Practical
AI

1. 01

   AI Readiness Sprint

   Start here2 weeks

   A workflow audit, a prioritized roadmap and one working pilot.

2. 02

   Workflow automation

   Assistants and automations for intake, reporting and admin.

3. 03

   AI in your product

   Smart search and assistants inside the screens your people already use.

4. 04

   Team training

   Hands-on sessions built around your team’s real work: what to use AI for, what to keep out of it, and the prompts and workflows people keep using after the session.

• Intake triage

  An assistant reads new enquiries, sorts them and drafts a first reply for your team to review.

• Proposals and quotes

  First drafts built from your past work, templates and pricing rules, ready for a person to finish.

• Meeting notes to actions

  Summaries, decisions and tasks pulled from calls and pushed into the tools you already use.

• Internal knowledge assistant

  Staff ask questions in plain language and get answers from your own policies, docs and past projects.

• Reporting on autopilot

  Weekly numbers pulled from your tools into a plain-language summary your leadership actually reads.

• Document extraction

  Fields from forms, invoices and contracts captured straight into a spreadsheet or CRM.

• Content repurposing

  One video, talk or article turned into posts, captions and emails in your voice.

• Search and help inside your product

  Natural-language search over listings, events or inventory, and a help assistant that hands off to a person.

Not ready to talk yet? Get the free AI readiness checklist and see where your team stands.

1. Step 1

   Intro call

   Twenty minutes on what’s slow, broken or missing. I’ll tell you what I’d do first.

2. Step 2

   AI Readiness Sprint

   Two weeks, fixed scope: a workflow audit, a prioritized roadmap and one working pilot.

3. Step 3

   Keep going

   Most clients choose to continue on a monthly retainer.