AI automation consultant for small business

AI automation for operations and sales

Human-controlled workflows that remove repetitive work while keeping approvals around risky decisions.

Who it is for

Service teams losing time to lead triage, reporting, document handling, knowledge search or follow-up administration.

Pricing reflects process design, integration complexity and risk. AI usage fees and third-party subscriptions are billed separately.

What is included
  • Workflow and risk audit
  • Automation opportunity scoring
  • Prompt and knowledge design
  • CRM, email and document integrations
  • Human approval and exception paths
  • Testing, documentation and handover
Working method

Four stages, each with a decision.

01

Map work before choosing tools

Evidence and next actions are documented before the following stage expands.

02

Select a narrow high-value workflow

Evidence and next actions are documented before the following stage expands.

03

Build guardrails and observability

Evidence and next actions are documented before the following stage expands.

04

Pilot with real exceptions before scaling

Evidence and next actions are documented before the following stage expands.

Included in the professional fee

Strategy, implementation and review items listed above, within the agreed scope and revision limit.

Usually separate

Advertising media, third-party software, paid data, legal review, translation beyond English and unlisted production.

No performance guarantee

Search platforms, buyers and markets are outside any consultant’s control. Forecasts guide decisions; they do not promise revenue.

Direct contact · no form

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