AI Concierge

Your AI partner. Without the full-time hire.

An ongoing partnership to help you find where AI and automation make sense, turn opportunities into practical improvements, and keep moving forward. Built for business owners who want to make better use of technology without having to figure out every step themselves.

Book a 30-minute call See how the first 90 days work ↓

30 minutes. No pitch, no obligation.

You know it could help. You do not have time to work out where.

The tools change every month, and every vendor says theirs will save you hours. Someone still has to decide what is worth doing first, set it up properly, and check that it worked.

Maybe you have already tried ChatGPT or an automation tool and it never became part of how the business runs. That is rarely a software problem. It is a question of what to do first, and who follows through.

What you get

An assessment, a roadmap, and a partner who stays on it.

  1. Know where to start

    A required assessment of your business, your goals, and the tools you already use produces a personalized 90-day roadmap: the opportunities worth pursuing, in the order that makes sense.

  2. Make real progress

    Two 45-minute working sessions every month, six in your first 90 days, focused on moving your priorities forward.

  3. Have someone to ask

    Ongoing advisory access between sessions. Reach out through your dedicated communication channel and receive an initial substantive response within two business days.

  4. Know what's improving. Know what's next.

    We keep the roadmap current as priorities change, and each month you get a short written summary of what was done, what has improved, and what comes next. Where practical, we record a starting point so you can see the change.

How it works

The first 90 days, and then the next.

  1. Month 1: assess and plan

    The assessment, your priorities, and your personalized 90-day roadmap, followed by the first practical work.

  2. Month 2: make progress

    We work through the priorities together and make practical progress on them.

  3. Month 3: review and look ahead

    We continue the work, review what has improved, and establish the next priorities.

  4. Then the next 90 days

    The roadmap is updated and the relationship continues month to month.

The 90-day improvement cycle An assessment leads to a prioritized 90-day roadmap. Three months of working sessions follow, with questions answered between sessions. Progress is then evaluated and the next priorities set, and the cycle repeats. Assess Where you are 90-day roadmap Prioritized Month 1 2 working sessions Month 2 2 working sessions Month 3 2 working sessions Evaluate Next priorities Repeat every 90 days Between sessions: initial substantive response within two business days The 90-day improvement cycle An assessment leads to a prioritized 90-day roadmap. Three months of working sessions follow, with questions answered between sessions. Progress is then evaluated and the next priorities set, and the cycle repeats. Assess Goals, tools, gaps 90-day roadmap Prioritized Month 1 2 sessions Month 2 2 sessions Month 3 2 sessions Evaluate Next priorities Between sessions, an initial substantive response within two business days
Your assessment and roadmap come together in month one. Every 90 days: review progress, update the roadmap, and set the next priorities.

How to begin

Two ways to begin. The same relationship either way.

Every engagement starts with an assessment, because the roadmap needs it. How you start is up to you.

Recommended starting point

Start with 90 days

The assessment is included at no additional charge, in your first month. You commit to three monthly billing periods, the length of your first roadmap, then continue month to month. The commitment is set out in a written agreement.

Flexible

Month to month

You pay a one-time assessment fee, then continue month to month from the start, with no initial commitment.

Both options include the same ongoing advisory relationship. The only difference is the initial commitment and how the assessment is paid for. You keep your completed assessment and roadmap whichever you choose.

Scope

Practical help every month. Clear scope when you need more.

Practical help, included

  • Practical guidance on AI tools, automation, forms, documents, custom applications, and software integrations: what to use, how to approach it, and what is worth doing.
  • Limited-scope improvements made with you, such as refining AI workflows, improving prompts, configuring straightforward tools, reviewing automation logic, and troubleshooting existing processes.

Scoped and approved separately

  • Larger development projects and custom applications
  • Production integrations
  • Substantial automation builds
  • Ongoing technical maintenance

We can design and implement these directly, with specialist support where it helps. Each gets its own scope, price, and approval before any work starts.

Common questions about AI Concierge

Do I need to know anything technical?

No. You need to know your business. We bring the tools and the judgment about what is worth doing.

How is this different from using ChatGPT or Claude myself?

ChatGPT and Claude are good tools, and we use them. What the relationship adds is someone who knows your business, helps decide what is worth doing first, sets it up around how you work, and checks back to see that it stuck.

What happens in a working session?

We review your priorities, work through the next challenge together, make practical progress where we can, and agree what happens next.

What does it cost?

Pricing depends on how you start. It is shared on your call and confirmed in writing before anything begins.

Start with a 30-minute conversation about where AI could help your business.

We'll talk about your business, the opportunities you're considering, and whether AI Concierge makes sense. No pitch, no obligation.

Book a 30-minute call
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