AI Concierge · AI Training for Business

We stay on top of AI so you don't have to.

A trusted AI person who knows your business, and hands-on training for your team. From operators who run their own companies on AI every day.

Book a fit call Plan a team training

For owner-led New York businesses. On Zoom, wherever you are in the state.

This week in AI · for a home services owner6 new things. 2 worth your time.

Use

AI that drafts replies to quote requests in your voice

Meeting notes that write the follow-up for you

Watch

AI phone agents that book appointments

Agents that reconcile your books on their own

Ignore

A tool that promises page one on Google in 30 days

A video clone of you for social ads

From your ConciergeStart here. We'll set it up together on our next call.

Example week. Your sort depends on your business.

Two ways to work together

A real person in your corner, or a team that can do it.

AI Concierge gives you one of our people, who learns your business and stays with you. Training gives your whole team the skill. Start with either.

A real person from our team

AI Concierge

One of our people becomes your AI Concierge. They learn your business, answer your questions and work alongside you until AI is part of how you run things.

Start with a call25 minutes, free. We scope it to your business.

Everything we build is yours to keep. It lives in your own accounts, whether you stay or go.

Two 1-hour calls a monthWorking sessions with your concierge on real tasks from your week.
Voice messages and email, any timeStuck between calls? Send a voice note or an email. Ask as many questions as you like.
Help with the small stuffThey show you how to build things and pitch in on simple setups. Bigger builds get their own quote.
A sounding board who keeps you movingStraight advice when you are deciding, and accountability so the plan actually happens.

Book a fit call

Owner, small group or whole team

AI Training for Business

Hands-on training built on the work your people actually do. On Zoom, for one owner or the whole team.

Custom quotePriced to the room: group size, format and prep

Your tasks, not generic demosEveryone practices on approved real work.
One owner to a full staffSized to the room and their starting skill.
Take-home routinesInstructions, examples and a review checklist.
On Zoom, anywhere in the stateBuffalo to Montauk. In-person sessions are arranged case by case.
Safe-use ground rulesWhat never goes into AI, and what always gets a human check.
A follow-up check-inWe come back to see what stuck and fix what did not.

Plan a trainingBest when the whole team needs the skill.

Our rule: we sell Concierge when the need keeps coming back, training when the need is shared, and a quoted project when you need a specific system built.

AI Concierge

Your first month, week by week.

No 60-page strategy. One real result you can repeat, and a plan for what comes next.

Book a fit call

Before we startA 25-minute fit call
Your business, the tasks that repeat, and what would make the first 90 days worth it. If you need training or a project instead, we'll say so.
Week 1Intake and a 60-minute interview
Your goals, how you decide, how you write. We pick one workflow worth fixing and write down how you do it today.
Week 2Your AI gets to know you
We build your personal context file, you check every line, and we install it in your own AI account. Then we test a real task.
Weeks 3 and 4Practice, then fix the friction
You use it between calls. The second session works on what actually got in the way. Your concierge also tells you which new AI tools to use, watch or ignore.
Every month afterKeep going, one result at a time
New priorities, your context kept current, and a progress summary so you can see what changed.

Example workflow · a fence companyNew quote request0 of 8 steps done

1
A quote request comes inDana, cedar fence, Saratoga Springs. Three photos attached.
2
AI reads the request and the photosAbout 140 feet, one gate, old fence to haul off.
3
It checks your calendarNext install opening: the week of the 14th.
4
It drafts the quote with your pricing rulesHaul-off included. No discount on a first quote.
5
You approve itOne tap from your phone. Nothing goes out without you.
6
It sends the quote by text and emailIn your voice, with the install date held.
7
It follows up on day 2 and day 5And stops the moment Dana replies.
8
It logs the job and adds it to Friday's reportSo you see every open quote in one place.

Quote sent. Follow-ups scheduled.8 steps. One tap from you.

Example business, made up to show the idea. Not a client result.

Past better emails

Anyone can write a better email. We help you run the whole job.

Most AI advice stops at prompts. Your concierge helps you chain the steps, so a quote, a new lead or a weekly report moves by itself and only stops for your OK.

Many steps, one flowFrom the first form fill to the follow-up, without you copying and pasting.
You approve what mattersAI drafts and moves things along. You make the calls.
Built in tools you ownIt runs in your accounts, so it is yours if we ever part ways.

Practical AI training for your business, using the work your people actually do. Fewer slides, more hands on keyboards.

AI Training for Business

What 90 minutes with your team looks like.

0 to 10 minWhere you are now

How the team uses AI today, the tasks they want help with, and what always needs a human check.

Works for

One ownerPrivate, at your pace.
A small groupOwners or managers together.
Your whole teamPractice by role.
On ZoomAnywhere in New York.

Where we work

Working with owners across New York.

Same two offers in every part of the state. Concierge and most training happen on Zoom, so where you are does not change what you get.

Straight answers

Questions owners ask first.

Something else on your mind? Ask on the fit call. It's 25 minutes and there's no pressure.

Is AI Concierge a chatbot?

No. It's a real person from our team who learns your business: two 1-hour calls a month, plus voice messages and email between calls. We use AI tools in the work, but you're paying for a person's judgment and follow-through.

What does it cost?

It depends on what you need, so we scope it on the fit call. The call is free, and you get a straight answer about the right fit and the price before you decide anything.

Do I need to be technical?

No. You need a real task, a willingness to try things, and access to the tools we choose together. The technical side is our job to simplify.

Do I need a paid AI account?

It depends on the workflow. We'll name any subscriptions and their cost before setup, and nothing new gets bought without your OK.

Will you build an agent or automation for us?

Light setup is part of Concierge. Bigger builds, like API connections, CRM integrations or hosted agents, get their own scope and quote.

Can training happen virtually?

Yes. Training works for one owner or a whole team, and most of it happens on Zoom.

Do you work with businesses in my part of New York?

Yes. We work with owners anywhere in New York State. Concierge and most training happen on Zoom, and in-person sessions are arranged case by case.

Do you guarantee savings or revenue?

No. We pick useful work, measure what actually changed, and tell you honestly. Anyone promising a number before they know your business is guessing.

What do I keep?

Your approved context, your instructions and the deliverables we agreed on. They live in your accounts, so they stay with you.

Let's find the first thing AI should do for you.

A 25-minute fit call. We look at two tasks that repeat in your week and pick a first result worth having.

1A few quick taps, about a minute.
2We reply within one business day with a few times.
325 minutes on Zoom with our team.

Have a whole team to train? Plan a training