AI readiness assessment
We interview key staff, map your workflows and systems, and identify where AI could save the most time — plus an honest list of what isn’t worth doing yet.
A prioritized roadmap with costs
AI strategy & adoption consulting
AI consulting for small and mid-sized businesses in Boca Raton and South Florida
Not sure where AI fits in your business? We sit down with you, find the work where AI genuinely pays off, choose the right tools, write a sensible AI policy and train your team — in person and in plain English.
- Meet in person
- Plain-English guidance
- Security built in
Is this for you?
AI consulting is a good fit if…
- Your staff already use ChatGPT, Copilot or Gemini — but there are no rules about what they can share.
- You hear about AI constantly and can’t tell which tools are worth paying for.
- Your team spends hours each week on email, data entry, scheduling or document prep.
- You want a clear plan and budget before committing to any new technology.
- You’d rather learn from someone in the room than from a webinar.
Use cases
What an AI consulting engagement delivers
Every business is different, but most engagements combine a few of these building blocks. We size the work to your business — not the other way around.
A practical AI-use policy
Plain-English rules for which AI tools are approved, what data must never be shared, how AI output gets reviewed, and who to ask — tailored to your industry’s obligations.
Staff know exactly what’s allowed
Hands-on staff training
Small-group, in-person workshops at your office using your own documents and tasks: writing, summarizing, research, spreadsheets and meeting notes.
Confident, consistent use across the team
Tool selection and setup
We compare business plans from ChatGPT, Microsoft 365 Copilot, Google Gemini and Claude — features, licensing and privacy terms — then configure the one you choose with single sign-on.
The right tool, set up securely
Measured pilot projects
We start with one measurable workflow, such as drafting proposals or answering routine emails, and track time saved before expanding to the next.
Proof before you scale
Ongoing AI guidance
A trusted advisor on call: new-tool reviews, policy updates, refresher training and a local person to ask when something new comes up.
Keep up without the noise
Where should a small business start with AI?
Start with the work, not the tool. The best first AI projects are frequent, repetitive tasks that use information you already have in digital form — and where a person can quickly check the result.
In most South Florida offices we visit, the same handful of tasks consume a surprising share of the week. Those are usually the best places to begin:
- Email — sorting, summarizing long threads and drafting routine replies.
- Meetings — automatic notes, action items and follow-up emails.
- Proposals, quotes and letters — first drafts from your own templates and past work.
- Customer questions — consistent answers to the questions you hear every day, by phone, email or chat.
- Documents — summarizing contracts, policies, reports and applications in seconds.
Common first AI projects and what they involve
Here is how typical starter projects compare. Most can be live within days or a few weeks, using tools many businesses already license.
| Project | Typical tools | Time to value | Watch out for |
|---|---|---|---|
| Email drafting and triage | Microsoft 365 Copilot, Gemini for Google Workspace | Days | Personal AI accounts — use company accounts only |
| Meeting notes and follow-ups | AI notes in Teams, Zoom or Google Meet | Days | Tell participants when meetings are recorded |
| Proposals and quotes | ChatGPT or Claude with your templates | 1–2 weeks | Always verify prices and terms |
| Customer FAQ assistant | Website chat or an AI voice agent | 2–4 weeks | A clear hand-off to a human |
| Workflow automation | AI agents connected to your CRM or inbox | 3–8 weeks | Approvals for anything sent or paid |
Why local, in-person AI guidance makes a difference
AI adoption is a people project as much as a technology project. Being in the room — watching how your team really works and answering questions face to face — is what turns a pilot into a habit.
According to the U.S. Census Bureau’s Business Trends and Outlook Survey, fewer than one in five businesses with under 20 employees reported using AI in early 2026, compared with about 37% of firms with 250 or more employees. That gap is an opportunity: a well-run small business that adopts AI thoughtfully can deliver big-company responsiveness without big-company overhead.
We’re based in Boca Raton and meet clients across Palm Beach County, Broward and Miami-Dade. Because our background includes security work, every recommendation comes with the guardrails to match — see secure AI use for employees.
How it works
Our process
Clear steps, a written price before work begins, and in-person check-ins along the way.
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Discover
On-site interviews with owners and key staff, plus a look at your systems, data and current AI use (official or not).
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Prioritize
A short written roadmap: the two or three highest-value opportunities, what they cost, and what to skip for now.
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Enable
Tools configured with company accounts, a clear AI policy, and hands-on training sessions at your office.
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Measure and expand
We check results against the goals we set together, refine what’s working, and plan the next step.
Common platforms and integrations
- ChatGPT business plans
- Microsoft 365 Copilot
- Google Gemini for Workspace
- Claude
- Perplexity
- Zapier, Make & n8n
- Cloudflare One
Questions & answers
AI Consulting & Training: frequently asked questions
How much does an AI consultant cost for a small business?
Costs depend on scope, so we quote every engagement in writing before work begins. Most clients start with a short assessment and roadmap, then a fixed-price first project such as staff training or a single automation. Ongoing AI subscriptions are billed by the vendors you choose, and we’ll estimate those for you up front.
Do I need a full-time AI hire, or is a consultant enough?
For most small and mid-sized businesses, a consultant is the better first step. You get experienced guidance and hands-on setup without a full-time salary, and your existing staff become the AI champions. A dedicated hire makes more sense once AI is central to your product or you’re running many automations.
How do I write an AI usage policy for employees?
A good AI policy fits on a few pages and covers: which AI tools are approved; what information must never be entered (client data, health or financial records, passwords); that AI output must be reviewed by a person before it’s used; how to disclose AI use where required; and who to ask with questions. We draft it with you, tailor it to your industry, and back it up with technical controls.
How quickly will we see results from AI?
Simple wins — like meeting notes or email drafting with tools you already license — often show results within the first week. Automations and AI agents connected to your systems typically take a few weeks to design, test and launch safely.
Which industries benefit most from AI consulting?
Any business with lots of phone calls, email, scheduling or paperwork. In South Florida we focus on medical and dental practices, real estate and condo associations, law and CPA firms, home services, hospitality, marine businesses and financial advisors.
Industries we help
Popular with these South Florida businesses
Medical & Dental Practices
HIPAA-aware AI for scheduling, intake and follow-ups.
Law, CPA & Professional Firms
Intake, documents and deadlines with confidentiality built in.
Financial Advisors & Insurance
Client service automation with security and compliance first.
Related services
Works well together
AI Automation & AI Agents
Connect AI agents to your CRM, inbox, calendar and paperwork.
Secure AI Use for Employees
Stop data leaks into ChatGPT and other AI tools with Cloudflare One.
AI Receptionist & Voice Agents
Answer every call 24/7 in English and Spanish, and book appointments.
Ready when you are
Let’s talk — over coffee in Boca, or at your office.
Tell us what’s slowing your business down. We’ll explain, in plain English, where AI, automation and better security can help — and where they can’t.