Blueprint
AI strategy and workflow automation, sized for small business.
Overview
Blueprint is AI strategy for owner-operators with 5 to 50 people and no IT team. In one week we map how your business runs and list every opportunity we find in an AI Audit. Then we hand you your Blueprint: one document of recommendations based on the Audit, each with the hours and dollars it should save, for you to accept or decline one by one.
Then we roll out what you accept: we put your security baseline in place, automate the workflows worth automating, start AI sidekicks on the right jobs, build missing tools in Forge and train your team to use what we set up. Before the first AI sidekick starts, we record your numbers as a baseline, so every result is measured against where you started.
What it does
AI Audit
One week of interviews and observation, ending in a list of every opportunity we find in your business.
Your Blueprint
Recommendations for what goes to Superteam and what gets built in Forge, each with expected hours and dollars saved. You accept or decline each one.
Workflow automation
Quoting, scheduling, invoicing, follow-ups and reporting, automated end to end.
Team training
Your people learn the new tools, so the change sticks after we leave.
Use cases
All use cases →Saves time
Find the hours
Map how the business really runs and list every place AI could save time.
“Where are we losing the most hours each week?”
Grows revenue
Automate quoting
Turn a site visit or a phone call into an accurate quote in minutes.
“Draft a quote from these job notes and our price list.”
Saves time
Kill double entry
Connect the tools you already use so data is typed once.
“Sync new bookings into our invoicing tool automatically.”
Grows revenue
Chase late payments
Polite, persistent reminders that go out on schedule.
“Remind every client with an invoice over 30 days.”
Cuts costs
Plan the rollout
Recommendations for what goes to Superteam and what gets built in Forge, each with the hours and dollars it should save.
“What should we automate first, and what will it save?”
Cuts costs
Train the team
Short, hands-on sessions so the new tools actually get used.
“Teach the front desk how to hand off to their new AI sidekick.”
Research behind it
- Workflow discoveryAI
- Measuring AI return on small teamsAI
- Change management for AI adoptionAI
Try Blueprint
Book a call (opens in a new tab) to get started with Blueprint.