AI Consulting Services

Phase 01

CMore Flo Audit

1 - 2 weeks

We map your current workflows end to end, find the bottlenecks, and give you a prioritized roadmap. You see where time and money are leaking and what to fix first.

Deliverables

• Complete workflow map of your current operations
• Bottleneck analysis with time and cost estimates
• Prioritized automation roadmap (what to build, in what order)
• Tool-stack assessment (what stays, what gets replaced, what gets added)

Phase 02

AI Systems Implementation

2 - 4 weeks per module

We build the systems from your roadmap: intake automation, follow-up sequences, routing, reporting dashboards, and decision support tools that fit your existing stack.

Deliverables

• Custom-built automation workflows (GoHighLevel, Make, Zapier, or custom)
• CRM configuration and optimization
• AI agent setup (chatbots, voice AI, email assistants)
• Dashboard and reporting systems
• Staff training and handoff documentation

Phase 03

Ongoing AI Advisory

Monthly retainer

AI moves fast. We monitor your systems, tune what is working, and upgrade the setup when better tools emerge, so you do not have to track every new tool yourself.

Deliverables

• Monthly system performance review
• Continuous optimization based on real usage data
• New tool and capability assessments
• Priority support for issues and changes
• Quarterly strategy sessions