Lead follow-up
When a lead comes in, the next step happens. No more waiting until someone remembers to send the email.
This Should Be Easier.
Implementation
AI Adoption + Practical Implementation
We help you identify where AI makes sense, decide what is worth pursuing, and put it to work. That can include existing tools, a better process, something custom, or ongoing guidance.
The problem
Work piles up in the wrong places.
- Employees spending hours on repetitive work
- Slow lead response and inconsistent follow-up
- Disconnected tools that do not share information
- Data spread across spreadsheets and inboxes
- Manual scheduling and duplicate data entry
- Poor reporting and administrative bottlenecks
What this looks like
Concrete systems. Plain English.
Dashboards
See what is happening in the business without hunting through spreadsheets and inboxes.
Client portals
Give clients a place to see status, files, and next steps instead of another thread that gets lost.
Internal tools
Build the small systems your team needs instead of forcing the work into software that does not fit.
AI assistance
Use AI to help people do the work faster and with fewer mistakes. Not to replace judgment.
Workflow automation
When a step is repetitive and rules-based, we automate it. When it is not, we find a better way to do it.
CRM + integrations
Connect the tools you already use so information does not get stuck in one place.
Outcomes
- Save time.
- Faster follow-up.
- Leads not lost.
- Better tools.
- Organized information.
- Connected systems.
How implementation works
A structured path from goals to systems and measurable follow-through.
- 01
Define Your Outcomes
We align on what success looks like - revenue, time saved, efficiency, or growth.
- 02
Audit Your Current Systems
We map your workflows, tools, and bottlenecks to identify where value is being lost.
- 03
Build the Plan
You get a clear plan for automation, tools, and workflow improvements.
- 04
Implement & Optimize
We deploy systems, refine performance, and track measurable improvements over time.
How we work
A clear path from assessment to implementation
One workflow can start at $2,500. The offers below are for a wider look, a build, or ongoing leadership.
Optional first step
Implementation Assessment
Starting at $1,250
Find where AI and automation will help before you spend money building. From there, the next step may be a quick win, Guided Implementation, a custom project, or ongoing leadership.
- Workflow review
- Bottleneck map
- Tool recommendations
- Quick-win opportunities
- 30 to 60 day implementation plan
Start With an Assessment
Prefer a self-serve starting point? Take the AI Readiness Assessment.
We help you do it
Guided Implementation
Starting at $1,500/month · 3-month minimum
You build. We guide. Two working sessions a month for prioritization, tool choice, architecture, and troubleshooting. Built for a team that wants to do the work internally.
- Two virtual working sessions per month
- Ongoing implementation guidance
- Prioritization, tool choice, and troubleshooting
- You implement inside the business, with us helping you succeed
- 3-month minimum
We build it for you
Implementation Projects
Starting at $5,000 · Custom scoped
We build it. Automations, integrations, dashboards, internal tools, and AI workflows. Scope and price follow the work. One finished workflow is an Implementation Quick Win at $2,500.
- Workflow automation and CRM implementation
- Integrations between tools you already use
- Scheduling, reporting, and internal tools
- Custom AI systems where they fit the work
- Scoped after we understand the process
We help lead it
Fractional CAIO
Pricing based on the size and needs of your organization
AI is becoming part of the business. Someone needs to own where it goes next.
We become part of your team, working alongside leadership and employees to identify where AI can create meaningful value, decide what's worth pursuing, and help put those ideas to work.
- Identify and prioritize opportunities across the business
- Build and maintain your AI roadmap
- Work directly with teams to implement solutions
- Evaluate tools, vendors, and emerging technology
- Prototype and test new ideas
- Guide responsible adoption across the organization
- Keep initiatives moving from idea to working solution
The engagement depends on the size of your organization, the number of teams involved, and the implementation support required. Most engagements range from $5,000 to $15,000 per month.
Training is available on its own
Your team can learn to use ChatGPT, Claude, Microsoft Copilot, AI video, research, creative tools, and other useful products without a custom implementation project. Explore standalone team training built around the work your people already do.
See a sample Implementation Assessment
This sample shows the structure: business snapshot, quick wins, workflow improvements, and scoped project opportunities. Actual client work goes deeper and is specific to how your business runs.
After Launch
We stay involved where it makes sense.
Larger websites, internal tools, dashboards, and implementation projects often need ongoing hosting, maintenance, monitoring, or support.
Ongoing care typically runs $250–$400/month, depending on what we're responsible for and how much ongoing support is needed.
That keeps what we built working. New features, larger changes, and new projects are scoped separately.
A Quick Note on Pricing
You should know what you're getting into before the work starts.
We publish pricing where the scope is predictable. For larger or ongoing engagements, the price depends on the size of your organization, the complexity of the work, and how involved we need to be.
Either way, we define the scope and agree on the price before anything begins. No surprises.