— Services · Small & Mid-Sized Business
AI that works, with no IT department.
Practical AI services for businesses of 10 to 250 people that don't
have a technologist on staff. Fixed scope. A handover written in plain
English. A person to call when something changes.
Fixed-scope engagements
Two published hourly rates
PMP-disciplined delivery
Vendor-neutral
Runbooks a non-technical owner can follow
— 01 // Assess
Know before you spend.
Two short engagements that answer the questions every owner asks
first: where would AI actually help here, and what are my people
already doing with it?
AssessFixed fee
AI Readiness Assessment
A prioritized twelve-month roadmap that names the three things
worth doing first, what each costs, and what each pays back.
What's included
-
Interviews with the owner and three to five staff who do the
work
-
Review of your tools, data, and the workflows that eat the most
hours
- Roadmap with effort, cost, and payoff for each item
-
Sixty-minute readout you can share with partners or a board
$4,000–$8,00024–32 consulting hrs
- Timeline
- 2 weeks
- Good for
- Any owner deciding where to start
- Needs from you
- 4–6 hours of staff time
AssessFixed fee
Shadow-AI & Data Risk Review
Find out which AI tools your staff already use, what company data
is leaving with them, and what policy closes the gap.
What's included
- Anonymous staff survey and inventory of the tools in use
-
Map of where customer, patient, or financial data is flowing
- Risk register with fixes ranked by effort and exposure
- Draft acceptable-use policy ready to adopt
$2,000–$4,00012–16 consulting hrs
- Timeline
- 1 week
- Good for
- Businesses that handle regulated data
- Needs from you
- A survey sent to all staff
— 02 // Enable
Use what you already pay for.
Most businesses already have AI inside their Microsoft 365 or Google
Workspace subscription. Turning it on is easy. Turning it on without
exposing the wrong files, and getting people to use it, is the work.
EnableFixed fee
Copilot or Gemini Enablement
The AI in your Microsoft 365 or Google Workspace plan, configured
safely and used every day by the people it helps most.
What's included
-
Licensing and configuration for the right seats, not every seat
-
Permission and sharing cleanup so the assistant can't surface
what it shouldn't
- Role-based training for front office, sales, and finance
- Thirty-day check-in on adoption and questions
$4,000–$8,30020–30 consulting + 8 training hrs
- Timeline
- 3–4 weeks
- Good for
- Teams already on Microsoft or Google
- Needs from you
- Admin access and a sponsor
EnableFixed fee
AI Policy & Acceptable Use Kit
A one-page policy your staff will actually read and follow,
tailored to your industry and the data you hold.
What's included
-
Policy written for your business, not copied from a template
-
Staff guidelines with do-and-don't examples from your own work
- One-hour briefing for the whole team
- Annual review reminder and update
$1,400–$3,1008–12 consulting + 1 training hr
- Timeline
- 1 week
- Good for
- Every business with more than a handful of staff
- Needs from you
- One review meeting
EnableFixed fee
AI Fluency Workshops
Staff who can use AI tools well in their own role, with
guardrails, and a prompt library built around your business.
What's included
-
Half-day sessions by role: front office, sales, finance, field
staff
-
Hands-on practice using your real documents and situations
- Prompt library your team keeps and extends
- Follow-up office hours two weeks later
$2,000–$4,000 per group10 training hrs: prep, half day, office hours
- Timeline
- Half day per group
- Good for
- Teams of 5–40
- Needs from you
- A room and the afternoon
— 03 // Automate
Give the repetitive work to software.
Built with low-code tools your business can afford and an AI step
where judgment used to be needed. Every automation ships with an
exception queue a person reviews and a runbook a non-technical owner
can follow.
AutomateMilestone
Back-Office Workflow Automation
Intake forms, invoices, receipts, scheduling, and follow-ups
handled automatically, with a person checking only the exceptions.
What's included
- Pick the two or three workflows that cost the most hours
-
Build with low-code tools plus an AI step for reading and
routing
-
Exception queue with human review before anything goes out
- Runbook and thirty days of support after go-live
$6,400–$20,00040–80 consulting hrs
- Timeline
- 4–8 weeks
- Good for
- Any office drowning in paper and email
- Needs from you
- One process owner per workflow
AutomateFixed fee
Meeting Intelligence
Meetings that write their own summary and update the CRM and task
list without anyone typing it in afterwards.
What's included
- Transcription and summary set up for your meeting tools
- Integration with your CRM and task manager
-
Consent and retention rules so recordings don't become a
liability
- Team training and a one-page etiquette guide
$2,400–$6,30015–25 consulting hrs
- Timeline
- 2–3 weeks
- Good for
- Sales teams and client-facing firms
- Needs from you
- CRM admin access
AutomateMilestone
Customer Service Assistant
Common questions and after-hours inquiries answered instantly on
your website or by text, with a clear handoff to a person when it
matters.
What's included
- Assistant trained on your FAQs, hours, policies, and tone
- Handoff and escalation rules you set, not the vendor
- Monthly review of what it got wrong and a fix for each
- Reporting on what customers ask that you didn't expect
$4,800–$12,50030–50 consulting hrs
- Timeline
- 4–6 weeks
- Good for
- Hospitality, retail, practices, trades
- Needs from you
- Your FAQs and a reviewer
— 04 // Build
Tools built on what you already have.
No new platform to buy. These are built on your existing documents and
systems, tested against real questions before handover, and left with
an update process your staff can run.
BuildMilestone
Internal Knowledge Assistant
Staff ask a question and get the answer from your own procedures,
contracts, and policies, with the source document shown every
time.
