AI Adoption for Small & Mid-Sized Businesses

Get your business
actually using AI.
Not just talking about it.

Most teams have tried ChatGPT, gotten excited for a week, and quietly gone back to doing things the old way. We fix that. Four services — pick the one that matches where you are, or we’ll help you figure it out on a free 30-min call.

YOUR BUSINESS ⚙ 01 · AUDIT Find what to fix 02 · TRAIN Skill up team 03 · AUTOMATE Build systems 04 · KNOW Capture know-how

WHY AI ADOPTION IS HARDER THAN IT LOOKS

The tools aren’t the problem. The rollout is.

Nine out of ten teams we meet have at least one paid AI subscription. Half have three. But the tools sit mostly unused because nobody’s answered the boring questions: What are we allowed to put in them? Who’s responsible when they get something wrong? Which tasks are they actually good at? And how do we get everyone using them without a six-month training program?

That’s what the four services below do. You pick based on where you’re stuck — or book the call and we’ll tell you.

THE FOUR SERVICES

Pick the one that fits where you are.

Each is a standalone engagement. Most clients do one first, then another 6–12 months later. You don’t have to commit to all four.

🔍
01 · START HERE

AI Audit

A 2-week deep dive into how your team uses (or doesn’t use) AI today. Ends with two deliverables: an AI policy your team can follow tomorrow, and an implementation roadmap of the 2–3 automations worth building first.

2 weeks · Starts at $4,500 · Policy + roadmap

Best for: Teams that know AI matters but haven’t nailed down what to do about it. Or teams worried about compliance and data before rolling anything out.

See audit details →
🎓
02 · SKILL UP

AI Workshop

A 90-minute hands-on session where your team stops being afraid of the blinking cursor. We teach the SMART prompting framework, work through live exercises on your real tasks, and leave you with a handout and recording.

90 min · From $950 (nonprofit) · 50–70% hands-on

Best for: Teams where people are quietly using ChatGPT on their phones but haven’t been shown how to actually use it well. Nonprofits especially — we’ve run this for dozens.

See workshop details →
⚡
03 · BUILD

AI Automations

We build the systems that do the work — missed-call responders, invoice follow-ups, review replies, content pipelines, lead-to-CRM flows. Tuned on your voice, your data, your edge cases. You approve every change before it goes live.

3 weeks to first automation · Monthly after launch

Best for: Teams with clear, repetitive work eating hours each week — inbox, WhatsApp, data entry, content scheduling, follow-up sequences. You want it handled, not taught.

See automation details →
📚
04 · CAPTURE

Knowledge Systems

We turn what’s in your team’s heads — SOPs, answers, how-to’s, brand voice, decisions — into a searchable knowledge base your AI and your people can both use. No more “ask Maria, she knows” when Maria’s on vacation.

2–4 weeks · Notion, Slite, or custom · AI-queryable

Best for: Teams where onboarding takes forever, answers live in Slack DMs, or your AI tools keep giving generic outputs because they don’t know your business.

See knowledge system details →

NOT SURE WHICH TO START WITH?

Pick the sentence that sounds the most like you.

“We don’t even know where to begin with AI.”

You’ve read the articles. Your competitors are doing something. But there’s no plan, no policy, and nobody owns it.

Start with the AI Audit → It ends with a roadmap so you know what to do next.

“Our team is curious but stuck.”

People have played with ChatGPT. Some are even using it a bit. But the outputs are hit-or-miss and nobody’s really leveling up.

Book the AI Workshop → 90 minutes and your whole team speaks the same language.

“I know exactly what’s eating our time.”

Missed calls. Invoice follow-ups. Social media posts. Lead qualification. You know the problems — you just want someone to build the fix.

Skip to AI Automations → 3 weeks to the first one running.

“Our AI gives generic answers. Our people answer the same questions weekly.”

Your tools don’t know your business. Your team can’t find what they need. Onboarding takes forever.

You need a Knowledge System → One source of truth, AI and humans both use it.

Still not sure? That’s what the free 30-min call is for.

BOOK THE FREE STRATEGY CALL →

THE TYPICAL PATH

Most clients don’t do everything. But here’s how it stacks when they do.

1

Audit

You get a policy and a prioritized list of what to build. Nothing is built yet — just clarity.

2

Workshop

Your team learns to use AI well. Now they’re ready to actually adopt what comes next.

3

Knowledge

We capture what’s in heads and docs so anything we build next answers with your context, not generic AI.

4

Automate

Now we build. And because steps 1–3 happened, the automations ship tuned, trusted, and actually used.

Plenty of clients start at step 3 or 4 and loop back. The order isn’t rigid — what matters is that by the end, your team is actually using AI, not just paying for it.

WHAT AI ADOPTION LOOKS LIKE WHEN IT WORKS

Numbers from the audits, workshops, automations, and knowledge systems we’ve shipped.

~94%

of inbound customer messages handled automatically after automations ship — up from roughly 58% before.

12hr

median team-time saved per week once the first round of systems is running.

3×

jump in team AI-tool usage the month after a workshop + knowledge system combo.

$0

to find out if any of this fits you. The strategy call is free. No pitch, no pressure.

QUESTIONS WE GET A LOT

Honest answers.

Do I have to do all four services? ⌄
No. Most clients start with one. The audit is the most common starting point because it ends with a roadmap — but if you already know exactly what you want built, go straight to automations. If your team just needs to level up, start with the workshop.
What if we’ve already tried AI and it didn’t stick? ⌄
That’s the single most common thing we hear. It’s almost never a tool problem. It’s usually a combination of three things: no policy (so people are afraid to use it with real work), no training (so outputs are bad), and no knowledge base (so the AI doesn’t know your business). We fix whichever of those is holding you back.
How do you decide which service I need? ⌄
The free 30-min call. We’ll ask about your team size, current AI usage, what’s eating hours, and what’s at stake. At the end of the call you’ll get a one-page plan telling you which service (or combination) makes sense — and what it’d cost. No pitch follow-up unless you ask for one.
Will my data be safe? ⌄
This is exactly the kind of question the AI Audit answers in detail for your specific stack. Short version: we use enterprise-tier AI providers with data-processing agreements, we never train on your data, and everything we build can run with your own API keys if you prefer. The policy we deliver spells out exactly what your team is allowed to put into which tools.
Are you locked-in vendors? ⌄
No. Every automation, policy, and knowledge system we build is documented and handed over. If you fire us tomorrow, everything keeps running. You own it — including any API keys, prompts, and integrations. We stay because clients want us to, not because they have to.
Do you only work with Miami businesses? ⌄
We’re based in Miami and offer in-person sessions locally, but most of our work is remote over Zoom. We have clients across the US, Latin America, and Europe.
What does this actually cost in total? ⌄
Each service is priced standalone — audit from $4,500, workshop from $950, knowledge system and automation scopes depend on complexity. We’ll give you firm numbers on the call. If you want all four, it’s usually in the $15–30K range over 2–3 months, and that’s usually paid back within 6 months through time savings alone.

ONE CALL. NO PITCH. PLAN DELIVERED SAME DAY.

Tell us where you’re stuck.
We’ll tell you which service fits.

30 minutes on Zoom. Founder-led. You leave with a one-page plan — whether or not we end up working together.

BOOK FREE 30-MIN CALL →
✓ Founder-led call✓ Zoom or in-person in Miami✓ 1-page plan, same day✓ No long-term contract