AI opportunity audit
We map the work behind your business, find the friction, and rank ideas by value, feasibility, and risk.
A practical roadmap—not a pile of tools.Practical AI for small business
Put AI to work where it actually helps.
We help small teams find the right opportunities, build useful workflows, and adopt them with confidence.
No tool pitch. No jargon. Start with the work that already matters.
Example workflow
Human reviewedNew inquiry follow-up
01
SignalCustomer inquiry arrives
Input02
AI assistQualify, research, draft
Working03
DecisionPerson reviews and sends
Owner[ The practical case ]
Your business does not need more AI. It needs less friction.
The opportunity is usually hiding in plain sight: the follow-up that waits until Friday, the answer scattered across three docs, the form somebody copies into another system.
We turn one of those moments into a clear, reviewable workflow— then make sure your team can own it after we leave.
How we help
From uncertainty to a working system.
Start with a single stage or move through all three. Each step leaves you with something concrete.
Workflow implementation
We build a focused system around your real tools, data, and approval points, then test it on the work you already do.
A working pilot your team can inspect.Team enablement
We document the workflow, train the people who own it, and set clear rules for quality, privacy, and human review.
A system your team knows how to run.What useful can look like
Small workflows. Real leverage.
These are starting points, not one-size-fits-all automations.
01
Customer service
Turn repeat questions into reviewed, on-brand replies.
Customer message
Grounded draft
Team approval
02
Sales
Move from a new inquiry to a useful follow-up faster.
Lead arrives
Research + draft
CRM handoff
03
Operations
Pull the next step out of notes, forms, and inboxes.
Work comes in
Extract + route
Owner confirms
04
Knowledge
Help the team find the answer hidden across your docs.
Question asked
Sources retrieved
Answer cited
The Factory method
Build around people, not around a demo.
Every workflow starts with the person who owns the outcome. We observe the job, define what good looks like, and automate only the steps that can be checked and improved.
- 01Observe
Map the current work and its exceptions.
- 02Design
Set inputs, outputs, guardrails, and owners.
- 03Pilot
Test on real examples with human review.
- 04Adopt
Train, document, measure, and improve.
Learn Claude Cowork by doing
Free lessons for putting Cowork to work.
0110 min read
Getting started
Give Cowork its first safe job
Choose the right Claude workspace and finish one useful task without exposing the rest of your business.
0211 min read
Task design
Brief Cowork like a capable employee
Replace prompt tricks with a clear assignment, useful context, permission boundaries, and acceptance checks.
0312 min read
Connected work
Connect one small-business workflow
Use Anthropic's Small Business plugin without handing Claude every system and decision at once.
0411 min read
Safe adoption
Turn one Cowork win into a system
Make a successful task repeatable, measure it, and automate only the parts your team can safely oversee.
Free 5-minute audit
Where should AI fit in your business?
Answer nine plain-language questions. Get an opportunity score, a readiness snapshot, and three workflows worth exploring.
- No sign-up required
- Your answers stay on this device
- Print or save your result
Good questions
Before we get to work.
Do we need an AI strategy before we start?+
No. We can start with one recurring workflow and use what we learn to shape the larger plan. The free audit is a good first pass if you are not sure where to begin.
01Will this replace people on our team?+
Our work is designed to remove repetitive steps and give people better starting points. We define explicit owners and approval points anywhere judgment or customer impact matters.
02Can you work with the software we already use?+
Usually. We begin with your current workflow and assess what your tools can safely support before recommending anything new. If a connection is brittle or risky, we will say so.
03What happens after a consultation?+
If there is a good fit, you receive a written proposal with the problem, scope, deliverables, timeline, and pricing. You will know what is being built before an engagement starts.
04