What's included
-
Document cleanup and permissions so the right people see the
right answers
- Assistant that cites its source on every answer
-
Tested against fifty real questions from your staff before
go-live
- Update process for when procedures change
$8,000–$20,00050–80 consulting hrs
- Timeline
- 6–8 weeks
- Good for
- Firms with a lot of written procedure
- Needs from you
- Your documents and a subject expert
BuildMilestone
Data Foundation & KPI Dashboard
A weekly dashboard the owner actually reads, built from the
accounting, CRM, and point-of-sale systems you already run.
What's included
-
Spreadsheet cleanup and agreed definitions for every number
- Connections to the systems you have, not a new one
- Eight to twelve KPIs chosen with you, not for you
-
Automated weekly refresh and a plain-language guide to reading
it
$8,000–$22,50050–90 consulting hrs
- Timeline
- 6–10 weeks
- Good for
- Owners running the business from memory
- Needs from you
- Access to the systems and your bookkeeper
— 05 // Manage
A technologist on call, without the hire.
Once there's something worth keeping running, someone has to run it.
These retainers replace the IT lead you don't have with a monthly
cadence and a response-time commitment.
ManageMonthly
Fractional AI Lead
A senior technologist who knows your business, sets priorities
with you each month, and handles the vendors so you don't have to.
What's included
- Monthly priorities review with the owner
- Vendor, license, and renewal management
- Staff questions answered within one business day
- Quarterly roadmap update as tools and models change
$1,300–$3,000 / month8–12 consulting hrs per month
- Timeline
- Month to month
- Good for
- Businesses past their first automation
- Needs from you
- One hour a month
ManageMonthly
Managed Automation Support
The automations and assistants we built keep working when vendors
change, and someone notices before your customers do.
What's included
- Monitoring with alerts when something stops
- Fixes when a vendor changes an interface or a model
- Response-time commitment in writing
- Quarterly tune-up and a report on what it saved
$650–$2,000 / month4–8 consulting hrs per month
- Timeline
- Month to month
- Good for
- Anything built on the Automate or Build rungs
- Needs from you
- A named contact
— Packages // By Industry
Bundled for your industry.
The same services, tuned to the constraints and vocabulary of one kind
of business. Each package starts with an assessment and ends with a
runbook.
Medical & Dental Practices
Patient intake, scheduling, and documentation support that stays
inside HIPAA constraints from the first day.
Includes Data Risk Review · Policy Kit · Back-Office
Automation · Customer Service Assistant
Trades & Construction
Estimating support, job documentation from the field, and customer
communication that doesn't wait for the office to open.
Includes Readiness Assessment · Meeting Intelligence ·
Back-Office Automation · Fluency Workshops
Professional Services
Law, accounting, and insurance. Document drafting, client intake,
and a knowledge assistant over your own precedents and procedures.
Includes Data Risk Review · Copilot or Gemini Enablement ·
Knowledge Assistant · Fractional AI Lead
Hospitality & Retail
Customer inquiries answered around the clock, review responses
drafted in your voice, and staff scheduling that stops eating the
manager's Sunday.
Includes Customer Service Assistant · Back-Office
Automation · KPI Dashboard · Managed Support
— How an engagement runs
Scoped like a project, because it is one.
Every engagement follows the same four steps. Scope is fixed in
writing before work starts, changes go through a change order, and
nothing is done until you've accepted it against the criteria we
agreed.
/ 01
Discover
A thirty-minute call, then a short look at how the work actually
flows today.
/ 02
Scope
A one-page statement of work: what's in, what's out, what done
looks like, what it costs.
/ 03
Deliver
Weekly check-ins, a demo at each milestone, and your people
involved from the first week.
/ 04
Hand over
A runbook written for a non-technical owner, training for whoever
runs it, and thirty days of support.
— Rates
Two rates. No surprises.
Every fixed fee and every monthly retainer on this page is built from
the same two hourly rates and the hours the work takes. The quote you
get after the discovery call is fixed in the statement of work.
Training
$100/ HOUR
Workshops, briefings, office hours, and role-based sessions.
Includes preparation time and a prompt library your team keeps.
Consulting
$160–$250/ HOUR
Assessment, design, configuration, build, and managed support.
Hands-on build and configuration sits at the lower end; strategy,
assessment, and architecture at the upper end.
The investment shown on each card is the typical range for that scope
at these rates. Software licenses and vendor fees are passed through
at cost and listed separately in the quote.
— Questions owners ask
Straight answers.
Do we need IT staff for any of this?
No. Every service is scoped for a business with no technologist on
staff. Where a service needs an administrator login or a vendor
account, that's listed under "needs from you" and we walk through
it together. If you already have an outsourced IT provider, we
work alongside them.
What happens to our data?
Before anything is built you get a one-page data-handling
standard: what data goes to which vendor, where it's stored, how
long it's kept, and how to get it back. Regulated data such as
patient or payment records is either kept out of AI tools entirely
or handled only through vendors with the right agreements in
place.
What if it breaks after you leave?
Every build ships with a runbook that says how to tell it's
working, what to try when it isn't, and who to call. Thirty days
of support are included. After that, Managed Automation Support
keeps it monitored and fixed with a response time in writing.
What will our staff have to learn?
Less than you'd think. Automations are designed so the exception
queue looks like the inbox or spreadsheet people already use.
Where staff do use a new tool directly, training is by role and
uses your real documents, not generic examples.
How is pricing set?
Training is $100 per hour and consulting is $160 to $250 per hour.
Assessments, policy kits, and training are quoted as a fixed fee
from those rates. Automations and builds are priced by milestone
with the total agreed up front. Managed services are month to
month. You get a written quote after the discovery call, and the
scope in the statement of work is the scope you pay for.