Knowledge base v1Sample
How we quote [JOB TYPE?]reviewed
Intake questionsreviewed
Who approves whatreviewed
Access roles[COUNT?]
Knowledge base v1
For the pilot workflow, reviewed by your people, in your account or exportable.
Offering 02
Get how your business runs out of people's heads, then pilot AI on it.
About 9 weeks
Fixed, quoted after your free Exposure Scan
A working pilot and the number it moved
AI sits on the same foundation as email, payments, devices and backups. If you haven't had a recent security assessment, that baseline runs inside this engagement — or buy the Security Program Assessment first and we reuse it, so nobody is interviewed twice. See the security program.
Your crew already uses AI on personal accounts, and you're not sure what goes in.
One job, like quotes or scheduling, eats hours every single week.
New hires ask the same questions, and the answers live in one person's head.
You tried an AI tool, it didn't stick, and nobody's sure why.
A fixed-fee engagement, about nine weeks. We learn how your business actually runs and where your quotes, invoices, schedules and how-tos live, then turn the part that matters into an organized, secure knowledge base. We pick one painful workflow, agree on the number that means success, and run a pilot with three to five of your people. A person approves every output.
It's not a custom software build. We connect the AI tool you choose to your own information, with access roles and logging you can review. And it's not a bet on one AI vendor. We don't resell any of them, and we make nothing from your choice.
Your knowledge base sits behind one access layer, so Claude, ChatGPT or Gemini can work on top of it. If a better model comes along or prices change, you switch. The knowledge base stays yours, even if we part ways.
Phase 05 is the pilot — where value stops being a promise. A human approves every output, and the metric is agreed before it starts.
We connect the AI tool you chose, train 3–5 pilot users, and track the metric weekly. A human approves every output.
3–5 pilot users for a 60-minute working session, on business-tier AI accounts.
A working pilot with access roles and logging you can review.
The pilot hits its target, or you get a clear fix list for why it didn't.
AI Readiness Assessment
The readout is the first plan. After that the program turns: the knowledge base gets kept current, new workflows get added, model changes get handled — and your two quarterly reviews happen at Review.
All of it stored in your own account. These are drawn samples with placeholder values, not screenshots of a real client.
For the pilot workflow, reviewed by your people, in your account or exportable.
One workflow, one metric, one target, one owner. Signed before the pilot starts.
Signed at kickoff. What staff may and may not paste into AI tools, in plain words.
Before and after, what it cost, what users said, and the next workflow.
A working pilot on the AI tool you chose, with access roles set and logging you can review. Read by default; a human approves any action.
No internal score appears on any deliverable. Controls are scored behind the scenes; you see plain words, ranked fixes and dated proof.
Owner time: about 1 hour a week, plus 2 hours of overhead. About 11 hours over the nine weeks.
We never ask for passwords.
Business-tier AI accounts only — no personal free accounts. Logging stays on, and you can read it.
Fixed fee, quoted after your free Exposure Scan
Buying seats of an AI tool, handing them out, and hoping. Without your own information organized behind it, the tool doesn't know how you quote, who approves what, or what you promised the customer.
The fee is fixed and quoted after the free scan, because the number depends on how many people and systems are in scope.
The engagement, then the reviews that are already included.
Two reviews, and no renewal call — that one belongs to the security program. Vertical on mobile, same order.
A pilot that works is a start, not a finish. Models change, people change, the work changes.
Knowledge base upkeep, new workflows, model changes, security monitoring.
The readout names it. You decide whether and when.
The assessment fee is credited toward the monthly retainer.
No recent security assessment? Start with the Security Program Assessment →
The one you choose. Claude, ChatGPT and Gemini can all sit on top. You need business-tier accounts, not personal free ones, so your company controls the accounts and you can review the logs.
Only what the pilot needs, through access roles we set together. It runs on your business accounts, not personal ones, and a one-page policy tells staff what they may and may not paste in.
No. It reads and drafts by default. A person on your team approves every output before it goes anywhere, and you can review the log of what it did.
No. AI sits on the same foundation, so we check it either way. If you've had our security assessment, we reuse it. If not, a baseline runs inside this engagement.
You'll know, because we agree on the target before we start. If the pilot misses, you get a clear list of why and what would fix it. The knowledge base is still yours.
No. We connect the AI tool you choose to your own organized information. No custom app to maintain, and nothing locked to us or to one AI vendor.
Free · one front door
Start with the free Exposure Scan, with a few AI questions added. See where you stand right away, or book a 20-minute call instead.
One question per screen, with the AI questions included. Ready, Close or Gap per area. No email needed.
Skip the questions and talk it through instead. We’ll set a time around your jobs.
Book the callWe’ll reply to set a time.