Get your company ready for AI — then build the tools that actually help.

Readiness first

The four things we check before recommending AI

AI is useful only when the data, tool choice, team habits, and workflow all line up. Our readiness work keeps the conversation practical before anyone buys licenses or wires an assistant into the business.

• 01

  Data readiness

  Know what information AI can safely use. We review permissions, shared folders, sensitive data, client records, and where an assistant should never be allowed to look.

• 02

  Tool readiness

  Pick the right provider and plan for the job. Copilot, ChatGPT, Claude, Gemini, Azure OpenAI, or a private setup all have different strengths, risks, and integration paths.

• 03

  Team readiness

  Prepare people before you hand them powerful tools. We create plain-English rules, review habits, examples, and training so staff know what AI can and cannot do.

• 04

  Workflow readiness

  Start where the work is repetitive, measurable, and low-risk enough to pilot. We map use cases, build the first workflow, and define how you will tell whether AI is actually helping.

What we offer

Five ways to get started with AI

• AI Readiness Assessment

  $445

  60-90 minutes

  We sit down with you, review the work your team does today, map where sensitive data lives, and identify where AI would save time vs. where it would add risk. You walk out with a written 1-page roadmap: the first 2-3 use cases, the right tool for each, guardrails, and a practical budget.

  Best for: Owners who know AI matters but want a grounded starting point.

• Team AI Readiness Workshop

  $895

  2 hours on-site

  We come to your office and prepare your team to use AI safely with real work: customer emails, meeting notes, intake forms, proposals, policies, and internal documents. The workshop covers what can go into each tool, what needs review, and one workflow each person can use the next business day.

  Best for: Teams of 3-25 who are already experimenting with AI or about to start.

• AI Provider Setup & Integration

  Quoted by scope

  Project, scoped in writing

  We help you choose, configure, and connect the right AI platform for the job: Microsoft 365 Copilot, Copilot Studio, Azure OpenAI, ChatGPT, Claude, Gemini, or a more private setup. We handle accounts, data boundaries, access, prompts, workflow connections, and handoff documentation.

  Best for: Companies that want AI tools connected to the business instead of one-off accounts.

• Custom AI Tool Build + Train

  from $850

  Project, scoped in writing

  A practical AI assistant or workflow tool for your specific business: customer FAQ, internal policy search, intake triage, quote drafting, appointment prep, or document summarization. Includes testing, team training, a usage policy, and follow-up review after launch.

  Best for: Businesses with a repeating, high-volume task that would be easier with a focused tool.

• Microsoft 365 Copilot Safe Adoption

  Quoted by tenant

  1–3 weeks

  Before you turn on Copilot licenses, we harden your M365 tenant so Copilot doesn't surface payroll spreadsheets or HR docs to the wrong people. Includes SharePoint permission audit, sensitivity labels, and Copilot pilot group setup. MS-102 certified work.

  Best for: M365 tenants with 10+ users considering Copilot.

Real time savings

What “saves your team time” actually means

Planning estimates for common small-business workflows. Your mileage varies by team size, data quality, and how consistently the workflow is used.

Want the deep-dive on the top three? Read Three AI workflows that save SMB owners 5+ hours a week →

Common questions

What SMB owners actually ask us about AI

• Is my business ready to use AI?

  You are ready when you know where sensitive data lives, who can access it, what employees are allowed to put into AI tools, and which workflows are worth improving first. We check those pieces before recommending licenses or building a tool.

• Which AI provider should we use?

  It depends on the work. Microsoft Copilot and Azure OpenAI fit many Microsoft 365 environments. ChatGPT, Claude, Gemini, or a private setup may fit better for writing, research, long documents, customer support, or custom workflows. We help choose and configure the right option.

• Can you build AI tools for our company?

  Yes. We build practical assistants and automations around real business workflows: website FAQ, internal policy search, intake triage, quote drafting, appointment prep, document summarization, and handoff notes for staff.

• Should I get Microsoft 365 Copilot?

  Only if your Microsoft 365 tenant is ready first. Permissions, sharing links, stale files, sensitive data, and employee expectations should be reviewed before broad rollout. Sometimes the answer is yes; sometimes it is "fix the foundation first."

Get a free 30-minute call

Tell us what's going on. Aaron personally watches these requests, with a business-hour reply target under 2 hours — the same person who'll scope and lead the work. No sales pitch, no commitment.

Related reading

• AI chatbot for your business — productized service →
• Three AI workflows that save SMB owners 5+ hours a week →
• Copilot governance checklist →
• Modern work + AI roadmap →
• Secure Copilot readiness →
• Microsoft 365 for small business →