A free 15-minute Zoom call. No cost, no pressure.You do not have to become an AI person
Most owners assume they have to learn AI before they can use it. That is backwards. You did not learn how your bookkeeping software works under the hood. You hired someone to set it up and you learned the three things you actually touch.
AI works the same way. The value is not in knowing every prompt trick. It is in having it set up around your real work, connected to your email and shared files, and having a person to ask when something looks off.
So the question is not "when will I find time to learn this?" The question is "how much do I want to hand off?" We have three answers to that, and they stack.
Setup: we build it, you just use it
Every client starts here. Setup is one time and it is the part that usually stops people.
We create the AI account on your own account, so you pay the AI company directly and you keep it. We connect it to your email, files and tools. We set it up for each person on the team, not just you. Then we run the first training session so people see it working on your actual work, not a generic demo.
You walk out of Setup with it running. No research, no trial and error, no watching videos at night. If that is all you want, that is a fine place to stop.
Coaching: you do the work, we stay behind you
Coaching is monthly. You bring a goal, like getting quotes out faster or cleaning up how you answer common customer questions. We work it out with you, walk you through it step by step, and hand you a written plan.
You do the doing. We are there for the next question, the next goal, and the monthly check-in. Coaching includes Support, so logins and "how do I" questions are covered.
This level suits an owner who wants to stay hands on but does not want to figure out the path alone. You are not learning AI in the abstract. You are learning it on one real job at a time.
Done for you: our team builds and runs it
Done for you is for the owner who genuinely has no bandwidth. Our team builds and runs the thing. Each build is quoted up front so you know what you are getting before we start.
This is where websites, automations, follow-up, an AI phone assistant, custom systems, private zero data retention AI and private AI on a machine in your office live. Done for you includes Coaching and Support, so you still get the plan and the person to call.
You review and approve. We do the building, the fixing and the running.
What a normal week looks like
On Setup alone, your week barely changes. You and the team use the AI for drafting, summarizing and answering questions, and you text us when something confuses you.
On Coaching, you block one short window to work the current goal with our plan in front of you. The rest of the week you use what you built. Our monthly check-in keeps it moving.
On Done for you, your week is mostly the same as now. Follow-up goes out, the phone gets answered, the site gets updated. You look at what we send and say yes or adjust. The heavy lifting sits with us.
Pick the level that matches your calendar, not your ambition
Owners often pick the level they think they should want, then feel guilty when they cannot keep up. Pick based on the calendar you actually have.
- If you have a little time and want to learn: Setup, then Coaching.
- If you have almost none: Setup, then Done for you.
- If you are unsure: start with Setup and decide after.
You can move up or down any time. Nothing is locked. If Coaching turns out to be too much, drop to Support. If you get busy, move up. The AI account is yours throughout, and you can cancel Support, Coaching or Done for you anytime and keep the account.
What to watch out for
The trap is buying an AI subscription, logging in once, and letting it sit. That happens when nobody sets it up around real work and nobody is there for the first stuck moment.
Another trap is handing it to one keen staff member and calling it done. When that person is out, it stalls. Setup covers each person for that reason.
And be honest about your time on the first call. If you say you will do the work and you will not, we will steer you to Done for you instead. That is not a failure. It is the right call.
For law, medical and finance offices, tell us early if client files cannot go into a public chatbot. We can talk through zero data retention or private AI on a machine in your office so files never leave.
Start with the free AI game plan
The free AI game plan is a free 15 minute Zoom call. No cost, no pressure. We look at your business, show where AI helps first, and say which level fits your actual calendar.
Nothing is set up on that call. You leave with a clear next step and a written price before anything starts. If you have been putting AI off because you are too busy, book the free AI game plan and let us carry it from there.