Our Services
Start with one department. Build from there.
from $1,500
AI Workflow Audit
We sit with each department and map how the work gets done. Then we find the hours AI can give back and build the plan.
Common wins: data entry from emails and PDFs, inbox sorting and drafted replies, lead research and enrichment, invoice processing and collections, customer support replies, and more.
You get: process maps, a scored opportunity list, an ROI estimate and a 90-day build plan.
Data entry · Inbox triage · Lead enrichment · Invoice processing and collections · Customer support · and more
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Data entry · Inbox triage · Lead enrichment · Invoice processing and collections · Customer support · and more ·
AI Agent Builds
Built on Claude. Copilot Studio builds available for Microsoft teams.
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Task Agents
from $3,500
One job, done the same way every time. Sorts the inbox and drafts replies. Enriches every new lead. Turns invoice PDFs into clean entries.
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Agentic Systems
from $5,000
Agents that plan, act across your systems and report back. Multi-step workflows. Scheduled autonomous agents. Assistants that answer from your company’s own documents.
Context Vault
from $2,500
Your company’s memory, ready for AI.
Long chats get compressed. Context gets lost. We build an organized folder system for your people, customers, projects, meetings and SOPs. Claude reads it any time. Scheduled agents keep it current. The files stay yours.
Lives in plain folders, OneDrive, SharePoint or Obsidian. Works with Claude and Copilot. Includes setup, a 30-day tune-up and team training.
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People
Roles, preferences and history for everyone you work with.
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Customers
Accounts, contacts, past orders and open issues.
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Projects
Goals, status, decisions and next steps.
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Meetings
Notes and action items, filed after every call.
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SOPs
How your team does the work, step by step.
Claude Enablement and Training
from $1,500
Your team learns Claude on their own daily work, from the first prompt to team account setup.
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Prompting
Write prompts that get usable work back the first time, in the desired output and format. Your team learns the patterns we use every day.
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Projects
Give Claude a home base for each client, department or initiative. Files and instructions stay loaded, so context is always current every session.
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Connectors
Link Claude to your everyday tools like email, calendar, CRM, socials, file storage, and more.
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Skills
Turn your best processes into custom skills. Claude follows your playbook the same way every time.
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Scheduled Agents
Set tasks to run on their own. Morning briefs, weekly reports and follow-ups show up ready.
Ongoing and Custom Work
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Embedded AI Team
custom
Our team works as part of yours. Monthly audit refresh, new builds each quarter, office hours, ongoing training and support for everything we build.
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Custom Software on MAS
custom
When off-the-shelf tools can’t fit your workflow, we build on MAS. Your process, your data, one platform.
HubSpot Consulting
Sales Hub
Marketing Hub
Revenue Operations
Retainers from $2,000/month
HubSpot certified in all three. We run, fix and grow HubSpot portals for teams that want more from the tool they already pay for.
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Portal Maintenance
Clean data, tidy properties and a portal your team trusts.
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Campaigns
Emails, landing pages and nurture sequences, built and run in HubSpot.
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Automations and Workflows
Lead routing, lifecycle stages and follow-ups that run on their own.
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Reporting and Dashboards
Pipeline, marketing and revenue reports your leadership will read.
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Data Cleanup and Migrations
Dedupe, merge and move records without losing history.
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AI Search Visibility (AEO)
Track and grow how often AI answers mention your brand.
Prefer to hire through Upwork?
Work with our team there. Same people, same standards, with Upwork’s contracts and payments.
