and routes the new customer to the right person automatically. AI handles the predictable first draft. A named person reviews before anything goes to the customer.
If clean onboarding saves an hour of owner or senior-team time per customer, the value compounds quickly.
What's Included
- Branded document request sequence
- First-draft welcome and scope documents from your templates
- Routing rules built for your business
- Human sign-off step before anything client-facing
- Hosting and infrastructure management
- Monthly monitoring and maintenance
How It Works
Client says yes
Triggers the intake workflow automatically
Document request
Client gets a clear, branded list of what to send
Welcome drafted
AI drafts the welcome or scope message from your template
Owner review
A named person reviews and signs off before send
Routed and logged
Work assigned to the right person, data in your systems
Information Request & Follow-Up
Stop chasing customers and teammates for missing information.
The Problem
Work often stalls while the team waits for forms, approvals, photos, files, or answers. Staff spend hours sending one-off reminders, tracking responses, and flagging the people who have gone quiet.
The Solution
A workflow that sends requests, follows up on missing items on a schedule you set, and escalates non-responders for a personal call. Your team stops doing reminder administration and handles the conversations that need a human.
What's Included
- Personalized information request lists
- Configurable reminder timing and touchpoints
- Live response tracking dashboard
- Escalation flagging for non-responders
- Hosting and infrastructure management
- Monthly monitoring and maintenance
How It Works
Request sent
Each person gets a clear, personalized list
Automatic follow-up
Reminders on your schedule until documents arrive
Status tracking
Live view of who has responded and who has not
Escalation
Quiet contacts flagged to your team for a personal call
Closes itself
Sequence stops once the documents are received
Memo & Proposal Drafting
First drafts in minutes, judgment stays with you.
The Problem
Owners and senior staff spend real time on first drafts of repetitive documents: customer emails, proposals, scope documents, summaries, and internal reports. The thinking is fast. The typing is slow.
The Solution
A workflow that produces the first draft of documents your business writes repeatedly, using your voice and approved examples. A named human edits and approves; your team owns the judgment.
Cutting drafting time on recurring documents frees some of the most expensive hours in the business.
What's Included
- Drafting trained on your templates and voice
- Covers the documents your business writes repeatedly
- Human review and approval built into every workflow
- No client data stored or transmitted to outside tools
- Hosting and infrastructure management
- Monthly monitoring and maintenance
How It Works
Pick the document
Customer email, proposal, summary, or scope document
AI drafts
First draft generated in your business's voice
Owner edits
Your team refines the judgment calls and specifics
Sign-off
Nothing leaves the business without human approval
What the monthly retainer covers
A single automation can run on its own. The monthly retainer on Foundation and above keeps it working as your business, your software, and your operating conditions change.
Hosting & Infrastructure
We run the automation, you own your accounts and data.
Monitoring
We watch for failures before you notice them.
Maintenance
Updates and fixes are included.
Monthly Support
One point of contact for questions and changes.
Quarterly Reviews
Strategy sessions to keep workflows aligned with your business.
The offer stack
Start at whichever step fits. You can stop after any of them, and we never push the next one if the last one did not earn it.
Quick Win
$2,000 one time
One automation, scoped and built. The smallest useful yes.
- One workflow, chosen for the fastest payback
- Built on your tools and your data
- Full documentation and handoff
- Report only support after handoff
- Changes billed at $175 an hour
Foundation
$7,500 plus $2,000 / month
Up to two automations, kept running and improved on a quarterly cycle.
- Up to two automations
- Monitoring and failure alerts
- Maintenance and fixes included
- Quarterly update cycle and strategy review
- Three month initial term, then month to month
Growth
From $11,000 plus $3,500 / month
Up to four automations across more than one team.
- Up to four automations
- Works across more than one team
- A standing seat for strategy reviews
- Everything in Foundation
- Scale from $15,000 plus $5,500 a month for five or more
The AI Readiness Audit is a fixed $1,000, and free through our partner program. Everything above is scoped after the Audit, so you only commit once you have seen the roadmap.
Not sure where to start?
Start with the free Checklist for a 0 to 10 readiness score in about 15 minutes, or book a Discovery Call and we will figure out whether the Audit is a fit.