Your business, running on your own AI system.
A 90-minute, 1:1 working session. You bring the expertise; we bring the tool fluency. You leave with your data connected, your know-how captured, and one workflow running, so the business stops waiting on you.
Something working, not a slide deck.
We offer an operating system, not an AI tutorial. Everything is built in your own accounts, so it keeps working after we hang up.
Your context, captured
Offers, pricing, SOPs, FAQs, and the way you make decisions, organized so AI can work the way you do.
Your tools, connected
Email, calendar, and documents plugged in, with a plain-English walkthrough of what each connection can and cannot do.
One workflow, running
A real task from your week, automated in draft mode so nothing goes out until you approve it.
A clear next step
A written follow-up within two hours: what we built, three things to try this week, and what is worth building next.
Paced so it never feels overwhelming.
- 01Pick the one workflowWhat would you most like to stop landing on your desk? We choose one and define done.
- 02Get fluent, fastWhat an AI project is, what connecting a tool means, and where your data stays. No jargon.
- 03Capture your expertiseWe interview you and build your business context pack together.
- 04Connect and runWe plug in one or two data sources and run a real task on your own information.
- 05Automate with approvalThe chosen workflow goes live in draft-and-approve mode, then we book what is next.
Who it's for
- Owners of 5 to 50 person service businesses
- Team leads who want their staff actually using AI
- Veteran-owned businesses and nonprofits (mission rates available)
- Anyone who has tried AI tools and stalled at setup
Your data stays in your accounts. Nothing is sent, posted, or changed without your approval.
Two ways to start.
Session fees paid in the last 60 days count toward any AgentivX build.
Founding Setup Session
One 90-minute session, 1:1 on Zoom
- Your business context pack: offers, SOPs, voice, FAQs
- Email, calendar, and documents connected in plain English
- One real workflow running in draft-and-approve mode
- Written follow-up with three things to try this week
Founding rate for our first 10 clients. The standard rate is $497.
Online checkout opens soon. Pick a time and we'll email you a secure payment link before the session.
OS Build Pack
Three sessions over three weeks
- Everything in the Setup Session, three times over
- Three workflows automated with human approval
- A written roadmap of what to build next
- 30 days of text support between sessions
Best for owners who want the whole system in place, not just a start.
Online checkout opens soon. Pick a time and we'll email you a secure payment link before the session.
Want to talk it through first? Book a Free AI Assessment.