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AI Implementation Services

AI implementation services bridge the gap between knowing AI matters and having it working in your firm. Most AI projects fail because nobody maps the workflow, trains the team, or measures the outcome. I handle all of it: assessment to live system in 4-6 weeks.

The problem

Why Most AI Implementations Fail

Two patterns repeat across every firm that tried AI and gave up. The problem is never the technology.

01

Bought software nobody uses

You purchased an AI tool, maybe even paid for annual licenses. Nobody configured it for your workflows. It sits unused. Six months in, the vendor sends a renewal invoice for software that never produced a result.

ai tool adoptionunused
ChatGPT Team1/15$300/mo
Zapier Pro0/15$588/mo
Notion AI0/15$150/mo
$12K/year in licenses. 0 workflows automated.
02

Consultant delivered slides, not systems

A consulting firm ran a discovery phase, produced a strategy deck with recommendations, and left. Your team looked at the slides, didn't know where to start, and nothing changed. You paid for a plan that nobody executed.

consulting engagement
Phase 1 deck42 slidespresented
Phase 2 deck38 slidespresented
Implementation planTBDstalled
6 months. $80K. Nothing live.
03

No workflow mapping before building

Someone jumped straight to tools without understanding how work actually moves through your firm. The AI was fast at the wrong task. Garbage in, garbage out, but automated.

Built chatbotWrong workflow automated
Integrated CRMNobody uses it
Deployed dashboardShows wrong data
04

Team resistance killed adoption

The system went live with no training and no documentation. Your team saw it as a threat, not a tool. Usage dropped to zero within a month. The implementation technically worked but practically failed.

It replaces my jobBlocks adoption entirely
Too complex to learnAbandons after day 3
Not my workflowIgnores tool, works around it

What changes

What End-to-End Implementation Looks Like

Assessment, build, training, and measurement. One workflow automated from start to finish in 4-6 weeks. Your team is trained. The system is yours to operate.

workflow scores
Invoice processing92/100
Report assembly85/100
Client onboarding78/100
Strategic planning24/100

Workflow mapping and prioritization

Every workflow in your firm is scored by time saved, error rate, and feasibility. The highest-ROI workflow is selected. Scope is defined with clear before-and-after metrics.

build progress
Document intake agentdeployed
Xero → Slack integrationlive
Classify → route pipelinetesting
Reporting dashboardbuilding

Build the AI workflow

Agents, automations, and integrations built on your existing tools. Slack, Notion, Google Workspace, Xero, whatever you use. Hands on keyboard, not on slides.

training checklist
Video walkthroughrecorded
Live sessionscheduled
Documentation12 pages
Team Q&Acompleted

Team training and documentation

Your team learns the new system through live sessions, video walkthroughs, and written docs. They understand what the AI does, when to override it, and how to flag problems.

results dashboard
22hrs
Saved / wk
0.3%
Error rate
14/15
Adopted

Measurement and handoff

Time saved, throughput, error reduction, and ROI. Numbers on a dashboard. The system is handed off with a list of what to automate next.

How we'll work

One workflow. Four weeks. Measurable results.

Each sprint tackles one high-impact workflow from assessment to production. Then we move on to the next problem.

01Week 1

Find the highest-impact opportunity

I sit with your executives and map the current state of your operations. Every workflow gets scored for automation potential and ROI. We pick the one that moves the needle most.

02Weeks 2-3

Design and build

We figure out what the automation looks like. Sometimes it's a Claude Cowork plugin. Sometimes it's custom software. I build it on your existing tools. No new platforms to buy.

03Week 3-4

Go live and measure

The system goes into production. I set up tracking for hours saved, throughput, and error rates. Real numbers, not projections.

04Week 4

Train your team

Your people learn to use the new workflow. Documentation, walkthroughs, hands-on sessions. Adoption is where most AI projects die, so this part gets the same attention as the build.

Know which workflow to fix first?

Book a 30-minute call. We'll map your operations and find the highest-ROI automation.

Book intro call →

Example

What This Looks Like in Practice

A 35-person recruiting firm was spending most of its sourcing team's time on initial candidate screening. Resumes arrived by email, got manually reviewed, then entered into their ATS. I mapped the workflow, built an AI screening agent, and trained the team in 5 weeks.

12 → 2 hrs/day

Screening time per recruiter

AI agent reads incoming resumes, scores against job requirements, and routes qualified candidates to the right recruiter. Manual screening dropped from 12 hours to 2 hours per day across the team.

3× more candidates

Pipeline throughput

With screening automated, the sourcing team processed 3 times more candidates per week without adding headcount. More candidates reviewed meant more placements made.

5 weeks

Assessment to live system

Week 1 mapped the screening workflow. Weeks 2-4 built the agent on their existing email and ATS. Week 5 trained the team and set up the measurement dashboard.

FAQ

Common questions about this service.

How quickly does an AI implementation pay for itself?+
Most firms see payback within 6 weeks through recovered staff hours. Built on your existing tools (Slack, Xero, Google Workspace), so no additional software licenses. Each engagement covers assessment, build, training, and measurement.
How is AI implementation different from AI consulting?+
AI consulting ends with a strategy deck. AI implementation ends with a working system your team operates daily. Every engagement includes assessment, build, team training, and ROI measurement. You get a live workflow, not a PDF.
How long does an AI implementation sprint take?+
4-6 weeks for one workflow. Week 1 maps and scores your workflows. Weeks 2-4 build the automation. Weeks 5-6 train your team and set up measurement dashboards. Most firms run additional sprints after the first one proves ROI.
What size firm is this designed for?+
Professional services firms with 20-100 staff. Small enough that you don't have a dedicated automation team, large enough that manual processes cost real money. Accounting firms, agencies, law firms, consulting practices.
Can we automate more than one workflow?+
Yes. Most firms start with one workflow to prove ROI, then run additional sprints. Each sprint takes 4-6 weeks and targets the next highest-scoring workflow from your assessment.
What if our team resists the change?+
Training is built into every engagement. Your team learns why the automation exists, how it works, and when to override it. Resistance usually comes from lack of understanding, not opposition to better tools. When people see the system handle work they hated doing, adoption follows.

Tell me what eats your time.

30 minutes, no strings.