IT & AI Consulting for Small Businesses
Get a clear, practical plan for your systems, data, and AI.
We help you understand where you are, what’s possible, and what to do first.
Our Consulting Scope
Every engagement starts with understanding your business, your technology, and your goals.
We map where you are today and design where you need to be.
- Review current systems (CRM, helpdesk, billing, marketing tools, data platforms)
- Map data flows and identify integration gaps and inefficiencies
- Identify AI and automation opportunities across support, sales, operations, and HR
- Design secure IT and AI architecture, including private deployment options
- Provide a prioritized roadmap with quick wins and investment scenarios
- Support implementation of recommended agents, automations, and workflows.
Business Waste & Efficiency Consulting
We identify where your people and tools are wasting time and money, then design AI and automation to eliminate that waste.
Sub 1:Time & Process Waste
- How your people actually spend time: meetings, manual data entry, searching for information, hand-offs between teams
- Outcome: Identify repetitive, low-value tasks that can be automated
Sub 2:Tool & Software Waste
Unused or overlapping software subscriptions, disconnected tools, underutilized platform features.
Outcome: Consolidate stack, reduce costs, improve data flow
Sub 3: Automation Opportunities
Manual workflows that can be automated with AI agents, bots, or workflow engines.
Outcome: Design automation roadmap with measurable impact per workflow
Sub 4: Financial & Time Impact
Quantify the opportunity: hours wasted per week, annual cost, potential savings from automation.
Outcome: ROI-driven action plan, prioritized by impact
Typical Goal: "Remove 10–30% of 'wasted' effort and redirect it to revenue-generating or strategic work within 3–6 months.
Deliverables:
- Full audit of current processes and systems
- Waste analysis with time and cost breakdowns
- Automation opportunity roadmap (prioritized by ROI)
- Implementation timeline and estimated costs
- Quick wins (30-90 days) vs. long-term strategy
How We Work With You
Title: One-Time Assessment
Description: Fixed-scope, fixed-price audit. Perfect to get started and understand your opportunities.
What’s Included:
4-6 hour discovery and audit process
Systems and process mapping
Waste and efficiency analysis
Prioritized action plan with ROI estimates
One 60-minute debrief call with findings and recommendations
- Duration: 2-4 weeks
- Price: $2,500 – $5,000 (contact for exact quote based on scope)
- Best For: Businesses getting started, looking to validate assumptions
Title: Ongoing Advisory / Fractional CTO
Description: Ongoing guidance from your own AI and IT lead. Perfect for SMBs without internal tech leadership.
What’s Included:
4 hours per month strategy and advisory
Vendor and platform evaluation and recommendations
Technology roadmap updates and refinemen
Support for agent and automation deployments
Prioritization of tech initiatives
Guidance on tool selection and contracts
- Duration: Month-to-month retainer (no long-term contract)
- Price: $1,500 – $3,000/month (contact for custom)
- Best For: SMBs needing ongoing tech strategy, growing startups, teams without a CTO
Title: Implementation Support
Description: We help you build, integrate, and launch recommended agents, automations, and workflows.
What’s Included:
Configuration and customization of agents and workflows
Integration with your existing tools and systems
Staff training and documentation
Launch support and initial optimization
30-60 days of post-launch support and adjustments
- Duration: Project-based (4-12 weeks typical)
Price: Custom quote based on scope
Best For: Executing your roadmap, building custom solutions, ensuring successful launch
The Consulting Process
Step 1: Discovery Workshop (Remote)
Duration: 1-2 hours
What We Do: Ask about current tools, processes, pain points, growth goals, and tech constraints
Outcome: Understanding of your business context and priorities
Step 2: Systems & Process Audit
Duration: 1-2 weeks
Process: We map your existing tools, integrations, data flows, and workflows
Analysis: Identify manual tasks, bottlenecks, inefficiencies, and AI/automation opportunities
Outcome: Complete inventory of current state
Step 3: Roadmap & Opportunity Report
Duration: 1-2 weeks
Includes: Findings, prioritized action plan, cost/benefit analysis, quick wins, long-term strategy, recommended next steps
Outcome: 60-minute presentation and Q&A with your team
Step 4: Build & Assist With Execution
Duration: Project-based (4-12 weeks)
Services: Implementation support, agent configuration, integrations, team training
Outcome: Live, optimized agents and automations running in your environment
Why Teams Choose Us for Consulting
Practical focus: We design solutions that actually work in your environment, not theory
SMB expertise: We understand your constraints—budget, headcount, decision-making speed
AI-first perspective: We see where AI can remove 80% of manual work, not 5%
End-to-end support: From strategy through implementation, we’re with you
No vendor bias: We recommend what’s best for you, not what earns us commissions
Ready to build your roadmap?
Book a free 30-minute discovery call. Tell us about your business, and we’ll share what’s possible.