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AI Integration for Small Business

Practical AI adoption that increases productivity without introducing risk. We help small teams use AI tools safely, effectively, and sustainably.

The Problem We Solve

AI is everywhere, but most small businesses don’t know where to start. You’ve heard the hype. You’ve tried ChatGPT. But you haven’t figured out how to systematically integrate AI into your operations.

The risk? Wasting time on tools that don’t fit, exposing client data, or your team resisting adoption because they’re scared or skeptical.

What Makes This Different

We’re not AI evangelists. We’re pragmatists. We only recommend tools that have proven ROI, prioritize data safety, and actually get used.

You won’t leave with a 50-page AI strategy doc. You’ll leave with 3-5 automations running, SOPs written, and your team trained.

What’s Included

Common AI Use Cases We Implement

  • • Draft client emails and proposals
  • • Summarize meeting notes automatically
  • • Generate social media content
  • • Rewrite copy for tone/clarity
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  • • Generate client reports from CRM data
  • • Analyze survey responses for patterns
  • • Create data visualizations
  • • Summarize long documents or research
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  • • Auto-tag and route incoming emails
  • • Generate invoice reminders and follow-ups
  • • Transcribe and summarize calls
  • • Create project briefs from intake forms
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  • • Draft FAQ responses
  • • Generate support templates
  • • Analyze customer feedback themes
  • • Create knowledge base articles
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What to Expect

  • • Kickoff call (60 min)
  • • Workflow review and opportunity mapping
  • • AI Opportunity Scan delivered
  • • Tool selection and security review
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  • • Tool setup and configuration
  • • Build 3-5 automations
  • • Create prompt libraries and templates
  • • Write SOPs for each use case
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  • • 2-hour team workshop
  • • Hands-on practice with real tasks
  • • Deliver SOP library and videos
  • • Launch automations
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  • • Weekly office hours (30 min)
  • • Troubleshoot issues and refine workflows
  • • Measure time savings and ROI
  • • Identify next phase opportunities
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Investment

AI Integration is included as part of our Flow Rebuild package.

$8,000 total

$5,500 after Flow Check credit ($2,500 credited)

6-week implementation • 3-5 automations built • Team training included

Ready to Adopt AI Safely?

Book a 30-minute intro call to discuss your biggest time sinks and explore whether AI can help. We’ll be honest about what AI can and can’t do for your situation.

Schedule Intro Call