SHT 02 · INDEX OF SHEETS
§01 — IMPLEMENTATION ENGAGEMENT · SVC-02 SHT 02.2 · SERVICE SHEET · REV A
Optional follow-on work after the Discovery Engagement, for customers who want us involved through the setup — recommending the specific tools, configuring them for your workflows, training the people who'll actually use them, and documenting everything so you own the result. Scoped per workflow or per use case so costs stay predictable.
WHAT YOU GETDELIVERABLES · 5
- AI tools (Anthropic's Claude, OpenAI's ChatGPT, Google's Gemini, xAI's Grok, or local models — whichever fits) set up and configured for your business
- Connectors and integrations wired into the apps and data you already use
- Hands-on training so your team knows how to use the tools properly
- Plain-language documentation your team can actually reference
- A defined handoff point and optional ongoing support
COMMON WORKFLOWS WE SET UPEXAMPLES · 5
- Automated customer intake, qualification, and routing
- AI-assisted drafting for email, proposals, or reports
- Document processing, classification, and search
- Meeting and call summarization routed to your CRM or notes system
- Internal knowledge retrieval across your company's documents
Not sure which service fits?
Start with a consultation. We'll point you at the right starting line — even if it isn't us.