AI Implementation & Adoption

AI that your team uses — not just pays for.

We embed AI into the workflows your team already runs. Tool evaluation, custom prompt libraries, workflow automation, and adoption tracking — from kickoff to measurable results.

Book a Free Strategy Call Take the AI Readiness Assessment
Vendor-neutral
We evaluate tools — we don't sell them.
Your team owns everything
Prompt libraries, playbooks, and docs — yours forever.
English & Spanish delivery
Bilingual implementation and training available.
Right Fit

This is right for you if…

You've bought AI tools but your team isn't using them consistently.
You're spending hours on tasks AI could handle in minutes.
You want AI embedded in your actual workflows — not bolted on.
You need your team trained and confident, not just handed a login.
You're in a regulated industry and need compliant AI workflows.
You want to measure AI adoption — not just hope it's working.
The Process

What happens after you book.

Every implementation follows the same five-phase model — customized to your team, tools, and goals.

01

We learn your workflows before we touch your tools.

02

Vendor-neutral tool evaluation with a clear recommendation.

03

Custom prompt libraries, automations, and workflow documentation.

04

Live training sessions built around your team's real work.

05

Adoption dashboards so you know it's working.

Deliverables

What you walk away with.

Every engagement produces documented, owned assets — not just recommendations that live in a slide deck.

AI Implementation Playbook

A documented guide to how AI fits into your team's specific workflows — written for your people, not a generic template.

Custom Prompt Library

Role-organized prompts built for your use cases. Tested, refined, and yours forever — no subscription required.

Workflow Automation Map

A visual map of your automated workflows showing inputs, outputs, tools, and handoff points.

Show all 6 deliverables

Standard Operating Procedures (SOPs)

Step-by-step SOPs for each AI-assisted workflow so new team members can onboard without starting over.

Training Recordings

All live training sessions recorded and organized by role — so your team can reference them anytime and new hires can get up to speed fast.

Adoption Dashboard

A lightweight dashboard to track AI usage by team and role — configured in the tool you already use (ClickUp, Notion, Google Sheets, or equivalent).

Packages

How we engage.

One-time

AI Audit

For teams that need clarity before they commit to implementation.

  • Current-state workflow assessment
  • AI tool evaluation & recommendation
  • Opportunity map — where AI creates the most value
  • Written findings and prioritized action plan
  • 60-minute debrief call
Book a call
Project

AI Implementation

The full build. Discovery through training, with everything documented.

  • Everything in AI Audit
  • Custom prompt library (role-organized)
  • Workflow automation design & deployment
  • Step-by-step SOPs for AI-assisted workflows
  • Live training sessions (recorded)
  • Adoption dashboard setup
  • 30-day post-launch check-in
Book a call
Most popular
Project + Retainer

Full Adoption

Implementation plus ongoing optimization — for teams that want AI to keep improving over time.

  • Everything in AI Implementation
  • Monthly adoption review & dashboard update
  • Quarterly prompt library refresh
  • New use case identification as your workflows evolve
  • Ongoing Slack/email support
Book a call
Client Story

From manual workflows to an AI-powered ops system.

On Deck Fence and LandscapingHome Services / Contracting
The challenge

A growing team running entirely on manual processes — no documentation, inconsistent follow-up, and no way to scale without hiring.

What we built
Full workflow audit across sales, operations, and marketing
ClickUp implementation with AI-assisted task management
Custom prompt library for estimates, client communication, and social media
SOPs for 8 core business workflows
Team training in two live sessions
See more client work
FAQ

Questions we hear before every kickoff.

How long does an AI implementation take?

It depends on the size of your team, how complex your workflows are, and how many tools we're integrating. A focused audit moves quickly; a full rollout with role-based training takes longer. We'll scope a specific timeline for your situation on the strategy call rather than quote you a range that may not fit.

We're already using AI tools — is this still relevant?

Yes, and it's often where we add the most value. Most teams using AI are using it inconsistently — some people use it daily, others haven't touched it since the first demo. We audit what's actually happening, close the gaps, and build a system so adoption is consistent across the team.

Which AI tools do you recommend?

We're vendor-neutral — we don't have platform partnerships or referral arrangements. We evaluate ChatGPT, Claude, Gemini, Perplexity, and industry-specific tools based on your workflows, budget, and compliance requirements. Our recommendation is always in writing with rationale.

Do you work with our existing tools and tech stack?

Yes. We build into the tools your team already uses — ClickUp, Notion, Google Workspace, HubSpot, Salesforce, Slack, and others. We don't ask you to adopt new platforms unless there's a clear reason and you've agreed to it.

What if our team is resistant to AI?

Resistance is usually about trust, not technology. Our training is role-specific and hands-on — we show people how AI makes their specific job easier, not how it might replace them. Adoption rates are consistently higher when training is practical rather than conceptual.

Do you work with regulated industries like healthcare or cannabis?

Yes. We have experience in both. For healthcare, we design workflows that account for HIPAA considerations — what AI should and shouldn't process. For cannabis and other regulated industries, we build within advertising and content compliance requirements.

Is training available in Spanish?

Yes. All training sessions and documentation can be delivered in English, Spanish, or both — depending on your team's needs.

What happens after the implementation is done?

You own everything — the prompt library, the SOPs, the documentation, the adoption dashboard. If you want ongoing support, our Full Adoption package includes monthly check-ins and quarterly refreshes. If you don't, you're fully equipped to run it internally.

Not sure where you stand?

Take the AI Readiness Assessment.

Answer 10 questions about your team, tools, and workflows. Get an instant score and a prioritized list of where to start. Free, no email required.

Take the Assessment

Ready to build AI your team will actually use?

Book a free 30-minute strategy call. We'll map your workflows, identify where AI creates the most value, and tell you exactly what an engagement would look like.

Book a Free Strategy Call