Map work before choosing tools
Evidence and next actions are documented before the following stage expands.
AI automation consultant for small business
AI automation for operations and sales
Human-controlled workflows that remove repetitive work while keeping approvals around risky decisions.
Who it is for
Service teams losing time to lead triage, reporting, document handling, knowledge search or follow-up administration.
Pricing reflects process design, integration complexity and risk. AI usage fees and third-party subscriptions are billed separately.
What is included
- Workflow and risk audit
- Automation opportunity scoring
- Prompt and knowledge design
- CRM, email and document integrations
- Human approval and exception paths
- Testing, documentation and handover
Working method01 02 03 04
Four stages, each with a decision.
Select a narrow high-value workflow
Evidence and next actions are documented before the following stage expands.
Build guardrails and observability
Evidence and next actions are documented before the following stage expands.
Pilot with real exceptions before scaling
Evidence and next actions are documented before the following stage expands.
Included in the professional fee
Strategy, implementation and review items listed above, within the agreed scope and revision limit.
Usually separate
Advertising media, third-party software, paid data, legal review, translation beyond English and unlisted production.
No performance guarantee
Search platforms, buyers and markets are outside any consultant’s control. Forecasts guide decisions; they do not promise revenue.
Straight answers
Questions people ask before starting
Clear scope, realistic expectations and no hidden costs.
Who is AI automation for operations and sales for?
Service teams losing time to lead triage, reporting, document handling, knowledge search or follow-up administration.
What is included in AI automation for operations and sales?
The scope includes Workflow and risk audit, Automation opportunity scoring, Prompt and knowledge design, CRM, email and document integrations. The final plan is confirmed after a diagnostic review.
How does the work begin?
The first stage is: Map work before choosing tools. Each later stage expands only after the evidence and next decision are clear.
What is the typical starting price?
The US starting guide is $2,500 project; the UK guide is £1,980 project. Media, software and work outside the agreed scope are stated separately.
One short project brief
Is this the right next move for your business?
Share your website, target market and goal. I will reply with the clearest next step.