A diagnostic call where we review your current tools and workflows, identify your top three automation opportunities, and estimate ROI. You get a one-page AI Opportunity Summary within 48 hours — whether or not you work with us.

A 4-hour hands-on session where your team leaves with working AI tools, not just concepts. Three modules: activate AI you're already paying for, build your first AI assistant, and create live automations connecting your core tools.

• Activate AI features in QuickBooks, your CRM, Copilot, or Google Workspace
• Hands-on with ChatGPT and Claude for email, documents, and meetings
• Build 2–3 live Zapier workflows during the session
• Personalized AI Action Plan within 48 hours

Focused engagements that solve one specific workflow problem. Every sprint: audit (week 1), build (week 2), train (week 3), optimize (week 4). Includes working system, team training, and 30-day ROI scorecard.

Fractional Chief AI Officer support. Monthly roadmap reviews, performance monitoring, new tool evaluations, team training, and government grant navigation to offset 50–80% of your AI investment.