Train + Build

Train the team, build the system, or do both.

Published starting points. Workflow buildouts are scoped to the work.

Book a 20-minute call See it work

Train: AI Training Sprint

From $1,500

For teams that need practical AI enablement first.

Workflow-specific AI workshop
Prompt/playbook pack
Safe-use guidelines
One follow-up refinement session

Build: Workflow Buildout

Custom scope

For operators ready for a done-for-you system.

Workflow audit
Automation/system prototype
Human approval gates
Documentation + handoff

Optimization Retainer

From $500/mo

For teams that want ongoing improvements after launch.

Monthly workflow review
Prompt/system tuning
New use-case backlog
Lightweight reporting

Train

Teach the workflow, not the tool

Teach your team how to use AI in their real sales, service, content, and operations workflows without adding chaos.

Workflow-specific workshop

We work from one live workflow (follow-up, proposals, onboarding, or reporting), not a generic tool tour.

Prompt and playbook pack

Reusable prompts and a short playbook the team can run the next day without us in the room.

Safe-use rules

What may be pasted into a model, what stays internal, and what still needs a human review before it leaves the building.

One follow-up refinement

A scheduled pass after the team has used the pack, so weak prompts get rewritten against real work.

Your team leaves with repeatable prompts, safe usage rules, and workflow-specific playbooks.

Build

Ship a system the team can operate

We design and ship practical systems for lead intake, proposal drafting, client onboarding, reporting, and internal handoffs, with the Business Knowledge Assistant as the flagship.

Business Knowledge Assistant

Problem: Answers live in people's heads, inboxes, and outdated docs.
Build: Bounded Q&A over an approved source set, with citations and handoff.
Outcome: Operators get a cited answer or a clear route to a person.

Lead intake + qualification

Problem: New leads sit too long or get routed manually.
Build: AI-assisted intake, scoring, routing, and follow-up drafts.
Outcome: Faster response and fewer missed opportunities.

Proposal builder

Problem: Proposals take days to assemble.
Build: Reusable templates with AI-assisted scoping and pricing inputs.
Outcome: A same-day proposal workflow your team can review before sending.

Client onboarding workflow

Problem: Kickoff details are spread across email, forms, and project tools.
Build: Unified intake, task creation, and kickoff handoff.
Outcome: Onboarding moves from scattered back-and-forth to a tracked handoff.

Weekly reporting assistant

Problem: Leaders spend hours pulling updates from scattered systems.
Build: Automated weekly summaries from your existing tools.
Outcome: Clear status visibility without manual report assembly.

Working automations your team can review, approve, and operate inside the tools you already use.

Process

How work is handed off

Find the drag

We map the workflow, quantify time lost, and identify the fastest training or automation wins.

Teach or build the bridge

We either train the team on repeatable AI workflows or build the system with approval controls.

Document + hand off

You get playbooks, working workflows, and clear next steps instead of a black box.