Start with the work behind the work.
Service businesses often run on a collection of inboxes, documents, spreadsheets, and individual know-how. We help turn repeatable handoffs into clearer workflows, using your existing tools wherever that makes sense.
Where AI may fit
Lead intake and follow-up
Organize inquiries, prepare context for a conversation, and draft follow-up from approved information. Keep decisions about fit, pricing, and commitments with your team.
Proposal and reporting preparation
Assemble drafts from approved templates, project notes, and verified inputs. Review the scope, calculations, and promises before sharing anything with a client.
Internal knowledge and handoffs
Make documented processes easier to find and use. Start with a bounded set of approved material, access appropriate to each role, and source references that people can check.
A practical first pilot
Choose one recurring internal status report. Identify its inputs, template, and reviewer. Test an assisted draft from a small set of approved project notes, then compare completeness and correction effort with the existing process.
Keep the right decisions with people
We distinguish between creating a draft and authorizing a commitment. Proposals, client messages, financial calculations, and changes to project scope need a designated reviewer. Access to client material should be scoped to the task and team.
What working together looks like
We review the current process, agree on a bounded pilot and success measures, then scope implementation and training. You receive a project proposal with deliverables and fees before work begins.
Common questions
Do we need a technical team?
No dedicated AI team is needed for the first conversation. We define who owns the workflow, what tools are available, and what ongoing support the project would require.
Can you train our team as well as implement?
Yes. Training can be scoped around specific roles and daily tasks, with a playbook, examples, review rules, and a process for handling mistakes.