AI implementation and team training, built in your accounts.

What implementation means here

Implementation is the optional step after your $999 AI Assessment. The assessment tells you what to automate and why. Implementation is us setting it up, testing it on your real work, training the people who'll use it, and handing it over.

We quote implementation and training together, as one package with a price you agree to before we start. Buying the assessment doesn't commit you to it.

What the two weeks look like

Most single automations follow the same shape. Here it is for a quote follow-up system, one of the builds we're asked about most.

1. Collect the real inputs.

   We sit with whoever does the work today. We gather the last 90 days of the relevant records, your templates, and a few examples written in your own words so drafts sound like you.

2. Build it where you already work.

   We set up the automation in your email, spreadsheets, QuickBooks or scheduling tool. We don't add a new system unless the assessment showed you need one.

3. Test it on thirty past examples.

   We run it against thirty real cases from your history and score the results: right customer, right amount, usable as written. The results go in a written test log. If it gets a customer or a number wrong, we fix the cause before going further.

4. Run it alongside your team for a week.

   The automation drafts and sorts. Your team still decides and sends. We watch what they change and adjust until the edits drop off.

5. Train the team and hand it over.

   One training session with the people who'll use it, a one-page runbook a new hire could follow, and a list of every access we have and how to revoke it.

What you own at the end

• The automation itself, running in accounts your business owns.
• A one-page runbook that explains what it does, what to check, and what to do if something looks wrong.
• The test log from the thirty-case test, so you can see how it performed before you trusted it.
• An access list showing what we can reach and how to remove us.
• A dated record of anything you approved to run without a person checking it first.

If you stop working with us, the setup keeps working. That's deliberate.

Team training

Training is included in every implementation. It's short and practical: the people who'll use the automation learn what it does, how to review its work, and when to override it. Office managers usually need about an hour. Owners who approve a morning batch need less.

We also cover the basics of using AI tools safely with business data, such as which accounts to use and what never to paste into a chat window. Our article on whether ChatGPT is safe for company data covers the same ground and includes a one-page policy you can adapt.

How we get into your systems

We never hold your passwords. Instead:

• Email: delegated access to a shared inbox, or drafts created in your account.
• QuickBooks: you invite us as your accountant user, which you can remove at any time.
• Spreadsheets and documents: shared from your Google Drive or Microsoft 365, not ours.
• Read-only wherever possible. Calendars and ledgers usually only need to be read. We ask for write access only where the design requires it, like a drafts folder.

If a tool has no way to delegate access, you log in on your own machine while we work beside you, or we leave that tool out.

Rules that shape what we'll automate

Some automations touch rules owners don't always know about. We raise them during the assessment, before a build, not after.

• Texting customers. Automated texts need the customer's consent, and business texting numbers must be registered with the carriers (called A2P 10DLC) or messages get blocked. Until consent is on file, we draft emails or a call list instead.
• Client financial data. Tax and accounting firms must keep a written information security plan, and the service providers they use have to be overseen under it. We offer a data-handling addendum for those clients. See AI for accounting firms.
• Prices and commitments. Estimates, quotes and invoices are always reviewed by a person before they go out. Prices come from your own price list, never from the AI.
• Payment cards. Card numbers never enter anything we build.

This isn't legal advice. When a rule applies to your business, we'll tell you so you can confirm it with your own advisor.

Optional monthly support

AI tools change quickly, and businesses change too. Monthly technical support covers keeping your automations running, reviewing what the team is still editing, adjusting rules for your busy season, and suggesting small improvements as new tools come out. It's optional, and the setup works without it.

Where we work

We're based in Charlotte and work with owner-run businesses across the metro, including Matthews, Mint Hill, Huntersville, Cornelius, Davidson, Mooresville, Concord, Gastonia, Fort Mill and Rock Hill. If you're a little farther out, ask. We may still be able to help.