AI implementation for companies
Put AI to work in your company, without the guesswork.
Most companies know they should be using AI. Few know where to start, what to buy, or how to get their team to actually use it. I help you build the strategy, pick the right solutions, and see them through to adoption, either hands-on or by connecting you with the right specialists.
How I help
Six ways I help companies adopt AI.
Every company is at a different point. Some need a plan, some need their team trained, and some need the right builder. We start wherever you are.
Building your AI strategy
Where AI can save the most time and money in your business, which goals it should serve, and what to do first, second and later.
Planning the implementation
A step-by-step roadmap with priorities, owners, budget and timelines, so projects launch in the right order and nothing stalls halfway.
Educating and training your team
Practical training for leaders and staff on using AI safely and well in their daily work, from the basics to role-specific workflows.
Designing the right solutions
Mapping your current processes and designing the workflows, agents and tools that fit them, instead of forcing your team around software.
Introductions to implementers
When a project needs developers, automation specialists or a platform partner, I introduce you to vetted teams and keep the project on track.
Facilitating adoption
Rollout plans, champions, feedback loops and simple metrics, so new tools become how work gets done rather than a login nobody uses.
Choosing the right solution
Not every process needs the same kind of AI.
One of the most common mistakes I see is buying the most advanced tool for a job that needs something simpler, or the reverse. I help you match each workflow to one of three levels.
Human Intelligence Tasks
Human in the loop. AI drafts, researches and suggests, and a person reviews and approves. The goal is to make the work faster, better and cheaper.
Best for: client communication, proposals, content, hiring and anything where judgment or relationships matter.
Full automation
Robotic Process Automation moves data around: between systems, into forms and out to reports, end to end, with no one touching it.
Best for: high-volume, predictable tasks with clear rules, like invoicing, data entry, scheduling and reporting.
AI-intelligent workflows
AI agents read context, make decisions within limits you set, and handle exceptions, escalating to a person when needed.
Best for: triage, customer support, lead qualification and work that varies too much for fixed rules.
Most companies end up with a mix. The right choice depends on risk, volume, how much the work varies, and how ready your team and data are.
Implementing
Creating your AI pipeline.
Once we know what to build, this is the work that turns the plan into tools your team uses every day.
Tool placement and training
Choosing the right AI tools for each team, setting them up, and training people to use them well.
Workflow design
Mapping each process step by step and deciding where AI, automation and people each fit.
Apps
Simple internal apps that put your AI workflows in one place, so your team doesn't have to juggle tools.
Building your tools and prompts
Custom prompts, agents and assistants built around your business, your voice and your data.
Hooking the tech together
Connecting your CRM, email, calendar, documents and other systems so information flows without copy and paste.
Testing and maintenance
Testing before launch, then monitoring and tuning so everything keeps working as your tools and business change.
How it works
From understanding your needs to overseeing the rollout.
Discovery call
A free 20-minute call about your goals, your team and where AI could make the biggest difference.
Assessment
I review your processes, tools and team readiness, and find the highest-value opportunities.
Roadmap
You get a prioritized plan, with each workflow matched to the right level of automation and the right builder.
Implementation and adoption
I oversee the rollout directly or alongside the specialists I introduce, and train your team so it sticks.
Why work with me
An operator first, not a software salesperson.
I've spent more than 25 years in operations. As a COO, I helped scale a company from about $5M to $16M in annual revenue at 35% net margins and led a team of more than 50 people. I know how work really flows through a business, and where it gets stuck.
My recommendations start from how your business runs, not from a favorite tool. For full operations and profit audits, see RevOpsAudit.ai.
Questions
Frequently asked
We haven't used AI at all yet. Is it too early?
No, that's a great time to start. A clear strategy up front saves you from paying for tools nobody needs and from scattered experiments that never scale.
Do you build the solutions yourself?
Some, yes, especially workflows and agents built on tools like Claude and ChatGPT. For custom development or larger automation projects, I introduce you to specialized teams and oversee the work on your behalf.
What size companies do you work with?
Small and mid-sized businesses get the most out of this, because a clear plan and good adoption pay off quickly when there is no in-house AI team.
How do you keep our data safe?
Data and privacy are part of every recommendation: which tools are approved, what information can go into them, and where a person must stay in the loop.
Ready to put AI to work in your company?
Book a free discovery call. We'll talk through your goals and I'll tell you honestly where AI will pay off first.
Book a discovery call