Skip to content

The approach · A field guide

You're not buying software. You're hiring a team.

The next 15 minutes is a walk through how that hire works — first call, build, the running of it. Plain language. Real client moments. No slides.

Three sections · ~ 4 minute read

01

Chapter 01

1–2 weeks

Audit.

We get on a call and walk through how your business actually runs. We find where AI saves time or wins customers — and where it doesn't fit.

Free · No pitch
  1. 01 / 03

    We map your business in plain language.

    How customers find you. Who handles what. Where they fall through the cracks. What tools you already use. Where AI actually pays back — and where it doesn't. No jargon, no slides.

  2. 02 / 03

    A written plan and a real price.

    Where AI helps the most, ranked. What we'd build, what we wouldn't. Build fee plus monthly cost, in writing. Yours to keep — even if you don't hire us.

  3. 03 / 03

    How the audit actually changed the plan.

    The audit often reveals that the problem you came in with isn't the biggest one. We'd rather tell you that on the first call than three months in.

How it played out · Tessera Investment Partners

“Came in thinking the problem was writing content. The call revealed reply speed was the bigger issue — prospects were going to the next firm before anyone called back. The plan put the reply AI first, content AI second.”

Read the full case

02

Chapter 02

4–8 weeks to live

Build.

We design, build, set up, and train your team. You approve every step before anything goes live. Built around your business — not a template we drop in.

One-time fee
  1. 01 / 03

    Bespoke from the start.

    We pick the tools that fit your business. We design the AI to sound like you. We plug it into the booking software, customer database, and phone system you already use. You see weekly progress demos.

  2. 02 / 03

    Nothing goes live without your sign-off.

    System design — you approve. Voice and tone — you approve. Test runs with real scenarios — you approve. Live deploy with you in the room. No surprise launches, ever.

  3. 03 / 03

    Two AI tools shipped together in one season.

    Some builds are one tool. Some are two scoped together. We tell you which on the audit, then we ship.

How it played out · Bobcaygeon Resort

“The build was two tools at once: AI that answers after-hours calls in the resort's voice, and AI that fills cancelled rooms from the waitlist. Both live inside a single peak season, with weekly demos to the owners along the way.”

Read the full case

03

Chapter 03

Ongoing

Operate.

After launch, we stay on as your AI team. We tune it every week, watch it, fix what drifts, and add more as you grow. Month-to-month, no lock-in.

Monthly · No lock-in
  1. 01 / 03

    A team you don't have to hire.

    Weekly tuning. Quality checks. Bug fixes. Updates as your hours, services, or pricing change. New AI added when you outgrow what's there. One-page monthly report — written for owners, not engineers.

  2. 02 / 03

    If we're not earning it, you cancel.

    Cancel any month with 30 days' notice. The AI keeps running on your accounts; we just stop the weekly tuning. We'd rather earn it every month than lock you into a year.

  3. 03 / 03

    Caught a problem before the customer did.

    The monthly is where the real value compounds. Most of what we catch on the weekly review never reaches the customer.

How it played out · TS CPA

“The intake AI has been live and tuned weekly through a full tax season. The monthly caught a problem early when the AI started missing business-formation questions — fixed inside a week. We're now scoping their second project under the same monthly.”

Read the full case

Side note · Two ways we build

A quick fix. Or built from scratch.

01

Faster · Lower-cost

Connect the tools you already use

Plug AI into your existing setup.

Tools like ChatGPT, Claude, Zapier, and Make — wired correctly into your customer database, inbox, calendar, and documents. Best when you can already name where you're losing time or customers.

Live in days, not weeks·Lower one-time fee + lighter monthly cost·Best for: a clear, named problem

Example projects

Tessera content drafting

AI that writes weekly client commentary in the partner's voice. Full afternoon of work → under one hour.

Past-customer follow-up

AI that works through your old customer list and drafts personal reach-outs you approve before sending.

02

Deeper · Higher-impact

Custom-built AI tools

AI built specifically for your business.

AI that answers your phone in your voice, replies to leads in seconds, helps customers find you on Google and ChatGPT, drafts your social posts. Built from scratch, trained on your business, plugged into your tools, tuned every week.

Live in weeks, not months·Larger one-time fee + monthly cost based on scope·Best for: a result no out-of-the-box tool can match

Example projects

Bobcaygeon AI receptionist

AI that answers after-hours calls in the resort's voice and books rooms straight into their system.

Ezra family intake AI

Warm, care-first AI built for parents with a new diagnosis — gives the clinician full context before the first call.

Side note · Who does what

What your team handles vs. what we handle.

Most of the worry around hiring an AI team comes from not knowing who's doing what. Here's the split — same shape across all three stages.

Note 01

Decisions about the work

Your move

You bring the truth about your business — where you're losing time or customers, what tools you use, who your customers are.

Our move

We turn that into a recommendation: which AI to build, what tools to plug it into, how often to tune it. The final call is yours.

Note 02

How it's designed

Your move

You approve the design at every step before we move forward. Nothing goes live without your sign-off.

Our move

We design it, write it down, and walk you through trade-offs in plain English — not engineer-speak.

Note 03

Plugging it into your tools

Your move

You give us logins and the inside knowledge only you have.

Our move

We do the wiring. Whatever you run — ServiceTitan, Dentrix, HubSpot, Mindbody, Open Dental — we connect it.

Note 04

Teaching the AI about your business

Your move

You share past customer calls, emails, FAQs, and edge cases.

Our move

We use that to train the AI on your business. It sounds like you because we trained it on you.

Note 05

Watching it + handling exceptions

Your move

You handle the customer relationships the AI passes back to you — that's the part humans should still do.

Our move

We check the AI's work every week, catch problems early, fix bugs, push updates. You see one report a month.

Note 06

Changing it as you change

Your move

You tell us when something changes — new hours, new service, new pricing, new situation.

Our move

We update the AI inside a week. No restart, no re-training cycle that takes a quarter.

Footnotes · Common questions

What people ask before they sign.

Same answers we give on the audit call. Listed here so there are no surprises after the contract.

End of the field guide

You've read the how. Now show us the where.

Four short questions. Within minutes you get a personalized AI audit naming your gap, the dollar math, and the recoverable upside.

Get your free AI audit

Yours to keep, regardless