Who We Help · Small Business
AI Agent Development for Small Businesses in Orange County
Small businesses get the same agentic AI capabilities as enterprises — just scoped to the workflows that matter most. We design 4–6 week pilots around a single high-friction process (proposals, intake, scheduling, follow-up) using your existing tools (Google Workspace, QuickBooks, HubSpot, Shopify). You see measurable time savings before committing to a broader rollout.
Where the friction lives
- ›Owners spending 10–15 hours/week on repetitive admin instead of growth
- ›Inconsistent follow-up costing qualified leads
- ›No dedicated IT or data-science team to evaluate AI tools
- ›SaaS copilots that promise everything but fit nothing specific
- ›Budget uncertainty — afraid of a $50K+ project with unclear payback
High-ROI use cases
Proposal & quote agent
Ingests discovery notes, scopes the work, pulls historical pricing, and drafts the proposal in your brand voice. Owner reviews and sends.
4–6 hrs per proposal → 45 min
Customer-intake agent
Conversational form that qualifies the lead, books the consultation, and populates your CRM — while you sleep.
24-hr response time → instant
Invoice & follow-up agent
Monitors project milestones, drafts invoices, sends reminders, and flags late payers with suggested escalation.
Days-sales-outstanding cut 20–35%
Repeatable task runner
Weekly reporting, vendor outreach, or data entry jobs that currently eat a half-day every week.
5–8 hrs/week reclaimed
How we help
Triage first, build second
We start with a free 20-minute Workflow Triage to identify the one process with the clearest ROI. No generic audits.
Pilot in 4–6 weeks
A single-scope agent running in your environment with real data. You see output before any larger commitment.
No new infrastructure required
We connect to your existing stack via APIs and MCP. No forklift upgrades, no cloud migrations.
Fixed-price pilot options
Small-business pilots start at a predictable flat fee. Scope, price, and success criteria are agreed before any code is written.
Owner training included
You own the agent. We document how to monitor it, adjust prompts, and add new workflows as you grow.
Engagement model & pricing
Small-business engagements are structured as fixed-scope pilots. Week 1: Triage and scope lock. Weeks 2–5: Build, connect, and evaluate. Week 6: Handoff with runbook. Optional monthly monitoring thereafter. Typical pilot range: $8K–$18K depending on system count and data complexity.
What you get
- See working output in 4–6 weeks, not 4–6 months
- Fixed-price pilots with defined success criteria
- No enterprise overhead or long procurement cycles
- Works with your existing Google, QuickBooks, HubSpot, or Shopify stack
- Owner-run with training, not vendor-dependent forever
- Built in Irvine — local check-ins available across Orange County
Frequently asked questions
Do I need a technical team to use an AI agent?+
No. We design agents that you operate through natural-language instructions and a simple dashboard. You approve outputs; the agent does the mechanical work. We train your team during handoff.
How much does a small-business AI pilot cost?+
Most single-workflow pilots fall between $8,000 and $18,000 fixed price. That covers triage, build, integration with 2–3 systems, evaluation, and handoff. We quote after the free Workflow Triage so the scope is locked before any invoice.
What if I only use Google Workspace and spreadsheets?+
That is enough. We have built effective agents on Google Sheets, Docs, Gmail, and Calendar alone. The value is in the workflow logic and retrieval, not in expensive infrastructure.
How do you keep my business data safe?+
Agents run in your existing environment or a dedicated project boundary. We do not train models on your data. All outputs are logged and reviewable by you. We can sign an NDA before any data is shared.
What happens after the pilot?+
You choose: run it yourself with our runbook, add a monthly monitoring retainer, or expand to additional workflows. There is no auto-renew or lock-in.