AI-Driven Operations Consulting

Turn scattered SOPs into a single, AI-powered source of truth.

Transform your existing processes, policies, and documents into a trusted knowledge base employees can access in seconds through a private, conversational assistant.

Book a 15 Minute Intro Call Email me about a pilot
Avg setup 1 to 2 weeks. No long-term contracts. Built entirely on your existing tools.
The problem

Your knowledge is spread across folders, people, and tribal memory.

Most growing teams run on a messy mix of shared drives, email attachments, PDFs, and "ask Sarah" workflows. The result is wasted time, inconsistent execution, and operational risk when key people are out or move on.

The approach

A private AI assistant built on a structured, single source of truth.

We work behind the scenes with your leadership and ops teams to consolidate and clean up your existing documentation, then wire a simple AI interface on top so your people can just ask questions and get reliable, version-controlled answers.

How it works

A done-for-you engagement from audit to rollout.

This is not a software tool you have to manage. It is a service engagement designed to get you to a working, AI-powered knowledge system with as little lift from your team as possible.

Step 1
Discovery and diagnostic

We map where knowledge lives today, which teams are most impacted, and what high-risk or high-friction workflows need to be covered first.

Step 2
Knowledge base build-out

We ingest and normalize your SOPs, policies, and training docs into a clean, structured knowledge base, calling out gaps and outdated content along the way.

Step 3
Assistant configuration and launch

We configure a private assistant trained only on your content, roll it out to a pilot group, refine responses, then extend to the broader team with playbooks and examples.

What is included

The MVP consulting package.

  • Document and process audit across your current systems.
  • Knowledge base design and build-out using your existing content.
  • Private AI assistant configuration and guardrail setup.
  • Launch support, rollout messaging, and usage examples.
  • Thirty days of post-launch refinements and advisory support.
Best fit

Teams that benefit most.

This pilot is designed for small and mid-sized organizations that need to move beyond ad-hoc documentation but are not ready to staff an internal AI or knowledge management team.

Professional services firms Financial and compliance-oriented teams Healthcare and clinic operations Agencies and studios Construction and field operations Retail and franchise networks
Engagement model

Simple, transparent consulting fees.

You get a clearly defined, fixed-scope engagement to get your first AI-powered knowledge system live, with the option to retain ongoing support only if it makes sense for your team.

MVP setup package
$1,500 to $3,500
One-time consulting engagement.
  • Scoped to your document volume and complexity.
  • Covers audit, design, implementation, and launch.
  • Includes thirty days of post-launch refinements.
Optional ongoing support
$250 to $750 per month
Month-to-month advisory and maintenance.
  • New document ingestion and process updates.
  • Assistant tuning as your operations evolve.
  • Lightweight advisory on where to apply AI next.