Phase 1 of 4 · Square one

The basics: getting your business started with AI

You haven’t really started with AI — or a few people try it on their own. That’s normal. But the businesses around you are moving, and the first step is smaller than you think.

Your next move Pick the right AI

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“We haven’t really started”

Sounds like you if…

  • Nobody has set up AI for the company yet.
  • A few people try ChatGPT on their own — or nobody does.
  • You keep hearing you should “do something with AI,” but don’t know where to start.

Not using AI yet? Your competitors probably are.

Waiting has a cost too — and so does using AI without a plan.

  • Hours every week re-explaining your business to a chatbot that forgets it.
  • Good ideas and answers that never spread past one person.
  • Company and customer data sitting in personal accounts.
  • Paying for tools without getting the real gains — so AI looks like a toy, not a game changer.
  • Competitors who set it up properly pulling ahead.

The gap gets wider every month. The good news: the first step is small, and we take it with you.

What you need at this phase

The smallest step of the four: a business plan for the AI you pick and a few hours of your team’s time for training. No new systems to install.

  • The right AI for your businessChatGPT, Claude, Gemini or Copilot — picked for the work you do and the software you already use.
  • Business accounts, not personal onesAccounts the company owns, so your data stays yours and you can see who has access.
  • Simple rules for company dataWhat can go into AI, what can’t, and what a person checks before it goes out.
  • Two or three first tasksEveryday work where AI saves time right away, like emails, meeting notes and finding answers in your documents.
  • A short trainingSo everyone starts the same way and knows how to get good answers.

Read our full guide to getting started

Examples

Example

Meeting notes and follow-ups

Before
Someone types up notes after every meeting, and follow-ups slip through the cracks.
With AI
AI turns the notes into a short summary and a to-do list. A person checks it and sends it.
Example

Customer emails

Before
The same kinds of replies get written from scratch, over and over.
With AI
Give AI a one-line instruction and it drafts the reply in your tone. You edit and send.
Example

Answers from your documents

Before
People dig through long policies and manuals to find one answer.
With AI
Ask in plain English and get the answer, with the section it came from.

From our work = a project we built for a client. Example = a typical way businesses use it.

How we do it

  1. We learn how your team works and where the time goes.
  2. We help you pick the right AI, based on your work and the software you already use.
  3. We set up business accounts the company owns, with simple rules for company data.
  4. We train your team on the first few tasks, so everyone starts the same way.

Could this work in your business?

In a free 30-minute call, we’ll look at how your team works and tell you honestly which phase you’re in and what to do next.

Book a free call