Team AI setup & training
Business accounts, the right permissions, and hands-on training around the work your team already does.
For: emails, proposals, meeting notes, recaps
AI consulting for owner-run businesses · Based in St. Louis
Get your office out from under the emails, follow-ups and paperwork.
We set up AI on the software you already run, train your team on their real work, and keep a person in charge of anything that goes out. A clear lane to useful AI.
- Free call
- Fixed quote after
- Nothing to rip out
The problem
You know AI matters. You don't have time to sort it out.
- “My office is buried in emails, follow-ups and paperwork.”
- “I tried ChatGPT once and didn't know what to do with it.”
- “I don't want our customer data ending up somewhere.”
Sound like your shop? That's the work we do.
What we do
Three kinds of help, all sized for a small business.
Every project is small and fixed-price. Bigger than that, and we'll point you to someone better suited.
Workflow automation
Take the repeat office work off people's plates. The AI drafts; your team reviews and sends.
For: follow-ups, status updates, summaries
Software integrations
Connect AI to the CRM, email and files you already pay for, so it works from your real records.
For: CRM notes, customer history, shared files
How it works
Four steps, one fixed price.
Assess
A free call, then a walk-through of how your office runs.
Set up
Business accounts, guardrails and connections to your tools.
Train
Hands-on, on your own emails and documents.
Support
A check-in after launch, and care plans if you want them.
Guardrails
Your data stays yours. A person signs off.
These aren't extras. Every project starts here.
Business accounts, not personal ones
Company data stays in company accounts, with permissions that match who should see what.
A person approves what goes out
The AI drafts. Your team reads it, fixes it, and decides. Nothing leaves the building on autopilot.
You own everything we build
Accounts, prompts, cheat sheets and connections are yours, in your name. No lock-in.
Your data doesn't train the AI
We use business plans where your customer data isn't used to train general AI models.
Who it's for
Owner-run businesses with a busy office and no IT department.
If the owner still signs the checks and the office lead keeps everything moving, you're who we work with. Any industry.
Not a specialty. If your office runs on email, documents and a CRM, the same work applies.
What you actually get
Plain, useful paperwork your team will keep using.
Here's the kind of thing we hand over.
Sample
Training card · Office
Turn call notes into a customer follow-up
- Open the customer in your CRM and copy today's notes.
- Paste them into Claude with the prompt below.
- Read the draft. Fix anything that's wrong or missing.
- You send it. The AI never sends on its own.
“Write a short, friendly follow-up to the customer from these notes. List next steps and dates. Don't promise anything that isn't in the notes.”
OK to paste
- Call notes
- Next steps and dates
Never paste
- Card or bank numbers
- Passwords
Sample
Rollout plan · 4 weeks
AI Assistant rollout for a small office
| Week 1 | Walk-through of the office. Pick the first three tasks.Owner + office lead, about 2 hours |
|---|---|
| Week 2 | Business accounts, permissions and guardrails set up.Archlane. No time needed from your team |
| Week 3 | Hands-on training on real emails and follow-ups.Whole office, one 90-minute session |
| Week 4 | Check-in. Fix what's clunky. Hand over cheat sheets.Office lead, 30 minutes |
Packages
Published starting prices. A fixed quote after one call.
These are starting points. After a free 30-minute call, you get a fixed price for your project.
AI Assistant
Starting at $2,500
Setup and training for an assistant like Claude.
Book a 30-minute call about AI AssistantAssistant + CRM
Starting at $5,250
The assistant, connected to the CRM you already pay for.
Book a 30-minute call about Assistant + CRMFull office
Starting at $7,000
The broader rollout across your whole office.
Book a 30-minute call about Full officeWhat does this cost?
Projects start at $2,500 for an AI Assistant setup with training. Assistant + CRM starts at $5,250, and a Full office rollout starts at $7,000. Something custom is scoped on the call. After a free 30-minute call you get a fixed quote, so the number doesn't move once we start. Care plans are optional.
How much of my team's time will this take?
Not much. Plan on about two hours from the owner and office lead up front, one hands-on training session for the people who'll use it, and a short check-in after launch. We do the setup work.
Is our customer data safe?
We set your team up on business accounts, not personal ones, with permissions that match who should see what. We pick plans where your data isn't used to train the AI. A person approves anything before it leaves the building.
Which tools do you work with?
Assistants like Claude, plus the software you already pay for: Google Workspace, Microsoft 365, and CRMs like HubSpot and Salesforce. If you use something else, ask on the call. We'll tell you straight if it isn't a fit.
Do we need IT staff?
No. Most small businesses don't have any. We set it up, write it down in plain language, and stay reachable after launch. A care plan covers fixes and changes if you want ongoing help.
Will AI replace my staff?
That's not what we do. We make the people you already have faster and more consistent on the paperwork, so they spend more time on customers and the work itself.
What won't you do?
We don't build chatbots that talk to your customers on their own, we don't move you off the software you already run, and we don't take on projects too big for a small, accountable team. If yours is, we'll say so and point you to someone better suited.
Next step
Start with a 30-minute call.
Tell us where the office is stuck. We'll tell you plainly what AI can and can't help with, and send a fixed quote if it's a fit. No charge for the call.
Based in St. Louis, working with small businesses anywhere. In person around St. Louis, over video everywhere else.