Services

People first. Then a setup you can book.

The people side of an AI change is where we start: roles, training, how you talk about it, and practical guidelines. AI Assistant Setup is the engagement you can book. It is a fixed-fee setup of AI assistants for routine admin, with an optional monthly retainer. There is no rate card on this site.

The people side of the change

This is what separates the work from a plain technology install. It sits around the setup, not on a separate price list.

HR transition and role redesign

Help rethinking roles and workloads as routine tasks move to AI.

Change and communication

Planning how you introduce the change to your staff and your customers.

Staff training and reskilling

Hands-on sessions so your team knows how to use, check and work alongside the assistants.

Workforce and AI guidelines

Practical internal guidelines on how your team uses AI and handles customer information. Working practices only. Not a formal opinion on your obligations.

The offer

AI Assistant Setup

A small team of assistants, each with one job. They work together. You stay in control. The assistants draft. You approve. They are set up so no email, message, post or purchase goes out unless you say so.

Email
Sorts your inbox, summarizes what matters, and drafts replies for you to review.
Calendar
Plans your week and flags conflicts.
Bookkeeping help
Sorts bank and credit card statements into spreadsheets. This is sorting and setup, not accounting or tax advice.
Meeting notes
Turns recordings into summaries and action items.
Marketing
Drafts social posts, ads and promo copy.
Research
Looks things up and reports back with sources.
Marketplace watching
Keeps an eye on Kijiji or Facebook listings for things you need.

What's included

  • A free consult to find where you are losing the most time
  • Setting up the assistants and connecting them to your accounts (Gmail and Google Calendar; ask about other tools)
  • A walkthrough so you know how to use and adjust them
  • Follow-up support after setup
  • An optional monthly retainer for tuning, new workflows and check-ins, inside a scope agreed up front

Good to know

  • The AI platform has its own subscription cost. We explain it up front, before you commit. You pay that subscription yourself.
  • AI can make mistakes. That is why everything is set up for your review before it goes anywhere.
  • This is a technology setup, with support for your team, roles and working practices. It is not accounting or tax advice.
  • Questions about employment decisions, or about formal privacy obligations, sit outside this work. We will say so.

Who it is for

Small and mid-size businesses in professional services, healthcare, trades, retail, and office-based teams. Alberta and Canada first. Based in Calgary. Meetings in person in the Calgary area, or remote.

We can help you explore government funding programs for AI adoption.

Book a free conversation