Start with a two‑week assessment.

Find the right starting point: a workflow assessment, a managed growth system, hands-on team training, ongoing advisory, or a custom build. Most people start with the assessment.

Services

  • AI Workflow Assessment Two weeks. Find out where AI actually pays off before spending on anything bigger.
    • Two weeks mapping how your team actually works
    • A written roadmap, ranked by what pays
    • Discovery call in, walkthrough call out
    • Free right now, and the roadmap is yours to keep
    • No commitment, and nothing to pay
  • AI Growth System Eight capabilities covering missed calls to outbound leads. Free 60-day trial.

    Free 60-day trial. No charge, no card on file. It continues month to month only if it is working.

    • Missed-Call Response: text-back in seconds, 24/7, landlines flagged for a callback
    • Inbound Text Handling: every text classified and alerted, you reply from email
    • Lead Pipeline: booking nudges, quiet-lead check-ins, review requests
    • Booking & Appointments: confirmations, reminders, no-show follow-up
    • AI Lead Triage: urgency and category on every inquiry as it arrives
    • Outbound Lead Generation: sourced, verified, personalized outreach
    • Referrals & Reputation: referral asks, win-backs, review captions
    • Ops Dashboard: one live view of all of it, included with any of them

    Buy one capability or the whole system. Every account runs in your name. In exchange for the trial I write it up as a case study, anonymized if you prefer.

  • Team Training Half-day workshop up to a multi-week program, remote or in-person, scoped to your team size and tools.
    • Half-day workshop up to a multi-week program
    • Remote or in person
    • Built on your team's real work and the tools you already use
    • Everyone leaves with a working setup they keep
  • Advisory An AI advisor on call. Two tiers, both month to month.

    Advisory

    • 1 named seat who can ask anything
    • Answers within one business day
    • Optional weekly call
    • Month to month

    Fractional AI Officer

    • 3 named seats, same-business-day answers
    • One workflow build a month
    • Monitoring of what we build
    • Quarterly roadmap review
    • On-site option carries a three-month minimum
  • Custom AI Implementation AI agents, n8n workflows, RAG systems, and AI strategy - built in your tools.
    • AI agents that handle follow-up and support
    • n8n workflows connecting the tools you already use
    • RAG systems: answers from your own documents, with sources
    • AI strategy: an audit and a plan anyone can execute

    One-time projects, built in tools you own. Ongoing support is optional.

Government team? See AI training for government teams for federal, state, and local teams.

Questions people ask

Where do you work?
Remote across the United States. In person around Raleigh-Durham and Chapel Hill, NC.
Do we need technical staff?
No. Everything is built in tools you already own and explained in plain English. If you can use email and a spreadsheet, you can run what I build.
What do you actually build?
AI agents that answer and follow up with leads, n8n workflows that move information between your tools, retrieval systems that answer questions from your own documents, and training so your team uses ChatGPT and Claude well.
Who owns the accounts and the data?
Every account the system runs in is created in your name, on your card. Nothing to switch off if you leave, and no card on file until you say yes to continuing past day 60.
How fast can we start?
A free 20-minute call this week. The assessment takes two weeks. The 60 days does not start the day you sign up. It starts the day missed-call answering actually goes live, so the two to three weeks of carrier registration is on my clock, not yours.
Is there a long commitment?
Ongoing work is month to month with 30 days notice. The one exception is on-site advisory, which carries a three-month minimum.

Not sure what you need?

Book a free 20-minute call. I'll tell you whether the right next step is an assessment, managed AI, workshop, coaching, advisory, or nothing yet.

Month-to-month where it makes sense. No pressure, no pitch.