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AI consulting & automation

Let AI take on
the routine work.

Keep inquiries organized, customer records current, and follow-ups ready. Connect your CRM and email with AI automation, so you can spend more time with customers and on your next business move.

The inquiry comes in.
The work moves forward.

Connected tools handle the details. You handle the conversation.

New website inquiry

“We need weekly cleaning for two offices. Could you send a quote?”

A customer’s next step starts here.

Your connected workflowReady

A request worth following up.

Capture the details, prepare the customer record, and draft a useful reply.

One workflow. Your review stays built in.

Watch the inquiry become a next step, ready for your review.

Ready to explore

Illustrative animation with prepared content. No accounts are connected; nothing is sent.

Take the repeat work
off your plate.

Keep inquiries moving, help your team find answers, and turn meeting notes into next steps. Start with the task that gives you useful time back.

Keep the opportunity moving while you get on with your day.

Let automation handle the copying, organizing, and first draft. A new inquiry becomes a CRM record and a follow-up task, so you can focus on the conversation. The example below keeps missing details visible and puts the reply in your hands before it goes out.

What we build
A connected workflow pilot from $1,500: one form, one supported CRM, and one email account. Includes agreed testing, failure handling, documentation, and a walkthrough. You review replies before sending.
A useful place to start
Bring a few anonymized inquiries and tell us which tools you use. We check compatibility before quoting. Software usage, extra workflows, and automatic sending are separate scope.
Discuss an inquiry workflow
Try an inquiry workflowInteractive simulation

Sample requests with prepared replies. Nothing is connected, and nothing leaves this page.

Choose a request, then run the example workflow.

  1. 1. Receive the request

    Source
    Example website form
    Sender
    alex@example.com

    Customer message

    Could we arrange a site visit for 2 locations? Our preferred timing is next month. Please send a quote.

    Change the request above to try a different situation.

  2. 2. Organize the details

    Example CRM record

    Request
    Site visit
    Locations
    2
    Timing
    Next month
    Contact
    alex@example.com

    Missing: location addresses

    Follow-up task

    Ask for the location addressesAssigned to the owner

  3. 3. Review the reply

    Example draft

    You review the draft before a real workflow sends anything.

What we connect

One form, one supported CRM, and one email account. AI can help summarize or draft; rules handle the transfer.

When something needs attention

Missing details are flagged for review. A real build includes agreed connection checks, failure notifications, and a documented way to recover.

A client build uses the tools and review steps agreed in its scope.

Give everyday questions a dependable starting point.

Your team’s answers may live across training guides, shared documents, and the person who remembers everything. A focused assistant helps people find information in the current documents you approve, with a reference they can check.

What we build
Begin with one set of procedures and a small group of users. Show the source alongside an answer and direct unresolved questions to a person when the documents do not contain enough information.
A useful place to start
Choose a maintained guide and a list of real team questions. We will review access, document quality, and how to test the answers.
Explore a team knowledge assistant

Example source document

Client file handoff

  • Place final files in the client folder.
  • Check who has access.
  • Get the project lead’s approval before sharing.

Example section: Sharing final files

An example team question

“Can I send the client their files?”

Check that the final files are in the client folder and access is correct. Then ask the project lead to approve sharing.

Reference: Client file handoff · Sharing final files

This sample guide does not say how long to keep files. Ask the project lead.

Example: the assistant points to an approved source and flags what it does not explain.

Carry the conversation into the next step.

After a meeting, the work is often in turning rough notes into a recap, a task list, and the questions that still need an answer. The workflow prepares those drafts from the notes you choose to provide.

What we build
Use a consistent recap format with decisions, proposed tasks, and open questions. Keep missing owners and dates visible, and review the draft before sharing it or adding anything to your task system.
A useful place to start
Bring an anonymized set of notes and an example of a good follow-up. Decide which details need a human check and where the approved result should go.
Explore a follow-up workflow

Example planning notes

Launch a new workshop.
Need a date and venue.
How many places?
Who handles sign-ups?

Example follow-up draft

Questions to move things forward.

  • ConfirmWorkshop date and venue
  • DecideNumber of available places
  • AssignWho will manage sign-ups

Still to confirm: owners and due dates.

Example. You check it before sharing.

Example: the workflow organizes next steps and keeps open decisions visible.

AI projects and starting prices.

Training, connected automation, and local assistants solve different needs. Begin with one task, agree how it will be reviewed, and expand when the first workflow is useful.

Connected workflow pilot

From $1,500

Put inquiry admin in motion: organize the request, update your CRM, prepare a reply for review, and create the next follow-up task.

What the starting scope includes
  • One form, one supported CRM, and one email account
  • An AI summary or reply draft plus a follow-up task
  • Testing, failure handling, documentation, and a walkthrough

The connections and prototype are reviewed before a fixed quote. Multiple inboxes, attachments or scanned documents, custom email authorization, historical migration, complex permissions, and automatic sending require another scope.

Discuss this project: Connected workflow pilot

AI training & setup

From $500

Make one recurring task easier with the right tool, practical examples, and a process your team can repeat.

What the starting scope includes
  • Preparation around one agreed task and examples
  • One 90-minute session for up to four people
  • Reusable prompts and a short reference guide

Custom software, connections, hardware, broad policy writing, subscriptions, and additional sessions are separate scope.

