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 to two weeks we map how your business runs and hand you a ranked list of where AI saves time or money.
Then we roll it out: we automate the workflows worth automating, decide which work goes to Hands and which tools to build in Workshop, and train your team to use what we set up.
What it does
AI Audit
One to two weeks, ending in a ranked list of opportunities with expected hours and dollars saved.
Workflow automation
Quoting, scheduling, invoicing, follow-ups and reporting, automated end to end.
Roadmap and rollout
A plan for what goes to Hands, what gets built in Workshop, and in what order.
Team training
Your people learn the new tools, so the change sticks after we leave.
Use cases
All use cases →Find the hours
Map how the business really runs and rank where AI saves the most time.
“Where are we losing the most hours each week?”
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.”
Kill double entry
Connect the tools you already use so data is typed once.
“Sync new bookings into our invoicing tool automatically.”
Chase late payments
Polite, persistent reminders that go out on schedule.
“Remind every client with an invoice over 30 days.”
Plan the rollout
Decide what goes to Hands, what gets built in Workshop, and in what order.
“What should we automate first, and what will it save?”
Train the team
Short, hands-on sessions so the new tools actually get used.
“Teach the front desk how to hand off to the new assistant.”
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.