Cut costs, save time, and grow profitably with AI that works for your team.

Small & Mid-Sized Business AI Consulting

The Challenge for SMBs

Running a small or mid-sized business means wearing too many hats.

 

  • Teams are buried in manual admin tasks.

  • Growth stalls because processes can’t keep up.

  • Owners worry about wasting money on tools that don’t deliver.

  • Employees fear AI will replace them instead of helping them.
     

The Result? SMBs burn time and lose revenue to inefficiency while bigger competitors move faster.

Our Solution

We make AI practical, affordable, and people-first for SMBs.

  • Automate admin so your team gets 25–40% of their time back.

  • Train staff by role so adoption is smooth and confidence is high.

  • Build custom AI agents to handle routine work like reporting, scheduling, and customer inquiries.

  • Boost sales and marketing with AI-powered lead generation, targeting, and content creation.

Proof That It Works

  • Local Manufacturer: Automated reporting and targeting, cutting costs and tripling campaign ROI.

  • Healthcare clinic: Used AI for scheduling and follow-ups, boosting bookings by 35%.

  • Real estate group: Automated lead capturing & scoring, improving close rates by 30% in 60 days.

Your Next Step

Book My SMB AI Call

Ready to see how AI can free up your team and grow your business?

 

Book a free strategy call. We’ll identify your fastest wins and outline a simple, 90-day AI adoption plan for your company & employees.

 

Why Palm Beach SMBs Work With Us

We’re based here in Palm Beach County, and we understand the pressures of running a local business.

 

We don’t do theory or slide decks, we actually build AI systems that pay for themselves in 90 days or less, so you see real ROI without risk.

Expected Outcomes in 90 Days

  • 25–40% less time wasted on admin.

  • 20–50% cost savings through automation.

  • 300–600% ROI on AI investments.

  • Teams that feel empowered, not displaced.

What We Deliver for SMBs

  • AI Training & Adoption Programs – teach your team how to use AI daily without overwhelm.

  • Workflow Automations – cut busywork and streamline operations.

  • AI-Powered Sales & Marketing – bring in more qualified leads and maximize campaign ROI.

  • Research & Insights – surface new opportunities and stay ahead of bigger players.

Will AI replace our team or create resistance?

We position AI as a super-assistant, not a replacement. Work shifts from repetitive tasks to customer, revenue, and decision work. Resistance drops once employees see faster wins and less busywork.

What does week one look like?

Day 1 intake, access, and baselining. Day 2 to 3 quick-win automations in priority workflows. Day 4 playbooks and training for ChatGPT, Claude.ai, Gemini, Perplexity, and Copilot. Day 5 reporting, QA, and next-step roadmap.

How do you handle data security and privacy?

We use least-privilege access, client-controlled storage, and private workspaces. We document data flows, retention, and permissions, and align with your vendor and compliance requirements.

Which SMB functions see results first?

Sales follow-up, customer service, reporting, marketing content, SOP creation, and basic finance tasks. These convert quickly with Copilot in Microsoft 365, ChatGPT or Claude for writing and analysis, and Perplexity for research.

Small & Mid-Sized Business FAQs

What business problems do you solve for SMBs?

We remove manual admin, slow decision cycles, and marketing inefficiency. Typical outcomes include 25 to 50 percent time savings in 60 to 90 days by embedding tools like ChatGPT, Claude.ai, Gemini, Perplexity, and Microsoft Copilot into everyday workflows.

How long does an SMB engagement take and what does it cost?

Standard programs run 30 to 90 days. Monthly retainers range from $5K to $50K depending on scope, data access, and complexity. You get clear deliverables, documented workflows, and role-specific enablement so results stick.

Do you train our team on specific AI tools?

Yes. We provide role-specific training and adoption playbooks for ChatGPT, Claude.ai, Gemini, Perplexity, and Microsoft Copilot. Your people learn practical prompts, guardrails, and daily use patterns that drive measurable output.

How do you prove ROI for a small or mid-sized business?

We define one to three priority workflows, baseline current time and cost, then instrument new AI steps to track lift. Metrics include hours saved, response time, error rate, lead velocity, and cash-flow impact. We review results with you weekly.

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Serving Palm Beach County including:

  • Palm Beach Gardens
  • West Palm Beach
  • Boca Raton
  • Jupiter
  • Wellington
  • Fort Lauderdale
  • and across the US.

We help Palm Beach County businesses turn AI into a measurable competitive advantage. Our tailored training, AI adoption strategies, and workflow automations deliver 300–600% ROI in 90 days. From West Palm Beach to Jupiter, we’ve helped local leaders cut admin time, boost revenue, and empower their teams.

Palm Beach Gardens, FL

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