Services

Every engagement starts with a free discovery call. From there, we scope a project around your biggest bottleneck — not a generic “AI rollout.” Here’s how most engagements are structured.

AI Automation Setup

Best for: Businesses with a clear, repeatable workflow they want to automate — lead follow-up, intake forms, scheduling, document processing, invoice reminders, client onboarding, or similar.

What you get:

Discovery session to map the current workflow and identify friction
A custom-built automation connecting your existing tools (CRM, email, forms, calendar)
Testing and refinement until the workflow runs reliably
A handoff session so your team can manage it without depending on me
30 days of support after delivery

Timeline: 2–4 weeks depending on complexity.

Investment: Starting at $1,500 for a single workflow. Most first projects land between $2,000–$5,000.

AI Agent System

Best for: Businesses that want more than a single automation — a lightweight AI system that handles multiple workflows, monitors for triggers, and takes action without human intervention.

What you get:

Full workflow audit across your business operations
A multi-agent system built around your highest-leverage tasks (e.g., lead qualification + follow-up + scheduling, all connected)
Integration with your existing stack — email, CRM, calendar, docs, Slack
Monitoring and alerting so issues surface automatically
Documentation and training so your team can extend it over time

Timeline: 4–8 weeks.

Investment: $5,000–$12,000 depending on scope. Optional retainer available for ongoing maintenance and iteration ($500–$1,500/month).

AI Strategy Session

Best for: Businesses not ready to build yet — but wanting a clear picture of where AI fits, what it would cost, and what to do first.

What you get:

A 90-minute deep-dive into your business operations
A prioritized list of 3–5 automation opportunities, ranked by ROI
A written summary you can share with your team or use to evaluate vendors
No obligation to continue — this is a standalone deliverable

Timeline: One session + a few days for the written summary.

Investment: $500. Applied toward any project if you move forward.

Tools We Work With

Every engagement uses tools your team already knows — or can learn without a developer. The stack adapts to your business, not the other way around.

AI & reasoning: Claude (Anthropic), OpenAI GPT — for intelligent decision-making, drafting, and data extraction
Workflow automation: Make (formerly Integromat), Zapier, n8n — for connecting apps and triggering actions automatically
Communication & scheduling: Gmail, Google Calendar, Calendly — integrated into workflows so nothing falls through the cracks
CRM & data: Airtable, Google Sheets, HubSpot — wherever your customer data already lives
Documents & storage: Google Drive, Notion, Slack — for handoffs, alerts, and team visibility

Don’t use one of these? That’s fine. The first step is always understanding your current setup — then we figure out what connects and what doesn’t need to change.

Not Sure Which Fits?

Most clients start with a free discovery call. We talk through your current setup, I ask questions, and together we figure out what makes sense — and whether Applied Intelligence is the right fit at all. No pitch, no pressure.

Book a Free Discovery Call