FAQ
Goodquestions.
Straight answers on how we work, what it takes from your team and how we keep your data safe.
Who do you work with?
Owners and executives of small and midsize companies, especially multi-location operators, private equity portfolio companies and family offices. If AI should be saving your team time and isn't yet, we should talk.
What is the free AI Opportunity Call?
A 30-minute conversation with our founders. We learn how your business runs, point out where AI can save your team the most time, and you leave with clear next steps, whether or not you work with us. No cost, no obligation.
What does working with you look like?
Two phases. Phase I takes about four weeks: an onboarding call, a security review, an on-site AI workshop, a vision session with your executives, custom training and your AI Roadmap. Phase II is the ongoing partnership: we train your team, put the foundations in place and build automations piece by piece, with ongoing management: monthly and quarterly reviews, leadership reports and Roadmap updates for the long term.
How does pricing work?
Phase I is a flat fee agreed up front. The ongoing partnership is monthly with no long-term contract. AI model usage is billed to you directly by the provider, with no markup from us. After your opportunity call we send a clear proposal for your business.
How much of my team's time will it take?
Less than you'd think. Onboarding is a 45-minute call with leadership and whoever knows your tech best. The workshop is three to four hours on site. After that, sessions are short and scheduled around your calendar.
Do we have to switch software?
No. We work with the tools you already use and connect them. If you change a tool later, the automations keep running.
Is our data safe?
Security comes first. Before anything is built, we review your data, regulations like HIPAA, HR documents and insurance, and put clear AI policies in place. AI runs on business accounts that you own, and each automation can reach only the systems it needs.
Which AI tools do you use?
Whichever fit your business. Our teams work with ChatGPT, Claude, Microsoft Copilot, Gemini, NotebookLM and others, and we help you choose and set them up properly.
Do you build custom automations and software?
Yes. Our engineers build agents, workflows and integrations around your real processes, one piece at a time, and train your team on each one as it rolls out.
What is AI Fluent™?
Our hands-on training portal. Anyone can start free with core exercises. Clients get the full program, with exercises built from their own workflows, a private space for their team and progress their leadership can see.
How soon will we see results?
Your team starts using AI in real work from the workshop on. Your AI Roadmap is ready in about four weeks, and automations go live in order of priority.
What if it isn't working?
Then we change course, or you can stop. There's no long-term contract: we review progress with you every month and keep your business by delivering.
Still have a question? Ask us directly and a real person will reply within one business day.