AI Implementation
Connect AI to your business data — files, docs, CRM, history — so your team can ask questions and get instant answers.
$2,000–$5,000 setup + $500–$1,000/month
What is AI Implementation?
AI Implementation is installing AI that actually knows YOUR business — not a generic chatbot that gives Wikipedia answers. I connect tools like Claude, ChatGPT, or local AI models directly to your internal files, documents, policies, CRM history, and knowledge bases. When an employee asks a question, the AI answers using your company's actual data.
This is the difference between "AI that sounds smart" and "AI that IS smart about your business." A law firm's AI knows the firm's precedent library. A real estate brokerage's AI knows every listing, every comparable, every market report. A medical practice's AI knows billing codes, insurance policies, and patient intake protocols. Based in Kelowna, BC, I work with businesses across Canada and the US to deploy these systems using Claude, OpenAI, Google Workspace integrations, and local AI setups for sensitive data.
How It Works
The process starts with a data audit. I map out where your business knowledge lives — Google Drive, SharePoint, Dropbox, CRM records, email templates, internal wikis, SOPs. Then I structure that data so AI can access it efficiently, because raw file dumps produce garbage answers.
Next, I select and configure the right AI tool for your use case. Claude for nuanced document analysis, OpenAI for broad general knowledge, or a local model for data that cannot leave your network. I connect the AI to your data sources via APIs, build access controls so different teams see different data, and configure the interface — whether that's a Slack bot, a web portal, or an integration inside your existing CRM like HubSpot or Salesforce.
Finally, I test the system with real questions your team actually asks, train your staff on how to get the best results, and provide 30 days of support to handle the edge cases that always surface in the first month.
Who It's For
Small to mid-sized businesses that have valuable internal knowledge locked in files, emails, and documents that nobody can find quickly. If your team wastes hours searching for information that exists somewhere in your systems, this service eliminates that problem.
Common clients include law firms drowning in case files and precedent research, agencies managing playbooks across dozens of client accounts, real estate brokerages that need instant access to market data and comparables, medical practices navigating complex billing and insurance documentation, and any business where the answer exists — it just takes too long to find.
What's Included
- Data audit and structure plan
- AI tool selection and configuration (Claude, OpenAI, or local models)
- Connection to your files, folders, CRM, and knowledge bases
- Access controls setup (team-level permissions)
- Custom interface (Slack bot, web portal, or CRM integration)
- Team training session (hands-on, using real questions)
- 30 days of post-launch support and tuning
AI Implementation FAQ
Ready to Get Started?
Let's talk about how AI automation can scale your business.