Plain-English services that create quick wins and long-term value. Every engagement includes people-first safeguards and simple training.
AI Business Advantage Audit™
A structured assessment to map your current tools, data quality, and workflows. You’ll get a readiness score, risk notes, and a prioritized 90-day plan (people, process, tech).
- Scorecards across data, automation, support, and analytics
- Gap analysis + quick-win recommendations
- PDF report you can share with leaders
AI Strategy & Roadmap
Lightweight strategy that leaders understand. We pick 2–3 high-ROI use cases, define clear success metrics, and outline a staged rollout with budget and risk controls.
- Use-case shortlist and value estimates
- Guardrails (privacy, approvals, human-in-the-loop)
- 90-day, 6-month, and 12-month milestones
Automation Build (Workflows)
We design and implement clean, reliable workflows: intake forms, routing, notifications, summaries, and follow-ups — connected to your CRM and support tools.
- Smart triage (email/SMS/web chat)
- Task creation, reminders, approvals
- Exception alerts with playbooks
AI Assistants & Knowledge Bases
Helpful assistants for FAQs, intake, and first-draft replies — always with human escalation. We also create a clean, searchable knowledge base that keeps answers consistent.
- Tone and policy controls
- Source-linked answers and audit logs
- Seamless handoff to people when needed
Data Cleanup & CRM Setup
We unify contacts, tags, and activity so your automations work on clean data. Duplicate removal, field standards, and simple forms your team will actually use.
- Contact/account dedupe + enrichment
- Standards for fields, tags, and sources
- Dashboards for adoption and data health
Analytics & Scoreboards
Live dashboards for leaders: response time, backlog, conversion, cost-to-serve, and quality. We highlight bottlenecks and send weekly insights in plain English.
- Key KPIs with targets and trends
- Automated weekly “what changed” notes
- At-risk signals and drill-downs
Policy, Safety & Training
People-first guardrails and short training your team will keep. Clear rules for data, approvals, and human review — plus easy prompt guides by role.
- Acceptable use + privacy playbooks
- Role-based prompts and checklists
- Quarterly tune-ups and refreshers
Speaking & Workshops
Keynotes, leadership circles, and hands-on labs. Plain talk. Real demos. Participants leave with 1–2 ready-to-run prompts or workflows.
- Executive briefings in plain English
- Live build-along labs
- Follow-up materials your team will use
Done-With-You Coaching
Short, recurring sessions to keep momentum: review numbers, tune prompts, and add one small win each sprint.
- Monthly or bi-weekly cadence
- Template library and office hours
- Lightweight change management