A free 15-minute Zoom call. No cost, no pressure.What AI setup actually means
Setup is not buying a subscription and hoping. It is the work of making the tool useful for your specific business.
We create the AI account in your name, so you own it. You pay the AI company directly. We never resell it and we never mark it up.
Then we connect it to your email, your shared files and the tools you already use. We set it up for each person on the team, not just the owner, because AI only pays off when the people doing the work can reach it. The first training session is part of setup, and it is hands on. Everyone opens their own account and does real work in front of us.
Dunwoody has a lot of small professional offices, shops and service companies. The setup looks different for each one, which is the point. A bookkeeper needs help with spreadsheets and client emails. A contractor needs help writing quotes and follow-up notes. A shop owner needs help with supplier messages and scheduling.
Why we start with the free AI game plan
Before anyone sets anything up, we do the free AI game plan. It is a free 15-minute Zoom call. No cost, no pressure, and nothing gets built on that call.
We look at how your business actually runs. Where does the same work repeat? Where do messages pile up? Where does someone lose an evening on paperwork? Then we show you where AI helps first and tell you which level fits.
That last part matters. Some owners only need setup and a way to ask questions. Some want coaching on a goal. Some want our team to build and run things. You should hear that straight, not get sold the biggest package.
After the call you get your price in writing, before anything starts.
The four levels, in plain words
Every client starts with Setup. From there you can move up or down whenever you like.
- Setup, one time. We create the account, connect it to your email, files and tools, set it up for each person and run the first training session.
- Support, monthly. A real person you can text or email about logins, how do I questions and can AI do this. Plus a check-in every month. Cancel anytime and you keep your account.
- Coaching, monthly. 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. Support is included.
- Done for you, monthly, with each build quoted up front. 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. Coaching is included.
Setup and Support is a sensible place to start. That is enough to get real use out of the tool and know what you want next.
What to connect first
Start narrow. A tool connected to everything at once is confusing.
Pick the two or three places where work repeats most. For most offices that is email, a shared drive of documents, and a calendar. Get those working and let the team build the habit before adding more.
Watch out for a few things:
- Personal accounts. If your staff are using their own logins, work product lives in places you cannot see and files can walk out the door when someone leaves. Setup on the company account fixes that.
- Junk in, junk out. AI answers from what it can see. If your shared folder is a mess of duplicate files, say so early and keep the first projects simple.
- Wrong answers. AI will sometimes be confidently wrong. Train people to check names, numbers and dates before anything goes to a client.
- Silent non use. It is easy to pay for AI and have nobody touch it. The monthly check-in exists to catch that.
If you are a law, medical or finance office in Dunwoody and cannot put client files into a public chatbot, tell us on the call. We can talk through zero data retention, where the AI provider does not keep your prompts or files after it answers, or private AI on a machine inside your office so files never leave. Check your own rules too, since we do not claim any product meets them for you.
A normal week once you are set up
It should feel small and steady, not dramatic.
Someone drafts a client email with AI and edits it before sending. A manager turns messy meeting notes into a clean summary. A quote gets a first pass and then gets checked. A staff member asks the AI to explain a clause or reword a paragraph for a customer. Someone hits a login problem, texts us, and gets an answer from a real person.
Once a month we check in. What is working? What is sitting unused? What is the next thing worth trying? That rhythm is what keeps AI from becoming another subscription nobody opens.
If you want more, you move up to coaching or done for you. If you want less, you drop to Support. Nothing is locked.
Working with a Dunwoody business
We are an Atlanta company, so Dunwoody is close. DeKalb County, part of metro Atlanta, and easy to reach from the Perimeter area.
We work over Zoom and email for most of it, which suits busy owners. When something is better done in person, like a team training session or setting up a machine in your office, we can arrange it.
You do not need to be technical. You do not need to know which AI to pick. Claude, ChatGPT or Gemini all work, and we will tell you which fits your work rather than pushing a favorite.
Start with the free AI game plan. Fifteen minutes, a look at your business, and a straight answer on where AI helps first.