A free 15-minute Zoom call. No cost, no pressure.What AI setup looks like for a Roswell business
Setup is a one time project, and it is where every client starts. We create the AI account in your name, on your own card, with Claude, ChatGPT or Gemini. You pick the tool, or we help you pick based on what you actually do all day. You pay the AI company directly. We never resell the subscription, so there is no markup hiding in the middle.
From there we connect the AI to your email, your shared files and the tools your team already opens every morning. Then we set it up for each person on the team, not just the owner, and run the first training session so people leave knowing what to type.
Roswell has a lot of small offices doing real work: contractors, shops, clinics, agencies, professional practices. The setup looks different for each one. A tree service needs help with quotes and follow up. A law office needs careful handling of client files. A retail shop needs product copy and supplier email. We build it around what you do, not around a template.
Why a real person to call matters more than the tool
A lot of people who try AI on their own stall out early. Something breaks, a login expires, or they hit a question and there is nobody to ask. The account sits there and the subscription keeps charging.
Support is monthly and it fixes that. You get a real person you can text or email. Logins, "how do I" questions, "can AI do this?" questions. We also check in with you every month so it does not quietly fall out of use. Cancel anytime and you keep your AI account, because it was always yours.
That is the whole point. AI is not hard to buy. It is hard to keep using well when you are also running a business.
What to set up first
Start with the work that repeats. Not the exciting stuff, the boring stuff you do every week.
- Email replies you write over and over, like quote requests and scheduling confirmations
- Turning a rough set of notes into a clean proposal or estimate
- Summarizing a long email thread or a document before you answer it
- Drafting job descriptions, supplier messages and customer updates
- Getting a straight answer out of your own files, like "what did we agree with this vendor?"
We do this together in the first training session. You leave with a short list of prompts saved and named, so nobody has to remember how to start. Then the habit builds from there.
What to watch out for: do not try to automate everything at once. Pick two or three tasks, get them solid, and add more later. A team that uses AI for three things well beats a team with twenty half working setups.
A normal week with AI in place
Monday morning, someone opens the AI and clears the weekend email backlog faster because it summarizes and drafts. During the week, quotes and proposals go out with less blank page time. Client questions get answered from your own documents instead of hunting through folders.
When a person gets stuck, they text us. When something new comes up, like a staff member asking whether AI can handle the intake form, they ask us and we tell them honestly, yes or no.
Once a month we sit down and look at what is working and what has gone quiet. We adjust. If you want more, you move up a level. If the business gets busy and you want less, you move down. Nothing is locked.
If your files are sensitive
Roswell has plenty of law, medical, finance and insurance offices, and those folks cannot just paste a client file into a public chatbot and hope.
We can set up zero data retention, which means the AI provider does not keep your prompts or files after it answers. That is not the same thing as "not used for training", and it is worth understanding the difference before you start. For offices that want more, we can put private AI on a machine inside your office so files never leave the building.
Your office should check its own rules, and we will talk through the options with you so you know what you are choosing.
Levels, and how people move between them
There are four levels and every client starts with Setup.
- Setup: the one time project 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 step by step and hand you a written plan. You do the work, we stay 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, private AI in your office. Each build is quoted up front. Includes Coaching.
You can move up or down anytime. Plenty of clients sit on Support for a while and that is fine. There is no pressure to climb.
Start with the free AI game plan
The free AI game plan is a free 15 minute Zoom call. No cost, no pressure, and nothing gets set up on the call.
We look at your Roswell business, show you where AI would help first, and tell you which level fits. If it is not a fit, we say so. If it is, you get your price in writing after the call, before anything starts.
Roswell is Fulton County and part of metro Atlanta, so we are close by. Most of this works fine over Zoom, and you always have a real person on the other end. Book the free AI game plan and let us take the first step with you.