Services
AI consulting services that get built, not just recommended
You already have the tools. Your scheduling software, your accounting package, your phone system and probably a ChatGPT or Copilot login. What you haven't had is the time to build them out. That's the job: I do the build-out for you, inside the accounts you own.
The gap I work in
Most owners I talk to aren't short on software. They're short on the hours it takes to configure it. The field-service platform has automated reminders nobody turned on. The accounting tool can pull invoices straight from completed jobs, but someone still retypes them. The team has AI tools, and nobody has written down how to use them for the work in front of them.
That gap is where AI business consulting is useful for a small company. Not a strategy document, but a person who maps how the work moves, picks the one fix that's worth it, builds it, tests it with your staff and hands it over documented.
What's included
AI assessment
A fixed-scope walk through how work actually moves in your company: first call, quote, schedule, job, invoice, follow-up. I sit with the people who do the work, list every tool you pay for, and note which features nobody has switched on. You get a written, ranked list of bottlenecks with effort estimates and one recommended first project. It's useful on its own whether or not we go further. If we go ahead with a build, the assessment is credited toward it.
Workflow automation
The build-out. I configure the software you already own first: the reminders, templates, intake forms and integrations that came with your subscription but never got set up. Then I add small automations where the tools don't talk to each other, so a quote, a job note or an invoice gets entered once instead of three times. Everything is tested with your team before it goes live.
AI assistants for your staff
Practical uses of ChatGPT, Microsoft Copilot or Gemini inside your workflow: drafting quote follow-ups and customer replies, summarizing voicemails and job notes, sorting incoming requests by urgency. A person on your team reviews anything a customer sees. No chatbot that pretends to be your office.
Training and handoff
Short, hands-on sessions with the people who will run what I built, plus plain-language documentation of every automation: what triggers it, where it lives and how to turn it off. The goal is that your team can run it without me.
Custom solutions
When the tools you have can't do the job, I build what's missing: custom LLM-powered tools built around your own documents and processes, purpose-built internal apps, and larger integration stacks that connect enterprise systems end to end. Each one is scoped in writing first, built in accounts you own and documented so your team isn't dependent on me.
Ongoing help
For companies that want a steady pace after the first project, an agreed number of hours each month for the next workflow, adjustments and new hires' training. Scope is agreed in advance. It isn't an on-call IT service.
Typical first projects
- A missed call gets a text back with a booking link, and the details land in the scheduling tool.
- Open quotes get a follow-up sequence instead of a sticky note.
- Job notes and parts flow into the invoice draft so the office stops retyping them.
- Web forms, texts and voicemails land in one queue, already sorted by job type.
- Staff get a shared set of AI prompts for the messages they write every day.
Trade-specific examples are on the HVAC, plumbing and electrical pages. The same approach works for offices, agencies and professional firms whose day runs on calls, scheduling, paperwork and follow-up.
How engagements are run
Scope in writing, hours capped. We agree on the specific workflow and deliverables before work begins, and any change is discussed first.
Your accounts, your data. What gets built lives in, or connects to, systems you own. Customer records stay where they are.
No promised numbers. I won't quote you a revenue or hours-saved figure up front. We agree what to watch before a project starts and review it together at handoff.
The step-by-step version is on how it works. I'm based in Meridian and work across the Treasure Valley; you can read more about me.
FAQ
Questions about AI consulting services
What is AI business consulting, in plain terms?
For a small or mid-sized company it mostly means figuring out which repetitive work can be handled by software you already have, and then actually setting it up. The consulting part is the assessment; the useful part is the build-out.
Do you set up ChatGPT for teams?
Yes, when it fits a real workflow. That usually means shared instructions and templates for drafting customer messages or summarizing notes, plus clear rules about what information goes into it.
Do I have to buy new software?
Usually not. I start by getting more out of your existing CRM, scheduling, phone, email, document and accounting tools. When a business needs more, I also build fully custom solutions, from custom LLM-powered tools to large enterprise integration stacks, scoped in writing first.
How is this different from a big AI consulting firm?
Size and focus. I work directly with owners and their office staff on specific workflows, in their existing accounts, with capped hours. There's no strategy deck and no multi-month transformation program.
Do you share pricing on the site?
No. Scope depends on what you already have and what you want built, so pricing is discussed after the discovery call and written into the scope before work begins.
Tell me which tool you never had time to set up.
Opens Google Calendar to pick a time. We meet on Google Meet or in person.
Start with a 15-minute discovery call. No prep, no pitch deck.