Built around your workflows, so your business runs smarter and scales faster

Once you're ready to build, we handle everything from strategic planning through full implementation, team training, and 60-90 days of hands-on support.

AI in Action includes the full AI Strategy & Consulting engagement, plus we build, configure, train, and support your team until it's running smoothly.

What We Build

CommandPost™ Dashboards

See everything. Decide faster.

Stop switching between tools to understand your business. CommandPost™ brings your key data, daily priorities, and forecast trends into one clear view.

What's Included:

• Unified Data Views — All your metrics in one place, pulled from multiple sources automatically

• Custom KPIs — Track exactly what matters to your specific business goals

• Predictive Trends — Forecast what's coming based on your historical data and patterns

• Data Unification — Merge scattered data sources into one reliable ecosystem

• Automated Alerts — Know immediately when something needs your attention

• Insight Visualization — Interactive dashboards that tell the story, not just show numbers

Result: Save hours every week eliminating manual reporting and tool-switching. Make faster, confident decisions with real-time insights you can act on.

Workflow Automation

Connect tools. Eliminate busywork.

Your team shouldn't spend hours on repetitive tasks that software can handle. We connect your existing tools and automate the workflows that drain your time.

What's Included:

• CRM & Lead Automation — Automate sales follow-ups, lead routing, and customer pipeline management

• Internal Process Bots — Eliminate repetitive admin tasks, data entry, and routine notifications

• Reporting Automation — Scheduled reports delivered on your timeline without manual work

• Document Generation — Proposals, contracts, onboarding packets, and repeatable documents on autopilot

• Task & Notification Routing — Automatic handoffs between team members and systems

Result: Cut operational overhead by 50%. Eliminate data entry errors. Free your team for work that actually requires humans.

AI-Powered Tools

Your knowledge. Instantly accessible.

Build custom AI tools that support your team internally — trained on your processes, documents, and expertise.

What's Included:

• ChatGPT & LLM Integrations — AI assistants embedded directly in your workflows and tools

• AI Knowledge Base — Instant answers from your internal documents, SOPs, and institutional knowledge

• Content Generation Systems — AI-assisted drafting for reports, summaries, emails, and internal communications

• Custom AI Applications — Tailored tools built for your specific processes and use cases

• Document Q&A — Ask questions, get answers from your own files instantly

Result: Give your team instant access to internal knowledge. Cut manual research and content creation time across every department.

System Integration

Make your tools work together.

Your CRM, email, forms, project management, and data tools should talk to each other. We make that happen without replacing what's already working.

What's Included:

• API Automation — Connect any tools and data sources, even if they don't have native integrations

• Data Unification — Merge scattered data into one reliable source of truth

• CRM + Email + Forms Connected — End-to-end workflows without manual handoffs

• Zero Manual Data Entry — Information flows automatically between systems

• Legacy System Bridges — Connect older tools to modern workflows without starting over

Result: Zero manual data entry between systems. Clean, reliable data across your entire business.

Common Solutions

Most clients combine multiple solutions. Here are our most popular implementations:

Custom CommandPost™ Dashboard Simplify how you track your business with one clear view of your sales pipeline, customer health, team productivity, and operational metrics. See what matters, what changed, and what needs attention without switching tools.

Timeline: 4-6 weeks Result: Save hours every week on reporting. Make faster decisions with real-time visibility.

Operational Workflow Automation Connect your existing tools from intake forms to CRM updates to internal notifications eliminating manual data entry and reducing errors across your operations.

Timeline: 3-6 weeks Result: Cut operational overhead by 50%. Eliminate copy-paste errors.

AI Knowledge & Internal Tools Build custom AI tools trained on your internal processes, documents, and templates. Help your team with content drafting, document creation, summarizing information, answering questions, and generating reports.

Timeline: 4-8 weeks Result: Instant access to internal knowledge. Cut manual work across departments.

Automated Reporting System Replace manual report building with automated snapshots delivered on your schedule. Financial summaries, project updates, KPI tracking all pulled from your existing tools and formatted the way you need them.

Timeline: 2-4 weeks Result: Reclaim hours spent on weekly and monthly reporting.

Document & Process Automation Automate the creation of proposals, contracts, onboarding packets, and other repeatable documents. Pull data from your systems and generate consistent, accurate outputs every time.

Timeline: 2-4 weeks Result: Cut document prep time by 80%. Eliminate version control headaches.

Full System Integration Connect your entire tech stack, CRM, email, forms, project management, accounting into clean, end-to-end workflows with zero manual data entry.

Timeline: 4-8 weeks Result: One source of truth. No more "which system has the right data?"

What's Included in Every AI in Action Engagement

• Full AI Strategy & Consulting (readiness audit, roadmap, process advisory)

• Custom solution design based on your specific workflows

• Complete build and configuration

• Team training tailored to your technical level

• 60-90 days of hands-on post-launch support

• Documentation and reference materials

Best for: Business leaders who want AI working without managing the technical details.