Services
One managed department in three sizes, a weekly coaching option, and a clear way in. The page reads in the order a firm actually climbs it.
The way in
A 90-minute working session inside your actual tools. We map where context lives, what repeats, what gets dropped, and where AI could pay back quickly. You leave with a written recommendations sheet and a plain answer about what to do next. Typical audit: $1,000–$1,500, credited toward your first month if we continue.
How the audit worksFlagship offer
Every size gets the same department: we identify the workflows, build the agents, connect your tools, host the infrastructure, monitor the systems, fix what breaks, and keep improving the setup every month. The only question is how many people it serves.
Starter · Solo founders
A managed AI department for a team of one. Everything you'd hand to an assistant, an analyst, and an ops person, installed in your own tools and kept running for you.
$1,900/month
Core · Teams of 2–4
The department grows with the headcount: shared context across the whole team, so what one person knows stops living in one person's head.
$3,500/month
Department · Teams of 5+
The full managed AI department across the firm's workflows: every seat connected, every repeatable process a candidate for the system instead of somebody's evening.
$5,200/month
Not sure which size you are? That's what the fit call is for — we'll tell you, and if none of them fit, we'll say that too.
The department, in depthEvery size includes
The lightest engagement
Not ready to hand anything over? Keep a standing hour with an AI expert instead. Each week we look at how you're actually using AI, fix the flows that are underperforming, and add the ones you're missing. Any team size, cancel any time. Plenty of firms use it before the department; some use it instead.
How coaching worksHow it works
You do not need to pick from a menu of AI tools. We start with the business friction, map the useful opportunities, then install and manage the systems that are worth keeping.
A 30-minute conversation. You describe the firm, the daily friction, and what keeps slipping. We tell you whether this is a fit. If not, we'll point you somewhere better.
A 90-minute working session inside your actual tools. We map where context lives, what repeats, what gets dropped, and where AI could pay back quickly. You receive a written recommendations sheet, credited toward the first month if we continue.
If there is enough opportunity, we install and manage the AI department at the size that matches your team. That includes buildout, hosting, integrations, monitoring, maintenance, and ongoing improvements. The first month is about adjusting until it sticks; the ongoing work is about keeping it useful, reliable, and out of the way.
What gets installed
Most firms do not need another dashboard. They need fewer dropped follow-ups, less context hunting, faster research, cleaner handoffs, and fewer decisions stuck with the same overloaded people.
Example install
A proactive operational layer that watches incoming signals, retrieves context, drafts replies, tracks follow-ups, and keeps important threads from disappearing.
Example install
An AI operator that researches leads, events, companies, and contacts, then prepares useful context before outreach.
Example install
A system that keeps client context, handoffs, deliverables, and open loops organized across the tools your team already uses.
Example install
For repeatable workflows that are specific to your firm: quoting, onboarding, reporting, intake, research, internal knowledge, or tool-specific processes.
In depth
Flagship offer
A fully managed AI department in three sizes: Starter for solo founders, Core for teams of 2–4, Department for teams of 5+. Workflow mapping, private agents, hosting, monitoring, and monthly improvements at every size.
Read moreThe way in
A 90-minute working session that maps your real workflow and identifies the places where AI could pay back quickly.
Read moreThe lightest engagement
A weekly call with an AI expert who looks at how you're using AI today and helps improve your flows. The lightest ongoing engagement, at any team size.
Read moreA full-time operations or admin hire can cost $60k-$90k/year fully loaded. Software still needs someone to configure it, maintain it, and make sure the team uses it. AI Set Up gives you a managed AI department at a fixed monthly price sized to your team: the technical setup, the agents, the workflows, the monitoring, and the monthly improvements.
This is for teams where important work keeps waiting on the same overloaded people.
Start with the 30-minute fit call. We'll tell you which of these makes sense for your firm, or whether none of them do.