AI Setup & Training
Know which AI to use — and how to use it
Most owners hear the hype but have no idea where to start. They dabble, and that’s only the beginning. We pick the right AI for your business, set it up for your whole team, and show your people how to get real work out of it.
What we set up
- The right AI for your businessChatGPT, Claude, Gemini or Copilot — picked for the work you do and the software you already use, on the right plan.
- Business accountsAccounts the company owns, with control over who has access.
- A shared company brainYour documents, pricing and procedures loaded once, so the whole team gets answers from the same source.
- Simple rulesWhat can go into AI, what can’t, and what a person checks before it goes out.
- Hands-on trainingOn your own work, so everyone knows how to get good answers.
Why it’s worth setting up right
- Your data stays yoursCompany and customer information lives in accounts the business controls, not personal ones.
- Results don’t depend on who askedShared instructions and commands mean everyone gets the same quality.
- It’s the base for everything elseOnce AI knows your business, connecting it to your email, CRM and accounting is the natural next step.
From our work
- General contractor: estimators run each trade’s takeoff with one command, built on the company’s own estimating rules written in plain language — refined through 77 releases with the people who use it every day.
Technologies
Common questions
Which AI should we use?
It depends on your work and the software you already use. We recommend one based on how your team works, not on the hype — and tell you why.
Are personal accounts good enough?
Not for company or customer information. A business plan the company owns keeps your data out of personal accounts and lets you control who has access.
We’re a team of three. Is this worth it?
Often most of all. For a small team, saving a few hours a week is like adding a part-time hire.
Have a process that eats up your team’s time?
Tell us about it. In a free 30-minute call we’ll tell you honestly whether software or AI can help, and what it would take.
Book a free call