AI Strategy & Adoption
Working out where AI is actually worth using in your business, what your team should and should not put into it, and what the companies behind those tools do with your information.
Use AI without giving your information away
AI genuinely saves time, and it is genuinely easy to get wrong. When staff try free tools on their own, company plans and client records end up outside your business, with no record of what went where.
AI Automation for Everyday Work is us building something for you. This is everything else: the tools your team already signed up for, and the AI features your existing software switched on without asking. It is a short piece of work that ends with a few clear documents, sized for a small business, not a corporate program.
From $1,500 Written rules and staff training can be added onWhat to Expect:
Where you stand today
Which AI tools are already in use across your business, what information they can see, and which of those uses could actually get you into trouble. Sorted by what matters most, not just a long list.
What your software suppliers are doing
The software you already pay for keeps switching on new AI features. We read the small print so you know what you have already agreed to, and what they are allowed to do with your information.
Simple rules for new tools
A short, written process for approving a new AI tool, a list of what you are using, and a note of where a person still needs to check the work. These are documents you keep and update. We are not watching anything in the background for you.
Where it would actually help
Going through how your business actually runs to find the jobs AI would genuinely help with, and saying plainly which ideas are not worth the money.
Ground rules for your staff
A one-page set of rules your team will actually read and follow: what they can use AI for, and what should never go into it.
Training for your team
A practical session showing your staff how to get useful results out of AI, and what they must not paste into it.
How it works
- Free half-hour call. We tell you honestly whether you need this yet.
- One fixed price. Agreed in writing before we start.
- Optional check-in later. We can look over the rules again once a year if things have changed. Most small businesses do not need this.
If you also need to meet HIPAA or SOC 2, this work feeds straight into our compliance programs.