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Working Theory

AI consulting, training, and custom software for small businesses.

No two businesses waste time the same way, so every engagement starts with your workflows, not a product pitch. Sometimes the fix is AI. Sometimes it’s a simpler process or a small piece of custom software. We recommend what works, then build it. Most engagements begin with the Assessment: it’s a half day, and it tells us both whether anything bigger is worth doing.

Along the Wasatch Front, from Ogden to Lehi, we work on site. For remote and distributed companies, every engagement below runs the same way over video, led by people with years of experience managing remote teams. We do not resell software or take referral fees, so the recommendation is the recommendation.

The front door. Start here.

Opportunity Assessment

A half day on site with you and your team. We watch how the work actually happens, map where the hours go, match each finding to the right fix, and implement one quick win before we leave.

What you get

  • A short findings memo ranking 3 to 5 opportunities by effort and payoff, each matched to the right fix
  • One quick win implemented on the spot
  • A straight answer on what to do next, and what to skip

Who it’s for: Owners who know their team is losing hours somewhere and want a clear answer before committing to anything bigger.

Take the top opportunities live.

Implementation Sprint

A scoped 2 to 6 week engagement that turns your assessment into working changes. We fix the process first, then set up the tools inside your real workflows, building alongside the people who will use them.

What you get

  • Your highest-payoff opportunities, built and running
  • Tools chosen for your workflows, not our favorites
  • Plain-English documentation your team can actually follow

Who it’s for: Teams ready to move from “we should fix that someday” to hours saved every week.

Scoped per engagement

Ask about this on a call

Your real work, not canned demos.

Team Training

A hands-on workshop built around your team’s actual work: real emails, real quotes, real customer questions. People leave having done their job faster, not having watched slides about it.

What you get

  • A working session using your actual workflows
  • Setups and prompts your staff keep using after we leave
  • A follow-up reference sheet written for your business

Who it’s for: Teams that have the tools but aren’t getting the value, or want to start on solid footing.

Scoped per engagement

Ask about this on a call

For when the fix isn’t AI.

Custom Software & Automations

Sometimes the answer is a dashboard that puts your numbers in one place, an integration that makes two systems talk, or a small tool built around how you work. We scope and build those too, and bring AI in only where it earns its place.

What you get

  • Dashboards and custom tools shaped to how your business runs
  • Integrations that connect the software you already pay for
  • Automations that take over the repetitive work in between

Who it’s for: Businesses losing hours to duct-taped spreadsheets and double entry, whether or not AI is part of the fix.

Scoped per engagement

Ask about this on a call

Stay current without the homework.

Ongoing Support Retainer

Tools change, teams change, and most of what is new is not worth your attention. A retainer keeps us in your corner with regular check-ins, honest evaluations of new tools, and tune-ups to keep what we built working.

What you get

  • A monthly check-in, on site or remote
  • Plain-spoken evaluations of new tools as they appear
  • Priority help when something breaks or changes

Who it’s for: Businesses that want to keep their edge without making technology anyone’s full-time job.

Monthly, scoped to your needs

Ask about this on a call

Questions we get

How soon can you start?

Usually within two weeks of the intro call. The assessment itself is one half day.

Do I need to block my whole team for the assessment?

No. We need the owner for about an hour and short sit-downs with two or three people who do the work.

What does an Implementation Sprint cost?

It depends on what the assessment finds. Most sprints land between a few thousand dollars and the low five figures, and we quote a fixed price before anything starts.

We are not in Utah. Does this work remotely?

Yes. Every service runs the same way over video, and we have spent eight years managing teams, many of them fully remote.

Will you sign an NDA?

Yes, before we look at anything.

Do you sell or get paid for recommending software?

No. No resales, no referral fees.

Not sure which one you need?

That's normal. It's exactly what the free intro call is for. Twenty minutes, and you'll leave with a clear next step either way.

Book a free intro call

Not ready to talk? Start with the free worksheet.