AI roadmap
A map of how the business runs today, where AI removes work or adds revenue, and the order to build it in. Written with the people who do the work, with the hours and dollars at stake for each candidate.
We take businesses from A to B with AI: automate the manual work, build the CRM and lead systems, get you recommended by ChatGPT and Google, then train your team to keep building without us.
Based in Boca Raton, Florida. Clients nationwide, all work remote.
Here is what changes. Point A is where most businesses we meet are. Point B is where we leave them.
A Build & Teach engagement covers three systems, in the order your roadmap sets. These are the six we build most often. Website design, marketing design, operations mapping, AI agents and dashboards are on the full list of services.
A map of how the business runs today, where AI removes work or adds revenue, and the order to build it in. Written with the people who do the work, with the hours and dollars at stake for each candidate.
Intake, scheduling, documents, follow-up, reporting and hand-offs moved onto Zapier or Make workflows, native integrations, and AI agents that read, sort, draft and route.
A CRM built or configured for how you actually sell, retention workflows for past clients, SMS and email sequences in your voice, booking and reminders. Works for one rep or a team of hundreds.
Websites built to be cited by ChatGPT, Claude, Perplexity and Google AI, with entity setup, structured data and answer content. Meta lead ads and Google Ads with conversion tracking you can trust.
A company knowledge assistant, proposal and report generators, sales toolkits that scale across a large team, dashboards that pull from your tools. Built for one job, handed over working.
Prompting that produces work you can trust. Projects, memory and files in Claude and ChatGPT. Building and fixing your own automations. Recorded sessions and written playbooks for all of it.
Every system on this page solved a problem in a live, revenue-producing operation before we offered it to anyone. These are the ones we point to.
Sales retention CRM
A fully developed CRM built for retention: keeping past clients, re-engaging them at the right moment, and giving a large sales team one system to work from.
Organic AI search
Multiple websites built from the ground up to be cited by AI assistants and to rank for the questions buyers ask. The traffic is provable in analytics; the leads cost nothing per click.
Paid lead generation
Lead ads built with tracking from click to closed deal, so the cost of a real customer is known, not guessed. Leads went into the same automated follow-up as everything else and converted.
Sales toolkits for large teams
Scripts, follow-up sequences and CRM configurations designed so a large team runs the same playbook and keeps driving more traffic and volume without adding management.
Specific figures, and the analytics behind them, are shared on the call.
Software subscriptions and ad spend are paid directly to the vendors and are not included in any plan.
$2,500 one-time
For businesses that want to know where AI pays off before committing to a build.
Most clients choose this
$10,000 flat, one-time
For businesses ready to move from A to B and run it themselves.
$10,000 + $3,500 a month, six-month minimum
For businesses that want momentum after the build, not just support.
$1,500 a month after a build
Two calls a month, email support, monthly report. No new builds.
From $7,500 a month, twelve-month minimum
For $10M+ companies. Weekly leadership call, own the roadmap, train an internal cohort.
15% of spend, $2,000 a month minimum
Meta and Google run for you after the build.
$500 a month
Monthly report on how ChatGPT, Claude, Perplexity and Google AI describe and recommend you, with fixes.
Custom quote
Same systems per location or brand, plus an internal training cohort.
Two months free
On any monthly plan paid for the year.
Four phases over six to eight weeks. Nothing is handed over that you didn't watch get made.
You fill out the goals form. We walk through how the business runs with the people who do the work, audit how AI assistants and Google describe you, and send a written roadmap before we build anything.
Three systems, in the order the roadmap set, built in recorded working sessions with you in the room.
Your team learns to run, change and extend each system, and to use Claude and ChatGPT for real work. Written playbooks for everything.
A 90-day plan with the next three projects scoped. You build them. We're a message away for 30 days, or on a monthly plan if you want us to keep building with you.
Eight questions, two minutes. You get a score out of 16, where it puts you, and the two systems that would move it most.
Five minutes. Every submission is read personally and answered within two business days with a short assessment and a booking link.
We'll read this and reply within two business days with a short assessment and a link to book a call.