Discuss training: AI training & setup

Local AI assistant

Setup from $3,000

An assistant running on supported hardware, using an approved document collection through an office-only web interface.

What the starting scope includes
  • A compatibility and document review before quoting
  • One supported computer, up to 10 text-readable files and 100 pages, with one shared access level
  • Source references, sample-question review, and one training session

Hardware is separate. Scanned-document processing, CRM or messaging connections, complex networking, document changes, and care are quoted separately. Answers still need review.

Discuss this project: Local AI assistant

One workflow.
A clear next step.

The inquiry process we build around your tools. The connected steps belong to one project.

  1. Receive the requestStart with one form.
  2. Organize the detailsCheck fields and prepare a summary.
  3. Update the CRMCreate the record and follow-up task.
  4. Review the replyA person checks the draft before sending.

Starting prices apply to the written scope after a review. Hosting, domains, hardware, subscriptions, and AI or software usage are separate where needed. You own the provider accounts and pay their costs directly where practical.

AI that fits
your business.

Depending on the project, options include ChatGPT, Claude, Gemini, n8n, Make, and Ollama. The fit matters more than the brand.

  • Guidance & training

    Find useful ways to apply AI, set up the right tools, and give your team the confidence to use them.

  • Connected automation

    Bring your forms, CRM, email, and business apps together. Keep records current and prepare follow-ups with less manual work.

  • Custom & local assistants

    Build around your documents, instructions, and everyday tasks. Use document retrieval (RAG) for relevant answers, with local or cloud options.

  • Testing & handover

    Agreed access controls, approval steps, and practical testing, with clear instructions for your team. Ongoing support is scoped separately.

Start with a clear plan.

Planning · $375

When the scope needs investigation, map one process before committing to a build. Get a discovery session, connection or document feasibility checks, an estimate, and a written recommendation.

If you continue with the same build, its total includes the planning fee already paid. The plan is yours to use even if you do not continue.

Discuss project planning

A short fit call is free. Clear projects can go directly to a quote. Planning and training are paid upfront; standard builds are 50% to start and 50% after the agreed review, before launch or handover.

Care after the workflow is live.

Optional ongoing care, with an agreed scope and time allowance.

Automation care

$149/ month

One supported workflow: scheduled connection and failed-run reviews, troubleshooting, and agreed minor changes within one total hour each month.

Care responsibilities and timing

New workflows, major provider changes, rebuilds, and software or API fees are separate. Local assistant care is quoted after its hardware and document needs are reviewed.

Requests are acknowledged within three business days, Monday to Friday excluding holidays. Resolution is scheduled after review. Emergency and 24/7 coverage are not included.

Monthly time does not roll over. Additional work needs your approval at $125/hour or a fixed quote before it begins.

Discuss automation care

Common questions.

Can AI help us get more from our leads?

A connected workflow can capture incoming inquiries, keep customer details organized, and prepare follow-ups for review. We can also assess whether your existing CRM supports identifying opportunities that need attention. Attracting new prospects still needs a source such as referrals, outreach, search, or advertising; automation supports that process without guaranteeing leads or sales.

Which AI and automation tools can we use?

We choose around your task, existing software, privacy needs, and budget. That can mean a hosted AI tool, a local model, or an automation platform connecting your business apps. Supported connections and account permissions are checked before quoting. Provider subscriptions, hosting, and usage are separate from the build.

Do we need RAG or fine-tuning?

RAG helps an assistant find relevant information in your approved documents. Fine-tuning adapts a model’s behavior using training examples. Neither is a requirement for every project: clear instructions or a simpler workflow may be enough. Advanced customization needs a separate feasibility review, suitable data, and a testing plan before we agree a scope.

Does every AI project need a local assistant?

No. Training, a connected workflow, or a hosted assistant may fit the task better. A local assistant is one option for suitable hardware and documents. Connections to a cloud email service or CRM still exchange information with those services.

Is each automation step a separate charge?

No. The agreed steps of one workflow are included in its project price. For example, one inquiry pilot can organize a request, update a CRM, prepare a reply draft, and create a follow-up task. A new business process receives a separate scope, with shared connections accounted for in the quote.

Can you connect our email or CRM?

We first check supported connections, your account plans, and the permissions required. The starting inquiry pilot assumes one form, one supported CRM, and one email account. Custom email authorization, multiple inboxes, historical data, and complex access need another scope.

Will it send replies automatically?

The starting inquiry pilot prepares a draft for a person to review. Automatic sending is a different scope and would need its own rules, permissions, and testing.

What will the tools cost each month?

The quote lists expected AI, automation, email, CRM, and other provider costs separately from the build. Actual usage and account plans affect the total. Where practical, you own and pay for provider accounts directly.

Can we start with planning?

Yes. A short fit call is free. The $375 planning engagement maps one workflow, checks connections or documents, estimates costs, and provides a written recommendation. If you continue with the same build, its total includes the planning fee already paid.

What ongoing support is available?

Automation care is $149 per month for one supported workflow, covering scheduled connection and failed-run reviews, troubleshooting, and agreed minor changes within one total hour. New workflows, major provider changes, rebuilds, and software fees are separate. Requests are acknowledged within three business days; resolution is scheduled after review. Local assistant care is quoted after reviewing the hardware and documents.

What would you like to improve?

My website or softwareAn AI task or workflowLet’s figure it out

A conversation about your business is a good place to start.