AI Advisory & Automation for Small Business

Find the one AI fix that actually pays for itself — then let us build it.

No buzzwords, no six-figure consulting retainer. Start with a free 15-minute call. Leave with a quantified, prioritized plan — or hand the build to us.

Book Your Free Assessment See How It Works

Free · 15 minutes · No pitch, just discovery

The AI Offer Ladder

Three ways to work with us

Each tier is designed to prove value before you spend more. Start free, and only move forward when the numbers make sense.

Free Mini Assessment

Free · ~15 minutes

Discovery only — no pitch, no obligation

15-minute discovery call covering Effectiveness, Efficiency & Quality
5-question framework surfaces your highest-friction bottleneck
We research your single biggest opportunity between calls
Second call: one named fix, its cost, and the first step to take
No pressure — you choose whether to DIY it or bring us in

Book the Free Call

Paid Assessment

Flat Fee

A full, quantified opportunity report in 48 hours

30-minute structured intake (voice or live Zoom)
9-part branded report: pain points, an effort-vs-impact opportunity map, your tool stack & cost, a 4-day quick-win plan, and a dollar-quantified ROI calculation
Delivered within 48 hours
Live 30-minute walkthrough, screen-share included
Every recommendation tied to a specific, prioritized action

Start the Paid Assessment

AI Concierge

Monthly Retainer

Done WITH you, on an ongoing basis

Two 45-minute live working sessions per month
Audit → Optimize → Automate framework, every session
Unlimited async support with a 12-business-hour reply SLA
Every call documented — recordings, takeaways, and action items
Limited to a small roster so delivery quality stays high

Apply for Concierge

Where We Work

Grounded in the AI tools you already use

Every recommendation is built around the platforms your team already has access to — no forcing a new subscription just to get started.

ChatGPT

For teams standardized on OpenAI's assistant and Custom GPTs.

Claude & Cowork

Anthropic's Claude, including Cowork mode for hands-on file and task automation.

Microsoft Copilot

Copilot across Microsoft 365, for teams built on the Microsoft stack.

How It Works

From free call to finished build

The same path every client follows — each step earns the right to the next.

Book a free call

15 minutes, no prep required. We ask five questions to find your biggest bottleneck.

Get one free fix

We name the single highest-value opportunity, its cost, and the first step — yours to keep either way.

Go deeper (optional)

Want the full picture? The paid assessment maps every opportunity and quantifies the dollar impact.

Build it together (optional)

Ready to execute? The AI Concierge retainer builds, automates, and maintains the fix with you.

Standalone Projects

À la carte builds

Already know what you need? These can be scoped and delivered as one-off projects, or rolled into a Concierge retainer.

Process Optimization

Scoped per project

Map and streamline a core workflow end to end.

Automation Build

Scoped per project

Automations that remove manual, repetitive work for good.

Knowledge System

Scoped per project

A knowledge base trained on your business, docs, and process.

Speed-to-Lead Agent

Scoped per project

An AI agent that responds to new leads before they go cold.

Who This Is For

Built for owner-operated businesses

If any of this sounds familiar, the free call is worth 15 minutes.

You feel the bottleneck

A repetitive, high-friction task is eating time you don't have — you just haven't fixed it yet.

You can decide fast

You can approve the spend yourself — no procurement process required.

You want proof, not hype

You'd rather see a quantified plan than sit through a sales pitch about "AI transformation."