AI readiness for small business
Audit the workflows, clean the data, and put one AI worker on one live job in the tools you already pay for.
The pain
Teams know AI could help but lack trusted data, a clear workflow, and an agent that can actually run it.
The outcome
A ranked plan, data the worker can trust, and one worker running a live workflow.
Process
- Back-Office Worker Scan at $1,500. It names the first job. Larger scans are on the pricing page.
- Data digitalization — structured records from spreadsheets and inboxes.
- Agent setup — integrations, training pack, and an agent on the live workflow.
- Managed operations — monitoring and a monthly value report.
Engagement models
- Paid audit → fixed-price agent setup
- Setup → monthly subscription per agent
- Additional agents reusing platform modules
Deliverables
- A short list of the loops worth a worker
- AI-ready data layer and audit trail
- Named AI agent running the workflow
- Runbook for exceptions and escalation
- Source ownership and production accounts
Related work
- AI integration for CPA & accounting firms
Holds client records, engagements, and a task board. A worker drafts, and a person approves.
- AI assistant for real estate agents
Drafts follow-up from the agent's own number. A person approves.