Service Details
Small teams often feel the drag of administrative work, but continuously adding headcount is not a sustainable solution. Our Operational Efficiency program addresses this by training your staff to leverage generative AI for their specific roles. We focus on embedding a proactive, strategic AI-first mindset to change how your team approaches daily tasks. The goal is to shift capacity from administrative overhead to innovation and mission-critical work by equipping your team with the skills to continuously identify and apply AI to their workflows. This service is built for lean budgets and delivers results grounded in clear metrics.
Our Phased Approach
Our program is structured to ensure a custom fit and successful adoption, moving from discovery to individualized coaching.
Phase 1: Discovery
We begin with a group session to identify workflow bottlenecks and conduct a skill-gap analysis tailored to your organization's specific needs.
Phase 2: Training Design
Based on the discovery session, we develop a custom curriculum, including a group workshop structure and an individual coaching strategy.
Phase 3: Group Workshop
An in-person group workshop introduces staff to effective prompt-engineering strategies and provides guidance on AI-driven productivity enhancement. This phase focuses on embedding a culture of rapid execution and forward-thinking agility.
Phase 4: Individual Coaching
We provide virtual, one-on-one coaching sessions for each staff member. This ensures personalized, AI-powered workflow optimization and the development of a custom, role-specific generative AI tool stack.
Core Deliverables & Outcomes
Upon completion, your organization will receive a comprehensive set of tools and reports to ensure lasting change.
What's Included:
A comprehensive outcome report detailing productivity improvements and workflow optimizations.
A shortlist of recommended generative AI tools (such as ChatGPT, Gamma, and Descript) with safe use guidance, tailored to your budget and needs.
Hands-on training, SOP templates, prompt libraries, and job aids.
A Responsible AI policy starter, adoption plan, and champion toolkit.
A final capacity shift report with before-and-after data.
30 days of post-delivery Q&A support.
Key Benefits:
Reclaim a minimum of four hours per employee each week.
Redirect team effort from administrative tasks to revenue-generating and impact-oriented work.
Build confident, ethical, and effective AI habits across your team.
Significantly increase productivity and streamline workflows for rapid results.
Reduce employee burnout and improve focus on high-value tasks.
Cultivate team accountability and alignment with future-focused strategic initiatives.
Our Philosophy: Skills Over Scripts
We do not build custom automations. Our focus is on equipping your staff with durable skills and resilient processes using a few reliable, affordable, and high-impact AI tools. We believe that for most small businesses, custom automations can be fragile and costly to maintain. By empowering your team to use AI tools effectively, we ensure they can own their workflows and adapt to future changes, creating a more agile and capable organization.
Optional Add-On: Time Audit
For organizations that require a third-party assessment to understand their backend pain points, we offer a Time Audit. This optional service provides a detailed analysis of where time and resources are being spent. We review calendars, inboxes, and process handoffs to create a clear map of your current operational state, showing where time leaks occur and what each hour of work costs your organization.
Frequently Asked Questions
Q: What is the investment for this program?
A: The investment is customized based on team size and scope. We structure our pricing with a flat program fee that covers all phases for up to five staff members, including preparation, delivery, materials, and the final report. For larger teams, additional participants can be added for a separate fee. The goal is to provide a high-value service that fits within a lean budget. A formal proposal with a detailed investment breakdown is provided after an initial consultation.
Q: What is the time commitment required from my staff?
A: While most engagements run for four to six weeks, the direct time required from your staff is focused and manageable. Based on a typical program structure, each participating staff member should expect to commit to: A 2-hour group Discovery session. A 4-hour group Workshop. Four hours of personalized, one-on-one virtual coaching.
Q: How do you measure success and prove we've saved time?
A: We measure success with clear, data-driven reports. We begin by establishing a baseline, often through our optional Time Audit or the initial discovery process, to map current workflows and time expenditures. At the conclusion of the program, we deliver a comprehensive outcome report highlighting productivity improvements and workflow optimizations and a "capacity shift report" with before-and-after data. Our primary target metric is to reclaim at least four hours per employee each week, and this report makes that shift visible.
Q: Do you build custom automations or AI agents for us?
A: No. We focus on empowering your team with durable skills rather than building custom automations, which can be fragile and costly for small businesses to maintain. Our approach is to teach your staff how to use a few reliable, high-impact generative AI tools that fit your budget and security needs. The goal is to build your team's internal capacity and an AI-first mindset, ensuring they can own and adapt their workflows for the long term without being dependent on custom-coded solutions.
