Services

Three ways to work together

Every engagement starts with understanding your business — your workflows, your constraints, and what you're actually trying to fix. No generic recommendations. No enterprise playbooks applied to a 12-person firm.

Fixed price · 2 weeks · Remote

AI Readiness Assessment

You're not sure what AI can actually do for your business — or what it might break. This engagement answers both questions.

In two weeks, you'll have a clear picture of where AI fits in your operations, what the risks are, and what to do first.

Start with an Assessment

What you get

  • 1-hour discovery call to understand your workflows, tools, and pain points
  • Review of your current tools, processes, and how data moves through your business
  • Identification of your top 3 AI opportunities, ranked by impact and what's realistic
  • Security and privacy risk assessment for each opportunity
  • Written AI Readiness Report: plain-language recommendations, estimated costs, implementation timeline
  • 30-minute follow-up call to walk through the report and answer questions

What we look at

  • Where is time being wasted on repetitive tasks?
  • What tools are you already paying for that have AI features you're not using?
  • What are the security and privacy risks in how you currently handle data?
  • What's realistic given your budget, staff, and technical capacity?

Best for: Any small business that's curious about AI but hasn't made a move yet. This is the right starting point — before you spend money on tools or implementation.

Project-based · 2–6 weeks

AI Implementation Sprint

You know what you want to do. Now you need someone to implement it correctly — with the right tool, configured properly, secured, and with your team trained to actually use it.

A Sprint is scoped, priced, and delivered. You know exactly what you're getting before we start.

Discuss a Sprint

What you get

  • Implementation of your top AI initiative — tool selection, configuration, integration into your existing workflow
  • Security review of the chosen solution: data handling, access controls, vendor terms
  • Staff training so your team knows how to use the tool effectively and safely
  • Written Implementation Summary: configuration details, security notes, and maintenance instructions
  • 2 weeks of post-implementation email support

Example projects

  • Setting up an AI assistant for customer service on your website
  • Automating invoice processing and data entry
  • AI-assisted email triage and draft responses
  • Automated report generation from your existing data
  • AI tools for scheduling, follow-ups, and client communications

Best for: Businesses that completed an Assessment, or that already have a clear initiative in mind and need it implemented correctly the first time.

Monthly retainer · Month-to-month

Ongoing AI Advisory

AI is not a one-time project. New tools appear every month. Risks evolve. What worked last year may need to be revisited.

The Advisory retainer keeps you informed, protected, and ahead of the curve — without needing to hire a full-time AI person.

Ask about Advisory

What's included

  • Monthly check-in call (30–60 minutes) to review AI usage, surface new opportunities, and address issues
  • Priority email support for AI-related questions
  • Quarterly security review of your AI tools and data practices
  • Recommendations as new tools and capabilities become available
  • Early warning on AI risks and vulnerabilities relevant to your setup

What this is not

  • A help desk or IT support contract
  • Unlimited consulting hours
  • A commitment to implement — implementation is a separate Sprint engagement

Best for: Businesses that completed an Assessment or Sprint and want ongoing guidance as AI evolves. This is the relationship that compounds over time.

Not sure which engagement fits?

Send an email and describe your situation. We'll figure out what makes sense together — no sales call required.

Get in touch