Services · AI Setup & Training
We set up AI inside your business and train your team to use it.
Most small businesses buy an AI tool and never really use it. We do the opposite: we deploy Claude and ChatGPT inside your real workflows, build a company second brain from your docs and SOPs, and run hands-on training so your team uses AI like a senior teammate, not another tab they ignore.
What is it
What is ai setup & training?
AI implementation services for small business involve setting up Claude and ChatGPT inside real workflows, building a company second brain (an AI-queryable knowledge base of the company's docs, SOPs, and data), connecting AI to internal tools through MCP integrations, and running role-based training so the team actually adopts AI in their daily work.
What you get
What’s included.
Custom agents + skills
We shadow your workflows to find what is worth automating, then build, test, and codify the agents and skills in Claude and ChatGPT, wired to the tools your team already uses.
Company second brain
We gather and structure your docs, SOPs, and data into an AI-queryable knowledge base, so anyone can ask a question and get the company's real answer, with the source it came from.
MCP integrations
We set up MCP servers that connect AI to your CRM, calendar, docs, and internal tools, scoped with per-role access controls so it acts on your real data safely.
Memory + guardrails
We configure long-term memory and policy guardrails, then test them against your edge cases, so your AI stays consistent, accurate, and on-brand.
Role-based team training
Hands-on workshops where your team learns to write their own skills, build hooks, use version control, and wire your second brain to reference your files, plus a shared prompt library for the jobs they do every day.
30/60/90 adoption + tuning
We set rollout milestones, track how your team actually uses AI, and tune workflows and knowledge-base accuracy every month, so AI sticks instead of fading after week one.
How it works
Four steps from kickoff to live.
Workflow + knowledge audit
We map the jobs AI should own and inventory the docs, SOPs, and data your second brain will run on.
Build
Custom agents, skills, MCP integrations, memory, and the knowledge base, written and tested against your real work.
Train + roll out
Role-based training across live sessions, a prompt library, and a 30/60/90-day adoption plan.
Tune
Monthly review of usage and knowledge-base accuracy, with targeted improvements.
FAQ
Questions about ai setup & training.
What is a company second brain?
A company second brain is an AI-queryable knowledge base built from your docs, SOPs, and data. Your team asks a question in plain language and gets your company's real answer, with the source, instead of digging through drives and Slack.
Is our company data secure?
Yes. We scope access per role, keep your knowledge base in your own accounts and tools, and configure MCP connections with explicit permissions. Your data is not used to train public models.
Claude or ChatGPT, which do we need?
Usually both. We help you pick the right model per workflow and set up Claude, ChatGPT, and the APIs as needed.
What is an MCP server?
Model Context Protocol. It lets Claude and ChatGPT talk to your tools (CRM, docs, calendar) safely, so AI can act on your real data instead of guessing.
How does training work?
Role-based live sessions plus async docs and a shared prompt library, backed by a 30/60/90-day adoption plan. Most teams ramp inside two to three weeks.
What does ongoing tuning look like?
Monthly review of how your team uses AI and how accurate the knowledge base is, with skill updates, new workflows, and content fixes. Light touch, high leverage.
Ready to ship ai setup & training?
Book a call. We size the package to your real volume and propose the smallest first step.