How We Work
Three tiers and one simple front door. Start small, climb when it makes sense.
Start with an AI Snapshot
Almost every engagement starts with the AI Snapshot, a short look (usually two to six weeks, depending on how many people we talk to) at how your business really runs. You walk away with one page of your top AI opportunities. From there, you pick a lane below.
Navigate
We advise.
For the owner who knows AI matters but doesn't know where to start. You get someone who learns your business and filters the noise down to what actually matters for you.
- A monthly strategy call focused on your opportunity list.
- A written quarterly plan with your top projects ranked, plus a skip list: what we rejected and why.
- Email and phone access between calls, so you're never deciding alone.
Navigate is advice, not building. When something's worth building, it becomes a fixed-scope Execute project with its own quote.
Execute
We build one thing.
You bring us a problem, we solve that one problem. Fixed scope, fixed price, no long-term commitment.
Workflow & Automation Builds
One process automated end to end.
Custom AI Tools
Chatbots, assistants, and integrations built on your data.
Personal AI Agents for Your Team
Configured agents, training, and secure connections to your tools.
Maintenance & Support
Optional monthly plans that keep what we built running and improving.
Every project gets fixed deliverables in writing before we start. And we'll tell you honestly when something isn't worth automating.
Transform
We run it all.
We start with a one-time onboarding engagement, then become your part-time AI department for a monthly fee. Choose the project capacity that fits your priorities.
- 1.A focused assessment of the agreed workflows and tools, with a prioritized roadmap.
- 2.The agreed AI tools and context set up, with initial team training and a documented handoff.
- 3.One, two or three active projects on your monthly plan. When one is finished, we start the next.
- 4.Monthly check-ins and group training, plus ongoing upkeep for the systems covered by your agreement.
Run a Home Service Company?
We build ServiceTitan integrations, KPI scorecards, dispatch AI, and team training for home service companies, all proven inside a 9-location HVAC, plumbing, and electrical shop.
See What We Do for Home ServicesCommon Questions
What is an AI Snapshot?
It's the short diagnostic almost every client starts with. We sit down with you and the people you pick for a few conversations about how the work really gets done, and you get back one page with your top AI opportunities. Each conversation runs 30 to 90 minutes.
The page is yours whether you hire us for anything after it or not.
How long does an AI Snapshot take?
Usually two to six weeks. The biggest factor is how many people we talk to, since one conversation with the owner wraps up faster than interviews across a whole team.
Do you work with companies outside Illinois?
Yes. We're based in Bloomington-Normal, but most of our work happens over video calls, so where you're located doesn't change much. If being in the room matters for a training or a kickoff, we can travel.
Will AI replace my office staff?
That's not what we're here to do. We build AI to take the copying, retyping, and chasing off your team's plate so they can spend more of the day on work that needs a person. The goal is your people getting more done, not fewer people.
How do you keep our company data safe?
We start with read-only access wherever we can, and nothing gets connected to your systems without your OK. We set your team up on business AI plans that don't use your conversations to train their models, and we'll tell you plainly what should never go into an AI tool.
What's the difference between Navigate, Execute, and Transform?
Navigate is advice only. We learn your business and tell you where AI fits, what to do first, and what to skip. Execute is one project with a fixed scope and a fixed price. Transform is the full version, where we get your team set up and then work as your part-time AI department every month.
What happens after the Snapshot?
You decide. Some companies pick one project off the list and we build it. Some want ongoing advice, and some go all in. And some take the page and run with it themselves, which is fine too.
Not Sure Which Fits?
That's normal, and it's exactly what a discovery call is for. Thirty minutes, free, no strings attached.