Services

AI Growth Audit

An in-depth review of your current systems, tech stack, and team workflows.

Includes:

• System audit + team interviews

• Pain point analysis

• Custom AI integration blueprint

AI Strategy Roadmap

A personalized action plan to align your organization with the right AI and automation tools.

Includes:

• Deep-dive discovery session

• Strategic roadmap tailored to your goals

• Clear next steps and tool recommendations

Additional Services

Whether you're building from scratch or cleaning up a cluttered ecosystem, we offer custom solutions designed to bring clarity, efficiency, and flow to your operations.

• SOP development

• CRM cleanup + optimization

• Workflow automation

• Notion dashboards and systems

Fractional AI COO

Your ongoing thought partner + systems lead. Perfect for scaling organizations ready to implement change without hiring a full-time executive.

Includes:

• Monthly strategy sessions

• Systems setup, documentation, and refinement

• Team training and optimization

Your AI Journey Starts Here

FAQs

• Will AI replace my employees? No—we use AI to empower your team, not eliminate it.

• Do I need to be tech-savvy? Not at all. We guide you every step.

• What industries do you specialize in? Trade Professionals (plumbers, electricians, HVAC), Legal Service Providers, Small Businesses, and Nonprofits.

• How fast can I expect results? Some clients see wins in weeks; deeper transformations take 2–3 months.

• Can I try something small first? Yes! Start with our AI Strategy Roadmap.

• What if my systems are a mess? No worries—we specialize in turning chaos into clarity. Bring us your sticky notes and spreadsheets.

• How involved does my team need to be? As much or as little as you want. We offer both done-with-you and done-for-you options.

• Do you offer training or documentation? Absolutely. Every project includes clear handoffs, SOPs, and optional team training.

• What platforms do you work with? We’re tool-agnostic and can work with most CRMs, workflow platforms, and databases. If you’re already using something, we can probably improve it.

• Can you help me choose the right tools? Yes. That’s one of our specialties—we’ll match your needs to the best-fit tech, not just the flashiest trend.