AI packages for small business teamsFour packages.
One for every team.
Each package sets your AI assistant up for one team. It connects to the apps that team already uses, learns how you do things, and comes with shortcuts for the jobs they do every week. We set it up; your team just asks.
Answers from your live numbers, orders and customers 13 questions
How you do things, written down so your assistant follows it every time 4 playbooks
One-click versions of the jobs your team does every week 4 shortcuts
Set up once. Improvements arrive automatically.
Your AI can already open some of your apps. We make it understand your business.
Out of the box, most AI assistants can look inside apps like QuickBooks, HubSpot and Gmail. What it can't do is understand your business: your terms, your rules, who should see what. That's what a package adds.
| Feature | AI on its own | With a package |
|---|---|---|
| Looks inside your apps | Yes | Yes |
| Your definitionsYour margin, your stages, your KPIs | No | Yes |
| Answers that combine appsYour CRM, books and inbox in one answer | No | Yes |
| Apps AI can't open yetHelp desks, SOP folders, your own tools | No | Yes |
| Your rulesWho sees what, approvals, a full history | No | Yes |
One shared core. Same security, whichever you choose.
In every package · 8 includedBetter together. Answers that cross teams, and one onboarding instead of four.
Account briefs include open support tickets and unpaid invoices.
Finance sees refunds and credits issued by support.
Marketing sees which campaigns produced closed deals.
Support knows if a customer is a key account before replying.
From first call to rollout. Then tuned to how you really work.
Discovery
Learn your apps, your people and your terms.
Connect your apps
Set up logins together and match your terms.
Build
Set up around your business and rules.
Pilot
Two or three users for a week.
Rollout
Install, then a team training session.
Tune-up
Two weeks in, adjust from real usage.
You'll need
The retainer covers
Half up front, half on completion, then a required monthly retainer. Every package is quoted after a free call.