AI consulting & implementation · est. 2025

AI that earns its keep.

We help practices, firms, and service operators put AI to work where it pays for itself — then train the people who will actually use it.

Process automation Executive AI assistants BI dashboards Role-based training Readiness assessments Automation-as-a-Service Certification programs Process automation Executive AI assistants BI dashboards Role-based training Readiness assessments

The problem, named.

Most AI projects inside owner-led businesses fail in the same three ways. A pilot that never becomes a system. A tool nobody uses. A training session that doesn't stick.

We work in the opposite direction. We start from the operations that actually cost you money — scheduling, billing, intake, documentation, reporting — and stay until the team runs it without us. The deliverable is not a model; it is a working department.

What we do.

A

Implementation & Automation

Most engagements settle into a retainer once the first build is live and a person on your team owns it.

  • Business process automationHR · Finance · IT · Compliance
  • Automation-as-a-ServiceMonthly retainer
  • AI-powered sales & marketing systemsPipeline · Outreach
  • Executive AI assistantsFor managers & partners
  • Business intelligence dashboardsRevenue · Ops · Flow
  • Data & insights systemsWarehouse · Reporting
  • Licensing & integration of AI toolsVendor-agnostic
  • End-to-end project implementationScoped delivery
See implementation services
B

Training & Consulting

The point is not AI literacy. It's capability — the team running the system when we're gone.

  • AI readiness assessmentsFree for qualified
  • Custom AI roadmapsPriced & phased
  • Executive leadership trainingOwner · Partner · C-suite
  • Staff & user trainingRole-based
  • Certification programsSix-session cohorts
  • AI-generated training contentLibraries · SOPs
  • Tiered SMB training packagesBasic → Advanced
  • Internal champion programsTrain-the-trainer
See training & consulting

The approach.

Four phases. The first is free for qualified businesses. The rest are priced after scope.

  1. 01

    Assess

    Two weeks. We interview your operators, review your stack, watch the work, and quantify the waste. You receive a written readiness assessment with priced recommendations.

    Duration2 weeks
    DeliverableReadiness report (24–36 pp.)
  2. 02

    Plan

    We sequence the roadmap against your fiscal calendar, staffing, and tolerance for disruption. Every initiative has a number attached — cost, payback, confidence.

    Duration1–2 weeks
    Deliverable12-month phased roadmap
  3. 03

    Implement

    We build, integrate, and measure. Fixed scope on first engagements; retainer thereafter. A senior operator from our team owns delivery; you approve every release.

    Duration60–120 days per initiative
    DeliverableLive systems · documented
  4. 04

    Train

    Role-based training, certification, and an internal champion. We stay until your team runs the system without us. If they can't, we haven't finished.

    DurationRolling
    DeliverableCertified team · SOP library

Who this is for.

Healthcare

Dental & medical practices

Group practices and solo operators with 5–50 staff who run on a mix of EHR, a PMS, and human attention.

  • Ambient clinical documentation
  • Voice intake & scheduling
  • Insurance pre-check & claims
  • Recall & reactivation campaigns
  • Patient-flow dashboards
Legal

Law firms & professional services

Firms of 10–100 with a partnership structure, billable hours, and a backlog of document-heavy work.

  • Matter intake & conflict checks
  • Document review & summarization
  • Drafting assistants for associates
  • Billing narrative automation
  • KM & precedent retrieval
Operators

Mid-market service operators

A real P&L, a small back office, and no AI function yet. HVAC, accounting, MSPs, agencies, specialty trades.

  • Finance & accounting automation
  • Executive AI assistants
  • Sales pipeline & outreach systems
  • Internal knowledge bases
  • Operations intelligence

Engagements & pricing.

Ranges below. Specifics after the assessment. The assessment itself is free for qualified businesses.

Engagement
Best for
Duration
Investment
I

Readiness Assessment

Written roadmap with priced implementation plan. The foundation for everything that follows.

Owners evaluating AI for the first time
2 weeks
Free for qualified, or $2,500 flat
III

Operator Program

Automation-as-a-Service retainer. Quarterly reviews, ongoing training, a named operator from our side.

Practices scaling AI across operations
12-month minimum
$8K – $18K / mo. Monthly retainer
IV

Enterprise Engagement

Dedicated pod, multi-workstream delivery, executive coaching. Optional performance-based component where the economics are obvious.

Mid-market with a portfolio of initiatives
Custom
By proposal Optional revenue share
Training bolt-on $2,000–$2,500 per session · $18K for a 6-session certification cohort
Full services & pricing →

Book a readiness assessment.

Two weeks. One written report. A phased, priced roadmap of the AI work that would actually move a number in your business — and an honest answer about whether we are the right team to ship it.

  • 24–36 page written readiness report
  • 12-month phased roadmap with pricing
  • Free for qualified businesses
  • Delivered within 10 business days

We reply within two business days. We do not sell or share your information, ever.