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Consulting, training and implementation

How AI gets put to work across your company

Our consultants find where AI helps, our trainers teach your team live, and AI employees take on the rest.

Clients include
Iron CultureJUICEHVBA
Iron CultureJUICEHVBA
Iron CultureJUICEHVBA
01
Consulting

Know where to start and what’s worth doing

We talk with leadership and department heads and typically find 15 to 20 high-value opportunities. Your roadmap shows each current process, the improvement, what comes first and what stays human, and where training, a process change or an existing tool is the better answer.

Your AI roadmap
Ranked by impact
Opportunity
Team
Answer
Impact
Lead follow-up and booking
Sales
Custom build
Business insights in one place
Leadership
Custom build
Daily admin with AI
Operations
Training
Proposal writing
Sales
Training
Client relationships
Account managers
Stays human
Kept with people
Example roadmap

“The audit alone was worth it.”

Anthony Verdeja, USA COO, Safe Life

02
Company training

Solve useful problems with the tools you already have

We teach the shared foundations live and remotely, then work hands-on with each department on the problems found in consulting. Using Claude, ChatGPT, Copilot or other AI tools you already pay for, your people build repeatable workflows for their own work.

1
The foundations, live
What AI does well in a business, and where to start.
2
Your own work, hands-on
Bring the tasks you most want off your plate.
3
A method to repeat
Leave with something finished and the next one in mind.
A client training example

A repeatable process for incoming invoices and forms

A client’s operations team had a familiar problem: invoices and customer forms arrived in email, while the records and status updates belonged in several different places. Staff were responsible for storing the files, updating the tracker and entering the details. During training, we helped them use their existing AI tool to organize the document information, extract required fields and flag what was missing. The work gave them a process they could repeat on the next batch of documents.

Works with the tools you already pay for

Claude
ChatGPT
Copilot
03
Implementation

Your outsourced AI department

We develop the connected workflows, agents and applications that require technical delivery. Our team handles implementation and testing, trains your staff on the system, and stays available for updates, maintenance, troubleshooting and improvements.

Every app connected, every insight in one place

Microsoft 365ClickUpDropboxYour CRMAccountingPhone and email
Your AI employee
  • Sales up 18% this month
  • 3 deals need attention today
  • Cash flow on track
Example. App names show the kind of tools connected

That’s when AI becomes really useful.

What an AI employee gets done

Two examples of what one AI employee can take on, start to finish.

Live
  1. Found 40 new leads that look like your best customers
  2. Researched every company and its decision makers
  3. Found verified contact details for each
  4. Sent a personal first message to every lead
  5. Booked 6 meetings on your calendar
Example. Figures are illustrative

A few AI employees, ready to start

Carl

The CRM Manager

  • Keeps your CRM up to date
  • Answers questions on any account
  • Researches new companies
$33,000
a year in salary saved
See it at work

Ricky

The Speed To Lead Expert

  • Replies to every new lead
  • Finds who’s ready to buy
  • Books the meeting
$35,000
a year in salary saved
See it at work

Emily

The Email Inbox Assistant

  • Sorts every email
  • Flags what’s urgent
  • Sends the rest to the right person
$24,000
a year in salary saved
See it at work

Steve

The Sales Executive

  • Reviews every sales call
  • Spots what wins deals
  • Coaches each rep
$45,000
a year in salary saved
See it at work

Arnold

The Backend Admin

  • Enters data from any form
  • Files every document
  • Keeps records clean
$38,000
a year in salary saved
See it at work

Client work

What changed for our clients

$11M+
annual payroll costs eliminated
700+
AI agents deployed
246
businesses served
$8.2M+
new revenue generated for clients
138,000
hours of sales admin time saved
42
Unique industries served

Multi-location gym operator

878 new paying members

A sales assistant worked new leads across three locations, answered questions and booked the next step. Those memberships represented $131,700 in new monthly recurring revenue.

Medical-device group

A $300,000-a-year workload, taken off the team

Order processing, inbox routing and sales-call analysis returned 465 hours a month to the US operation. The team used that capacity to standardize processes across acquired companies.

Crop insurance company

Experienced staff returned to winning business

Custom systems took document routing and government-form filing off three employees’ workload, accounting for roughly $180,000 a year in salary capacity. The director returned to client work, referrals and new business.

One engagement, shaped around your goals

Consulting, training and implementation are parts of one process, agreed around what your company needs to achieve.