A free 15-minute Zoom call. No cost, no pressure.What AI setup looks like for a Brookhaven business
Setup is a one time job, and it is the first thing every client does with us. We create the AI account in your name, so you own it. We connect it to your email, your shared files and the tools your team already works in. Then we set it up person by person, because a bookkeeper and a project manager should not be asking the AI the same things.
The last piece of setup is a first training session with your team. Not a webinar. We sit with the people who will actually use it and show them how to ask for what they need in their own work.
You pay the AI company for the subscription directly. We never resell it, so there is no markup hiding in the middle and the account stays yours if you ever leave us.
Why a real person to call matters more than the setup
Setup day goes fine. It is week three that decides whether AI sticks. Someone cannot log in. Someone else wants to know if the AI can help with a proposal. A third person tried something, got a strange answer and quietly stopped using it.
That is what our monthly Support level is for. You text or email a real person. We answer logins, how do I questions, and can AI do this questions. We also check in once a month so small problems get caught before they turn into a dead account nobody opens.
You can cancel anytime and you keep your AI account. Nothing is held hostage.
The four levels, and how Brookhaven clients move between them
Every client starts with Setup. After that you pick the pace that fits.
- Setup: the one time build described above.
- Support: the monthly real person to text or email, plus a monthly check-in.
- Coaching: bring a goal, we work it out with you, walk you through it step by step and hand you a written plan. You do the work with us behind you. Includes Support.
- Done for you: our team builds and runs it. Websites, automations, follow-up, an AI phone assistant, custom systems, private zero data retention AI, and private AI on a machine in your office. Each build is quoted up front. Includes Coaching.
You can move up or down whenever your needs change. You might start at Support, get comfortable, and later move into Coaching when a specific goal shows up.
What to set up first
Three places are a good place to start.
- Email. Drafting replies, summarizing a long thread, and turning a rough note into something you can send.
- Documents. Proposals, scopes, job descriptions, policies and internal write ups, drafted from your own material instead of a blank page.
- Follow up. Turning a call or a site visit into a written recap and a next step while it is still fresh.
What we do not do is hand everyone a login and wish them luck. A tool nobody was shown how to use is just another subscription.
A normal week once you are set up
Your team uses the AI inside the work they already do. Someone drafts a client email and edits it before sending. Someone else turns meeting notes into a task list. A manager asks the AI to tighten a job post. You text us once or twice with a question, and we answer.
Once a month we check in. We look at what is working, what got abandoned, and what to try next. If a person on the team is stuck, we get them unstuck rather than letting them drift back to doing it the old way.
The goal is boring and good. AI becomes a normal part of the week, not a project everyone is tired of.
Offices with sensitive client files
Brookhaven has a lot of law, medical, accounting and finance offices, and those owners ask the same fair question first: can we put client files into this?
Your office should check its own rules, and we will talk through the options with you. Two of them matter here. Zero data retention means the AI provider does not keep your prompts or files after it answers, which is not the same thing as not used for training. Private AI on a machine inside your office means files never leave the building at all.
For a smaller office, zero data retention is often the right first step. For a firm with strict rules, private AI in the office is worth a serious look.
Brookhaven, DeKalb County, and getting started
Brookhaven sits in DeKalb County and is part of metro Atlanta, close enough that working with us feels local. We are an Atlanta company and we do this face to face or over Zoom, whichever suits you.
The way in is the free AI game plan. It is a free 15 minute Zoom call with no cost and no pressure. We look at your business, show you where AI helps first, and tell you which level fits. Nothing gets set up for free on that call, and you get your price in writing after it, before anything starts.
If you have been meaning to get to AI and keep pushing it down the list, this is the easy first step. Book the free AI game plan and let us take it from there.