I help small businesses cut through the noise: pick the tools that fit how you work, get your team set up, and stick around until they're part of the daily routine.
Tools are the easy part. The work is getting AI into the daily routine of the people who run your business.
Thirty minutes. You tell me how the business runs and where work piles up. I give you a straight answer on whether AI will help and where to start.
We map roles and workflows, then decide what AI handles, what it drafts for review, and what stays with a person. You get a rollout plan your team can follow.
Hands-on training on your real work, playbooks in your voice, and check-ins until the new way of working sticks.
Most AI rollouts don't fail on technology. They stall because nobody showed the team how it fits into their actual day, nobody decided what's okay to hand off, and old habits win by week three.
That's the part I focus on. Operations first, tools second.
Role by role, we find the repetitive work and decide where AI belongs and where it doesn't.
What AI handles alone, what it drafts for review, and what stays with a person. Written down so everyone is on the same page.
Sessions built around your tools and tasks, not generic demos. Your team practices on real work.
After rollout I follow up to see what's being used and what isn't, then close the gaps.
A practical plan for which tools to use, who uses them, and in what order.
Group or one-on-one sessions for owners, managers, and staff. No tech background needed.
Getting buy-in, setting expectations, and keeping adoption on track after the first week.
Written guides and prompt libraries so the way your team uses AI is consistent and repeatable.
Claude Code workflows and automations, plus Salesforce admin, flows, reports, and cleanup.
If the plan calls for a custom tool or automation, I can build it. Scoped and priced up front.
Start with a free call. From there, book time by the hour or scope a project with a fixed price.
Getting AI into the day-to-day of your business: deciding where it fits, setting rules for how it's used, training your people, and making sure it sticks. Less about the tool, more about how the work gets done.
You walk me through how your business runs and where time gets lost. I'll tell you where AI can help, where it can't, and what a sensible first step looks like. No pitch.
No. If you can send an email, you can do this. Training is built around your team's actual tasks, at whatever level they're starting from.
Book time when you need it. There's a one-hour minimum and no retainer. Larger, well-defined work is better as a fixed-price project.
Yes, when the plan calls for it. Custom tools and automations are scoped in a statement of work with a fixed price, so you know the cost before anything starts.
Restaurants, salons, contractors, law offices, CPAs, retail shops, fitness studios, real estate agents. If your team writes, communicates, or follows up with customers, there's meaningful time to save.
Book a free 30-minute call below. No pitch, no pressure. Just a straight answer on whether it makes sense for your business.
Prefer email? Reach me at patrick.bethea5@gmail.com