AI assessments · Knowledge bases · Managed agents · Custom builds
AI that knows your business.
An assessment that ranks the opportunities, a knowledge base that gives AI your context, and managed agents and custom builds that run on it.
The problem
Most businesses are stuck at the same three places.
You don't know where to start. Everyone says AI, and nobody says where in your business it would pay off, or whether it would at all.
What you've tried didn't know you. Off-the-shelf AI has never seen your pricing, your process, or how you handle the difficult customer, so it hands back answers that could be for anyone.
Nobody has time to run it. A tool that needs babysitting is a second job for whoever gets stuck with it, and it's the first thing that gets dropped.
The assessment answers the first. The knowledge base fixes the second. Managed agents and custom builds take care of the third.
What we do
One system, four ways in.
In the order a client usually meets them. Each stands on its own, and you can stop after any one and keep what you paid for.
AI Assessment
Start hereA 45 to 60 minute working session, then a written report with opportunities ranked by impact and effort, ROI on the top few, quick wins you can act on that week, and a roadmap that ends in a Phase 1 proposal. If AI isn't worth it for you yet, the report says so and you keep it.
Knowledge Base Build
The foundationWe turn what the business knows into one structured source of truth: policies, pricing, process, past decisions, the way the team answers questions. Built so both people and AI can use it. It stays with you. Everything else we build reads from it.
Managed Agents
OngoingAI agents that run on the knowledge base, each with one defined job: handling inbound inquiries, keeping quotes and follow-ups moving, and keeping the knowledge base current as the business changes. We build them, run them, and keep them working.
AI Implementation
CustomEverything custom, built and supported by us: the CRM connected to the quoting tool, the intake that gets re-typed into three systems, the internal tool that replaces the spreadsheet, and software for the specific problem the assessment found.
What it returns
Every service is measured on one of these.
If a build wouldn't return one of these, the report says so and it doesn't get built.
More revenue
Inquiries answered while they're still warm, quotes and follow-ups that don't stall, and the work that wins business getting done sooner.
Hours back in the week
The repeated work that eats your day and your team's, handled so nobody has to. Time that goes back into the business, or stays yours.
A better customer experience
Answers that are accurate the first time and sound like your business, whoever asks and whenever they ask.
How we work
Three rules behind every build.
Knowledge base before agents
Nothing gets built until what your business knows is structured and written down. Every agent and tool reads from that one source, so it answers the way you would.
One job per agent
Each agent handles a single, defined task and is measured on it. Small scope is easier to trust, easier to check, and easier to fix when the business changes.
You own everything
The report, the knowledge base, and the documentation on anything built are yours. Stop at any step and keep all of it.
Who you'll work with
I'm Phil. I've run a business, so I know where the time goes, and I build what gives it back.
I founded a software company, ran it, and sold it. That meant hiring, selling, supporting customers, and running the operations. Before and during that company I wrote and shipped software for a living, and I still do.
When AI became useful for real work, I did what I've always done and built with it. I use it every day, so what I recommend comes from what I've seen work in a real business rather than from a slide deck.
For your business, that comes down to three things. I find where AI would return revenue, hours, or a better customer experience, and I tell you plainly if it wouldn't yet. I structure what your business knows into one source of truth, so the AI answers the way you would. And I build the agents and tools that run on it, then keep them working so none of it becomes your job. The measure is what it returns, not whether it demos well.
I run the assessment and lead every build myself. Nothing gets handed to a dev shop, and there's no account manager between us.
Who is this for?
Small and mid-size businesses, and the owners and operations people who run them. Usually the business runs on knowledge that isn't written down anywhere useful, someone has tried ChatGPT and it didn't know a thing about them, and nobody wants to learn new software or hire someone to do AI. If you want to know what AI would change in your business, and then want it built and running without it becoming your job, that's who this is for.
What does this cost?
The assessment is a fixed price, quoted when you get in touch. Everything after it is scoped from the report, so you know the number before any work starts. Managed agents run on a monthly retainer.
What happens in the assessment?
A 45 to 60 minute working session with the owner and whoever runs operations, walking through how the business runs, where its knowledge lives, and where time or revenue is leaking. Then the written report, with a Phase 1 proposal at the end. Scattered, undocumented knowledge is the normal starting point, so don't tidy up before we talk.
Do you just advise, or do you build it too?
Both, and we run it. The assessment ends in a proposal, and the same person who ran it leads the build of the knowledge base, the agents, and the custom work, then keeps it working. You're not handed a report and a list of vendors.
Do we have to start with the assessment?
No. Each service stands on its own, and if you already know what you need, say so. Most builds still start with the assessment because it's what decides what to build first and what it should return.
Does our team need to learn anything?
No. We do the setup, the building, and the ongoing management. When something needs to change, you tell us in plain language.
What tools do you use?
Whichever fit the job. We're not tied to one platform, and the tool names matter less than whether the thing works and keeps working. If you already use something, we'd rather build with it than replace it.
How long until something is running?
First builds ship in weeks because they start with the single highest-value item from the roadmap. Timeline and cost are set in the assessment.
Who owns the knowledge base?
You do, and only you. It isn't pooled with other clients' data, it isn't used to train anything, and you control who can get to it, including us. If we stop working together, you keep the report, the knowledge base, and the documentation on anything built.
What if AI isn't worth it for us?
Then the report says so, with the reasoning, and you keep it. Some businesses get a short list of quick wins they can do themselves and nothing else. That's a good outcome.
Contact
Tell us about your business.
A few lines on how the business runs and where the time goes is enough to start.
Got it. Thanks!
You'll hear back within one business day.
Find out what AI would change in your business.
Tell us where the time goes. We'll tell you where AI would give it back, where it wouldn't, and what to build first.