AI CONSULTINGFind where AI pays.
Find where AI pays.
Then put it to work.
We come into your business, watch how work actually moves, and show you what AI can take off your team's plate. You leave with a written plan, working examples built around your tools, and help putting it in place.
AT A GLANCE
WhoDavid K., founder. No account managers.
WhereOn-site around Sacramento. Remote everywhere else.
You getA written AI plan, ranked by hours saved
ThenWe build it, train your team, or both
PriceFixed, quoted before you commit
saved every payroll cycle. One home services company went from almost a week of payroll prep to one sitting.Remodeling · Payroll Prep · JobTread → QuickBooks Desktop
1 minfrom approved proposal to a contract in JobTread, ready for the client to sign. Before, every proposal and contract was rebuilt by hand in ChatGPT.Remodeling · Proposal → Contract · Claude skill → JobTread → e-sign
5 minto finish the inspection report once the visit is done. It used to take 6 hours.Inspections · Inspection Report · Site notes + photos → Claude → report
01 · WHAT IT IS
A second set of eyes on the whole operation.
Most owners know AI could help. Few know where. Software reps pitch "AI features," staff try ChatGPT on their own, and nothing really changes in how the office runs.
AI consulting starts with your business, not a product. We sit with you, your office and your field leads, follow a job from the first call to the final invoice, and note every place where someone re-types, chases, waits or guesses. Then we show you, in plain English, which of those jobs AI can do today, what it would take, and what it's worth.
Some owners take the plan and run with it. Others have us build the first piece and keep going from there. Either way, you see it working in your own tools before you decide on the rest.
02 · WHAT WE DO TOGETHER
Consulting that ends in working software.
WalkthroughWe shadow the owner, the office and the field leads, and follow real jobs through your tools. No slide deck to prepare: we watch the actual work.Owner · office · field
AI opportunity mapEvery recurring job on one page, ranked by hours per week, effort to automate, and risk. Clear calls on what to automate, what to leave alone, and what to fix first.Written · yours to keep
Live demosQuick working examples built around your real workflow, like a follow-up drafted from your CRM or a contract built from your proposal, so you see what is possible before you spend on it.JobTread · QuickBooks · your CRM
Tool + stack reviewWhich tools you pay for, which ones overlap, and how they should talk to each other. Often the fastest win is connecting what you already own.n8n · Zapier · MakeSee stacks →Team trainingHands-on sessions so your office and field staff use AI for real work: writing, research, summaries and estimating prep, with simple rules for what stays private.ChatGPT · Claude
Build + adviseWe install the skills and agents from the plan, or guide your team while they do it. After that, regular check-ins keep it working and find the next win.Installed or ManagedSee skills →03 · THE PROBLEM
Everyone says you need AI. Nobody shows you where it fits in your business.
Sounds familiar?
Your team tried ChatGPT, but nobody uses it for real work
Every software rep pitches "AI features" you can't judge
You don't know which job to automate first
You pay for tools that don't talk to each other
You're not sure what's safe to put into AI
That's us. Book a call →04 · HOW IT WORKS
01
Free 30-minute callTell us how the business runs and what eats your week. We'll tell you honestly whether consulting fits, or whether one skill would do.
02
WalkthroughOn-site around Sacramento, by video anywhere else. We follow real jobs through your tools and talk to the people doing the work.
03
Plan + demosYour AI opportunity map, working examples built around your workflow, and a fixed price and timeline for each piece.
04
Build, train, adviseWe install what you pick, train your team on it, and stay on as your AI advisor as you grow.
WHO COMES INDavid K.You work with me from the walkthrough to the build. If AI isn't the right answer for a job, I'll say so.
05 · CONSULTING OR A SKILL?
Which one do you need?
AI consulting fits when
You're not sure where AI fits or where to start
You want the whole operation looked at, not one job
Your team needs training to actually use AI
You're planning bigger changes, like new software or hiring, and want AI in the plan
Book a 30-min ops callGo straight to a skill when
You already know the job you hate
It's one clear workflow, like payroll prep or estimate follow-up
You want that one job running fast
Browse skill packs →06 · QUESTIONS
Questions, answered.
Still not sure? Bring your question to a free 30-minute call. You'll leave with a written plan either way.
Book a 30-min ops callLooks at how your business runs, finds the jobs AI can take over, and shows you what that looks like in your tools. With us it can end in working software, not just a report.
Yes. Around Sacramento we come to your office or job site. Everywhere else we work by video, and on-site visits can be arranged.
That works. The plan is yours to keep. Build it yourself, with another team, or with us.
Yes. Training is built around your real work, with simple rules for what information goes into AI tools and what stays out.
A skill fixes one job you have already picked. Consulting is for when you want help deciding what to fix across the whole business.
We only use the access you approve, and anything that touches money or a client waits for your approval before it goes out.
No. We build on the tools you already pay for, like JobTread, QuickBooks, and your CRM.
Anything that touches money or a client waits for your approval, and every run is logged so you can see exactly what happened.
After a free 30-minute call, you get a written plan with a fixed price and a timeline before you commit to anything.
AI answers from this site and can be wrong. David confirms anything that matters on the free call.